# Skylands Capital, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1299910. Source: https://holderbook.com/funds/1299910-skylands-capital-llc/

- Reported value: $813.9M
- Positions: 166
- Weight of the ten largest: 36.5%
- Filed: 2026-07-24

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $55.8M | 204,970 | 6.8% | 31 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $45.2M | 126,475 | 5.6% | 31 |
| DIEBOLD NIXDORF INC | [DBD](https://holderbook.com/stocks/DBD/) | $39.9M | 469,185 | 4.9% | 12 |
| GENERAL MTRS CO | [GM](https://holderbook.com/stocks/GM/) | $32.9M | 427,035 | 4.0% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $26.5M | 91,740 | 3.3% | 31 |
| CROWN CASTLE INC | [CCI](https://holderbook.com/stocks/CCI/) | $21.1M | 279,035 | 2.6% | 31 |
| OSHKOSH CORP | [OSK](https://holderbook.com/stocks/OSK/) | $20.5M | 133,579 | 2.5% | 31 |
| SBA COMMUNICATIONS CORP | [SBAC](https://holderbook.com/stocks/SBAC/) | $19.2M | 108,880 | 2.4% | 31 |
| OWENS CORNING NEW | [OC](https://holderbook.com/stocks/OC/) | $18.2M | 114,440 | 2.2% | 31 |
| CORE NATURAL RESOURCES INC | [CNR](https://holderbook.com/stocks/CNR/) | $18.1M | 226,302 | 2.2% | 6 |
| NORFOLK SOUTHN CORP | [NSC](https://holderbook.com/stocks/NSC/) | $17.3M | 55,080 | 2.1% | 31 |
| CITIGROUP INC | [C](https://holderbook.com/stocks/C/) | $16.9M | 120,565 | 2.1% | 31 |
| MOLSON COORS BEVERAGE CO | [TAP](https://holderbook.com/stocks/TAP/) | $15.3M | 393,750 | 1.9% | 9 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $12.9M | 37,735 | 1.6% | 31 |
| SCHWAB CHARLES CORP | [SCHW](https://holderbook.com/stocks/SCHW/) | $12.9M | 139,835 | 1.6% | 14 |
| GE HEALTHCARE TECHNOLOGIES I | [GEHC](https://holderbook.com/stocks/GEHC/) | $12.4M | 194,040 | 1.5% | 15 |
| WABTEC | [WAB](https://holderbook.com/stocks/WAB/) | $11.5M | 42,525 | 1.4% | 31 |
| SILICON MOTION TECHNOLOGY CO | [SIMO](https://holderbook.com/stocks/SIMO/) | $11.4M | 34,214 | 1.4% | 23 |
| ADEIA INC | [ADEA](https://holderbook.com/stocks/ADEA/) | $11.0M | 334,950 | 1.4% | 10 |
| ENERSYS | [ENS](https://holderbook.com/stocks/ENS/) | $10.4M | 44,365 | 1.3% | 31 |
| SS&C TECH HLDGS | [SSNC](https://holderbook.com/stocks/SSNC/) | $10.3M | 165,275 | 1.3% | 28 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $10.1M | 49,085 | 1.2% | 2 |
| AMERICAN TOWER CORP | [AMT](https://holderbook.com/stocks/AMT/) | $10.1M | 61,491 | 1.2% | 31 |
| T-MOBILE US INC | [TMUS](https://holderbook.com/stocks/TMUS/) | $10.0M | 59,350 | 1.2% | 19 |
| QUIDELORTHO CORP | [QDEL](https://holderbook.com/stocks/QDEL/) | $9.8M | 560,414 | 1.2% | 15 |
| BARRICK MNG CORP | [B](https://holderbook.com/stocks/B/) | $9.6M | 261,175 | 1.2% | 4 |
| CHURCHILL DOWNS INC | [CHDN](https://holderbook.com/stocks/CHDN/) | $9.3M | 103,250 | 1.1% | 2 |
| SPDR GOLD TR | [GLD](https://holderbook.com/stocks/GLD/) | $9.1M | 24,590 | 1.1% | 31 |
| WILLIAMS COS INC | [WMB](https://holderbook.com/stocks/WMB/) | $8.8M | 118,425 | 1.1% | 28 |
| CSX CORP | [CSX](https://holderbook.com/stocks/CSX/) | $8.7M | 183,875 | 1.1% | 31 |
| COHERENT CORP | [COHR](https://holderbook.com/stocks/COHR/) | $8.6M | 21,780 | 1.1% | 16 |
| EAGLE MATLS INC | [EXP](https://holderbook.com/stocks/EXP/) | $8.4M | 37,300 | 1.0% | 31 |
| GRAND CANYON ED INC | [LOPE](https://holderbook.com/stocks/LOPE/) | $8.2M | 57,565 | 1.0% | 26 |
| BRISTOL-MYERS SQUIBB CO | [BMY](https://holderbook.com/stocks/BMY/) | $8.0M | 138,725 | 1.0% | 27 |
| JOINT CORP | [JYNT](https://holderbook.com/stocks/JYNT/) | $7.9M | 895,572 | 1.0% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $7.8M | 23,785 | 1.0% | 31 |
| MITEK SYS INC | [MITK](https://holderbook.com/stocks/MITK/) | $7.6M | 375,300 | 0.9% | 5 |
| GENERAC HLDGS INC | [GNRC](https://holderbook.com/stocks/GNRC/) | $7.2M | 24,465 | 0.9% | 15 |
| SPDR SERIES TRUST | [XOP](https://holderbook.com/stocks/XOP/) | $6.8M | 43,885 | 0.8% | 10 |
| ON SEMICONDUCTOR CORP | [ON](https://holderbook.com/stocks/ON/) | $6.5M | 68,620 | 0.8% | 31 |
| LKQ CORP | [LKQ](https://holderbook.com/stocks/LKQ/) | $6.3M | 240,450 | 0.8% | 9 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $6.1M | 32,135 | 0.7% | 25 |
| MP MATERIALS CORP | [MP](https://holderbook.com/stocks/MP/) | $5.9M | 104,495 | 0.7% | 23 |
| UNITED PARCEL SVCS INC | [UPS](https://holderbook.com/stocks/UPS/) | $5.7M | 53,375 | 0.7% | 31 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $5.6M | 9,865 | 0.7% | 31 |
| WARRIOR MET COAL INC | [HCC](https://holderbook.com/stocks/HCC/) | $5.4M | 66,500 | 0.7% | 6 |
| LOVESAC CO | [LOVE](https://holderbook.com/stocks/LOVE/) | $5.3M | 314,647 | 0.6% | 31 |
| ELANCO ANIMAL HEALTH INC | [ELAN](https://holderbook.com/stocks/ELAN/) | $5.1M | 209,225 | 0.6% | 17 |
| HILLMAN SOLUTIONS CORP | [HLMN](https://holderbook.com/stocks/HLMN/) | $4.9M | 575,800 | 0.6% | 20 |
| BEST BUY INC | [BBY](https://holderbook.com/stocks/BBY/) | $4.8M | 63,000 | 0.6% | 19 |
| KIRBY CORP | [KEX](https://holderbook.com/stocks/KEX/) | $4.8M | 35,010 | 0.6% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $4.6M | 12,350 | 0.6% | 26 |
| LINCOLN ELEC HLDGS INC | [LECO](https://holderbook.com/stocks/LECO/) | $4.0M | 15,070 | 0.5% | 31 |
| PERDOCEO ED CORP | [PRDO](https://holderbook.com/stocks/PRDO/) | $3.9M | 121,700 | 0.5% | 2 |
| VONTIER CORPORATION | [VNT](https://holderbook.com/stocks/VNT/) | $3.8M | 132,600 | 0.5% | 23 |
| THE CAMPBELLS COMPANY | [CPB](https://holderbook.com/stocks/CPB/) | $3.8M | 172,300 | 0.5% | 2 |
| MINERALS TECHNOLOGIES INC | [MTX](https://holderbook.com/stocks/MTX/) | $3.8M | 51,779 | 0.5% | 16 |
| AGNICO EAGLE MINES LTD | [AEM](https://holderbook.com/stocks/AEM/) | $3.7M | 24,050 | 0.5% | 16 |
| HAEMONETICS CORP MASS | [HAE](https://holderbook.com/stocks/HAE/) | $3.6M | 47,625 | 0.4% | 8 |
| NEWMONT CORP | [NEM](https://holderbook.com/stocks/NEM/) | $3.6M | 38,140 | 0.4% | 24 |
| WILLSCOT HLDGS CORP | [WSC](https://holderbook.com/stocks/WSC/) | $3.5M | 122,550 | 0.4% | 24 |
| GRAPHIC PACKAGING HLDG CO | [GPK](https://holderbook.com/stocks/GPK/) | $3.5M | 328,400 | 0.4% | 26 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $3.4M | 9,500 | 0.4% | 31 |
| MARTIN MARIETTA MATLS INC | [MLM](https://holderbook.com/stocks/MLM/) | $3.3M | 5,805 | 0.4% | 31 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $3.3M | 8,085 | 0.4% | 31 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $3.3M | 61,650 | 0.4% | 18 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $3.3M | 70,100 | 0.4% | 7 |
| ARISTA NETWORKS INC | [ANET](https://holderbook.com/stocks/ANET/) | $3.2M | 19,100 | 0.4% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $3.2M | 13,585 | 0.4% | 31 |
| BANK OF AMER CORP | [BAC](https://holderbook.com/stocks/BAC/) | $3.1M | 55,280 | 0.4% | 16 |
| METALLUS INC | [MTUS](https://holderbook.com/stocks/MTUS/) | $3.0M | 158,800 | 0.4% | 5 |
| U HAUL HOLDING COMPANY | [UHALB](https://holderbook.com/stocks/UHALB/) | $2.9M | 50,965 | 0.4% | 15 |
| HALLIBURTON CO | [HAL](https://holderbook.com/stocks/HAL/) | $2.8M | 82,100 | 0.3% | 18 |
| HOLLEY INC | [HLLY](https://holderbook.com/stocks/HLLY/) | $2.7M | 1,069,829 | 0.3% | 20 |
| PHOTRONICS INC | [PLAB](https://holderbook.com/stocks/PLAB/) | $2.7M | 81,510 | 0.3% | 17 |
| ALIGN TECHNOLOGY INC | [ALGN](https://holderbook.com/stocks/ALGN/) | $2.6M | 15,550 | 0.3% | 6 |
| NPK INTERNATIONAL INC | [NPKI](https://holderbook.com/stocks/NPKI/) | $2.6M | 164,300 | 0.3% | 12 |
| DNOW INC | [DNOW](https://holderbook.com/stocks/DNOW/) | $2.3M | 176,700 | 0.3% | 3 |
| DIVERSIFIED ENERGY CO | [DEC](https://holderbook.com/stocks/DEC/) | $2.2M | 155,500 | 0.3% | 3 |
| ELMET GROUP CO (THE) | [ELMT](https://holderbook.com/stocks/ELMT/) | $2.1M | 108,217 | 0.3% | 1 |
| BIO RAD LABS INC | [BIO](https://holderbook.com/stocks/BIO/) | $2.1M | 7,225 | 0.3% | 6 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $2.0M | 4,025 | 0.2% | 2 |
| SILGAN HLDGS INC | [SLGN](https://holderbook.com/stocks/SLGN/) | $1.9M | 41,250 | 0.2% | 4 |
| FISERV INC | [FISV](https://holderbook.com/stocks/FISV/) | $1.9M | 38,950 | 0.2% | 2 |
| DENTSPLY SIRONA INC | [XRAY](https://holderbook.com/stocks/XRAY/) | $1.9M | 176,850 | 0.2% | 3 |
| ASTRONICS CORP | [ATRO](https://holderbook.com/stocks/ATRO/) | $1.8M | 21,600 | 0.2% | 7 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $1.7M | 7,625 | 0.2% | 3 |
| DOMINOS PIZZA INC | [DPZ](https://holderbook.com/stocks/DPZ/) | $1.6M | 5,500 | 0.2% | 1 |
| FIRST TR EXCHANGE-TRADED FD | [FCG](https://holderbook.com/stocks/FCG/) | $1.6M | 60,050 | 0.2% | 6 |
| AUDIOEYE INC | [AEYE](https://holderbook.com/stocks/AEYE/) | $1.6M | 268,750 | 0.2% | 7 |
| MARZETTI COMPANY | [MZTI](https://holderbook.com/stocks/MZTI/) | $1.5M | 13,475 | 0.2% | 2 |
| GIBRALTAR INDS INC | [ROCK](https://holderbook.com/stocks/ROCK/) | $1.5M | 33,350 | 0.2% | 1 |
| COSTAR GROUP INC | [CSGP](https://holderbook.com/stocks/CSGP/) | $1.5M | 52,150 | 0.2% | 3 |
| ZETA GLOBAL HOLDINGS CORP | [ZETA](https://holderbook.com/stocks/ZETA/) | $1.4M | 71,200 | 0.2% | 5 |
| WESCO INTL INC | [WCC](https://holderbook.com/stocks/WCC/) | $1.4M | 4,015 | 0.2% | 8 |
| COGENT COMM HOLDINGS INC | [CCOI](https://holderbook.com/stocks/CCOI/) | $1.4M | 98,425 | 0.2% | 31 |
| FMC CORP | [FMC](https://holderbook.com/stocks/FMC/) | $1.4M | 118,400 | 0.2% | 31 |
| TIMKEN CO | [TKR](https://holderbook.com/stocks/TKR/) | $1.3M | 9,050 | 0.2% | 7 |
| ZIMMER BIOMET HOLDINGS INC | [ZBH](https://holderbook.com/stocks/ZBH/) | $1.3M | 14,711 | 0.2% | 8 |
| BRUNSWICK CORP | [BC](https://holderbook.com/stocks/BC/) | $1.2M | 14,650 | 0.2% | 31 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.0% | +14.8% | -5.8% | 100% |
| Q1 2026 | +2.4% | -4.6% | +7.1% | 100% |
| Q4 2025 | +6.1% | +2.4% | +3.7% | 100% |
| Q3 2025 | +9.0% | +7.8% | +1.2% | 99% |
| Q2 2025 | +5.1% | +10.5% | -5.3% | 96% |
| Q1 2025 | -2.8% | -4.6% | +1.8% | 97% |
| Q4 2024 | -1.2% | +2.1% | -3.4% | 100% |
| Q3 2024 | +6.5% | +5.4% | +1.0% | 99% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $813.9M | 166 |
| Q1 2026 | $763.0M | 155 |
| Q4 2025 | $737.1M | 150 |
| Q3 2025 | $723.5M | 152 |
| Q2 2025 | $689.5M | 152 |
| Q1 2025 | $692.7M | 153 |
| Q4 2024 | $715.8M | 150 |
| Q3 2024 | $737.1M | 154 |
| Q2 2024 | $705.4M | 156 |
| Q1 2024 | $723.9M | 152 |
| Q4 2023 | $679.3M | 144 |
| Q3 2023 | $661.5M | 149 |