Skylands Capital as of Sept. 30, 2026
Portfolio Holdings for Skylands Capital
Skylands Capital holds 164 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 7.3 | $55M | 203k | 272.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 5.7 | $44M | 127k | 344.08 | |
| General Motors Company (GM) | 4.3 | $33M | 423k | 77.00 | |
| Diebold Nixdorf Com Shs (DBD) | 4.3 | $33M | 532k | 61.22 | |
| Apple (AAPL) | 3.8 | $29M | 88k | 333.02 | |
| Crown Castle Intl (CCI) | 2.8 | $21M | 317k | 66.65 | |
| Core Natural Resources Com Shs (CNR) | 2.6 | $20M | 227k | 85.84 | |
| Norfolk Southern (NSC) | 2.3 | $18M | 58k | 309.00 | |
| Oshkosh Corporation (OSK) | 2.2 | $17M | 131k | 128.82 | |
| Sba Communications Corp Cl A (SBAC) | 2.2 | $16M | 103k | 160.12 | |
| Citigroup Com New (C) | 2.0 | $16M | 120k | 129.48 | |
| Molson Coors Beverage CL B (TAP) | 1.8 | $14M | 386k | 36.47 | |
| Visa Com Cl A (V) | 1.7 | $13M | 36k | 359.33 | |
| Churchill Downs (CHDN) | 1.7 | $13M | 167k | 75.68 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 1.6 | $13M | 191k | 65.37 | |
| Owens Corning (OC) | 1.6 | $13M | 107k | 116.74 | |
| Wabtec Corporation (WAB) | 1.6 | $12M | 42k | 287.18 | |
| Barrick Mng Corp Com Shs (B) | 1.4 | $11M | 260k | 40.67 | |
| Grand Canyon Education (LOPE) | 1.3 | $10M | 67k | 151.59 | |
| American Tower Reit (AMT) | 1.3 | $9.8M | 60k | 163.69 | |
| Metropcs Communications (TMUS) | 1.2 | $9.5M | 58k | 163.08 | |
| Spdr Gold Tr Gold Shs (GLD) | 1.2 | $9.4M | 25k | 380.84 | |
| Ss&c Technologies Holding (SSNC) | 1.2 | $9.2M | 119k | 77.07 | |
| EnerSys (ENS) | 1.1 | $8.7M | 48k | 183.53 | |
| Adeia (ADEA) | 1.1 | $8.6M | 334k | 25.60 | |
| Bristol Myers Squibb (BMY) | 1.1 | $8.2M | 131k | 62.40 | |
| Williams Companies (WMB) | 1.1 | $8.0M | 118k | 67.97 | |
| CSX Corporation (CSX) | 1.1 | $8.0M | 172k | 46.51 | |
| JPMorgan Chase & Co. (JPM) | 1.0 | $7.8M | 24k | 330.83 | |
| Spdr Series Trust Sp O&g Expl Pro (XOP) | 1.0 | $7.4M | 41k | 179.33 | |
| Silicon Motion Technology Sponsored Adr (SIMO) | 1.0 | $7.4M | 26k | 280.00 | |
| Eagle Materials (EXP) | 0.9 | $7.2M | 42k | 171.02 | |
| Adobe Systems Incorporated (ADBE) | 0.9 | $7.2M | 30k | 239.94 | |
| Joint (JYNT) | 0.9 | $7.0M | 946k | 7.40 | |
| Coherent Corp (COHR) | 0.8 | $6.2M | 22k | 287.81 | |
| Quidel Corp (QDEL) | 0.8 | $6.1M | 583k | 10.54 | |
| Warrior Met Coal (HCC) | 0.8 | $6.1M | 69k | 88.07 | |
| Raytheon Technologies Corp (RTX) | 0.8 | $6.0M | 32k | 185.65 | |
| Mp Materials Corp Com Cl A (MP) | 0.7 | $5.5M | 117k | 47.29 | |
| Mitek Sys Com New (MITK) | 0.7 | $5.5M | 325k | 17.05 | |
| Charles Schwab Corporation (SCHW) | 0.7 | $5.5M | 56k | 97.74 | |
| Generac Holdings (GNRC) | 0.7 | $5.5M | 26k | 206.95 | |
| LKQ Corporation (LKQ) | 0.7 | $5.4M | 238k | 22.83 | |
| Deckers Outdoor Corporation (DECK) | 0.7 | $5.2M | 67k | 78.14 | |
| ON Semiconductor (ON) | 0.7 | $5.1M | 67k | 76.87 | |
| Meta Platforms Cl A (META) | 0.7 | $5.1M | 7.0k | 725.18 | |
| Elanco Animal Health (ELAN) | 0.6 | $4.7M | 212k | 22.39 | |
| Hillman Solutions Corp (HLMN) | 0.6 | $4.6M | 664k | 6.99 | |
| Agnico (AEM) | 0.6 | $4.4M | 24k | 183.27 | |
| Newmont Mining Corporation (NEM) | 0.6 | $4.4M | 38k | 115.34 | |
| Lovesac Company (LOVE) | 0.6 | $4.3M | 284k | 15.05 | |
| Perdoceo Ed Corp (PRDO) | 0.5 | $4.1M | 134k | 30.94 | |
| Microsoft Corporation (MSFT) | 0.5 | $4.1M | 8.0k | 512.90 | |
| Kirby Corporation (KEX) | 0.5 | $4.1M | 31k | 131.25 | |
| Lincoln Electric Holdings (LECO) | 0.5 | $4.0M | 15k | 264.58 | |
| Best Buy (BBY) | 0.5 | $3.9M | 45k | 88.24 | |
| Arista Networks Com Shs (ANET) | 0.5 | $3.9M | 19k | 203.59 | |
| United Parcel Svcs CL B (UPS) | 0.5 | $3.8M | 41k | 93.44 | |
| Vontier Corporation (VNT) | 0.5 | $3.4M | 110k | 31.40 | |
| SLB Com Stk (SLB) | 0.4 | $3.4M | 70k | 48.72 | |
| Minerals Technologies (MTX) | 0.4 | $3.4M | 52k | 65.40 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $3.2M | 9.5k | 340.74 | |
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.4 | $3.2M | 52k | 61.50 | |
| Amazon (AMZN) | 0.4 | $3.0M | 12k | 249.15 | |
| Bank of America Corporation (BAC) | 0.4 | $3.0M | 55k | 54.43 | |
| Timkensteel (MTUS) | 0.4 | $3.0M | 158k | 18.99 | |
| Align Technology (ALGN) | 0.4 | $2.9M | 20k | 145.35 | |
| Silgan Holdings (SLGN) | 0.4 | $2.8M | 82k | 34.75 | |
| Martin Marietta Materials (MLM) | 0.4 | $2.8M | 5.8k | 479.81 | |
| Campbell Soup Company (CPB) | 0.4 | $2.7M | 136k | 19.83 | |
| Elmet Group Common Stock (ELMT) | 0.3 | $2.7M | 133k | 19.96 | |
| Halliburton Company (HAL) | 0.3 | $2.6M | 82k | 31.80 | |
| Holley (HLLY) | 0.3 | $2.6M | 1.1M | 2.36 | |
| Gibraltar Industries (ROCK) | 0.3 | $2.6M | 64k | 39.60 | |
| Now (DNOW) | 0.3 | $2.5M | 164k | 15.50 | |
| S&p Global (SPGI) | 0.3 | $2.5M | 6.4k | 394.47 | |
| Graphic Packaging Holding Company (GPK) | 0.3 | $2.5M | 271k | 9.05 | |
| Photronics (PLAB) | 0.3 | $2.4M | 79k | 30.78 | |
| McDonald's Corporation (MCD) | 0.3 | $2.4M | 11k | 230.94 | |
| Haemonetics Corporation (HAE) | 0.3 | $2.3M | 22k | 105.30 | |
| Nature's Sunshine Prod. (NATR) | 0.3 | $2.3M | 180k | 12.69 | |
| Diversified Energy Common Stock (DEC) | 0.3 | $2.2M | 165k | 13.37 | |
| Npk International Com Shs (NPKI) | 0.3 | $2.1M | 181k | 11.42 | |
| Lancaster Colony (MZTI) | 0.3 | $2.1M | 21k | 99.19 | |
| Nike CL B (NKE) | 0.3 | $2.0M | 58k | 35.40 | |
| Astronics Corporation (ATRO) | 0.3 | $2.0M | 29k | 67.42 | |
| Willscot Hldgs Corp Com Cl A (WSC) | 0.2 | $1.9M | 110k | 17.18 | |
| Boston Beer Cl A (SAM) | 0.2 | $1.8M | 11k | 164.02 | |
| Bowman Consulting Group (BWMN) | 0.2 | $1.8M | 43k | 42.64 | |
| Dick's Sporting Goods (DKS) | 0.2 | $1.8M | 13k | 134.29 | |
| Middleby Corporation (MIDD) | 0.2 | $1.8M | 17k | 103.58 | |
| Dentsply Sirona (XRAY) | 0.2 | $1.8M | 199k | 8.86 | |
| Limbach Hldgs (LMB) | 0.2 | $1.7M | 34k | 48.93 | |
| First Tr Exchange-traded Nat Gas Etf (FCG) | 0.2 | $1.6M | 57k | 28.52 | |
| Audioeye Com New (AEYE) | 0.2 | $1.4M | 212k | 6.72 | |
| WESCO International (WCC) | 0.2 | $1.4M | 4.0k | 359.59 | |
| Qxo Com New (QXO) | 0.2 | $1.3M | 115k | 11.69 | |
| Fiserv (FISV) | 0.2 | $1.3M | 29k | 45.18 | |
| Pool Corporation (POOL) | 0.2 | $1.2M | 7.3k | 161.87 | |
| Occidental Petroleum Corporation (OXY) | 0.2 | $1.2M | 21k | 55.32 | |
| Brunswick Corporation (BC) | 0.2 | $1.1M | 18k | 64.24 | |
| Reformation | 0.1 | $1.1M | 91k | 12.04 | |
| Domino's Pizza (DPZ) | 0.1 | $1.1M | 3.6k | 299.61 | |
| Timken Company (TKR) | 0.1 | $1.1M | 9.1k | 116.75 | |
| U Haul Holding Company Com Ser N (UHAL.B) | 0.1 | $1.0M | 20k | 52.85 | |
| Gentex Corporation (GNTX) | 0.1 | $974k | 45k | 21.74 | |
| Mohawk Industries (MHK) | 0.1 | $948k | 7.6k | 124.72 | |
| Tennant Company (TNC) | 0.1 | $948k | 14k | 67.22 | |
| Progressive Corporation (PGR) | 0.1 | $912k | 4.4k | 207.31 | |
| Raymond James Financial (RJF) | 0.1 | $854k | 5.4k | 157.48 | |
| Zimmer Holdings (ZBH) | 0.1 | $854k | 9.6k | 88.83 | |
| Stryker Corporation (SYK) | 0.1 | $840k | 3.1k | 275.39 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 0.1 | $837k | 27k | 31.57 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $834k | 770.00 | 1082.60 | |
| Greenbrier Companies (GBX) | 0.1 | $763k | 19k | 40.07 | |
| OSI Systems (OSIS) | 0.1 | $714k | 3.7k | 194.37 | |
| Sportsmans Whse Hldgs (SPWH) | 0.1 | $681k | 603k | 1.13 | |
| National Vision Hldgs (EYE) | 0.1 | $681k | 42k | 16.38 | |
| GATX Corporation (GATX) | 0.1 | $622k | 3.7k | 170.02 | |
| Johnson Outdoors Cl A (JOUT) | 0.1 | $622k | 14k | 43.65 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $555k | 750.00 | 739.77 | |
| Lululemon Athletica (LULU) | 0.1 | $548k | 5.7k | 96.19 | |
| Gloo Holdings Cl A (GLOO) | 0.1 | $539k | 126k | 4.28 | |
| Fmc Corp Com New (FMC) | 0.1 | $498k | 56k | 8.92 | |
| Bloomin Brands (BLMN) | 0.1 | $482k | 62k | 7.75 | |
| Vital Farms (VITL) | 0.1 | $441k | 48k | 9.28 | |
| Antero Res (AR) | 0.1 | $437k | 13k | 33.39 | |
| Cogent Comm Holdings Com New (CCOI) | 0.1 | $437k | 56k | 7.79 | |
| Exxonmobil Holdings Corp Com Shs (XOM) | 0.0 | $377k | 2.3k | 162.75 | |
| Asure Software (ASUR) | 0.0 | $362k | 48k | 7.57 | |
| Boot Barn Hldgs (BOOT) | 0.0 | $349k | 2.9k | 120.47 | |
| Gen Restaurent Group Cl A Com (GENK) | 0.0 | $326k | 203k | 1.61 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.0 | $299k | 600.00 | 497.95 | |
| Mastercard Incorporated Cl A (MA) | 0.0 | $290k | 525.00 | 551.47 | |
| CBOE Holdings (CBOE) | 0.0 | $275k | 1.0k | 275.29 | |
| General Dynamics Corporation (GD) | 0.0 | $207k | 625.00 | 331.83 | |
| FedEx Corporation (FDX) | 0.0 | $207k | 725.00 | 285.09 | |
| Crown Holdings (CCK) | 0.0 | $190k | 1.8k | 105.41 | |
| Coinbase Global Com Cl A (COIN) | 0.0 | $186k | 1.0k | 186.41 | |
| Costco Wholesale Corporation (COST) | 0.0 | $182k | 200.00 | 910.34 | |
| Cytosorbents Corp Common Stock (CTSO) | 0.0 | $154k | 40k | 3.90 | |
| Mobility Global Com Shs (MBGL) | 0.0 | $146k | 8.5k | 17.15 | |
| Matthews Intl Corp Cl A (MATW) | 0.0 | $127k | 6.6k | 19.19 | |
| Amer (UHAL) | 0.0 | $123k | 2.0k | 60.17 | |
| Hewlett Packard Enterprise (HPE) | 0.0 | $121k | 1.9k | 63.89 | |
| Smurfit Westrock SHS (SW) | 0.0 | $115k | 2.6k | 44.10 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $111k | 400.00 | 277.89 | |
| Blackrock (BLK) | 0.0 | $95k | 90.00 | 1058.29 | |
| Orion Marine (ORN) | 0.0 | $90k | 11k | 8.55 | |
| Nordson Corporation (NDSN) | 0.0 | $85k | 260.00 | 327.85 | |
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.0 | $76k | 100.00 | 762.63 | |
| Cameco Corporation (CCJ) | 0.0 | $61k | 700.00 | 86.67 | |
| Sherwin-Williams Company (SHW) | 0.0 | $49k | 150.00 | 323.27 | |
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $40k | 361.00 | 109.38 | |
| Papa John's Int'l (PZZA) | 0.0 | $39k | 2.0k | 19.71 | |
| Verizon Communications (VZ) | 0.0 | $32k | 700.00 | 45.87 | |
| Home Depot (HD) | 0.0 | $28k | 100.00 | 284.49 | |
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $25k | 45.00 | 546.18 | |
| Casella Waste Sys Cl A (CWST) | 0.0 | $22k | 275.00 | 80.35 | |
| Hp (HPQ) | 0.0 | $19k | 600.00 | 31.28 | |
| Target Corporation (TGT) | 0.0 | $16k | 100.00 | 156.69 | |
| Avis Budget (CAR) | 0.0 | $11k | 100.00 | 106.67 | |
| Koppers Holdings (KOP) | 0.0 | $8.0k | 175.00 | 45.59 | |
| Dxc Technology (DXC) | 0.0 | $6.5k | 600.00 | 10.83 |
