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 24.35% of Skylands Capital's stock portfolio.
- Added to shares of these 10 stocks: CHDN (+$6.6M), ADBE (+$6.1M), SCHW, TAP, SSNC, MSFT, QDEL, PRDO, SBAC, GEHC.
- Started 18 new stock positions in AR, PZZA, ADBE, FISV, VITL, WAT, NVDA, CPB, COIN, CRM. PRDO, FDS, CHDN, CZR, SLV, MZTI, TMO, MU.
- Reduced shares in these 10 stocks: KEX (-$7.8M), ADEA, , AIN, NATR, XOP, , KOP, COHR, .
- Sold out of its positions in ACCO, AIN, SAM, Denny's Corporation, DIS, EXACT Sciences Corporation, GEV, HOG, IRDM, MATX. TRGP, THRY, XPOF.
- Skylands Capital was a net buyer of stock by $9.4M.
- Skylands Capital has $763M in assets under management (AUM), dropping by 3.52%.
- Central Index Key (CIK): 0001299910
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Portfolio Holdings for Skylands Capital
Skylands Capital holds 155 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 6.9 | $53M | -2% | 217k | 242.62 |
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| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $42M | 146k | 287.56 |
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| Diebold Nixdorf Com Shs (DBD) | 4.5 | $35M | -3% | 459k | 75.44 |
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| General Motors Company (GM) | 4.2 | $32M | -3% | 427k | 74.50 |
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| Apple (AAPL) | 3.2 | $25M | 97k | 253.79 |
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| Crown Castle Intl (CCI) | 3.1 | $23M | +9% | 287k | 81.31 |
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| Core Natural Resources Com Shs (CNR) | 2.9 | $22M | 214k | 104.73 |
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| Oshkosh Corporation (OSK) | 2.6 | $20M | -3% | 134k | 147.21 |
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| Sba Communications Corp Cl A (SBAC) | 2.6 | $20M | +17% | 114k | 172.11 |
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| Norfolk Southern (NSC) | 2.1 | $16M | -4% | 55k | 287.00 |
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| Molson Coors Beverage CL B (TAP) | 1.9 | $15M | +38% | 343k | 43.06 |
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| Citigroup Com New (C) | 1.9 | $14M | 127k | 113.41 |
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| Owens Corning (OC) | 1.9 | $14M | -5% | 131k | 108.22 |
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| Coherent Corp (COHR) | 1.7 | $13M | -13% | 54k | 238.21 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 1.5 | $12M | +28% | 161k | 71.18 |
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| Visa Com Cl A (V) | 1.5 | $11M | 37k | 302.24 |
|
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| Wabtec Corporation (WAB) | 1.4 | $11M | 44k | 249.91 |
|
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| Barrick Mng Corp Com Shs (B) | 1.4 | $11M | -3% | 262k | 40.79 |
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| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $11M | 25k | 430.29 |
|
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| American Tower Reit (AMT) | 1.3 | $10M | -7% | 59k | 172.58 |
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| CSX Corporation (CSX) | 1.3 | $10M | -6% | 245k | 41.05 |
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| Adeia (ADEA) | 1.3 | $9.8M | -29% | 406k | 24.03 |
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| Charles Schwab Corporation (SCHW) | 1.2 | $9.4M | +112% | 100k | 93.98 |
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| Ss&c Technologies Holding (SSNC) | 1.2 | $9.4M | +71% | 139k | 67.57 |
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| Williams Companies (WMB) | 1.2 | $9.3M | -4% | 127k | 72.78 |
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| EnerSys (ENS) | 1.2 | $8.9M | 51k | 173.72 |
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| Metropcs Communications (TMUS) | 1.1 | $8.6M | -6% | 41k | 210.03 |
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| Bristol Myers Squibb (BMY) | 1.1 | $8.6M | 141k | 60.65 |
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| Spdr Series Trust S&p Oilgas Exp (XOP) | 1.1 | $8.3M | -26% | 46k | 181.83 |
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| Joint (JYNT) | 1.0 | $7.9M | 893k | 8.85 |
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| Grand Canyon Education (LOPE) | 1.0 | $7.9M | +9% | 46k | 170.03 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $7.5M | 25k | 294.16 |
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| Eagle Materials (EXP) | 0.9 | $7.1M | -7% | 37k | 189.45 |
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| Churchill Downs (CHDN) | 0.9 | $6.6M | NEW | 73k | 89.83 |
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| Raytheon Technologies Corp (RTX) | 0.8 | $6.2M | -5% | 32k | 192.90 |
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| Kirby Corporation (KEX) | 0.8 | $6.1M | -56% | 46k | 132.88 |
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| Adobe Systems Incorporated (ADBE) | 0.8 | $6.1M | NEW | 25k | 243.08 |
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| LKQ Corporation (LKQ) | 0.8 | $5.8M | -8% | 198k | 29.37 |
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| Quidel Corp (QDEL) | 0.7 | $5.6M | +153% | 342k | 16.43 |
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| Silicon Motion Technology Sponsored Adr (SIMO) | 0.7 | $5.5M | -7% | 49k | 112.29 |
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| Generac Holdings (GNRC) | 0.7 | $5.4M | -3% | 28k | 195.33 |
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| Mitek Sys Com New (MITK) | 0.7 | $5.3M | +29% | 393k | 13.50 |
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| United Parcel Svcs CL B (UPS) | 0.7 | $5.1M | 52k | 98.38 |
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| Mp Materials Corp Com Cl A (MP) | 0.7 | $5.0M | 104k | 48.26 |
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| Elanco Animal Health (ELAN) | 0.7 | $5.0M | -2% | 209k | 23.93 |
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| Meta Platforms Cl A (META) | 0.7 | $5.0M | +5% | 8.7k | 572.13 |
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| Agnico (AEM) | 0.6 | $4.9M | 24k | 202.98 |
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| Lovesac Company (LOVE) | 0.6 | $4.9M | +14% | 333k | 14.77 |
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| Minerals Technologies (MTX) | 0.6 | $4.6M | -15% | 65k | 70.92 |
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| ON Semiconductor (ON) | 0.6 | $4.5M | 73k | 61.92 |
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| Hillman Solutions Corp (HLMN) | 0.6 | $4.5M | +42% | 539k | 8.32 |
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| Newmont Mining Corporation (NEM) | 0.5 | $4.2M | 39k | 108.25 |
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| Microsoft Corporation (MSFT) | 0.5 | $4.1M | +1629% | 11k | 370.17 |
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| Best Buy (BBY) | 0.5 | $4.0M | +42% | 62k | 64.20 |
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| Select Sector Spdr Tr Energy (XLE) | 0.5 | $3.9M | -32% | 64k | 61.26 |
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| Amazon (AMZN) | 0.5 | $3.9M | +35% | 19k | 208.27 |
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| SLB Com Stk (SLB) | 0.5 | $3.8M | -15% | 75k | 51.39 |
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| U Haul Holding Company Com Ser N (UHAL.B) | 0.5 | $3.8M | +28% | 85k | 44.67 |
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| Lincoln Electric Holdings (LECO) | 0.5 | $3.8M | 15k | 249.08 |
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| Haemonetics Corporation (HAE) | 0.5 | $3.7M | +80% | 66k | 56.36 |
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| Timkensteel (MTUS) | 0.5 | $3.6M | +7% | 221k | 16.34 |
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| Halliburton Company (HAL) | 0.5 | $3.6M | -13% | 92k | 38.99 |
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| Martin Marietta Materials (MLM) | 0.4 | $3.4M | -2% | 5.8k | 588.68 |
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| Graphic Packaging Holding Company (GPK) | 0.4 | $3.4M | -11% | 339k | 9.94 |
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| Photronics (PLAB) | 0.4 | $3.3M | -10% | 82k | 40.41 |
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| Holley (HLLY) | 0.4 | $3.1M | -4% | 994k | 3.07 |
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| Willscot Hldgs Corp Com Cl A (WSC) | 0.4 | $3.0M | -7% | 176k | 17.36 |
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| Perdoceo Ed Corp (PRDO) | 0.4 | $3.0M | NEW | 82k | 37.21 |
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| S&p Global (SPGI) | 0.4 | $3.0M | +293% | 7.0k | 425.34 |
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| Bank of America Corporation (BAC) | 0.4 | $2.8M | 58k | 48.75 |
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| Johnson Outdoors Cl A (JOUT) | 0.4 | $2.8M | -28% | 60k | 46.51 |
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| Fmc Corp Com New (FMC) | 0.4 | $2.8M | -14% | 161k | 17.22 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.7M | 9.5k | 286.86 |
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| UnitedHealth (UNH) | 0.3 | $2.6M | +20% | 9.7k | 270.59 |
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| Align Technology (ALGN) | 0.3 | $2.6M | -25% | 15k | 171.43 |
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| Npk International Com Shs (NPKI) | 0.3 | $2.4M | -3% | 164k | 14.49 |
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| Matthews Intl Corp Cl A (MATW) | 0.3 | $2.3M | -2% | 89k | 25.82 |
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| Icon SHS (ICLR) | 0.3 | $2.1M | +241% | 19k | 110.66 |
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| Warrior Met Coal (HCC) | 0.3 | $2.1M | +72% | 23k | 93.15 |
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| Vontier Corporation (VNT) | 0.3 | $2.1M | -9% | 59k | 35.47 |
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| Progressive Corporation (PGR) | 0.3 | $2.1M | +73% | 10k | 198.24 |
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| Vital Farms (VITL) | 0.3 | $1.9M | NEW | 138k | 14.12 |
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| Astronics Corporation (ATRO) | 0.3 | $1.9M | 29k | 66.73 |
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| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.2 | $1.9M | -25% | 60k | 31.69 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $1.9M | NEW | 3.8k | 491.53 |
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| Timken Company (TKR) | 0.2 | $1.8M | -9% | 18k | 100.57 |
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| Campbell Soup Company (CPB) | 0.2 | $1.8M | NEW | 80k | 22.27 |
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| Silgan Holdings (SLGN) | 0.2 | $1.7M | 43k | 38.80 |
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| Dentsply Sirona (XRAY) | 0.2 | $1.6M | +44% | 137k | 11.60 |
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| Bio Rad Labs Cl A (BIO) | 0.2 | $1.6M | +56% | 5.7k | 278.75 |
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| WESCO International (WCC) | 0.2 | $1.5M | 5.6k | 273.62 |
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| Mobileye Global Common Class A (MBLY) | 0.2 | $1.4M | -27% | 208k | 6.87 |
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| Audioeye Com New (AEYE) | 0.2 | $1.4M | +67% | 223k | 6.37 |
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| Occidental Petroleum Corporation (OXY) | 0.2 | $1.4M | -29% | 22k | 65.00 |
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| Brunswick Corporation (BC) | 0.2 | $1.3M | -3% | 18k | 72.76 |
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| Cogent Comm Holdings Com New (CCOI) | 0.2 | $1.3M | +11% | 69k | 18.84 |
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| CoStar (CSGP) | 0.2 | $1.3M | +87% | 32k | 40.34 |
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| Nature's Sunshine Prod. (NATR) | 0.2 | $1.3M | -70% | 53k | 23.99 |
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| Zeta Global Holdings Corp Cl A (ZETA) | 0.2 | $1.3M | +92% | 79k | 15.92 |
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| Zimmer Holdings (ZBH) | 0.2 | $1.2M | +27% | 13k | 90.42 |
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| Greenbrier Companies (GBX) | 0.2 | $1.2M | -12% | 22k | 52.65 |
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| Now (DNOW) | 0.1 | $1.1M | +84% | 92k | 11.91 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $1.1M | -42% | 15k | 72.69 |
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| John B. Sanfilippo & Son (JBSS) | 0.1 | $1.1M | +48% | 14k | 79.33 |
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| FactSet Research Systems (FDS) | 0.1 | $1.0M | NEW | 4.7k | 216.99 |
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| Raymond James Financial (RJF) | 0.1 | $970k | +51% | 6.7k | 144.25 |
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| Cytosorbents Corp Com New (CTSO) | 0.1 | $967k | -7% | 1.7M | 0.57 |
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| Mohawk Industries (MHK) | 0.1 | $930k | +19% | 9.5k | 98.46 |
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| Sportsmans Whse Hldgs (SPWH) | 0.1 | $902k | 640k | 1.41 |
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| TransDigm Group Incorporated (TDG) | 0.1 | $892k | 770.00 | 1158.96 |
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| Tennant Company (TNC) | 0.1 | $833k | +65% | 13k | 66.40 |
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| Koppers Holdings (KOP) | 0.1 | $814k | -73% | 21k | 38.68 |
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| Manitowoc Com New (MTW) | 0.1 | $800k | +35% | 69k | 11.65 |
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| Casella Waste Sys Cl A (CWST) | 0.1 | $665k | +2945% | 8.4k | 79.34 |
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| Twin Disc, Incorporated (TWIN) | 0.1 | $621k | -6% | 41k | 15.07 |
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| GATX Corporation (GATX) | 0.1 | $599k | +9% | 3.5k | 170.74 |
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| Lancaster Colony (MZTI) | 0.1 | $567k | NEW | 4.1k | 138.33 |
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| Diversified Energy Common Stock (DEC) | 0.1 | $550k | -25% | 32k | 17.44 |
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| Bloomin Brands (BLMN) | 0.1 | $513k | -61% | 95k | 5.40 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $433k | 750.00 | 577.18 |
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| Boot Barn Hldgs (BOOT) | 0.1 | $410k | -3% | 2.8k | 146.36 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $393k | -39% | 2.3k | 169.66 |
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| Waters Corporation (WAT) | 0.0 | $372k | NEW | 1.3k | 297.80 |
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| Antero Res (AR) | 0.0 | $352k | NEW | 8.3k | 42.44 |
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| Asure Software (ASUR) | 0.0 | $350k | +48% | 41k | 8.60 |
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| Valero Energy Corporation (VLO) | 0.0 | $321k | -3% | 1.3k | 247.08 |
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| Gen Restaurent Group Cl A Com (GENK) | 0.0 | $288k | -18% | 147k | 1.96 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $288k | 600.00 | 479.20 |
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| CBOE Holdings (CBOE) | 0.0 | $281k | -75% | 1.0k | 281.07 |
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| Mastercard Incorporated Cl A (MA) | 0.0 | $262k | 525.00 | 499.66 |
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| FedEx Corporation (FDX) | 0.0 | $258k | 725.00 | 356.18 |
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| Gloo Holdings Cl A (GLOO) | 0.0 | $249k | -42% | 52k | 4.81 |
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| General Dynamics Corporation (GD) | 0.0 | $215k | -13% | 625.00 | 343.22 |
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| Quest Resource Hldg Corp Com New (QRHC) | 0.0 | $197k | -16% | 165k | 1.19 |
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| salesforce (CRM) | 0.0 | $187k | NEW | 1.0k | 186.67 |
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| Crown Holdings (CCK) | 0.0 | $181k | 1.8k | 100.25 |
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| NVIDIA Corporation (NVDA) | 0.0 | $174k | NEW | 1.0k | 174.40 |
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| Central Garden & Pet Cl A Non-vtg (CENTA) | 0.0 | $143k | -82% | 4.4k | 32.42 |
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| Ishares Silver Tr Ishares (SLV) | 0.0 | $136k | NEW | 2.0k | 68.14 |
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| Caesars Entertainment (CZR) | 0.0 | $106k | NEW | 4.0k | 26.43 |
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| Smurfit Westrock SHS (SW) | 0.0 | $104k | 2.6k | 39.85 |
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| Micron Technology (MU) | 0.0 | $101k | NEW | 300.00 | 337.84 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $99k | 400.00 | 248.00 |
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| Amer (UHAL) | 0.0 | $98k | 2.0k | 47.78 |
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| Fiserv (FISV) | 0.0 | $89k | NEW | 1.6k | 55.80 |
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| Blackrock (BLK) | 0.0 | $87k | -35% | 90.00 | 961.71 |
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| Cameco Corporation (CCJ) | 0.0 | $76k | 700.00 | 108.61 |
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| Coinbase Global Com Cl A (COIN) | 0.0 | $70k | NEW | 400.00 | 174.61 |
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| Nordson Corporation (NDSN) | 0.0 | $69k | 260.00 | 266.06 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $65k | 100.00 | 650.34 |
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| Papa John's Int'l (PZZA) | 0.0 | $65k | NEW | 2.0k | 32.41 |
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| Sherwin-Williams Company (SHW) | 0.0 | $48k | 150.00 | 320.55 |
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| Home Depot (HD) | 0.0 | $33k | 100.00 | 328.89 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $24k | -10% | 45.00 | 522.71 |
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| Target Corporation (TGT) | 0.0 | $12k | 100.00 | 121.20 |
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Past Filings by Skylands Capital
SEC 13F filings are viewable for Skylands Capital going back to 2010
- 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
- Skylands Capital 2022 Q2 filed July 28, 2022