Universe · entity
Skylands Capital, LLC
Institutional manager (13F) · CIK 1299910
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $612M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | UNION PAC CORP | $53M | 217,255 |
| 2 | ALPHABET INC | $42M | 146,360 |
| 3 | DIEBOLD NIXDORF INC | $35M | 459,100 |
| 4 | GENERAL MTRS CO | $32M | 427,135 |
| 5 | APPLE INC | $25M | 96,795 |
| 6 | CROWN CASTLE INC | $23M | 286,635 |
| 7 | CORE NATURAL RESOURCES INC | $22M | 213,577 |
| 8 | OSHKOSH CORP | $20M | 134,379 |
| 9 | SBA COMMUNICATIONS CORP | $20M | 113,750 |
| 10 | NORFOLK SOUTHN CORP | $16M | 55,290 |
| 11 | MOLSON COORS BEVERAGE CO | $15M | 342,800 |
| 12 | CITIGROUP INC | $14M | 127,300 |
| 13 | OWENS CORNING NEW | $14M | 130,745 |
| 14 | COHERENT CORP | $13M | 54,337 |
| 15 | GE HEALTHCARE TECHNOLOGIES I | $11M | 161,090 |
| 16 | VISA INC | $11M | 36,885 |
| 17 | WABTEC | $11M | 43,645 |
| 18 | BARRICK MNG CORP | $11M | 262,175 |
| 19 | SPDR GOLD TR | $11M | 24,740 |
| 20 | AMERICAN TOWER CORP | $10M | 58,710 |
| 21 | CSX CORP | $10M | 245,300 |
| 22 | ADEIA INC | $10M | 405,950 |
| 23 | SCHWAB CHARLES CORP | $9M | 99,650 |
| 24 | SS&C TECH HLDGS | $9M | 138,475 |
| 25 | WILLIAMS COS INC | $9M | 127,125 |
| 26 | ENERSYS | $9M | 51,200 |
| 27 | T-MOBILE US INC | $9M | 41,100 |
| 28 | BRISTOL-MYERS SQUIBB CO | $9M | 141,400 |
| 29 | SPDR SERIES TRUST | $8M | 45,585 |
| 30 | JOINT CORP | $8M | 893,195 |
| 31 | GRAND CANYON ED INC | $8M | 46,415 |
| 32 | JPMORGAN CHASE & CO | $7M | 25,385 |
| 33 | EAGLE MATLS INC | $7M | 37,310 |
| 34 | CHURCHILL DOWNS INC | $7M | 73,400 |
| 35 | RTX CORPORATION | $6M | 32,135 |
| 36 | KIRBY CORP | $6M | 45,930 |
| 37 | ADOBE INC | $6M | 25,095 |
| 38 | LKQ CORP | $6M | 197,600 |
| 39 | QUIDELORTHO CORP | $6M | 341,554 |
| 40 | SILICON MOTION TECHNOLOGY CO | $6M | 49,169 |
| 41 | GENERAC HLDGS INC | $5M | 27,540 |
| 42 | MITEK SYS INC | $5M | 393,400 |
| 43 | UNITED PARCEL SVCS INC | $5M | 51,950 |
| 44 | MP MATERIALS CORP | $5M | 104,395 |
| 45 | ELANCO ANIMAL HEALTH INC | $5M | 209,225 |
| 46 | META PLATFORMS INC | $5M | 8,690 |
| 47 | AGNICO EAGLE MINES LTD | $5M | 24,255 |
| 48 | LOVESAC COMPANY | $5M | 332,947 |
| 49 | MINERALS TECHNOLOGIES INC | $5M | 65,305 |
| 50 | ON SEMICONDUCTOR CORP | $5M | 73,420 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.