Skylands Capital as of June 30, 2026
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 | 205k | 272.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.6 | $45M | 127k | 357.37 | |
| Diebold Nixdorf Com Shs (DBD) | 4.9 | $40M | 469k | 85.02 | |
| General Motors Company (GM) | 4.0 | $33M | 427k | 77.08 | |
| Apple (AAPL) | 3.3 | $27M | 92k | 289.36 | |
| Crown Castle Intl (CCI) | 2.6 | $21M | 279k | 75.73 | |
| Oshkosh Corporation (OSK) | 2.5 | $21M | 134k | 153.48 | |
| Sba Communications Corp Cl A (SBAC) | 2.4 | $19M | 109k | 176.46 | |
| Owens Corning (OC) | 2.2 | $18M | 114k | 158.96 | |
| Core Natural Resources Com Shs (CNR) | 2.2 | $18M | 226k | 80.02 | |
| Norfolk Southern (NSC) | 2.1 | $17M | 55k | 314.59 | |
| Citigroup Com New (C) | 2.1 | $17M | 121k | 139.96 | |
| Molson Coors Beverage CL B (TAP) | 1.9 | $15M | 394k | 38.96 | |
| Visa Com Cl A (V) | 1.6 | $13M | 38k | 343.09 | |
| Charles Schwab Corporation (SCHW) | 1.6 | $13M | 140k | 92.27 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.5 | $12M | 194k | 64.01 | |
| Wabtec Corporation (WAB) | 1.4 | $12M | 43k | 269.60 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 1.4 | $11M | 34k | 333.33 | |
| Adeia (ADEA) | 1.4 | $11M | 335k | 32.93 | |
| EnerSys (ENS) | 1.3 | $10M | 44k | 233.82 | |
| Ss&c Technologies Holding (SSNC) | 1.3 | $10M | 165k | 62.05 | |
| Adobe Systems Incorporated (ADBE) | 1.2 | $10M | 49k | 205.02 | |
| American Tower Reit (AMT) | 1.2 | $10M | 62k | 163.57 | |
| Metropcs Communications (TMUS) | 1.2 | $10M | 59k | 167.73 | |
| Quidel Corp (QDEL) | 1.2 | $9.8M | 560k | 17.52 | |
| Barrick Mng Corp Com Shs (B) | 1.2 | $9.6M | 261k | 36.73 | |
| Churchill Downs (CHDN) | 1.1 | $9.3M | 103k | 89.64 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.1 | $9.1M | 25k | 368.38 | |
| Williams Companies (WMB) | 1.1 | $8.8M | 118k | 74.34 | |
| CSX Corporation (CSX) | 1.1 | $8.7M | 184k | 47.53 | |
| Coherent Corp (COHR) | 1.1 | $8.6M | 22k | 394.47 | |
| Eagle Materials (EXP) | 1.0 | $8.4M | 37k | 225.00 | |
| Grand Canyon Education (LOPE) | 1.0 | $8.2M | 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 | 24k | 327.33 | |
| Mitek Sys Com New (MITK) | 0.9 | $7.6M | 375k | 20.13 | |
| Generac Holdings (GNRC) | 0.9 | $7.2M | 25k | 292.81 | |
| Spdr Series Trust S&p Oilgas Exp (XOP) | 0.8 | $6.8M | 44k | 154.26 | |
| ON Semiconductor (ON) | 0.8 | $6.5M | 69k | 94.54 | |
| LKQ Corporation (LKQ) | 0.8 | $6.3M | 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 | 53k | 107.50 | |
| Meta Platforms Cl A (META) | 0.7 | $5.6M | 9.9k | 563.29 | |
| Warrior Met Coal (HCC) | 0.7 | $5.4M | 67k | 81.16 | |
| Lovesac Company (LOVE) | 0.6 | $5.3M | 315k | 16.69 | |
| Elanco Animal Health (ELAN) | 0.6 | $5.1M | 209k | 24.61 | |
| Hillman Solutions Corp (HLMN) | 0.6 | $4.9M | 576k | 8.44 | |
| Best Buy (BBY) | 0.6 | $4.8M | 63k | 75.88 | |
| Kirby Corporation (KEX) | 0.6 | $4.8M | 35k | 135.97 | |
| Microsoft Corporation (MSFT) | 0.6 | $4.6M | 12k | 373.02 | |
| Lincoln Electric Holdings (LECO) | 0.5 | $4.0M | 15k | 265.51 | |
| Perdoceo Ed Corp (PRDO) | 0.5 | $3.9M | 122k | 32.00 | |
| Vontier Corporation (VNT) | 0.5 | $3.8M | 133k | 29.00 | |
| Campbell Soup Company (CPB) | 0.5 | $3.8M | 172k | 22.27 | |
| Minerals Technologies (MTX) | 0.5 | $3.8M | 52k | 73.97 | |
| Agnico (AEM) | 0.5 | $3.7M | 24k | 155.13 | |
| Haemonetics Corporation (HAE) | 0.4 | $3.6M | 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 | 123k | 28.86 | |
| Graphic Packaging Holding Company (GPK) | 0.4 | $3.5M | 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 | 8.1k | 407.26 | |
| Select Sector Spdr Tr Energy (XLE) | 0.4 | $3.3M | 62k | 53.11 | |
| SLB Com Stk (SLB) | 0.4 | $3.3M | 70k | 46.49 | |
| Arista Networks Com Shs (ANET) | 0.4 | $3.2M | 19k | 169.88 | |
| Amazon (AMZN) | 0.4 | $3.2M | 14k | 238.34 | |
| Bank of America Corporation (BAC) | 0.4 | $3.1M | 55k | 56.98 | |
| Timkensteel (MTUS) | 0.4 | $3.0M | 159k | 18.69 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.4 | $2.9M | 51k | 57.70 | |
| Halliburton Company (HAL) | 0.3 | $2.8M | 82k | 33.95 | |
| Holley (HLLY) | 0.3 | $2.7M | 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 | 177k | 12.97 | |
| Diversified Energy Common Stock (DEC) | 0.3 | $2.2M | 156k | 13.86 | |
| Elmet Group Common Stock | 0.3 | $2.1M | 108k | 19.74 | |
| Bio Rad Labs Cl A (BIO) | 0.3 | $2.1M | 7.2k | 293.61 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $2.0M | 4.0k | 501.36 | |
| Silgan Holdings (SLGN) | 0.2 | $1.9M | 41k | 46.39 | |
| Fiserv (FISV) | 0.2 | $1.9M | 39k | 49.05 | |
| Dentsply Sirona (XRAY) | 0.2 | $1.9M | 177k | 10.61 | |
| Astronics Corporation (ATRO) | 0.2 | $1.8M | 22k | 81.26 | |
| Progressive Corporation (PGR) | 0.2 | $1.7M | 7.6k | 218.45 | |
| Domino's Pizza (DPZ) | 0.2 | $1.6M | 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 | 269k | 5.81 | |
| Lancaster Colony (MZTI) | 0.2 | $1.5M | 14k | 114.16 | |
| Gibraltar Industries (ROCK) | 0.2 | $1.5M | 33k | 45.10 | |
| CoStar (CSGP) | 0.2 | $1.5M | 52k | 28.32 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.2 | $1.4M | 71k | 19.68 | |
| WESCO International (WCC) | 0.2 | $1.4M | 4.0k | 345.43 | |
| Cogent Comm Holdings Com New (CCOI) | 0.2 | $1.4M | 98k | 13.88 | |
| Fmc Corp Com New (FMC) | 0.2 | $1.4M | 118k | 11.50 | |
| Timken Company (TKR) | 0.2 | $1.3M | 9.1k | 145.32 | |
| Zimmer Holdings (ZBH) | 0.2 | $1.3M | 15k | 86.09 | |
| Brunswick Corporation (BC) | 0.2 | $1.2M | 15k | 84.24 | |
| FactSet Research Systems (FDS) | 0.1 | $1.2M | 5.3k | 230.08 | |
| Johnson Outdoors Cl A (JOUT) | 0.1 | $1.2M | 26k | 46.04 | |
| Matthews Intl Corp Cl A (MATW) | 0.1 | $1.1M | 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 | 101k | 9.68 | |
| Manitowoc Com New (MTW) | 0.1 | $940k | 68k | 13.89 | |
| Greenbrier Companies (GBX) | 0.1 | $904k | 18k | 49.01 | |
| Sportsmans Whse Hldgs (SPWH) | 0.1 | $829k | 623k | 1.33 | |
| Mohawk Industries (MHK) | 0.1 | $807k | 6.7k | 121.33 | |
| Lululemon Athletica (LULU) | 0.1 | $754k | 6.6k | 114.18 | |
| UnitedHealth (UNH) | 0.1 | $707k | 1.7k | 415.63 | |
| Cme (CME) | 0.1 | $696k | 3.2k | 220.83 | |
| Boot Barn Hldgs (BOOT) | 0.1 | $641k | 3.9k | 164.27 | |
| GATX Corporation (GATX) | 0.1 | $595k | 3.4k | 177.19 | |
| Vital Farms (VITL) | 0.1 | $580k | 50k | 11.63 | |
| Bloomin Brands (BLMN) | 0.1 | $569k | 62k | 9.14 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $552k | 750.00 | 736.40 | |
| Bowman Consulting Group (BWMN) | 0.1 | $522k | 18k | 29.20 | |
| Tennant Company (TNC) | 0.1 | $499k | 5.7k | 87.54 | |
| Gloo Holdings Cl A (GLOO) | 0.1 | $466k | 102k | 4.55 | |
| Antero Res (AR) | 0.1 | $464k | 13k | 35.14 | |
| OSI Systems (OSIS) | 0.1 | $454k | 2.1k | 218.70 | |
| Cytosorbents Corp Com New (CTSO) | 0.1 | $453k | 1.2M | 0.37 | |
| Jack Henry & Associates (JKHY) | 0.1 | $434k | 3.2k | 137.74 | |
| NVIDIA Corporation (NVDA) | 0.0 | $400k | 2.0k | 200.09 | |
| Flotek Industries Com New (FTK) | 0.0 | $393k | 17k | 23.52 | |
| Asure Software (ASUR) | 0.0 | $386k | 49k | 7.94 | |
| Twin Disc, Incorporated (TWIN) | 0.0 | $385k | 17k | 23.20 | |
| Boston Beer Cl A (SAM) | 0.0 | $372k | 2.1k | 177.03 | |
| Gen Restaurent Group Cl A Com (GENK) | 0.0 | $348k | 176k | 1.97 | |
| Nature's Sunshine Prod. (NATR) | 0.0 | $345k | 16k | 21.80 | |
| Gentex Corporation (GNTX) | 0.0 | $342k | 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 | 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 | 200.00 | 935.47 | |
| Quest Resource Hldg Corp Com New (QRHC) | 0.0 | $139k | 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 | 2.0k | 45.11 | |
| Strategy Cl A New (MSTR) | 0.0 | $87k | 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 | 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 | 700.00 | 42.34 | |
| Casella Waste Sys Cl A (CWST) | 0.0 | $27k | 275.00 | 96.97 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $20k | 45.00 | 450.98 | |
| Avis Budget (CAR) | 0.0 | $15k | 100.00 | 147.83 | |
| Hp (HPQ) | 0.0 | $14k | 650.00 | 21.94 | |
| Target Corporation (TGT) | 0.0 | $13k | 100.00 | 130.61 | |
| Koppers Holdings (KOP) | 0.0 | $7.9k | 175.00 | 44.90 | |
| Dxc Technology (DXC) | 0.0 | $5.3k | 600.00 | 8.85 |
