Holders — by stockHoldings — by fund
Skylands Capital, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001299910
$813.9M
disclosed book value
166
positions
6.8%
largest position share
Positions, as of 2026-06-30
top 100 of 166 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | UNPUNION PAC CORP | 204,970 | $55.8M | 6.8% |
| 2 | GOOGLALPHABET INC | 126,475 | $45.2M | 5.6% |
| 3 | DBDDIEBOLD NIXDORF INC | 469,185 | $39.9M | 4.9% |
| 4 | GMGENERAL MTRS CO | 427,035 | $32.9M | 4% |
| 5 | AAPLAPPLE INC | 91,740 | $26.5M | 3.3% |
| 6 | CCICROWN CASTLE INC | 279,035 | $21.1M | 2.6% |
| 7 | OSKOSHKOSH CORP | 133,579 | $20.5M | 2.5% |
| 8 | SBACSBA COMMUNICATIONS CORP | 108,880 | $19.2M | 2.4% |
| 9 | OCOWENS CORNING NEW | 114,440 | $18.2M | 2.2% |
| 10 | CNRCORE NATURAL RESOURCES INC | 226,302 | $18.1M | 2.2% |
| 11 | NSCNORFOLK SOUTHN CORP | 55,080 | $17.3M | 2.1% |
| 12 | CCITIGROUP INC | 120,565 | $16.9M | 2.1% |
| 13 | TAPMOLSON COORS BEVERAGE CO | 393,750 | $15.3M | 1.9% |
| 14 | VVISA INC | 37,735 | $12.9M | 1.6% |
| 15 | SCHWSCHWAB CHARLES CORP | 139,835 | $12.9M | 1.6% |
| 16 | GEHCGE HEALTHCARE TECHNOLOGIES I | 194,040 | $12.4M | 1.5% |
| 17 | WABWABTEC | 42,525 | $11.5M | 1.4% |
| 18 | SIMOSILICON MOTION TECHNOLOGY CO | 34,214 | $11.4M | 1.4% |
| 19 | ADEAADEIA INC | 334,950 | $11.0M | 1.4% |
| 20 | ENSENERSYS | 44,365 | $10.4M | 1.3% |
| 21 | SSNCSS&C TECH HLDGS | 165,275 | $10.3M | 1.3% |
| 22 | ADBEADOBE INC | 49,085 | $10.1M | 1.2% |
| 23 | AMTAMERICAN TOWER CORP | 61,491 | $10.1M | 1.2% |
| 24 | TMUST-MOBILE US INC | 59,350 | $10.0M | 1.2% |
| 25 | QDELQUIDELORTHO CORP | 560,414 | $9.8M | 1.2% |
| 26 | BBARRICK MNG CORP | 261,175 | $9.6M | 1.2% |
| 27 | CHDNCHURCHILL DOWNS INC | 103,250 | $9.3M | 1.1% |
| 28 | GLDSPDR GOLD TR | 24,590 | $9.1M | 1.1% |
| 29 | WMBWILLIAMS COS INC | 118,425 | $8.8M | 1.1% |
| 30 | CSXCSX CORP | 183,875 | $8.7M | 1.1% |
| 31 | COHRCOHERENT CORP | 21,780 | $8.6M | 1.1% |
| 32 | EXPEAGLE MATLS INC | 37,300 | $8.4M | 1% |
| 33 | LOPEGRAND CANYON ED INC | 57,565 | $8.2M | 1% |
| 34 | BMYBRISTOL-MYERS SQUIBB CO | 138,725 | $8.0M | 1% |
| 35 | JYNTJOINT CORP | 895,572 | $7.9M | 1% |
| 36 | JPMJPMORGAN CHASE & CO | 23,785 | $7.8M | 1% |
| 37 | MITKMITEK SYS INC | 375,300 | $7.6M | 0.9% |
| 38 | GNRCGENERAC HLDGS INC | 24,465 | $7.2M | 0.9% |
| 39 | XOPSPDR SERIES TRUST | 43,885 | $6.8M | 0.8% |
| 40 | ONON SEMICONDUCTOR CORP | 68,620 | $6.5M | 0.8% |
| 41 | LKQLKQ CORP | 240,450 | $6.3M | 0.8% |
| 42 | RTXRTX CORPORATION | 32,135 | $6.1M | 0.7% |
| 43 | MPMP MATERIALS CORP | 104,495 | $5.9M | 0.7% |
| 44 | UPSUNITED PARCEL SVCS INC | 53,375 | $5.7M | 0.7% |
| 45 | METAMETA PLATFORMS INC | 9,865 | $5.6M | 0.7% |
| 46 | HCCWARRIOR MET COAL INC | 66,500 | $5.4M | 0.7% |
| 47 | LOVELOVESAC CO | 314,647 | $5.3M | 0.6% |
| 48 | ELANELANCO ANIMAL HEALTH INC | 209,225 | $5.1M | 0.6% |
| 49 | HLMNHILLMAN SOLUTIONS CORP | 575,800 | $4.9M | 0.6% |
| 50 | BBYBEST BUY INC | 63,000 | $4.8M | 0.6% |
| 51 | KEXKIRBY CORP | 35,010 | $4.8M | 0.6% |
| 52 | MSFTMICROSOFT CORP | 12,350 | $4.6M | 0.6% |
| 53 | LECOLINCOLN ELEC HLDGS INC | 15,070 | $4.0M | 0.5% |
| 54 | PRDOPERDOCEO ED CORP | 121,700 | $3.9M | 0.5% |
| 55 | VNTVONTIER CORPORATION | 132,600 | $3.8M | 0.5% |
| 56 | CPBTHE CAMPBELLS COMPANY | 172,300 | $3.8M | 0.5% |
| 57 | MTXMINERALS TECHNOLOGIES INC | 51,779 | $3.8M | 0.5% |
| 58 | AEMAGNICO EAGLE MINES LTD | 24,050 | $3.7M | 0.5% |
| 59 | HAEHAEMONETICS CORP MASS | 47,625 | $3.6M | 0.4% |
| 60 | NEMNEWMONT CORP | 38,140 | $3.6M | 0.4% |
| 61 | WSCWILLSCOT HLDGS CORP | 122,550 | $3.5M | 0.4% |
| 62 | GPKGRAPHIC PACKAGING HLDG CO | 328,400 | $3.5M | 0.4% |
| 63 | GOOGALPHABET INC | 9,500 | $3.4M | 0.4% |
| 64 | MLMMARTIN MARIETTA MATLS INC | 5,805 | $3.3M | 0.4% |
| 65 | SPGIS&P GLOBAL INC | 8,085 | $3.3M | 0.4% |
| 66 | XLESELECT SECTOR SPDR TR | 61,650 | $3.3M | 0.4% |
| 67 | SLBSLB LIMITED | 70,100 | $3.3M | 0.4% |
| 68 | ANETARISTA NETWORKS INC | 19,100 | $3.2M | 0.4% |
| 69 | AMZNAMAZON COM INC | 13,585 | $3.2M | 0.4% |
| 70 | BACBANK OF AMER CORP | 55,280 | $3.1M | 0.4% |
| 71 | MTUSMETALLUS INC | 158,800 | $3.0M | 0.4% |
| 72 | UHAL/BU HAUL HOLDING COMPANY | 50,965 | $2.9M | 0.4% |
| 73 | HALHALLIBURTON CO | 82,100 | $2.8M | 0.3% |
| 74 | HLLYHOLLEY INC | 1.1M | $2.7M | 0.3% |
| 75 | PLABPHOTRONICS INC | 81,510 | $2.7M | 0.3% |
| 76 | ALGNALIGN TECHNOLOGY INC | 15,550 | $2.6M | 0.3% |
| 77 | NPKINPK INTERNATIONAL INC | 164,300 | $2.6M | 0.3% |
| 78 | DNOWDNOW INC | 176,700 | $2.3M | 0.3% |
| 79 | DECDIVERSIFIED ENERGY CO | 155,500 | $2.2M | 0.3% |
| 80 | ELMTELMET GROUP CO (THE) | 108,217 | $2.1M | 0.3% |
| 81 | BIOBIO RAD LABS INC | 7,225 | $2.1M | 0.3% |
| 82 | TMOTHERMO FISHER SCIENTIFIC INC | 4,025 | $2.0M | 0.2% |
| 83 | SLGNSILGAN HLDGS INC | 41,250 | $1.9M | 0.2% |
| 84 | FISVFISERV INC | 38,950 | $1.9M | 0.2% |
| 85 | XRAYDENTSPLY SIRONA INC | 176,850 | $1.9M | 0.2% |
| 86 | ATROASTRONICS CORP | 21,600 | $1.8M | 0.2% |
| 87 | PGRPROGRESSIVE CORP | 7,625 | $1.7M | 0.2% |
| 88 | DPZDOMINOS PIZZA INC | 5,500 | $1.6M | 0.2% |
| 89 | FCGFIRST TR EXCHANGE-TRADED FD | 60,050 | $1.6M | 0.2% |
| 90 | AEYEAUDIOEYE INC | 268,750 | $1.6M | 0.2% |
| 91 | MZTIMARZETTI COMPANY | 13,475 | $1.5M | 0.2% |
| 92 | ROCKGIBRALTAR INDS INC | 33,350 | $1.5M | 0.2% |
| 93 | CSGPCOSTAR GROUP INC | 52,150 | $1.5M | 0.2% |
| 94 | ZETAZETA GLOBAL HOLDINGS CORP | 71,200 | $1.4M | 0.2% |
| 95 | WCCWESCO INTL INC | 4,015 | $1.4M | 0.2% |
| 96 | CCOICOGENT COMM HOLDINGS INC | 98,425 | $1.4M | 0.2% |
| 97 | FMCFMC CORP | 118,400 | $1.4M | 0.2% |
| 98 | TKRTIMKEN CO | 9,050 | $1.3M | 0.2% |
| 99 | ZBHZIMMER BIOMET HOLDINGS INC | 14,711 | $1.3M | 0.2% |
| 100 | BCBRUNSWICK CORP | 14,650 | $1.2M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.