Institutions / Skylands Capital, LLC / Holdings

Skylands Capital, LLC

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
Union Pacific Corp	—	$52.71M	217,255	6.9%
Alphabet Inc.	—	$42.09M	146,360	5.5%
DIEBOLD NIXDORF, Inc	—	$34.63M	459,100	4.5%
General Motors Co	—	$31.82M	427,135	4.2%
Apple Inc.	—	$24.57M	96,795	3.2%
Crown Castle Inc	—	$23.31M	286,635	3.1%
Core Natural Resources, Inc.	—	$22.37M	213,577	2.9%
OSHKOSH CORP	—	$19.78M	134,379	2.6%
SBA Communications Corp	—	$19.58M	113,750	2.6%
NORFOLK SOUTHERN CORP	—	$15.87M	55,290	2.1%
MOLSON COORS BEVERAGE CO	—	$14.76M	342,800	1.9%
CITIGROUP INC	—	$14.44M	127,300	1.9%
Owens Corning	—	$14.15M	130,745	1.9%
COHERENT CORP	—	$12.94M	54,337	1.7%
GE HealthCare Technologies Inc.	—	$11.47M	161,090	1.5%
Visa Inc	—	$11.15M	36,885	1.5%
WESTINGHOUSE AIR BRAKE TECHNOLOGIES CORP	—	$10.91M	43,645	1.4%
BARRICK MNG CORP	—	$10.69M	262,175	1.4%
SPDR GOLD TR	—	$10.65M	24,740	1.4%
American Tower Corp	—	$10.13M	58,710	1.3%
CSX CORP	—	$10.07M	245,300	1.3%
Adeia Inc.	—	$9.75M	405,950	1.3%
SCHWAB CHARLES CORP	—	$9.37M	99,650	1.2%
SS&C TECHNOLOGIES HOLDINGS, INC.	—	$9.36M	138,475	1.2%
Williams Cos Inc/The	—	$9.25M	127,125	1.2%
EnerSys	—	$8.89M	51,200	1.2%
T-Mobile US, Inc.TMUS	Common Stock	$8.63M	41,100	1.1%
BRISTOL MYERS SQUIBB CO	—	$8.58M	141,400	1.1%
State Street SPDR S&P Oil & Gas Exploration & Production ETF	—	$8.29M	45,585	1.1%
JOINT Corp	—	$7.90M	893,195	1.0%
Grand Canyon Education, Inc.	—	$7.89M	46,415	1.0%
JPMORGAN CHASE & CO	—	$7.47M	25,385	1.0%
EAGLE MATERIALS INC	—	$7.07M	37,310	0.9%
Churchill Downs Inc	—	$6.59M	73,400	0.9%
RTX Corp	—	$6.20M	32,135	0.8%
KIRBY CORP	—	$6.10M	45,930	0.8%
ADOBE INC.	—	$6.10M	25,095	0.8%
LKQ Corp	—	$5.80M	197,600	0.8%
QuidelOrtho Corp	—	$5.61M	341,554	0.7%
Silicon Motion Technology CORPSIMO	ADR	$5.52M	49,169	0.7%
GENERAC HOLDINGS INC.	—	$5.38M	27,540	0.7%
MITEK SYSTEMS INC	—	$5.31M	393,400	0.7%
United Parcel Service Inc	—	$5.11M	51,950	0.7%
MP Materials Corp. / DE	—	$5.04M	104,395	0.7%
Elanco Animal Health Inc	—	$5.01M	209,225	0.7%
Meta Platforms Inc	—	$4.97M	8,690	0.7%
AGNICO EAGLE MINES LTD	—	$4.92M	24,255	0.6%
Lovesac Co	—	$4.92M	332,947	0.6%
MINERALS TECHNOLOGIES INC	—	$4.63M	65,305	0.6%
ON Semiconductor Corp	—	$4.55M	73,420	0.6%