Skylands Capital
Latest statistics and disclosures from Skylands Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are UNP, GOOGL, DBD, GM, AAPL, and represent 24.61% of Skylands Capital's stock portfolio.
- Added to shares of these 10 stocks: ADBE, QDEL, SCHW, HCC, ANET, TMUS, CHDN, Elmet Group, VNT, GEHC.
- Started 21 new stock positions in FTK, ROCK, DXC, ANET, ICE, CME, FDXF, LULU, GNTX, HPE. JKHY, Elmet Group, CAR, OSIS, MSTR, SAM, HPQ, BWMN, VZ, DPZ, COST.
- Reduced shares in these 10 stocks: COHR (-$13M), GOOGL (-$7.1M), SIMO, UNP, UNH, CSX, OC, ADEA, , UHAL.B.
- Sold out of its positions in ADM, CZR, CENTA, COIN, SLV, MU, CRM, JBSS, WAT, ICLR.
- Skylands Capital was a net seller of stock by $-16M.
- Skylands Capital has $814M in assets under management (AUM), dropping by 6.67%.
- Central Index Key (CIK): 0001299910
Tip: Access up to 7 years of quarterly data
Positions held by Skylands Capital consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Skylands Capital
Skylands Capital holds 166 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 6.8 | $56M | -5% | 205k | 272.00 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $45M | -13% | 127k | 357.37 |
|
| Diebold Nixdorf Com Shs (DBD) | 4.9 | $40M | +2% | 469k | 85.02 |
|
| General Motors Company (GM) | 4.0 | $33M | 427k | 77.08 |
|
|
| Apple (AAPL) | 3.3 | $27M | -5% | 92k | 289.36 |
|
| Crown Castle Intl (CCI) | 2.6 | $21M | -2% | 279k | 75.73 |
|
| Oshkosh Corporation (OSK) | 2.5 | $21M | 134k | 153.48 |
|
|
| Sba Communications Corp Cl A (SBAC) | 2.4 | $19M | -4% | 109k | 176.46 |
|
| Owens Corning (OC) | 2.2 | $18M | -12% | 114k | 158.96 |
|
| Core Natural Resources Com Shs (CNR) | 2.2 | $18M | +5% | 226k | 80.02 |
|
| Norfolk Southern (NSC) | 2.1 | $17M | 55k | 314.59 |
|
|
| Citigroup Com New (C) | 2.1 | $17M | -5% | 121k | 139.96 |
|
| Molson Coors Beverage CL B (TAP) | 1.9 | $15M | +14% | 394k | 38.96 |
|
| Visa Com Cl A (V) | 1.6 | $13M | +2% | 38k | 343.09 |
|
| Charles Schwab Corporation (SCHW) | 1.6 | $13M | +40% | 140k | 92.27 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.5 | $12M | +20% | 194k | 64.01 |
|
| Wabtec Corporation (WAB) | 1.4 | $12M | -2% | 43k | 269.60 |
|
| Silicon Motion Technology Sponsored Adr (SIMO) | 1.4 | $11M | -30% | 34k | 333.33 |
|
| Adeia (ADEA) | 1.4 | $11M | -17% | 335k | 32.93 |
|
| EnerSys (ENS) | 1.3 | $10M | -13% | 44k | 233.82 |
|
| Ss&c Technologies Holding (SSNC) | 1.3 | $10M | +19% | 165k | 62.05 |
|
| Adobe Systems Incorporated (ADBE) | 1.2 | $10M | +95% | 49k | 205.02 |
|
| American Tower Reit (AMT) | 1.2 | $10M | +4% | 62k | 163.57 |
|
| Metropcs Communications (TMUS) | 1.2 | $10M | +44% | 59k | 167.73 |
|
| Quidel Corp (QDEL) | 1.2 | $9.8M | +64% | 560k | 17.52 |
|
| Barrick Mng Corp Com Shs (B) | 1.2 | $9.6M | 261k | 36.73 |
|
|
| Churchill Downs (CHDN) | 1.1 | $9.3M | +40% | 103k | 89.64 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $9.1M | 25k | 368.38 |
|
|
| Williams Companies (WMB) | 1.1 | $8.8M | -6% | 118k | 74.34 |
|
| CSX Corporation (CSX) | 1.1 | $8.7M | -25% | 184k | 47.53 |
|
| Coherent Corp (COHR) | 1.1 | $8.6M | -59% | 22k | 394.47 |
|
| Eagle Materials (EXP) | 1.0 | $8.4M | 37k | 225.00 |
|
|
| Grand Canyon Education (LOPE) | 1.0 | $8.2M | +24% | 58k | 143.11 |
|
| Bristol Myers Squibb (BMY) | 1.0 | $8.0M | 139k | 57.62 |
|
|
| Joint (JYNT) | 1.0 | $7.9M | 896k | 8.78 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $7.8M | -6% | 24k | 327.33 |
|
| Mitek Sys Com New (MITK) | 0.9 | $7.6M | -4% | 375k | 20.13 |
|
| Generac Holdings (GNRC) | 0.9 | $7.2M | -11% | 25k | 292.81 |
|
| Spdr Series Trust S&p Oilgas Exp (XOP) | 0.8 | $6.8M | -3% | 44k | 154.26 |
|
| ON Semiconductor (ON) | 0.8 | $6.5M | -6% | 69k | 94.54 |
|
| LKQ Corporation (LKQ) | 0.8 | $6.3M | +21% | 241k | 26.33 |
|
| Raytheon Technologies Corp (RTX) | 0.7 | $6.1M | 32k | 189.73 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.7 | $5.9M | 105k | 56.01 |
|
|
| United Parcel Svcs CL B (UPS) | 0.7 | $5.7M | +2% | 53k | 107.50 |
|
| Meta Platforms Cl A (META) | 0.7 | $5.6M | +13% | 9.9k | 563.29 |
|
| Warrior Met Coal (HCC) | 0.7 | $5.4M | +190% | 67k | 81.16 |
|
| Lovesac Company (LOVE) | 0.6 | $5.3M | -5% | 315k | 16.69 |
|
| Elanco Animal Health (ELAN) | 0.6 | $5.1M | 209k | 24.61 |
|
|
| Hillman Solutions Corp (HLMN) | 0.6 | $4.9M | +6% | 576k | 8.44 |
|
| Best Buy (BBY) | 0.6 | $4.8M | 63k | 75.88 |
|
|
| Kirby Corporation (KEX) | 0.6 | $4.8M | -23% | 35k | 135.97 |
|
| Microsoft Corporation (MSFT) | 0.6 | $4.6M | +10% | 12k | 373.02 |
|
| Lincoln Electric Holdings (LECO) | 0.5 | $4.0M | 15k | 265.51 |
|
|
| Perdoceo Ed Corp (PRDO) | 0.5 | $3.9M | +49% | 122k | 32.00 |
|
| Vontier Corporation (VNT) | 0.5 | $3.8M | +124% | 133k | 29.00 |
|
| Campbell Soup Company (CPB) | 0.5 | $3.8M | +116% | 172k | 22.27 |
|
| Minerals Technologies (MTX) | 0.5 | $3.8M | -20% | 52k | 73.97 |
|
| Agnico (AEM) | 0.5 | $3.7M | 24k | 155.13 |
|
|
| Haemonetics Corporation (HAE) | 0.4 | $3.6M | -27% | 48k | 75.00 |
|
| Newmont Mining Corporation (NEM) | 0.4 | $3.6M | 38k | 93.40 |
|
|
| Willscot Hldgs Corp Com Cl A (WSC) | 0.4 | $3.5M | -30% | 123k | 28.86 |
|
| Graphic Packaging Holding Company (GPK) | 0.4 | $3.5M | -3% | 328k | 10.57 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.4M | 9.5k | 353.33 |
|
|
| Martin Marietta Materials (MLM) | 0.4 | $3.3M | 5.8k | 576.70 |
|
|
| S&p Global (SPGI) | 0.4 | $3.3M | +15% | 8.1k | 407.26 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $3.3M | -3% | 62k | 53.11 |
|
| SLB Com Stk (SLB) | 0.4 | $3.3M | -6% | 70k | 46.49 |
|
| Arista Networks Com Shs (ANET) | 0.4 | $3.2M | NEW | 19k | 169.88 |
|
| Amazon (AMZN) | 0.4 | $3.2M | -27% | 14k | 238.34 |
|
| Bank of America Corporation (BAC) | 0.4 | $3.1M | -5% | 55k | 56.98 |
|
| Timkensteel (MTUS) | 0.4 | $3.0M | -27% | 159k | 18.69 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.4 | $2.9M | -40% | 51k | 57.70 |
|
| Halliburton Company (HAL) | 0.3 | $2.8M | -10% | 82k | 33.95 |
|
| Holley (HLLY) | 0.3 | $2.7M | +7% | 1.1M | 2.55 |
|
| Photronics (PLAB) | 0.3 | $2.7M | 82k | 32.53 |
|
|
| Align Technology (ALGN) | 0.3 | $2.6M | 16k | 168.66 |
|
|
| Npk International Com Shs (NPKI) | 0.3 | $2.6M | 164k | 15.91 |
|
|
| Now (DNOW) | 0.3 | $2.3M | +92% | 177k | 12.97 |
|
| Diversified Energy Common Stock (DEC) | 0.3 | $2.2M | +392% | 156k | 13.86 |
|
| Elmet Group Common Stock | 0.3 | $2.1M | NEW | 108k | 19.74 |
|
| Bio Rad Labs Cl A (BIO) | 0.3 | $2.1M | +27% | 7.2k | 293.61 |
|
| Thermo Fisher Scientific (TMO) | 0.2 | $2.0M | +5% | 4.0k | 501.36 |
|
| Silgan Holdings (SLGN) | 0.2 | $1.9M | -4% | 41k | 46.39 |
|
| Fiserv (FISV) | 0.2 | $1.9M | +2334% | 39k | 49.05 |
|
| Dentsply Sirona (XRAY) | 0.2 | $1.9M | +29% | 177k | 10.61 |
|
| Astronics Corporation (ATRO) | 0.2 | $1.8M | -25% | 22k | 81.26 |
|
| Progressive Corporation (PGR) | 0.2 | $1.7M | -26% | 7.6k | 218.45 |
|
| Domino's Pizza (DPZ) | 0.2 | $1.6M | NEW | 5.5k | 296.04 |
|
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.2 | $1.6M | 60k | 26.61 |
|
|
| Audioeye Com New (AEYE) | 0.2 | $1.6M | +20% | 269k | 5.81 |
|
| Lancaster Colony (MZTI) | 0.2 | $1.5M | +228% | 14k | 114.16 |
|
| Gibraltar Industries (ROCK) | 0.2 | $1.5M | NEW | 33k | 45.10 |
|
| CoStar (CSGP) | 0.2 | $1.5M | +62% | 52k | 28.32 |
|
| Zeta Global Holdings Corp Cl A (ZETA) | 0.2 | $1.4M | -9% | 71k | 19.68 |
|
| WESCO International (WCC) | 0.2 | $1.4M | -28% | 4.0k | 345.43 |
|
| Cogent Comm Holdings Com New (CCOI) | 0.2 | $1.4M | +43% | 98k | 13.88 |
|
| Fmc Corp Com New (FMC) | 0.2 | $1.4M | -26% | 118k | 11.50 |
|
| Timken Company (TKR) | 0.2 | $1.3M | -48% | 9.1k | 145.32 |
|
| Zimmer Holdings (ZBH) | 0.2 | $1.3M | +13% | 15k | 86.09 |
|
| Brunswick Corporation (BC) | 0.2 | $1.2M | -20% | 15k | 84.24 |
|
| FactSet Research Systems (FDS) | 0.1 | $1.2M | +12% | 5.3k | 230.08 |
|
| Johnson Outdoors Cl A (JOUT) | 0.1 | $1.2M | -56% | 26k | 46.04 |
|
| Matthews Intl Corp Cl A (MATW) | 0.1 | $1.1M | -52% | 42k | 26.92 |
|
| Occidental Petroleum Corporation (OXY) | 0.1 | $1.0M | 21k | 48.57 |
|
|
| TransDigm Group Incorporated (TDG) | 0.1 | $1.0M | 770.00 | 1332.04 |
|
|
| Raymond James Financial (RJF) | 0.1 | $1.0M | 6.7k | 151.49 |
|
|
| Mobileye Global Common Class A (MBLY) | 0.1 | $980k | -51% | 101k | 9.68 |
|
| Manitowoc Com New (MTW) | 0.1 | $940k | 68k | 13.89 |
|
|
| Greenbrier Companies (GBX) | 0.1 | $904k | -16% | 18k | 49.01 |
|
| Sportsmans Whse Hldgs (SPWH) | 0.1 | $829k | -2% | 623k | 1.33 |
|
| Mohawk Industries (MHK) | 0.1 | $807k | -29% | 6.7k | 121.33 |
|
| Lululemon Athletica (LULU) | 0.1 | $754k | NEW | 6.6k | 114.18 |
|
| UnitedHealth (UNH) | 0.1 | $707k | -82% | 1.7k | 415.63 |
|
| Cme (CME) | 0.1 | $696k | NEW | 3.2k | 220.83 |
|
| Boot Barn Hldgs (BOOT) | 0.1 | $641k | +39% | 3.9k | 164.27 |
|
| GATX Corporation (GATX) | 0.1 | $595k | -4% | 3.4k | 177.19 |
|
| Vital Farms (VITL) | 0.1 | $580k | -63% | 50k | 11.63 |
|
| Bloomin Brands (BLMN) | 0.1 | $569k | -34% | 62k | 9.14 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $552k | 750.00 | 736.40 |
|
|
| Bowman Consulting Group (BWMN) | 0.1 | $522k | NEW | 18k | 29.20 |
|
| Tennant Company (TNC) | 0.1 | $499k | -54% | 5.7k | 87.54 |
|
| Gloo Holdings Cl A (GLOO) | 0.1 | $466k | +97% | 102k | 4.55 |
|
| Antero Res (AR) | 0.1 | $464k | +59% | 13k | 35.14 |
|
| OSI Systems (OSIS) | 0.1 | $454k | NEW | 2.1k | 218.70 |
|
| Cytosorbents Corp Com New (CTSO) | 0.1 | $453k | -29% | 1.2M | 0.37 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $434k | NEW | 3.2k | 137.74 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $400k | +100% | 2.0k | 200.09 |
|
| Flotek Industries Com New (FTK) | 0.0 | $393k | NEW | 17k | 23.52 |
|
| Asure Software (ASUR) | 0.0 | $386k | +19% | 49k | 7.94 |
|
| Twin Disc, Incorporated (TWIN) | 0.0 | $385k | -59% | 17k | 23.20 |
|
| Boston Beer Cl A (SAM) | 0.0 | $372k | NEW | 2.1k | 177.03 |
|
| Gen Restaurent Group Cl A Com (GENK) | 0.0 | $348k | +20% | 176k | 1.97 |
|
| Nature's Sunshine Prod. (NATR) | 0.0 | $345k | -69% | 16k | 21.80 |
|
| Gentex Corporation (GNTX) | 0.0 | $342k | NEW | 14k | 25.27 |
|
| Valero Energy Corporation (VLO) | 0.0 | $339k | 1.3k | 260.44 |
|
|
| Exxon Mobil Corporation (XOM) | 0.0 | $317k | 2.3k | 136.72 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $300k | 600.00 | 500.39 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.0 | $270k | 525.00 | 513.60 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $265k | NEW | 2.2k | 123.11 |
|
| CBOE Holdings (CBOE) | 0.0 | $243k | 1.0k | 242.67 |
|
|
| FedEx Corporation (FDX) | 0.0 | $227k | 725.00 | 313.13 |
|
|
| General Dynamics Corporation (GD) | 0.0 | $221k | 625.00 | 354.24 |
|
|
| Crown Holdings (CCK) | 0.0 | $201k | 1.8k | 111.82 |
|
|
| Costco Wholesale Corporation (COST) | 0.0 | $187k | NEW | 200.00 | 935.47 |
|
| Quest Resource Hldg Corp Com New (QRHC) | 0.0 | $139k | -33% | 111k | 1.26 |
|
| Amer (UHAL) | 0.0 | $134k | 2.0k | 65.44 |
|
|
| Smurfit Westrock SHS (SW) | 0.0 | $121k | 2.6k | 46.26 |
|
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $120k | 400.00 | 300.45 |
|
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $88k | NEW | 2.0k | 45.11 |
|
| Strategy Cl A New (MSTR) | 0.0 | $87k | NEW | 1.0k | 86.93 |
|
| Blackrock (BLK) | 0.0 | $87k | 90.00 | 961.56 |
|
|
| Nordson Corporation (NDSN) | 0.0 | $78k | 260.00 | 301.69 |
|
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $75k | 100.00 | 746.77 |
|
|
| Papa John's Int'l (PZZA) | 0.0 | $74k | 2.0k | 36.77 |
|
|
| Cameco Corporation (CCJ) | 0.0 | $71k | 700.00 | 101.86 |
|
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $55k | NEW | 361.00 | 151.00 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $52k | 150.00 | 344.32 |
|
|
| Home Depot (HD) | 0.0 | $35k | 100.00 | 352.68 |
|
|
| Verizon Communications (VZ) | 0.0 | $30k | NEW | 700.00 | 42.34 |
|
| Casella Waste Sys Cl A (CWST) | 0.0 | $27k | -96% | 275.00 | 96.97 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $20k | 45.00 | 450.98 |
|
|
| Avis Budget (CAR) | 0.0 | $15k | NEW | 100.00 | 147.83 |
|
| Hp (HPQ) | 0.0 | $14k | NEW | 650.00 | 21.94 |
|
| Target Corporation (TGT) | 0.0 | $13k | 100.00 | 130.61 |
|
|
| Koppers Holdings (KOP) | 0.0 | $7.9k | -99% | 175.00 | 44.90 |
|
| Dxc Technology (DXC) | 0.0 | $5.3k | NEW | 600.00 | 8.85 |
|
Past Filings by Skylands Capital
SEC 13F filings are viewable for Skylands Capital going back to 2010
- Skylands Capital 2026 Q2 filed July 24, 2026
- Skylands Capital 2026 Q1 filed April 22, 2026
- Skylands Capital 2025 Q4 filed Jan. 30, 2026
- Skylands Capital 2025 Q3 filed Nov. 6, 2025
- Skylands Capital 2025 Q2 filed Aug. 8, 2025
- Skylands Capital 2025 Q1 filed April 25, 2025
- Skylands Capital 2024 Q4 filed Feb. 4, 2025
- Skylands Capital 2024 Q3 filed Nov. 1, 2024
- Skylands Capital 2024 Q2 filed July 26, 2024
- Skylands Capital 2024 Q1 filed May 3, 2024
- Skylands Capital 2023 Q4 filed Feb. 5, 2024
- Skylands Capital 2023 Q3 filed Oct. 27, 2023
- Skylands Capital 2023 Q2 filed Aug. 3, 2023
- Skylands Capital 2023 Q1 filed May 4, 2023
- Skylands Capital 2022 Q4 filed Feb. 9, 2023
- Skylands Capital 2022 Q3 filed Nov. 1, 2022