§ 13F · FUND PROFILE
Skylands Capital, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $723M (13F)Positions · 152Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$25M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | UNP | UNION PAC CORP | 217K | $53M | 6.9% | −3% |
| 2 | GOOGL | ALPHABET INC | 146K | $42M | 5.5% | −1% |
| 3 | DBD | DIEBOLD NIXDORF INC | 459K | $35M | 4.5% | −3% |
| 4 | GM | GENERAL MTRS CO | 427K | $32M | 4.2% | −4% |
| 5 | AAPL | APPLE INC | 97K | $25M | 3.2% | ±0% |
| 6 | CCI | CROWN CASTLE INC | 287K | $23M | 3.1% | +9% |
| 7 | CNR | CORE NATURAL RESOURCES INC | 214K | $22M | 2.9% | −2% |
| 8 | OSK | OSHKOSH CORP | 134K | $20M | 2.6% | −3% |
| 9 | SBAC | SBA COMMUNICATIONS CORP | 114K | $20M | 2.6% | +18% |
| 10 | NSC | NORFOLK SOUTHN CORP | 55K | $16M | 2.1% | −4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SKYLANDS SIGNAL
AC read
Skylands Capital, LLC is a Other fund managing $723 million in assets. The fund runs a portfolio of 152 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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