Skylands Capital, LLC

13F filer · CIK 0001299910

Reported Jul 24, 2026

Net seller this quarter

13F portfolio value$814MU.S. long equity reported on 13F

Positions16220 new · 10 closed

Net flow last quarter-$18MBuys minus sells

Top 10 positions weight36.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 24, 2026162 positions
UNPUnion Pacific Corp	$55.8M	6.85%	0.03%	-5.7%	Q2 2013
GOOGLAlphabet Inc.	$45.2M	5.55%	0.00%	-13.6%	Q2 2018
DBDDIEBOLD NIXDORF, Inc	$39.9M	4.90%	1.38%	+2.2%	Q3 2022
GMGeneral Motors Co	$32.9M	4.04%	0.05%	0.0%	Q2 2013
AAPLApple Inc.	$26.5M	3.26%	0.00%	-5.2%	Q2 2013
CCICrown Castle Inc.	$21.1M	2.60%	0.07%	-2.7%	Q2 2013
OSKOshkosh Corp	$20.5M	2.52%	0.22%	-0.6%	Q2 2013
SBACSba Communications Corp	$19.2M	2.36%	0.10%	-4.3%	Q2 2013
OCOwens Corning	$18.2M	2.23%	0.14%	-12.5%	Q2 2013
CNRCore Natural Resources, Inc.	$18.1M	2.22%	0.45%	+6.0%	Q1 2025
NSCNorfolk Southern Corp	$17.3M	2.13%	0.02%	-0.4%	Q2 2013
CCitigroup Inc	$16.9M	2.07%	0.01%	-5.3%	Q3 2017
TAPMolson Coors Beverage Co	$15.3M	1.88%	Not reported	+14.9%	Q2 2024
VVisa Inc.	$12.9M	1.59%	0.00%	+2.3%	Q2 2013
SCHWSchwab Charles Corp	$12.9M	1.59%	0.01%	+40.3%	Q1 2023
GEHCGE HealthCare Technologies Inc.	$12.4M	1.53%	0.04%	+20.5%	Q4 2022
WABWestinghouse Air Brake Technologies Corp	$11.5M	1.41%	0.03%	-2.6%	Q2 2013
SIMOSilicon Motion Technology CORP	$11.4M	1.40%	0.03%	-30.4%	Q4 2020
ADEAAdeia Inc.	$11M	1.36%	0.30%	-17.5%	Q1 2024
ENSEnerSys	$10.4M	1.27%	0.12%	-13.4%	Q2 2013
SSNCSS&C Technologies Holdings Inc	$10.3M	1.26%	0.07%	+19.4%	Q3 2019
ADBEAdobe Inc.	$10.1M	1.24%	0.01%	+95.6%	Q1 2026
AMTAmerican Tower Corp	$10.1M	1.24%	0.01%	+4.7%	Q2 2013
TMUST-Mobile US, Inc.	$9.95M	1.22%	0.01%	+44.4%	Q4 2021
QDELQuidelOrtho Corp	$9.82M	1.21%	0.82%	+64.1%	Q4 2022
BBarrick Mining Corp	$9.59M	1.18%	0.02%	-0.4%	Q3 2025
CHDNChurchill Downs Inc	$9.26M	1.14%	0.15%	+40.7%	Q1 2025
GLDSPDR Gold Trust	$9.06M	1.11%	0.01%	-0.6%	Q2 2013
WMBWilliams Companies, Inc.	$8.8M	1.08%	0.01%	-6.8%	Q2 2013
CSXCSX Corp	$8.74M	1.07%	0.01%	-25.0%	Q2 2013
COHRCoherent Corp.	$8.59M	1.06%	0.01%	-59.9%	Q3 2013
EXPEagle Materials Inc	$8.39M	1.03%	0.12%	0.0%	Q3 2015
LOPEGrand Canyon Education, Inc.	$8.24M	1.01%	0.22%	+24.0%	Q1 2020
BMYBristol Myers Squibb Co	$7.99M	0.98%	0.01%	-1.9%	Q4 2019
JYNTJOINT Corp	$7.86M	0.97%	6.31%	+0.3%	Q4 2014
JPMJPMorgan Chase & Co	$7.79M	0.96%	0.00%	-6.3%	Q2 2013
MITKMitek Systems Inc	$7.55M	0.93%	0.83%	-4.6%	Q4 2016
GNRCGenerac Holdings Inc.	$7.16M	0.88%	0.04%	-11.2%	Q2 2020
ONOn Semiconductor Corp	$6.49M	0.80%	0.02%	-6.5%	Q2 2013
LKQLKQ Corp	$6.33M	0.78%	0.09%	+21.7%	Q1 2014
RTXRTX Corp	$6.1M	0.75%	0.00%	Not reported	Q2 2020
MPMP Materials Corp. / DE	$5.85M	0.72%	0.06%	+0.1%	Q4 2020
UPSUnited Parcel Service Inc	$5.74M	0.70%	0.01%	+2.7%	Q1 2018
METAMeta Platforms, Inc.	$5.56M	0.68%	Not reported	+13.5%	Q4 2018
HCCWarrior Met Coal, Inc.	$5.4M	0.66%	0.13%	+190.4%	Q2 2017
LOVELovesac Co	$5.25M	0.65%	2.15%	-5.5%	Q2 2018
ELANElanco Animal Health Inc	$5.15M	0.63%	0.04%	Not reported	Q2 2022
HLMNHillman Solutions Corp.	$4.86M	0.60%	0.30%	+6.9%	Q3 2021
BBYBest Buy Co Inc	$4.78M	0.59%	0.03%	+1.7%	Q4 2021
KEXKirby Corp	$4.76M	0.58%	0.07%	-23.8%	Q4 2024

Q1 2026Reported Apr 22, 2026151 positions
UNPUnion Pacific Corp	$52.7M	6.91%	0.04%	-2.5%	Q2 2013
GOOGLAlphabet Inc.	$42.1M	5.52%	0.00%	-1.3%	Q2 2018
DBDDIEBOLD NIXDORF, Inc	$34.6M	4.54%	1.32%	-3.2%	Q3 2022
GMGeneral Motors Co	$31.8M	4.17%	0.05%	-3.8%	Q2 2013
AAPLApple Inc.	$24.6M	3.22%	0.00%	-0.5%	Q2 2013
CCICrown Castle Inc.	$23.3M	3.05%	0.07%	+9.4%	Q2 2013
CNRCore Natural Resources, Inc.	$22.4M	2.93%	0.42%	-1.9%	Q1 2025
OSKOshkosh Corp	$19.8M	2.59%	0.22%	-3.4%	Q2 2013
SBACSba Communications Corp	$19.6M	2.57%	0.11%	+17.6%	Q2 2013
NSCNorfolk Southern Corp	$15.9M	2.08%	0.02%	-4.5%	Q2 2013
TAPMolson Coors Beverage Co	$14.8M	1.93%	Not reported	+38.0%	Q2 2024
CCitigroup Inc	$14.4M	1.89%	0.01%	+1.2%	Q3 2017
OCOwens Corning	$14.1M	1.85%	0.16%	-5.3%	Q2 2013
COHRCoherent Corp.	$12.9M	1.70%	0.03%	-14.0%	Q3 2013
GEHCGE HealthCare Technologies Inc.	$11.5M	1.50%	0.04%	+28.3%	Q4 2022
VVisa Inc.	$11.1M	1.46%	0.00%	-0.2%	Q2 2013
WABWestinghouse Air Brake Technologies Corp	$10.9M	1.43%	0.03%	-1.7%	Q2 2013
BBarrick Mining Corp	$10.7M	1.40%	0.02%	-3.4%	Q3 2025
GLDSPDR Gold Trust	$10.6M	1.40%	0.01%	-1.2%	Q2 2013
AMTAmerican Tower Corp	$10.1M	1.33%	0.01%	-7.9%	Q2 2013
CSXCSX Corp	$10.1M	1.32%	0.01%	-6.9%	Q2 2013
ADEAAdeia Inc.	$9.75M	1.28%	0.37%	-29.1%	Q1 2024
SCHWSchwab Charles Corp	$9.37M	1.23%	0.01%	+112.0%	Q1 2023
SSNCSS&C Technologies Holdings Inc	$9.36M	1.23%	0.06%	+71.6%	Q3 2019
WMBWilliams Companies, Inc.	$9.25M	1.21%	0.01%	-4.3%	Q2 2013
ENSEnerSys	$8.89M	1.17%	0.14%	-0.1%	Q2 2013
TMUST-Mobile US, Inc.	$8.63M	1.13%	0.00%	-6.1%	Q4 2021
BMYBristol Myers Squibb Co	$8.58M	1.12%	0.01%	-0.8%	Q4 2019
JYNTJOINT Corp	$7.9M	1.04%	6.26%	+0.4%	Q4 2014
LOPEGrand Canyon Education, Inc.	$7.89M	1.03%	0.17%	+9.3%	Q1 2020
JPMJPMorgan Chase & Co	$7.47M	0.98%	0.00%	-0.3%	Q2 2013
EXPEagle Materials Inc	$7.07M	0.93%	0.12%	-7.7%	Q3 2015
CHDNChurchill Downs Inc	$6.59M	0.86%	0.11%	Not reported	Q1 2025
RTXRTX Corp	$6.2M	0.81%	0.00%	-5.1%	Q2 2020
KEXKirby Corp	$6.1M	0.80%	0.09%	-56.0%	Q4 2024
ADBEAdobe Inc.	$6.1M	0.80%	0.01%	New	Q1 2026
LKQLKQ Corp	$5.8M	0.76%	0.08%	-8.9%	Q1 2014
QDELQuidelOrtho Corp	$5.61M	0.74%	0.50%	+153.6%	Q4 2022
SIMOSilicon Motion Technology CORP	$5.52M	0.72%	0.04%	-7.6%	Q4 2020
GNRCGenerac Holdings Inc.	$5.38M	0.71%	0.05%	-3.0%	Q2 2020
MITKMitek Systems Inc	$5.31M	0.70%	0.88%	+30.0%	Q4 2016
UPSUnited Parcel Service Inc	$5.11M	0.67%	0.01%	+0.8%	Q1 2018
MPMP Materials Corp. / DE	$5.04M	0.66%	0.06%	-0.2%	Q4 2020
ELANElanco Animal Health Inc	$5.01M	0.66%	0.04%	-2.1%	Q2 2022
METAMeta Platforms, Inc.	$4.97M	0.65%	Not reported	+5.9%	Q4 2018
AEMAgnico Eagle Mines Ltd	$4.92M	0.65%	0.00%	-0.6%	Q3 2022
LOVELovesac Co	$4.92M	0.64%	2.28%	+14.3%	Q2 2018
MTXMinerals Technologies Inc	$4.63M	0.61%	0.21%	-15.2%	Q1 2018
ONOn Semiconductor Corp	$4.55M	0.60%	0.02%	-0.3%	Q2 2013
HLMNHillman Solutions Corp.	$4.48M	0.59%	0.27%	+42.1%	Q3 2021

Q4 2025Reported Jan 30, 2026146 positions
UNPUnion Pacific Corp	$51.6M	6.99%	0.04%	-0.7%	Q2 2013
GOOGLAlphabet Inc.	$46.4M	6.30%	0.00%	-19.3%	Q2 2018
GMGeneral Motors Co	$36.1M	4.90%	0.05%	-7.6%	Q2 2013
DBDDIEBOLD NIXDORF, Inc	$32.2M	4.37%	1.34%	-2.6%	Q3 2022
AAPLApple Inc.	$26.4M	3.59%	0.00%	-9.6%	Q2 2013
CCICrown Castle Inc.	$23.3M	3.16%	0.06%	+6.2%	Q2 2013
CNRCore Natural Resources, Inc.	$19.3M	2.61%	0.43%	-1.9%	Q1 2025
SBACSba Communications Corp	$18.7M	2.54%	0.09%	+15.0%	Q2 2013
OSKOshkosh Corp	$17.5M	2.37%	0.22%	-4.6%	Q2 2013
NSCNorfolk Southern Corp	$16.7M	2.27%	0.03%	-3.0%	Q2 2013
OCOwens Corning	$15.4M	2.10%	0.17%	+40.0%	Q2 2013
CCitigroup Inc	$14.7M	1.99%	0.01%	-0.4%	Q3 2017
VVisa Inc.	$13M	1.76%	0.00%	-6.4%	Q2 2013
BBarrick Mining Corp	$11.8M	1.60%	0.02%	-12.2%	Q3 2025
COHRCoherent Corp.	$11.7M	1.58%	0.04%	-46.4%	Q3 2013
TAPMolson Coors Beverage Co	$11.6M	1.57%	Not reported	+37.5%	Q2 2024
KEXKirby Corp	$11.5M	1.56%	0.19%	-0.7%	Q4 2024
AMTAmerican Tower Corp	$11.2M	1.52%	0.01%	+52.8%	Q2 2013
GEHCGE HealthCare Technologies Inc.	$10.3M	1.40%	0.03%	-13.1%	Q4 2022
GLDSPDR Gold Trust	$9.92M	1.35%	0.01%	-4.7%	Q2 2013
ADEAAdeia Inc.	$9.87M	1.34%	0.53%	+15.1%	Q1 2024
CSXCSX Corp	$9.55M	1.30%	0.01%	-4.5%	Q2 2013
WABWestinghouse Air Brake Technologies Corp	$9.48M	1.29%	0.03%	-1.3%	Q2 2013
TMUST-Mobile US, Inc.	$8.89M	1.21%	0.00%	+144.9%	Q4 2021
EXPEagle Materials Inc	$8.35M	1.13%	0.13%	-0.5%	Q3 2015
JPMJPMorgan Chase & Co	$8.2M	1.11%	0.00%	-0.2%	Q2 2013
WMBWilliams Companies, Inc.	$7.98M	1.08%	0.01%	-0.6%	Q2 2013
JYNTJOINT Corp	$7.76M	1.05%	6.29%	+6.9%	Q4 2014
BMYBristol Myers Squibb Co	$7.6M	1.03%	0.01%	-11.4%	Q4 2019
ENSEnerSys	$7.52M	1.02%	0.14%	-25.5%	Q2 2013
LOPEGrand Canyon Education, Inc.	$7.06M	0.96%	0.16%	+5.9%	Q1 2020
SSNCSS&C Technologies Holdings Inc	$7.05M	0.96%	0.03%	+9.2%	Q3 2019
LKQLKQ Corp	$6.55M	0.89%	0.09%	+21.7%	Q1 2014
RTXRTX Corp	$6.21M	0.84%	0.00%	-0.9%	Q2 2020
GPKGraphic Packaging Holding Co	$5.8M	0.79%	0.13%	+60.3%	Q1 2020
METAMeta Platforms, Inc.	$5.42M	0.73%	Not reported	+26.1%	Q4 2018
MPMP Materials Corp. / DE	$5.28M	0.72%	0.06%	-0.7%	Q4 2020
UPSUnited Parcel Service Inc	$5.11M	0.69%	0.01%	+4.1%	Q1 2018
SIMOSilicon Motion Technology CORP	$4.93M	0.67%	0.04%	+37.9%	Q4 2020
ELANElanco Animal Health Inc	$4.83M	0.66%	0.04%	-27.6%	Q2 2022
SCHWSchwab Charles Corp	$4.7M	0.64%	0.00%	+70.6%	Q1 2023
MTXMinerals Technologies Inc	$4.69M	0.64%	0.25%	-17.0%	Q1 2018
LOVELovesac Co	$4.3M	0.58%	1.99%	+53.4%	Q2 2018
HLLYHolley Inc.	$4.28M	0.58%	0.87%	-23.2%	Q3 2021
AEMAgnico Eagle Mines Ltd	$4.14M	0.56%	0.00%	-5.9%	Q3 2022
ONOn Semiconductor Corp	$3.99M	0.54%	0.02%	-2.3%	Q2 2013
NEMNEWMONT Corp	$3.91M	0.53%	0.00%	-12.3%	Q2 2013
NATRNatures Sunshine Products Inc	$3.9M	0.53%	1.03%	-44.1%	Q1 2022
GNRCGenerac Holdings Inc.	$3.87M	0.53%	0.05%	+17.5%	Q2 2020
QDELQuidelOrtho Corp	$3.85M	0.52%	0.20%	+28.5%	Q4 2022

Q3 2025Reported Nov 6, 2025148 positions
UNPUnion Pacific Corp	$53M	7.33%	0.04%	-1.2%	Q2 2013
GOOGLAlphabet Inc.	$44.7M	6.17%	0.00%	-14.1%	Q2 2018
GMGeneral Motors Co	$29.3M	4.05%	0.05%	-10.5%	Q2 2013
DBDDIEBOLD NIXDORF, Inc	$27.7M	3.84%	1.34%	-8.8%	Q3 2022
AAPLApple Inc.	$27.4M	3.79%	0.00%	-14.0%	Q2 2013
CCICrown Castle Inc.	$23.8M	3.29%	0.06%	+3.9%	Q2 2013
OSKOshkosh Corp	$18.9M	2.61%	0.23%	-11.9%	Q2 2013
CNRCore Natural Resources, Inc.	$18.5M	2.56%	0.43%	-6.5%	Q1 2025
NSCNorfolk Southern Corp	$17.9M	2.48%	0.03%	+3.9%	Q2 2013
SBACSba Communications Corp	$16.3M	2.25%	0.08%	+71.7%	Q2 2013
OCOwens Corning	$13.9M	1.93%	0.12%	+0.1%	Q2 2013
VVisa Inc.	$13.5M	1.86%	0.00%	-1.7%	Q2 2013
CCitigroup Inc	$12.8M	1.77%	0.01%	-9.7%	Q3 2017
COHRCoherent Corp.	$12.7M	1.75%	0.08%	-18.8%	Q3 2013
FMCFMC Corp	$11.1M	1.54%	0.26%	-4.9%	Q2 2013
GEHCGE HealthCare Technologies Inc.	$10.8M	1.50%	0.03%	-6.3%	Q4 2022
BBarrick Mining Corp	$10.1M	1.40%	0.02%	New	Q3 2025
CSXCSX Corp	$9.79M	1.35%	0.01%	-8.7%	Q2 2013
EXPEagle Materials Inc	$9.46M	1.31%	0.13%	-15.0%	Q3 2015
GLDSPDR Gold Trust	$9.34M	1.29%	0.01%	-6.9%	Q2 2013
WABWestinghouse Air Brake Technologies Corp	$9.02M	1.25%	0.03%	-17.9%	Q2 2013
LOPEGrand Canyon Education, Inc.	$8.81M	1.22%	0.14%	-6.6%	Q1 2020
KEXKirby Corp	$8.77M	1.21%	0.19%	+80.1%	Q4 2024
WMBWilliams Companies, Inc.	$8.47M	1.17%	0.01%	-4.7%	Q2 2013
ADEAAdeia Inc.	$8.35M	1.15%	0.45%	+17.5%	Q1 2024
TAPMolson Coors Beverage Co	$8.17M	1.13%	Not reported	+63.9%	Q2 2024
JPMJPMorgan Chase & Co	$8.05M	1.11%	0.00%	-15.1%	Q2 2013
AMTAmerican Tower Corp	$8.02M	1.11%	0.01%	+14.3%	Q2 2013
JYNTJOINT Corp	$7.94M	1.10%	5.49%	+6.8%	Q4 2014
ENSEnerSys	$7.77M	1.07%	0.19%	-16.4%	Q2 2013
BMYBristol Myers Squibb Co	$7.26M	1.00%	0.01%	-3.3%	Q4 2019
MPMP Materials Corp. / DE	$7.07M	0.98%	0.06%	-23.9%	Q4 2020
SSNCSS&C Technologies Holdings Inc	$6.56M	0.91%	0.03%	-9.4%	Q3 2019
ALGNAlign Technology Inc	$6.04M	0.83%	0.07%	+470.4%	Q1 2025
ELANElanco Animal Health Inc	$5.95M	0.82%	0.06%	-31.9%	Q2 2022
MTXMinerals Technologies Inc	$5.76M	0.80%	0.30%	-20.1%	Q1 2018
RTXRTX Corp	$5.72M	0.79%	0.00%	-10.7%	Q2 2020
LKQLKQ Corp	$5.44M	0.75%	0.07%	+80.3%	Q1 2014
OXYOccidental Petroleum Corp	$5.11M	0.71%	0.01%	-2.2%	Q2 2013
WSCWillScot Holdings Corp	$5.09M	0.70%	0.13%	+19.5%	Q2 2020
NATRNatures Sunshine Products Inc	$5.02M	0.69%	1.84%	-33.5%	Q1 2022
UNHUnitedhealth Group Inc	$4.98M	0.69%	0.00%	+87.0%	Q2 2025
DENNDENNY'S Corp	$4.87M	0.67%	1.81%	+12.4%	Q2 2013
METAMeta Platforms, Inc.	$4.78M	0.66%	Not reported	+0.2%	Q4 2018
GPKGraphic Packaging Holding Co	$4.7M	0.65%	0.08%	+22.0%	Q1 2020
JOUTJohnson Outdoors Inc	$4.57M	0.63%	Not reported	-40.3%	Q4 2022
AEMAgnico Eagle Mines Ltd	$4.37M	0.60%	0.01%	-12.2%	Q3 2022
TMUST-Mobile US, Inc.	$4.28M	0.59%	0.00%	-12.3%	Q4 2021
HLLYHolley Inc.	$4.24M	0.59%	1.13%	-0.1%	Q3 2021
UPSUnited Parcel Service Inc	$4.14M	0.57%	0.01%	+2.3%	Q1 2018

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