Skylands Capital, LLC Top Holdings and 13F Report (2026)

About Skylands Capital, LLC

Investment Activity

Skylands Capital, LLC has $763.03 million in total holdings as of March 31, 2026.
Skylands Capital, LLC owns shares of 155 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 9.62% of the portfolio was purchased this quarter.
About 8.38% of the portfolio was sold this quarter.
This quarter, Skylands Capital, LLC has purchased 150 new stocks and bought additional shares in 43 stocks.
Skylands Capital, LLC sold shares of 78 stocks and completely divested from 13 stocks this quarter.

Largest Holdings

Union Pacific: $52,710,408
Alphabet: $42,087,282
DIEBOLD NIXDORF INC: $34,634,504
General Motors: $31,821,558
Apple: $24,565,603

Largest New Holdings this Quarter

171484108 - Churchill Downs: $6,593,522 Holding
00724F101 - Adobe: $6,100,093 Holding
71363P106 - Perdoceo Education: $3,032,615 Holding
92847W103 - Vital Farms: $1,942,912 Holding
883556102 - Thermo Fisher Scientific: $1,880,102 Holding

Largest Purchases this Quarter

Churchill Downs: 73,400 shares (about $6.59M)
Adobe: 25,095 shares (about $6.10M)
Charles Schwab: 52,650 shares (about $4.95M)
Molson Coors Beverage: 94,475 shares (about $4.07M)
SS&C Technologies: 57,775 shares (about $3.90M)

Largest Sales this Quarter

Kirby: 58,503 shares (about $7.77M)
Adeia: 166,293 shares (about $4.00M)
Nature's Sunshine Products: 128,100 shares (about $3.07M)
SPDR S&P Oil & Gas Exploration & Production ETF: 16,045 shares (about $2.92M)
Koppers: 59,700 shares (about $2.31M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
UNP Union Pacific	$52,710,408	$1,368,377 â–¼	-2.5%	217,255	6.9%	Transportation
GOOGL Alphabet	$42,087,282	$557,866 â–¼	-1.3%	146,360	5.5%	Computer and Technology
DIEBOLD NIXDORF INC	$34,634,504	$1,128,582 â–¼	-3.2%	459,100	4.5%	COM SHS
GM General Motors	$31,821,558	$1,253,835 â–¼	-3.8%	427,135	4.2%	Auto/Tires/Trucks
AAPL Apple	$24,565,603	$120,550 â–¼	-0.5%	96,795	3.2%	Computer and Technology
CCI Crown Castle	$23,306,292	$1,999,006 â–²	9.4%	286,635	3.1%	Finance
CORE NATURAL RESOURCES INC	$22,367,919	$433,163 â–¼	-1.9%	213,577	2.9%	COM SHS
OSK Oshkosh	$19,781,933	$694,978 â–¼	-3.4%	134,379	2.6%	Auto/Tires/Trucks
SBAC SBA Communications	$19,577,513	$2,931,894 â–²	17.6%	113,750	2.6%	Finance
NSC Norfolk Southern	$15,868,230	$743,330 â–¼	-4.5%	55,290	2.1%	Transportation
TAP Molson Coors Beverage	$14,760,968	$4,068,094 â–²	38.0%	342,800	1.9%	Consumer Staples
C Citigroup	$14,437,093	$170,115 â–²	1.2%	127,300	1.9%	Financial Services
OC Owens Corning	$14,149,224	$787,301 â–¼	-5.3%	130,745	1.9%	Construction
COHR Coherent	$12,943,617	$2,104,109 â–¼	-14.0%	54,337	1.7%	Business Services
GEHC GE HealthCare Technologies	$11,466,386	$2,530,449 â–²	28.3%	161,090	1.5%	Medical
V Visa	$11,148,122	$27,202 â–¼	-0.2%	36,885	1.5%	Business Services
WAB Wabtec	$10,907,322	$192,431 â–¼	-1.7%	43,645	1.4%	Transportation
BARRICK MNG CORP	$10,694,118	$373,228 â–¼	-3.4%	262,175	1.4%	COM SHS
GLD SPDR Gold Shares	$10,645,375	$129,087 â–¼	-1.2%	24,740	1.4%	Finance
AMT American Tower	$10,132,172	$866,352 â–¼	-7.9%	58,710	1.3%	Finance
CSX CSX	$10,069,565	$744,031 â–¼	-6.9%	245,300	1.3%	Transportation
ADEA Adeia	$9,754,979	$3,996,021 â–¼	-29.1%	405,950	1.3%	Business Services
SCHW Charles Schwab	$9,365,107	$4,948,047 â–²	112.0%	99,650	1.2%	Finance
SSNC SS&C Technologies	$9,356,756	$3,903,857 â–²	71.6%	138,475	1.2%	Computer and Technology
WMB Williams Companies	$9,252,158	$414,846 â–¼	-4.3%	127,125	1.2%	Energy
ENS Enersys	$8,894,464	$5,212 â–¼	-0.1%	51,200	1.2%	Industrials
TMUS T-Mobile US	$8,632,233	$562,880 â–¼	-6.1%	41,100	1.1%	Computer and Technology
BMY Bristol Myers Squibb	$8,575,910	$65,502 â–¼	-0.8%	141,400	1.1%	Medical
XOP SPDR S&P Oil & Gas Exploration & Production ETF	$8,288,721	$2,917,463 â–¼	-26.0%	45,585	1.1%	ETF
JYNT Joint	$7,904,776	$27,878 â–²	0.4%	893,195	1.0%	Medical
LOPE Grand Canyon Education	$7,891,942	$669,918 â–²	9.3%	46,415	1.0%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$7,467,252	$19,120 â–¼	-0.3%	25,385	1.0%	Finance
EXP Eagle Materials	$7,068,380	$588,242 â–¼	-7.7%	37,310	0.9%	Construction
CHDN Churchill Downs	$6,593,522	$6,593,522 â–²	New Holding	73,400	0.9%	Consumer Discretionary
RTX RTX	$6,198,842	$332,753 â–¼	-5.1%	32,135	0.8%	Aerospace
KEX Kirby	$6,103,178	$7,773,878 â–¼	-56.0%	45,930	0.8%	Transportation
ADBE Adobe	$6,100,093	$6,100,093 â–²	New Holding	25,095	0.8%	Computer and Technology
LKQ LKQ	$5,803,512	$563,904 â–¼	-8.9%	197,600	0.8%	Auto/Tires/Trucks
QDEL QuidelOrtho	$5,611,732	$3,398,545 â–²	153.6%	341,554	0.7%	Medical
SIMO Silicon Motion Technology	$5,521,187	$454,774 â–¼	-7.6%	49,169	0.7%	Computer and Technology
GNRC Generac	$5,379,388	$167,007 â–¼	-3.0%	27,540	0.7%	Industrials
MITK Mitek Systems	$5,310,900	$1,225,584 â–²	30.0%	393,400	0.7%	Computer and Technology
UPS United Parcel Service	$5,110,841	$39,844 â–²	0.8%	51,950	0.7%	Transportation
MP MP Materials	$5,038,103	$8,928 â–¼	-0.2%	104,395	0.7%	Basic Materials
ELAN Elanco Animal Health	$5,006,754	$104,694 â–¼	-2.0%	209,225	0.7%	Medical
META Meta Platforms	$4,971,810	$277,483 â–²	5.9%	8,690	0.7%	Computer and Technology
AEM Agnico Eagle Mines	$4,923,280	$30,447 â–¼	-0.6%	24,255	0.6%	Basic Materials
LOVE Lovesac	$4,917,627	$613,693 â–²	14.3%	332,947	0.6%	Retail/Wholesale
MTX Minerals Technologies	$4,631,431	$829,764 â–¼	-15.2%	65,305	0.6%	Basic Materials
ON onsemi	$4,546,166	$15,480 â–¼	-0.3%	73,420	0.6%	Computer and Technology
HLMN Hillman Solutions	$4,481,152	$1,328,288 â–²	42.1%	538,600	0.6%	Construction
NEM Newmont	$4,181,156	$54,125 â–¼	-1.3%	38,625	0.5%	Basic Materials
MSFT Microsoft	$4,129,246	$3,890,486 â–²	1,629.5%	11,155	0.5%	Computer and Technology
BBY Best Buy	$3,977,190	$1,189,305 â–²	42.7%	61,950	0.5%	Retail/Wholesale
XLE Energy Select Sector SPDR Fund	$3,923,703	$1,920,501 â–¼	-32.9%	64,050	0.5%	ETF
AMZN Amazon.com	$3,912,352	$1,022,606 â–²	35.4%	18,785	0.5%	Retail/Wholesale
SLB SLB	$3,849,111	$688,626 â–¼	-15.2%	74,900	0.5%	Energy
U HAUL HOLDING COMPANY	$3,813,255	$835,329 â–²	28.1%	85,365	0.5%	COM SER N
LECO Lincoln Electric	$3,753,636	$2,491 â–¼	-0.1%	15,070	0.5%	Industrials
HAE Haemonetics	$3,709,897	$1,654,166 â–²	80.5%	65,825	0.5%	Medical
METALLUS INC	$3,602,970	$244,283 â–²	7.3%	220,500	0.5%	COM
HAL Halliburton	$3,590,979	$565,355 â–¼	-13.6%	92,100	0.5%	Energy
MLM Martin Marietta Materials	$3,420,231	$79,472 â–¼	-2.3%	5,810	0.4%	Construction
GPK Graphic Packaging	$3,368,686	$457,220 â–¼	-12.0%	338,902	0.4%	Industrials
PLAB Photronics	$3,315,641	$382,885 â–¼	-10.4%	82,050	0.4%	Computer and Technology
HLLY Holley	$3,051,120	$128,787 â–¼	-4.1%	993,850	0.4%	Auto/Tires/Trucks
WSC WillScot	$3,045,812	$236,964 â–¼	-7.2%	175,450	0.4%	Finance
PRDO Perdoceo Education	$3,032,615	$3,032,615 â–²	New Holding	81,500	0.4%	Consumer Discretionary
SPGI S&P Global	$2,978,656	$2,221,551 â–²	293.4%	7,003	0.4%	Finance
BAC Bank of America	$2,847,000	$10,969 â–¼	-0.4%	58,400	0.4%	Finance
JOUT Johnson Outdoors	$2,766,601	$1,116,984 â–¼	-28.8%	59,484	0.4%	Consumer Discretionary
FMC FMC	$2,765,963	$468,815 â–¼	-14.5%	160,625	0.4%	Consumer Staples
GOOG Alphabet	$2,725,170		0.0%	9,500	0.4%	Computer and Technology
UNH UnitedHealth Group	$2,623,370	$453,238 â–²	20.9%	9,695	0.3%	Medical
ALGN Align Technology	$2,622,879	$874,293 â–¼	-25.0%	15,300	0.3%	Medical
NPK INTERNATIONAL INC	$2,380,707	$78,246 â–¼	-3.2%	164,300	0.3%	COM SHS
MATW Matthews International	$2,292,816	$69,275 â–¼	-2.9%	88,800	0.3%	Consumer Staples
ICLR Icon	$2,135,738	$1,510,509 â–²	241.6%	19,300	0.3%	Medical
HCC Warrior Met Coal	$2,133,135	$898,898 â–²	72.8%	22,900	0.3%	Energy
VNT Vontier	$2,098,051	$215,480 â–¼	-9.3%	59,150	0.3%	Business Services
PGR Progressive	$2,066,652	$872,256 â–²	73.0%	10,425	0.3%	Finance
VITL Vital Farms	$1,942,912	$1,942,912 â–²	New Holding	137,600	0.3%	Consumer Staples
ATRO Astronics	$1,921,824		0.0%	28,800	0.3%	Aerospace
FCG First Trust Natural Gas ETF	$1,902,985	$660,737 â–¼	-25.8%	60,050	0.2%	ETF
TMO Thermo Fisher Scientific	$1,880,102	$1,880,102 â–²	New Holding	3,825	0.2%	Medical
TKR Timken	$1,770,032	$196,112 â–¼	-10.0%	17,600	0.2%	Computer and Technology
THE CAMPBELLS COMPANY	$1,769,352	$1,769,352 â–²	New Holding	79,450	0.2%	COM
SLGN Silgan	$1,680,040	$15,520 â–²	0.9%	43,300	0.2%	Industrials
XRAY DENTSPLY SIRONA	$1,585,720	$490,680 â–²	44.8%	136,700	0.2%	Medical
BIO Bio-Rad Laboratories	$1,574,938	$571,438 â–²	56.9%	5,650	0.2%	Medical
WCC WESCO International	$1,536,376	$4,104 â–¼	-0.3%	5,615	0.2%	Computer and Technology
MBLY Mobileye Global	$1,428,960	$542,043 â–¼	-27.5%	208,000	0.2%	Auto/Tires/Trucks
AEYE Audioeye	$1,419,555	$570,752 â–²	67.2%	222,850	0.2%	Computer and Technology
OXY Occidental Petroleum	$1,417,000	$592,150 â–¼	-29.5%	21,800	0.2%	Energy
BC Brunswick	$1,338,784	$52,751 â–¼	-3.8%	18,400	0.2%	Consumer Discretionary
CCOI Cogent Communications	$1,293,366	$133,293 â–²	11.5%	68,650	0.2%	Computer and Technology
CSGP CoStar Group	$1,292,897	$605,100 â–²	88.0%	32,050	0.2%	Computer and Technology
NATR Nature's Sunshine Products	$1,263,074	$3,073,120 â–¼	-70.9%	52,650	0.2%	Medical
ZETA GLOBAL HOLDINGS CORP	$1,256,884	$604,164 â–²	92.6%	78,950	0.2%	CL A
ZBH Zimmer Biomet	$1,169,221	$254,080 â–²	27.8%	12,931	0.2%	Medical

Showing largest 100 holdings. View all holdings.

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Skylands Capital, LLC Top Holdings and 13F Report (2026)

About Skylands Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Skylands Capital, LLC Top Holdings and 13F Report (2026)

About Skylands Capital, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSkylands Capital, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools