Institutions / Skylands Capital, LLC
Skylands Capital, LLC
CIK 1299910 · Institution · as of Mar 31, 2026
Portfolio value
$763.03M
Positions
155
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$763.03M+3.5%Positions
155+3.3%Top holdings
Mar 31, 2026View all 155 →
| Company | Value | % of portfolio |
|---|---|---|
| Union Pacific Corp | $52.71M | 6.9% |
| Alphabet Inc. | $42.09M | 5.5% |
| DIEBOLD NIXDORF, Inc | $34.63M | 4.5% |
| General Motors Co | $31.82M | 4.2% |
| Apple Inc. | $24.57M | 3.2% |
| Crown Castle Inc | $23.31M | 3.1% |
| Core Natural Resources, Inc. | $22.37M | 2.9% |
| Oshkosh Corp | $19.78M | 2.6% |
| SBA Communications Corp | $19.58M | 2.6% |
| Norfolk Southern Corp | $15.87M | 2.1% |
| Molson Coors Beverage Co | $14.76M | 1.9% |
| Citigroup Inc | $14.44M | 1.9% |
| Owens Corning | $14.15M | 1.9% |
| Coherent Corp | $12.94M | 1.7% |
| GE HealthCare Technologies Inc. | $11.47M | 1.5% |
| Visa Inc | $11.15M | 1.5% |
| Westinghouse Air Brake Technologies Corp | $10.91M | 1.4% |
| Barrick Mng Corp | $10.69M | 1.4% |
| SPDR Gold Tr | $10.65M | 1.4% |
| American Tower Corp | $10.13M | 1.3% |
| Csx Corp | $10.07M | 1.3% |
| Adeia Inc. | $9.75M | 1.3% |
| Schwab Charles Corp | $9.37M | 1.2% |
| SS&C TECHNOLOGIES HOLDINGS, INC. | $9.36M | 1.2% |
| Williams Cos Inc/The | $9.25M | 1.2% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Kirby Corp | $-7.77M | -59K -56.02% | 45,930 0.80% of portfolio | medium |
| Q1 2026 as of | New | Churchill Downs Inc | $6.59M | +73K | 73,400 0.86% of portfolio | medium |
| Q1 2026 as of | New | Adobe Inc. | $6.10M | +25K | 25,095 0.80% of portfolio | medium |
| Q1 2026 as of | Add | Schwab Charles Corp | $4.95M | +53K +112.02% | 99,650 1.23% of portfolio | low |
| Q1 2026 as of | Add | Molson Coors Beverage Co | $4.07M | +94K +38.04% | 342,800 1.93% of portfolio | low |
| Q1 2026 as of | Trim | Adeia Inc. | $-4.00M | -166K -29.06% | 405,950 1.28% of portfolio | low |
| Q1 2026 as of | Add | SS&C TECHNOLOGIES HOLDINGS, INC. | $3.90M | +58K +71.59% | 138,475 1.23% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp | $3.89M | +11K +1629.46% | 11,155 0.54% of portfolio | low |
| Q1 2026 as of | Exit | 24869P104 | $-3.63M | -583K -100.00% | — | low |
| Q1 2026 as of | Add | QuidelOrtho Corp | $3.40M | +207K +153.56% | 341,554 0.74% of portfolio | low |