Skylands Capital as of March 31, 2026
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 | 217k | 242.62 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.5 | $42M | 146k | 287.56 | |
| Diebold Nixdorf Com Shs (DBD) | 4.5 | $35M | 459k | 75.44 | |
| General Motors Company (GM) | 4.2 | $32M | 427k | 74.50 | |
| Apple (AAPL) | 3.2 | $25M | 97k | 253.79 | |
| Crown Castle Intl (CCI) | 3.1 | $23M | 287k | 81.31 | |
| Core Natural Resources Com Shs (CNR) | 2.9 | $22M | 214k | 104.73 | |
| Oshkosh Corporation (OSK) | 2.6 | $20M | 134k | 147.21 | |
| Sba Communications Corp Cl A (SBAC) | 2.6 | $20M | 114k | 172.11 | |
| Norfolk Southern (NSC) | 2.1 | $16M | 55k | 287.00 | |
| Molson Coors Beverage CL B (TAP) | 1.9 | $15M | 343k | 43.06 | |
| Citigroup Com New (C) | 1.9 | $14M | 127k | 113.41 | |
| Owens Corning (OC) | 1.9 | $14M | 131k | 108.22 | |
| Coherent Corp (COHR) | 1.7 | $13M | 54k | 238.21 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.5 | $12M | 161k | 71.18 | |
| Visa Com Cl A (V) | 1.5 | $11M | 37k | 302.24 | |
| Wabtec Corporation (WAB) | 1.4 | $11M | 44k | 249.91 | |
| Barrick Mng Corp Com Shs (B) | 1.4 | $11M | 262k | 40.79 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $11M | 25k | 430.29 | |
| American Tower Reit (AMT) | 1.3 | $10M | 59k | 172.58 | |
| CSX Corporation (CSX) | 1.3 | $10M | 245k | 41.05 | |
| Adeia (ADEA) | 1.3 | $9.8M | 406k | 24.03 | |
| Charles Schwab Corporation (SCHW) | 1.2 | $9.4M | 100k | 93.98 | |
| Ss&c Technologies Holding (SSNC) | 1.2 | $9.4M | 139k | 67.57 | |
| Williams Companies (WMB) | 1.2 | $9.3M | 127k | 72.78 | |
| EnerSys (ENS) | 1.2 | $8.9M | 51k | 173.72 | |
| Metropcs Communications (TMUS) | 1.1 | $8.6M | 41k | 210.03 | |
| Bristol Myers Squibb (BMY) | 1.1 | $8.6M | 141k | 60.65 | |
| Spdr Series Trust S&p Oilgas Exp (XOP) | 1.1 | $8.3M | 46k | 181.83 | |
| Joint (JYNT) | 1.0 | $7.9M | 893k | 8.85 | |
| Grand Canyon Education (LOPE) | 1.0 | $7.9M | 46k | 170.03 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $7.5M | 25k | 294.16 | |
| Eagle Materials (EXP) | 0.9 | $7.1M | 37k | 189.45 | |
| Churchill Downs (CHDN) | 0.9 | $6.6M | 73k | 89.83 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $6.2M | 32k | 192.90 | |
| Kirby Corporation (KEX) | 0.8 | $6.1M | 46k | 132.88 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $6.1M | 25k | 243.08 | |
| LKQ Corporation (LKQ) | 0.8 | $5.8M | 198k | 29.37 | |
| Quidel Corp (QDEL) | 0.7 | $5.6M | 342k | 16.43 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 0.7 | $5.5M | 49k | 112.29 | |
| Generac Holdings (GNRC) | 0.7 | $5.4M | 28k | 195.33 | |
| Mitek Sys Com New (MITK) | 0.7 | $5.3M | 393k | 13.50 | |
| United Parcel Svcs CL B (UPS) | 0.7 | $5.1M | 52k | 98.38 | |
| Mp Materials Corp Com Cl A (MP) | 0.7 | $5.0M | 104k | 48.26 | |
| Elanco Animal Health (ELAN) | 0.7 | $5.0M | 209k | 23.93 | |
| Meta Platforms Cl A (META) | 0.7 | $5.0M | 8.7k | 572.13 | |
| Agnico (AEM) | 0.6 | $4.9M | 24k | 202.98 | |
| Lovesac Company (LOVE) | 0.6 | $4.9M | 333k | 14.77 | |
| Minerals Technologies (MTX) | 0.6 | $4.6M | 65k | 70.92 | |
| ON Semiconductor (ON) | 0.6 | $4.5M | 73k | 61.92 | |
| Hillman Solutions Corp (HLMN) | 0.6 | $4.5M | 539k | 8.32 | |
| Newmont Mining Corporation (NEM) | 0.5 | $4.2M | 39k | 108.25 | |
| Microsoft Corporation (MSFT) | 0.5 | $4.1M | 11k | 370.17 | |
| Best Buy (BBY) | 0.5 | $4.0M | 62k | 64.20 | |
| Select Sector Spdr Tr Energy (XLE) | 0.5 | $3.9M | 64k | 61.26 | |
| Amazon (AMZN) | 0.5 | $3.9M | 19k | 208.27 | |
| SLB Com Stk (SLB) | 0.5 | $3.8M | 75k | 51.39 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.5 | $3.8M | 85k | 44.67 | |
| Lincoln Electric Holdings (LECO) | 0.5 | $3.8M | 15k | 249.08 | |
| Haemonetics Corporation (HAE) | 0.5 | $3.7M | 66k | 56.36 | |
| Timkensteel (MTUS) | 0.5 | $3.6M | 221k | 16.34 | |
| Halliburton Company (HAL) | 0.5 | $3.6M | 92k | 38.99 | |
| Martin Marietta Materials (MLM) | 0.4 | $3.4M | 5.8k | 588.68 | |
| Graphic Packaging Holding Company (GPK) | 0.4 | $3.4M | 339k | 9.94 | |
| Photronics (PLAB) | 0.4 | $3.3M | 82k | 40.41 | |
| Holley (HLLY) | 0.4 | $3.1M | 994k | 3.07 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.4 | $3.0M | 176k | 17.36 | |
| Perdoceo Ed Corp (PRDO) | 0.4 | $3.0M | 82k | 37.21 | |
| S&p Global (SPGI) | 0.4 | $3.0M | 7.0k | 425.34 | |
| Bank of America Corporation (BAC) | 0.4 | $2.8M | 58k | 48.75 | |
| Johnson Outdoors Cl A (JOUT) | 0.4 | $2.8M | 60k | 46.51 | |
| Fmc Corp Com New (FMC) | 0.4 | $2.8M | 161k | 17.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.7M | 9.5k | 286.86 | |
| UnitedHealth (UNH) | 0.3 | $2.6M | 9.7k | 270.59 | |
| Align Technology (ALGN) | 0.3 | $2.6M | 15k | 171.43 | |
| Npk International Com Shs (NPKI) | 0.3 | $2.4M | 164k | 14.49 | |
| Matthews Intl Corp Cl A (MATW) | 0.3 | $2.3M | 89k | 25.82 | |
| Icon SHS (ICLR) | 0.3 | $2.1M | 19k | 110.66 | |
| Warrior Met Coal (HCC) | 0.3 | $2.1M | 23k | 93.15 | |
| Vontier Corporation (VNT) | 0.3 | $2.1M | 59k | 35.47 | |
| Progressive Corporation (PGR) | 0.3 | $2.1M | 10k | 198.24 | |
| Vital Farms (VITL) | 0.3 | $1.9M | 138k | 14.12 | |
| Astronics Corporation (ATRO) | 0.3 | $1.9M | 29k | 66.73 | |
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.2 | $1.9M | 60k | 31.69 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $1.9M | 3.8k | 491.53 | |
| Timken Company (TKR) | 0.2 | $1.8M | 18k | 100.57 | |
| Campbell Soup Company (CPB) | 0.2 | $1.8M | 80k | 22.27 | |
| Silgan Holdings (SLGN) | 0.2 | $1.7M | 43k | 38.80 | |
| Dentsply Sirona (XRAY) | 0.2 | $1.6M | 137k | 11.60 | |
| Bio Rad Labs Cl A (BIO) | 0.2 | $1.6M | 5.7k | 278.75 | |
| WESCO International (WCC) | 0.2 | $1.5M | 5.6k | 273.62 | |
| Mobileye Global Common Class A (MBLY) | 0.2 | $1.4M | 208k | 6.87 | |
| Audioeye Com New (AEYE) | 0.2 | $1.4M | 223k | 6.37 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $1.4M | 22k | 65.00 | |
| Brunswick Corporation (BC) | 0.2 | $1.3M | 18k | 72.76 | |
| Cogent Comm Holdings Com New (CCOI) | 0.2 | $1.3M | 69k | 18.84 | |
| CoStar (CSGP) | 0.2 | $1.3M | 32k | 40.34 | |
| Nature's Sunshine Prod. (NATR) | 0.2 | $1.3M | 53k | 23.99 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.2 | $1.3M | 79k | 15.92 | |
| Zimmer Holdings (ZBH) | 0.2 | $1.2M | 13k | 90.42 | |
| Greenbrier Companies (GBX) | 0.2 | $1.2M | 22k | 52.65 | |
| Now (DNOW) | 0.1 | $1.1M | 92k | 11.91 | |
| Archer Daniels Midland Company (ADM) | 0.1 | $1.1M | 15k | 72.69 | |
| John B. Sanfilippo & Son (JBSS) | 0.1 | $1.1M | 14k | 79.33 | |
| FactSet Research Systems (FDS) | 0.1 | $1.0M | 4.7k | 216.99 | |
| Raymond James Financial (RJF) | 0.1 | $970k | 6.7k | 144.25 | |
| Cytosorbents Corp Com New (CTSO) | 0.1 | $967k | 1.7M | 0.57 | |
| Mohawk Industries (MHK) | 0.1 | $930k | 9.5k | 98.46 | |
| Sportsmans Whse Hldgs (SPWH) | 0.1 | $902k | 640k | 1.41 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $892k | 770.00 | 1158.96 | |
| Tennant Company (TNC) | 0.1 | $833k | 13k | 66.40 | |
| Koppers Holdings (KOP) | 0.1 | $814k | 21k | 38.68 | |
| Manitowoc Com New (MTW) | 0.1 | $800k | 69k | 11.65 | |
| Casella Waste Sys Cl A (CWST) | 0.1 | $665k | 8.4k | 79.34 | |
| Twin Disc, Incorporated (TWIN) | 0.1 | $621k | 41k | 15.07 | |
| GATX Corporation (GATX) | 0.1 | $599k | 3.5k | 170.74 | |
| Lancaster Colony (MZTI) | 0.1 | $567k | 4.1k | 138.33 | |
| Diversified Energy Common Stock (DEC) | 0.1 | $550k | 32k | 17.44 | |
| Bloomin Brands (BLMN) | 0.1 | $513k | 95k | 5.40 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $433k | 750.00 | 577.18 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $410k | 2.8k | 146.36 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $393k | 2.3k | 169.66 | |
| Waters Corporation (WAT) | 0.0 | $372k | 1.3k | 297.80 | |
| Antero Res (AR) | 0.0 | $352k | 8.3k | 42.44 | |
| Asure Software (ASUR) | 0.0 | $350k | 41k | 8.60 | |
| Valero Energy Corporation (VLO) | 0.0 | $321k | 1.3k | 247.08 | |
| Gen Restaurent Group Cl A Com (GENK) | 0.0 | $288k | 147k | 1.96 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $288k | 600.00 | 479.20 | |
| CBOE Holdings (CBOE) | 0.0 | $281k | 1.0k | 281.07 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $262k | 525.00 | 499.66 | |
| FedEx Corporation (FDX) | 0.0 | $258k | 725.00 | 356.18 | |
| Gloo Holdings Cl A (GLOO) | 0.0 | $249k | 52k | 4.81 | |
| General Dynamics Corporation (GD) | 0.0 | $215k | 625.00 | 343.22 | |
| Quest Resource Hldg Corp Com New (QRHC) | 0.0 | $197k | 165k | 1.19 | |
| salesforce (CRM) | 0.0 | $187k | 1.0k | 186.67 | |
| Crown Holdings (CCK) | 0.0 | $181k | 1.8k | 100.25 | |
| NVIDIA Corporation (NVDA) | 0.0 | $174k | 1.0k | 174.40 | |
| Central Garden & Pet Cl A Non-vtg (CENTA) | 0.0 | $143k | 4.4k | 32.42 | |
| Ishares Silver Tr Ishares (SLV) | 0.0 | $136k | 2.0k | 68.14 | |
| Caesars Entertainment (CZR) | 0.0 | $106k | 4.0k | 26.43 | |
| Smurfit Westrock SHS (SW) | 0.0 | $104k | 2.6k | 39.85 | |
| Micron Technology (MU) | 0.0 | $101k | 300.00 | 337.84 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $99k | 400.00 | 248.00 | |
| Amer (UHAL) | 0.0 | $98k | 2.0k | 47.78 | |
| Fiserv (FISV) | 0.0 | $89k | 1.6k | 55.80 | |
| Blackrock (BLK) | 0.0 | $87k | 90.00 | 961.71 | |
| Cameco Corporation (CCJ) | 0.0 | $76k | 700.00 | 108.61 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $70k | 400.00 | 174.61 | |
| Nordson Corporation (NDSN) | 0.0 | $69k | 260.00 | 266.06 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $65k | 100.00 | 650.34 | |
| Papa John's Int'l (PZZA) | 0.0 | $65k | 2.0k | 32.41 | |
| Sherwin-Williams Company (SHW) | 0.0 | $48k | 150.00 | 320.55 | |
| Home Depot (HD) | 0.0 | $33k | 100.00 | 328.89 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $24k | 45.00 | 522.71 | |
| Target Corporation (TGT) | 0.0 | $12k | 100.00 | 121.20 |
