EdgeMarket › What Skylands Capital, Llc reported owning
What Skylands Capital, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
763.0MPositions
155Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| UNP UNION PACIFIC CORP | 52.7M | 6.9% | 217.3K | 308.05 | +36.5% |
| GOOGL Alphabet Inc. | 42.1M | 5.5% | 146.4K | 344.82 | +73.0% |
| DBD DIEBOLD NIXDORF, Inc | 34.6M | 4.5% | 459.1K | 69.94 | +15.3% |
| GM General Motors Co | 31.8M | 4.2% | 427.1K | 87.93 | +54.9% |
| AAPL Apple Inc. | 24.6M | 3.2% | 96.8K | 309.35 | +36.9% |
| CCI CROWN CASTLE INC. | 23.3M | 3.1% | 286.6K | 75.51 | -26.6% |
| CNR Core Natural Resources, Inc. | 22.4M | 2.9% | 213.6K | 95.13 | +37.2% |
| OSK OSHKOSH CORP | 19.8M | 2.6% | 134.4K | 157.09 | +14.2% |
| SBAC SBA COMMUNICATIONS CORP | 19.6M | 2.6% | 113.8K | 182.59 | -18.4% |
| NSC NORFOLK SOUTHERN CORP | 15.9M | 2.1% | 55.3K | 350.72 | +22.8% |
| TAP MOLSON COORS BEVERAGE CO | 14.8M | 1.9% | 342.8K | 42.94 | -16.3% |
| C CITIGROUP INC | 14.4M | 1.9% | 127.3K | 131.65 | +41.3% |
| OC Owens Corning | 14.1M | 1.9% | 130.7K | 148.06 | -0.4% |
| COHR COHERENT CORP. | 12.9M | 1.7% | 54.3K | 289.52 | +234.5% |
| GEHC GE HealthCare Technologies Inc. | 11.5M | 1.5% | 161.1K | 74.82 | +1.3% |
| V VISA INC. | 11.1M | 1.5% | 36.9K | 371.04 | +7.9% |
| WAB WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP | 10.9M | 1.4% | 43.6K | 297.57 | +54.3% |
| B BARRICK MINING CORP | 10.7M | 1.4% | 262.2K | 47.60 | +91.6% |
| GLD SPDR GOLD TRUST | 10.6M | 1.4% | 24.7K | 423.36 | +37.3% |
| AMT AMERICAN TOWER CORP /MA/ | 10.1M | 1.3% | 58.7K | 175.80 | -16.1% |
| CSX CSX CORP | 10.1M | 1.3% | 245.3K | 51.59 | +43.3% |
| ADEA Adeia Inc. | 9.8M | 1.3% | 405.9K | 26.25 | +80.8% |
| SCHW SCHWAB CHARLES CORP | 9.4M | 1.2% | 99.7K | 112.30 | +17.6% |
| SSNC SS&C Technologies Holdings Inc | 9.4M | 1.2% | 138.5K | 82.95 | -5.6% |
| WMB WILLIAMS COMPANIES, INC. | 9.3M | 1.2% | 127.1K | 70.49 | +23.2% |
| ENS EnerSys | 8.9M | 1.2% | 51.2K | 189.76 | +94.4% |
| TMUS T-Mobile US, Inc. | 8.6M | 1.1% | 41.1K | 183.04 | -29.3% |
| BMY BRISTOL MYERS SQUIBB CO | 8.6M | 1.1% | 141.4K | 67.01 | +38.9% |
| XOP State Street SPDR S&P Oil & Gas Exploration & | 8.3M | 1.1% | 45.6K | 189.54 | +52.7% |
| JYNT JOINT Corp | 7.9M | 1.0% | 893.2K | 8.44 | -17.7% |
| LOPE Grand Canyon Education, Inc. | 7.9M | 1.0% | 46.4K | 147.46 | -26.8% |
| JPM JPMORGAN CHASE & CO | 7.5M | 1.0% | 25.4K | 351.58 | +20.3% |
| EXP EAGLE MATERIALS INC | 7.1M | 0.9% | 37.3K | 207.03 | -8.5% |
| CHDN Churchill Downs Inc | 6.6M | 0.9% | 73.4K | 93.71 | -8.6% |
| RTX RTX Corp | 6.2M | 0.8% | 32.1K | 209.91 | +34.1% |
| KEX KIRBY CORP | 6.1M | 0.8% | 45.9K | 139.93 | +43.4% |
| ADBE ADOBE INC. | 6.1M | 0.8% | 25.1K | 275.30 | -22.1% |
| LKQ LKQ CORP | 5.8M | 0.8% | 197.6K | 25.77 | -15.8% |
| QDEL QuidelOrtho Corp | 5.6M | 0.7% | 341.6K | 14.74 | -44.0% |
| SIMO Silicon Motion Technology CORP | 5.5M | 0.7% | 49.2K | 258.36 | +248.5% |
| GNRC GENERAC HOLDINGS INC. | 5.4M | 0.7% | 27.5K | 205.98 | +8.6% |
| MITK MITEK SYSTEMS INC | 5.3M | 0.7% | 393.4K | 18.56 | +81.8% |
| UPS UNITED PARCEL SERVICE INC | 5.1M | 0.7% | 52.0K | 102.01 | +17.3% |
| MP MP Materials Corp. / DE | 5.0M | 0.7% | 104.4K | 60.05 | -11.9% |
| ELAN Elanco Animal Health Inc | 5.0M | 0.7% | 209.2K | 23.97 | +37.3% |
| META Meta Platforms, Inc. | 5.0M | 0.7% | 8.7K | 549.90 | -26.5% |
| AEM AGNICO EAGLE MINES LTD | 4.9M | 0.6% | 24.3K | 216.06 | +60.4% |
| LOVE Lovesac Co | 4.9M | 0.6% | 332.9K | 16.07 | -12.0% |
| MTX MINERALS TECHNOLOGIES INC | 4.6M | 0.6% | 65.3K | 71.11 | +17.3% |
| ON ON SEMICONDUCTOR CORP | 4.5M | 0.6% | 73.4K | 74.21 | +50.0% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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