Funds › Skylands Capital, LLC
Skylands Capital, LLC
13F for Q3 2026, filed Oct 21, 2026. 164 positions worth $762.1M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Oct 21, 2026
Reported value
$762.1M
−$51.9M (6.4%) vs Q2 2026
Positions
164
166 in Q2 2026
Top 10 share
37.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | UNP Union Pacific Corporation | 203,220 | $55.3M | 7.3% | -0.9% | 13F ↗ |
| 2 | GOOGL Alphabet Inc. Class A | 127,250 | $43.8M | 5.7% | +0.6% | 13F ↗ |
| 3 | GM General Motors Company | 423,010 | $32.6M | 4.3% | -0.9% | 13F ↗ |
| 4 | DBD Diebold Nixdorf Incorporated | 531,510 | $32.5M | 4.3% | +13.3% | 13F ↗ |
| 5 | AAPL Apple Inc. | 87,815 | $29.2M | 3.8% | -4.3% | 13F ↗ |
| 6 | CCI Crown Castle Inc. | 317,010 | $21.1M | 2.8% | +13.6% | 13F ↗ |
| 7 | CNR Core Natural Resources, Inc. · Common Stocks | 226,897 | $19.5M | 2.6% | +0.3% | 13F ↗ |
| 8 | NSC Norfolk Southern Corporation | 57,730 | $17.8M | 2.3% | +4.8% | 13F ↗ |
| 9 | OSK Oshkosh Corporation | 131,054 | $16.9M | 2.2% | -1.9% | 13F ↗ |
| 10 | SBAC SBA Communications Corporation | 102,580 | $16.4M | 2.2% | -5.8% | 13F ↗ |
| 11 | C Citigroup, Inc. | 120,015 | $15.5M | 2.0% | -0.5% | 13F ↗ |
| 12 | TAP Molson Coors Beverage Company Class B | 386,050 | $14.1M | 1.8% | -2.0% | 13F ↗ |
| 13 | V Visa Inc. | 35,935 | $12.9M | 1.7% | -4.8% | 13F ↗ |
| 14 | CHDN Churchill Downs, Incorporated | 167,256 | $12.7M | 1.7% | +62.0% | 13F ↗ |
| 15 | GEHC GE HealthCare Technologies Inc. | 191,065 | $12.5M | 1.6% | -1.5% | 13F ↗ |
| 16 | OC Owens Corning Inc | 106,915 | $12.5M | 1.6% | -6.6% | 13F ↗ |
| 17 | WAB Westinghouse Air Brake Technologies Corporation | 42,305 | $12.1M | 1.6% | -0.5% | 13F ↗ |
| 18 | B Barrick Mining Corporation | 260,275 | $10.6M | 1.4% | -0.3% | 13F ↗ |
| 19 | LOPE Grand Canyon Education, Inc. | 66,715 | $10.1M | 1.3% | +15.9% | 13F ↗ |
| 20 | AMT American Tower Corporation | 60,041 | $9.8M | 1.3% | -2.4% | 13F ↗ |
| 21 | TMUS T-Mobile US, Inc. | 58,300 | $9.5M | 1.2% | -1.8% | 13F ↗ |
| 22 | GLD SPDR Gold Shares · Gold Shs | 24,590 | $9.4M | 1.2% | Unchanged | 13F ↗ |
| 23 | SSNC SS&C Technologies Holdings, Inc. | 119,375 | $9.2M | 1.2% | -27.8% | 13F ↗ |
| 24 | ENS EnerSys | 47,590 | $8.7M | 1.1% | +7.3% | 13F ↗ |
| 25 | ADEA Adeia Inc. | 334,150 | $8.6M | 1.1% | -0.2% | 13F ↗ |
| 26 | BMY Bristol-Myers Squibb Company | 131,000 | $8.2M | 1.1% | -5.6% | 13F ↗ |
| 27 | WMB Williams Companies, Inc. | 118,225 | $8.0M | 1.1% | -0.2% | 13F ↗ |
| 28 | CSX CSX Corporation | 172,425 | $8.0M | 1.1% | -6.2% | 13F ↗ |
| 29 | JPM JPMorgan Chase & Co. | 23,645 | $7.8M | 1.0% | -0.6% | 13F ↗ |
| 30 | Spdr Series Trust Sp O&G Expl Pro | 41,435 | $7.4M | 1.0% | -5.6% | 13F ↗ |
| 31 | SIMO Silicon Motion Technology Corporation · ADR | 26,314 | $7.4M | 1.0% | -23.1% | 13F ↗ |
| 32 | EXP Eagle Materials Inc | 41,900 | $7.2M | 0.9% | +12.3% | 13F ↗ |
| 33 | ADBE Adobe Inc. | 29,805 | $7.2M | 0.9% | -39.3% | 13F ↗ |
| 34 | JYNT The Joint Corp. | 946,045 | $7.0M | 0.9% | +5.6% | 13F ↗ |
| 35 | COHR Coherent Corp. | 21,680 | $6.2M | 0.8% | -0.5% | 13F ↗ |
| 36 | QDEL QuidelOrtho Corporation | 582,464 | $6.1M | 0.8% | +3.9% | 13F ↗ |
| 37 | HCC Warrior Met Coal, Inc. · Common Stocks | 68,707 | $6.1M | 0.8% | +3.3% | 13F ↗ |
| 38 | RTX RTX Corporation | 32,090 | $6.0M | 0.8% | -0.1% | 13F ↗ |
| 39 | MP MP Materials Corp. | 117,245 | $5.5M | 0.7% | +12.2% | 13F ↗ |
| 40 | MITK Mitek Systems, Inc. | 324,600 | $5.5M | 0.7% | -13.5% | 13F ↗ |
| 41 | SCHW Charles Schwab Corporation | 56,050 | $5.5M | 0.7% | -59.9% | 13F ↗ |
| 42 | GNRC Generac Holdlings Inc. | 26,440 | $5.5M | 0.7% | +8.1% | 13F ↗ |
| 43 | LKQ LKQ Corporation | 237,800 | $5.4M | 0.7% | -1.1% | 13F ↗ |
| 44 | DECK Deckers Outdoor Corporation | 67,075 | $5.2M | 0.7% | New | 13F ↗ |
| 45 | ON ON Semiconductor Corporation | 66,720 | $5.1M | 0.7% | -2.8% | 13F ↗ |
| 46 | META Meta Platforms, Inc. | 7,035 | $5.1M | 0.7% | -28.7% | 13F ↗ |
| 47 | ELAN Elanco Animal Health Incorporated | 211,525 | $4.7M | 0.6% | +1.1% | 13F ↗ |
| 48 | HLMN Hillman Solutions Corp. | 664,200 | $4.6M | 0.6% | +15.4% | 13F ↗ |
| 49 | AEM Agnico Eagle Mines Limited | 24,050 | $4.4M | 0.6% | Unchanged | 13F ↗ |
| 50 | NEM Newmont Corporation | 38,090 | $4.4M | 0.6% | -0.1% | 13F ↗ |
Showing the top 50 of 164 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
16 new, 40 added to, 73 trimmed, 18 exited, 35 unchanged. By estimated dollars.
