§ 13F · FUND PROFILE
Skylands Capital, LLC.
AUM · $814M (13F)Positions · 166Turnover · n/a · Q2Filed · Jul 24, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$13M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | UNP | UNION PAC CORP | 205K | $56M | 6.8% | −6% |
| 2 | GOOGL | ALPHABET INC | 126K | $45M | 5.6% | −14% |
| 3 | DBD | DIEBOLD NIXDORF INC | 469K | $40M | 4.9% | +2% |
| 4 | GM | GENERAL MTRS CO | 427K | $33M | 4.0% | ±0% |
| 5 | AAPL | APPLE INC | 92K | $27M | 3.3% | −5% |
| 6 | CCI | CROWN CASTLE INC | 279K | $21M | 2.6% | −3% |
| 7 | OSK | OSHKOSH CORP | 134K | $21M | 2.5% | −1% |
| 8 | SBAC | SBA COMMUNICATIONS CORP | 109K | $19M | 2.4% | −4% |
| 9 | OC | OWENS CORNING NEW | 114K | $18M | 2.2% | −12% |
| 10 | CNR | CORE NATURAL RESOURCES INC | 226K | $18M | 2.2% | +6% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SKYLANDS SIGNAL
AC read
Skylands Capital, LLC is a Other fund managing $814 million in assets. The fund runs a portfolio of 166 positions.
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