§ 13F · FUND PROFILE
Skylands Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $689.5T (13F)Positions · 152Turnover · — · Q4Filed · Jan 30, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | UNP | UNION PAC CORP | 223K | $51.6T | 7.0% | −1% |
| 2 | GOOGL | ALPHABET INC | 148K | $46.4T | 6.3% | −19% |
| 3 | GM | GENERAL MTRS CO | 444K | $36.1T | 4.9% | −8% |
| 4 | DBD | DIEBOLD NIXDORF INC | 474K | $32.2T | 4.4% | −3% |
| 5 | AAPL | APPLE INC | 97K | $26.4T | 3.6% | −10% |
| 6 | CCI | CROWN CASTLE INTL CORP NEW | 262K | $23.3T | 3.2% | +6% |
| 7 | CNR | CORE NATURAL RESOURCES INC | 218K | $19.3T | 2.6% | −2% |
| 8 | SBAC | SBA COMMUNICATIONS CORP NEW | 97K | $18.7T | 2.5% | +15% |
| 9 | OSK | OSHKOSH CORP | 139K | $17.5T | 2.4% | −5% |
| 10 | NSC | NORFOLK SOUTHN CORP | 58K | $16.7T | 2.3% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SKYLANDS SIGNAL
AC read
Skylands Capital, LLC is a Other fund managing $689542.9 trillion in assets. The fund runs a portfolio of 152 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed