Skylands Capital, LLC Top Holdings and 13F Report (2026) About Skylands Capital, LLCInvestment ActivitySkylands Capital, LLC has $762.06 million in total holdings as of September 30, 2026.Skylands Capital, LLC owns shares of 164 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 6.73% of the portfolio was purchased this quarter.About 8.38% of the portfolio was sold this quarter.This quarter, Skylands Capital, LLC has purchased 166 new stocks and bought additional shares in 40 stocks.Skylands Capital, LLC sold shares of 73 stocks and completely divested from 18 stocks this quarter.Largest Holdings Union Pacific $55,302,259Alphabet $43,784,180General Motors $32,571,770DIEBOLD NIXDORF INC $32,539,042Apple $29,244,151 Largest New Holdings this Quarter 243537107 - Deckers Outdoor $5,241,241 Holding580135101 - McDonald's $2,413,323 Holding654106103 - NIKE $2,039,040 Holding253393102 - DICK'S Sporting Goods $1,799,486 Holding596278101 - Middleby $1,797,113 Holding Largest Purchases this Quarter Deckers Outdoor 67,075 shares (about $5.24M)Churchill Downs 64,006 shares (about $4.84M)DIEBOLD NIXDORF INC 62,325 shares (about $3.82M)Crown Castle 37,975 shares (about $2.53M)McDonald's 10,450 shares (about $2.41M) Largest Sales this Quarter Charles Schwab 83,785 shares (about $8.19M)Adobe 19,280 shares (about $4.63M)SS&C Technologies 45,900 shares (about $3.54M)Haemonetics 25,925 shares (about $2.73M)Microsoft 4,400 shares (about $2.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofSkylands Capital, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorUNPUnion Pacific$55,302,259$476,228 ▼-0.9%203,2207.3%IndustrialsGOOGLAlphabet$43,784,180$266,662 ▲0.6%127,2505.7%Communication ServicesGMGeneral Motors$32,571,770$309,925 ▼-0.9%423,0104.3%Consumer DiscretionaryDIEBOLD NIXDORF INC$32,539,042$3,815,536 ▲13.3%531,5104.3%COM SHSAAPLApple$29,244,151$1,307,103 ▼-4.3%87,8153.8%TechnologyCCICrown Castle$21,128,717$2,531,034 ▲13.6%317,0102.8%Real EstateCORE NATURAL RESOURCES INC$19,476,838$51,075 ▲0.3%226,8972.6%COM SHSNSCNorfolk Southern$17,838,570$818,850 ▲4.8%57,7302.3%IndustrialsOSKOshkosh$16,882,376$325,270 ▼-1.9%131,0542.2%IndustrialsSBACSBA Communications$16,425,110$1,008,756 ▼-5.8%102,5802.2%Real EstateCCitigroup$15,539,542$71,214 ▼-0.5%120,0152.0%FinanceTAPMolson Coors Beverage$14,079,244$280,819 ▼-2.0%386,0501.8%Consumer StaplesVVisa$12,912,524$646,794 ▼-4.8%35,9351.7%FinanceCHDNChurchill Downs$12,657,934$4,843,974 ▲62.0%167,2561.7%Consumer DiscretionaryGEHCGE HealthCare Technologies$12,489,919$194,476 ▼-1.5%191,0651.6%HealthcareOCOwens Corning$12,481,257$878,468 ▼-6.6%106,9151.6%IndustrialsWABWabtec$12,149,150$63,180 ▼-0.5%42,3051.6%IndustrialsBARRICK MNG CORP$10,585,384$36,603 ▼-0.3%260,2751.4%COM SHSLOPEGrand Canyon Education$10,113,327$1,387,049 ▲15.9%66,7151.3%Consumer DiscretionaryAMTAmerican Tower$9,828,111$237,350 ▼-2.4%60,0411.3%Real EstateTMUST-Mobile US$9,507,564$171,234 ▼-1.8%58,3001.2%Communication ServicesGLDSPDR Gold Shares$9,364,8560.0%24,5901.2%ETFSSNCSS&C Technologies$9,200,231$3,537,513 ▼-27.8%119,3751.2%IndustrialsENSEnersys$8,734,193$591,884 ▲7.3%47,5901.1%IndustrialsADEAAdeia$8,554,240$20,480 ▼-0.2%334,1501.1%TechnologyBMYBristol Myers Squibb$8,174,400$482,040 ▼-5.6%131,0001.1%HealthcareWMBWilliams Companies$8,035,753$13,594 ▼-0.2%118,2251.1%EnergyCSXCSX$8,019,487$532,540 ▼-6.2%172,4251.1%IndustrialsJPMJPMorgan Chase & Co.$7,822,475$46,316 ▼-0.6%23,6451.0%FinanceXOPSPDR S&P Oil & Gas Exploration & Production ETF$7,430,539$439,359 ▼-5.6%41,4351.0%ETFSIMOSilicon Motion Technology$7,367,920$2,212,000 ▼-23.1%26,3141.0%TechnologyEXPEagle Materials$7,165,738$786,692 ▲12.3%41,9000.9%MaterialsADBEAdobe$7,151,412$4,626,043 ▼-39.3%29,8050.9%TechnologyJYNTJoint$7,000,733$373,500 ▲5.6%946,0450.9%HealthcareCOHRCoherent$6,239,721$28,781 ▼-0.5%21,6800.8%TechnologyQDELQuidelOrtho$6,139,171$232,407 ▲3.9%582,4640.8%HealthcareHCCWarrior Met Coal$6,051,025$194,370 ▲3.3%68,7070.8%MaterialsRTXRTX$5,957,509$8,354 ▼-0.1%32,0900.8%IndustrialsMPMP Materials$5,544,516$602,947 ▲12.2%117,2450.7%MaterialsMITKMitek Systems$5,534,430$864,435 ▼-13.5%324,6000.7%TechnologySCHWCharles Schwab$5,478,327$8,189,146 ▼-59.9%56,0500.7%FinanceGNRCGenerac$5,471,758$408,726 ▲8.1%26,4400.7%IndustrialsLKQLKQ$5,428,974$60,500 ▼-1.1%237,8000.7%Consumer DiscretionaryDECKDeckers Outdoor$5,241,241$5,241,241 ▲New Holding67,0750.7%Consumer DiscretionaryONonsemi$5,128,766$146,053 ▼-2.8%66,7200.7%TechnologyMETAMeta Platforms$5,101,641$2,052,259 ▼-28.7%7,0350.7%Communication ServicesELANElanco Animal Health$4,736,045$51,497 ▲1.1%211,5250.6%HealthcareHLMNHillman Solutions$4,642,758$617,916 ▲15.4%664,2000.6%IndustrialsAEMAgnico Eagle Mines$4,407,6440.0%24,0500.6%MaterialsNEMNewmont$4,393,301$5,767 ▼-0.1%38,0900.6%MaterialsLOVELovesac$4,266,299$469,139 ▼-9.9%283,4750.6%Consumer DiscretionaryPRDOPerdoceo Education$4,132,811$367,413 ▲9.8%133,5750.5%Consumer DiscretionaryMSFTMicrosoft$4,077,555$2,256,760 ▼-35.6%7,9500.5%TechnologyKEXKirby$4,053,656$541,406 ▼-11.8%30,8850.5%IndustrialsLECOLincoln Electric$3,987,2210.0%15,0700.5%IndustrialsBBYBest Buy$3,946,534$1,612,586 ▼-29.0%44,7250.5%Consumer DiscretionaryARISTA NETWORKS INC$3,868,210$20,359 ▼-0.5%19,0000.5%COM SHSUPSUnited Parcel Service$3,781,984$1,205,376 ▼-24.2%40,4750.5%IndustrialsVNTVontier$3,439,085$724,555 ▼-17.4%109,5250.5%TechnologySLBSLB$3,427,452$12,180 ▲0.4%70,3500.4%EnergyMTXMinerals Technologies$3,386,3470.0%51,7790.4%MaterialsGOOGAlphabet$3,237,0300.0%9,5000.4%Communication ServicesXLEEnergy Select Sector SPDR Fund$3,217,434$574,041 ▼-15.1%52,3160.4%ETFAMZNAmazon.com$3,010,978$373,725 ▼-11.0%12,0850.4%Consumer DiscretionaryBACBank of America$2,998,004$10,886 ▼-0.4%55,0800.4%FinanceMETALLUS INC$2,996,622$18,990 ▼-0.6%157,8000.4%COMALGNAlign Technology$2,892,465$632,273 ▲28.0%19,9000.4%HealthcareSLGNSilgan$2,832,125$1,398,688 ▲97.6%81,5000.4%MaterialsMLMMartin Marietta Materials$2,785,2970.0%5,8050.4%MaterialsTHE CAMPBELLS COMPANY$2,690,951$725,758 ▼-21.2%135,7010.4%COMELMET GROUP CO (THE)$2,655,399$495,387 ▲22.9%133,0360.3%COMMON STOCKHALHalliburton$2,604,420$6,360 ▼-0.2%81,9000.3%EnergyHLLYHolley$2,577,620$52,824 ▲2.1%1,092,2120.3%Consumer DiscretionaryROCKGibraltar Industries$2,550,240$1,229,580 ▲93.1%64,4000.3%IndustrialsDNOWDNOW$2,535,800$203,050 ▼-7.4%163,6000.3%IndustrialsSPGIS&P Global$2,528,553$660,737 ▼-20.7%6,4100.3%FinanceGPKGraphic Packaging$2,450,288$521,733 ▼-17.6%270,7500.3%MaterialsPLABPhotronics$2,416,538$92,340 ▼-3.7%78,5100.3%TechnologyMCDMcDonald's$2,413,323$2,413,323 ▲New Holding10,4500.3%Consumer DiscretionaryHAEHaemonetics$2,285,010$2,729,903 ▼-54.4%21,7000.3%HealthcareNATRNature's Sunshine Products$2,277,969$2,077,162 ▲1,034.4%179,5090.3%Consumer StaplesDIVERSIFIED ENERGY CO$2,199,365$120,330 ▲5.8%164,5000.3%COMMON STOCKNPK INTERNATIONAL INC$2,069,304$192,998 ▲10.3%181,2000.3%COM SHSMARZETTI COMPANY$2,050,753$714,168 ▲53.4%20,6750.3%COMNKENIKE$2,039,040$2,039,040 ▲New Holding57,6000.3%Consumer DiscretionaryATROAstronics$1,961,922$505,650 ▲34.7%29,1000.3%IndustrialsWSCWillScot$1,888,941$216,468 ▼-10.3%109,9500.2%IndustrialsSAMBoston Beer$1,839,648$1,495,206 ▲434.1%11,2160.2%Consumer StaplesBWMNBowman Consulting Group$1,829,256$1,067,492 ▲140.1%42,9000.2%IndustrialsDKSDICK'S Sporting Goods$1,799,486$1,799,486 ▲New Holding13,4000.2%Consumer DiscretionaryMIDDMiddleby$1,797,113$1,797,113 ▲New Holding17,3500.2%IndustrialsXRAYDENTSPLY SIRONA$1,764,469$197,578 ▲12.6%199,1500.2%HealthcareLMBLimbach$1,670,226$1,670,226 ▲New Holding34,1350.2%IndustrialsFCGFirst Trust Natural Gas ETF$1,621,362$91,264 ▼-5.3%56,8500.2%ETFAEYEAudioeye$1,426,515$379,485 ▼-21.0%212,2790.2%TechnologyWCCWESCO International$1,425,774$17,979 ▼-1.2%3,9650.2%IndustrialsQXO INC$1,342,889$1,342,889 ▲New Holding114,8750.2%COM NEWFISERV INC$1,301,184$458,577 ▼-26.1%28,8000.2%COMPOOLPool$1,185,698$1,185,698 ▲New Holding7,3250.2%Consumer DiscretionaryOXYOccidental Petroleum$1,177,154$8,298 ▼-0.7%21,2790.2%EnergyShowing largest 100 holdings. 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