New positions (16)
| DECK Deckers Outdoor Corporation | 67,075 | New | $5.2M |
| MCD McDonald's Corporation | 10,450 | New | $2.4M |
| NKE Nike, Inc. | 57,600 | New | $2.0M |
| DKS Dick's Sporting Goods Inc | 13,400 | New | $1.8M |
| MIDD The Middleby Corporation | 17,350 | New | $1.8M |
| LMB Limbach Holdings, Inc. | 34,135 | New | $1.7M |
| QXO QXO, Inc. | 114,875 | New | $1.3M |
| POOL Pool Corporation | 7,325 | New | $1.2M |
| REF Reformation Inc. | 91,000 | New | $1.1M |
| SYK Stryker Corporation | 3,050 | New | $839.9K |
Added to (40)
| CHDN Churchill Downs, Incorporated | 167,256 | +62.0% | $4.8M |
| DBD Diebold Nixdorf Incorporated | 531,510 | +13.3% | $3.8M |
| CCI Crown Castle Inc. | 317,010 | +13.6% | $2.5M |
| NATR Nature's Sunshine Products, Inc. | 179,509 | +1034% | $2.1M |
| SAM Boston Beer Company, Inc. | 11,216 | +434% | $1.5M |
| SLGN Silgan Holdings Inc. | 81,500 | +97.6% | $1.4M |
| LOPE Grand Canyon Education, Inc. | 66,715 | +15.9% | $1.4M |
| ROCK Gibraltar Industries, Inc. | 64,400 | +93.1% | $1.2M |
| BWMN Bowman Consulting Group Ltd. | 42,900 | +140% | $1.1M |
| NSC Norfolk Southern Corporation | 57,730 | +4.8% | $818.9K |
Trimmed (73)
| SCHW Charles Schwab Corporation | 56,050 | -59.9% | -$8.2M |
| ADBE Adobe Inc. | 29,805 | -39.3% | -$4.6M |
| SSNC SS&C Technologies Holdings, Inc. | 119,375 | -27.8% | -$3.5M |
| HAE Haemonetics Corporation | 21,700 | -54.4% | -$2.7M |
| MSFT Microsoft Corporation | 7,950 | -35.6% | -$2.3M |
| SIMO Silicon Motion Technology Corporation · ADR | 26,314 | -23.1% | -$2.2M |
| META Meta Platforms, Inc. | 7,035 | -28.7% | -$2.1M |
| UHAL-B U-Haul Holding Company Series N | 19,715 | -61.3% | -$1.7M |
| BBY Best Buy Co., Inc. | 44,725 | -29.0% | -$1.6M |
| ZETA Zeta Global Holdings Corp. | 26,525 | -62.7% | -$1.4M |
Exited (18)
| BIO Bio-Rad Laboratories, Inc. Class A | 7,225 | Exited | -$2.1M |
| TMO Thermo Fisher Scientific Inc | 4,025 | Exited | -$2.0M |
| CSGP CoStar Group, Inc. | 52,150 | Exited | -$1.5M |
| FDS FactSet Research Systems Inc. | 5,300 | Exited | -$1.2M |
| MBLY Mobileye Global Inc. | 101,200 | Exited | -$979.6K |
| MTW Manitowoc Company, Inc. | 67,653 | Exited | -$939.7K |
| UNH UnitedHealth Group Incorporated | 1,700 | Exited | -$706.6K |
| CME CME Group Inc. | 3,150 | Exited | -$695.6K |
| Cytosorbents Corp | 1.21M | Exited | -$453.1K |
| JKHY Jack Henry & Associates, Inc. | 3,150 | Exited | -$433.9K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 21, 2026 | 13F-HR | 164 | $762.1M | Current | SEC ↗ |
| Q2 2026 | Jul 24, 2026 | 13F-HR | 166 | $813.9M | Current | SEC ↗ |
| Q1 2026 | Apr 22, 2026 | 13F-HR | 155 | $763.0M | Current | SEC ↗ |
| Q4 2025 | Jan 30, 2026 | 13F-HR | 150 | $737.1M | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 152 | $723.5M | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 152 | $689.5M | Current | SEC ↗ |
| Q1 2025 | Apr 25, 2025 | 13F-HR | 153 | $692.7M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer