Skylands Capital, LLC
- SEC CIK
- 0001299910
- Latest filing
- Jul 24, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Jul 24, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 166
- +11 vs. Q1 2026
- Portfolio value
- $813.9M
- +$50.9M (+6.7%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| UNPUnion Pacific Corp | Stock | 204,970 | $55.8M | 6.8% | −12,285−5.7% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 126,475 | $45.2M | 5.6% | −19,885−13.6% | Reduced | History |
| DBDDiebold Nixdorf, Inc | COM SHS | 469,185 | $39.9M | 4.9% | +10,085+2.2% | Added | History |
| GMGeneral Motors Co | COM | 427,035 | $32.9M | 4.0% | −1000.0% | Reduced | History |
| AAPLApple Inc. | Stock | 91,740 | $26.5M | 3.3% | −5,055−5.2% | Reduced | History |
| CCICrown Castle Inc. | REIT | 279,035 | $21.1M | 2.6% | −7,600−2.7% | Reduced | History |
| OSKOshkosh Corp | COM | 133,579 | $20.5M | 2.5% | −800−0.6% | Reduced | History |
| SBACSba Communications Corp | CL A | 108,880 | $19.2M | 2.4% | −4,870−4.3% | Reduced | History |
| OCOwens Corning | Stock | 114,440 | $18.2M | 2.2% | −16,305−12.5% | Reduced | History |
| CNRCore Natural Resources, Inc. | COM SHS | 226,302 | $18.1M | 2.2% | +12,725+6.0% | Added | History |
| NSCNorfolk Southern Corp | Stock | 55,080 | $17.3M | 2.1% | −210−0.4% | Reduced | History |
| CCitigroup Inc | Stock | 120,565 | $16.9M | 2.1% | −6,735−5.3% | Reduced | History |
| TAPMolson Coors Beverage Co | CL B | 393,750 | $15.3M | 1.9% | +50,950+14.9% | Added | History |
| VVisa Inc. | Stock | 37,735 | $12.9M | 1.6% | +850+2.3% | Added | History |
| SCHWSchwab Charles Corp | Stock | 139,835 | $12.9M | 1.6% | +40,185+40.3% | Added | History |
| GEHCGE HealthCare Technologies Inc. | Stock | 194,040 | $12.4M | 1.5% | +32,950+20.5% | Added | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 42,525 | $11.5M | 1.4% | −1,120−2.6% | Reduced | History |
| SIMOSilicon Motion Technology CORP | SPONSORED ADR | 34,214 | $11.4M | 1.4% | −14,955−30.4% | Reduced | History |
| ADEAAdeia Inc. | COM | 334,950 | $11.0M | 1.4% | −71,000−17.5% | Reduced | History |
| ENSEnerSys | COM | 44,365 | $10.4M | 1.3% | −6,835−13.3% | Reduced | History |
| SSNCSS&C Technologies Holdings Inc | COM | 165,275 | $10.3M | 1.3% | +26,800+19.4% | Added | History |
| ADBEAdobe Inc. | Stock | 49,085 | $10.1M | 1.2% | +23,990+95.6% | Added | History |
| AMTAmerican Tower Corp | REIT | 61,491 | $10.1M | 1.2% | +2,781+4.7% | Added | History |
| TMUST-Mobile US, Inc. | Stock | 59,350 | $9.95M | 1.2% | +18,250+44.4% | Added | History |
| QDELQuidelOrtho Corp | COM | 560,414 | $9.82M | 1.2% | +218,860+64.1% | Added | History |
| BBarrick Mining Corp | Stock | 261,175 | $9.59M | 1.2% | −1,000−0.4% | Reduced | History |
| CHDNChurchill Downs Inc | COM | 103,250 | $9.26M | 1.1% | +29,850+40.7% | Added | History |
| GLDSPDR Gold Trust | ETF | 24,590 | $9.06M | 1.1% | −150−0.6% | Reduced | History |
| WMBWilliams Companies, Inc. | COM | 118,425 | $8.80M | 1.1% | −8,700−6.8% | Reduced | History |
| CSXCSX Corp | Stock | 183,875 | $8.74M | 1.1% | −61,425−25.0% | Reduced | History |
| COHRCoherent Corp. | COM | 21,780 | $8.59M | 1.1% | −32,557−59.9% | Reduced | History |
| EXPEagle Materials Inc | COM | 37,300 | $8.39M | 1.0% | −100.0% | Reduced | History |
| LOPEGrand Canyon Education, Inc. | COM | 57,565 | $8.24M | 1.0% | +11,150+24.0% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 138,725 | $7.99M | 1.0% | −2,675−1.9% | Reduced | History |
| JYNTJOINT Corp | COM | 895,572 | $7.86M | 1.0% | +2,377+0.3% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 23,785 | $7.79M | 1.0% | −1,600−6.3% | Reduced | History |
| MITKMitek Systems Inc | COM NEW | 375,300 | $7.55M | 0.9% | −18,100−4.6% | Reduced | History |
| GNRCGenerac Holdings Inc. | Stock | 24,465 | $7.16M | 0.9% | −3,075−11.2% | Reduced | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 43,885 | $6.77M | 0.8% | −1,700−3.7% | Reduced | – |
| ONOn Semiconductor Corp | Stock | 68,620 | $6.49M | 0.8% | −4,800−6.5% | Reduced | History |
| LKQLKQ Corp | COM | 240,450 | $6.33M | 0.8% | +42,850+21.7% | Added | History |
| RTXRTX Corp | Stock | 32,135 | $6.10M | 0.7% | 00.0% | Unchanged | History |
| MPMP Materials Corp. | COM CL A | 104,495 | $5.85M | 0.7% | +100+0.1% | Added | History |
| UPSUnited Parcel Service Inc | Stock | 53,375 | $5.74M | 0.7% | +1,425+2.7% | Added | History |
| METAMeta Platforms, Inc. | Stock | 9,865 | $5.56M | 0.7% | +1,175+13.5% | Added | History |
| HCCWarrior Met Coal, Inc. | COM | 66,500 | $5.40M | 0.7% | +43,600+190.4% | Added | History |
| LOVELovesac Co | COM | 314,647 | $5.25M | 0.6% | −18,300−5.5% | Reduced | History |
| ELANElanco Animal Health Inc | COM | 209,225 | $5.15M | 0.6% | 00.0% | Unchanged | History |
| HLMNHillman Solutions Corp. | COM | 575,800 | $4.86M | 0.6% | +37,200+6.9% | Added | History |
| BBYBest Buy Co Inc | Stock | 63,000 | $4.78M | 0.6% | +1,050+1.7% | Added | History |
| KEXKirby Corp | COM | 35,010 | $4.76M | 0.6% | −10,920−23.8% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 12,350 | $4.61M | 0.6% | +1,195+10.7% | Added | History |
| LECOLincoln Electric Holdings Inc | COM | 15,070 | $4.00M | 0.5% | 00.0% | Unchanged | History |
| PRDOPerdoceo Education Corp | COM | 121,700 | $3.89M | 0.5% | +40,200+49.3% | Added | History |
| VNTVontier Corp | Stock | 132,600 | $3.85M | 0.5% | +73,450+124.2% | Added | History |
| CPBCAMPBELL'S Co | COM | 172,300 | $3.84M | 0.5% | +92,850+116.9% | Added | History |
| MTXMinerals Technologies Inc | COM | 51,779 | $3.83M | 0.5% | −13,526−20.7% | Reduced | History |
| AEMAgnico Eagle Mines Ltd | Stock | 24,050 | $3.73M | 0.5% | −205−0.8% | Reduced | History |
| HAEHaemonetics Corp | COM | 47,625 | $3.57M | 0.4% | −18,200−27.6% | Reduced | History |
| NEMNEWMONT Corp | Stock | 38,140 | $3.56M | 0.4% | −485−1.3% | Reduced | History |
| WSCWillScot Holdings Corp | COM CL A | 122,550 | $3.54M | 0.4% | −52,900−30.2% | Reduced | History |
| GPKGraphic Packaging Holding Co | COM | 328,400 | $3.47M | 0.4% | −10,502−3.1% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 9,500 | $3.36M | 0.4% | 00.0% | Unchanged | History |
| MLMMartin Marietta Materials Inc | COM | 5,805 | $3.35M | 0.4% | −5−0.1% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 8,085 | $3.29M | 0.4% | +1,082+15.5% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 61,650 | $3.27M | 0.4% | −2,400−3.7% | Reduced | – |
| SLBSLB Limited | Stock | 70,100 | $3.26M | 0.4% | −4,800−6.4% | Reduced | History |
| ANETArista Networks, Inc. | Stock | 19,100 | $3.24M | 0.4% | +19,100 | New | History |
| AMZNAmazon Com Inc | Stock | 13,585 | $3.24M | 0.4% | −5,200−27.7% | Reduced | History |
| BACBank of America Corp | Stock | 55,280 | $3.15M | 0.4% | −3,120−5.3% | Reduced | History |
| MTUSMetallus Inc. | COM | 158,800 | $2.97M | 0.4% | −61,700−28.0% | Reduced | History |
| UHAL.BU-Haul Holding Co | COM SER N | 50,965 | $2.94M | 0.4% | −34,400−40.3% | Reduced | History |
| HALHalliburton Co | Stock | 82,100 | $2.79M | 0.3% | −10,000−10.9% | Reduced | History |
| HLLYHolley Inc. | COM | 1,069,829 | $2.73M | 0.3% | +75,979+7.6% | Added | History |
| PLABPhotronics Inc | COM | 81,510 | $2.65M | 0.3% | −540−0.7% | Reduced | History |
| ALGNAlign Technology Inc | COM | 15,550 | $2.62M | 0.3% | +250+1.6% | Added | History |
| NPKINPK International Inc. | COM SHS | 164,300 | $2.61M | 0.3% | 00.0% | Unchanged | History |
| DNOWDNOW Inc. | COM | 176,700 | $2.29M | 0.3% | +85,050+92.8% | Added | History |
| DECDiversified Energy Co | COMMON STOCK | 155,500 | $2.16M | 0.3% | +123,950+392.9% | Added | History |
| ELMTElmet Group Co. | COMMON STOCK | 108,217 | $2.14M | 0.3% | +108,217 | New | History |
| BIOBio-Rad Laboratories, Inc. | CL A | 7,225 | $2.12M | 0.3% | +1,575+27.9% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 4,025 | $2.02M | 0.2% | +200+5.2% | Added | History |
| SLGNSilgan Holdings Inc | COM | 41,250 | $1.91M | 0.2% | −2,050−4.7% | Reduced | History |
| FISVFiserv Inc | Stock | 38,950 | $1.91M | 0.2% | +37,350+2,334.4% | Added | History |
| XRAYDentsply Sirona Inc. | Stock | 176,850 | $1.88M | 0.2% | +40,150+29.4% | Added | History |
| ATROAstronics Corp | COM | 21,600 | $1.76M | 0.2% | −7,200−25.0% | Reduced | History |
| PGRProgressive Corp | Stock | 7,625 | $1.67M | 0.2% | −2,800−26.9% | Reduced | History |
| DPZDominos Pizza Inc | COM | 5,500 | $1.63M | 0.2% | +5,500 | New | History |
| First Tr Exchange-Traded FD33733E807 | NAT GAS ETF | 60,050 | $1.60M | 0.2% | 00.0% | Unchanged | – |
| AEYEAudioeye Inc | COM NEW | 268,750 | $1.56M | 0.2% | +45,900+20.6% | Added | History |
| MZTIMarzetti Co | COM | 13,475 | $1.54M | 0.2% | +9,375+228.7% | Added | History |
| ROCKGibraltar Industries, Inc. | COM | 33,350 | $1.50M | 0.2% | +33,350 | New | History |
| CSGPCostar Group, Inc. | COM | 52,150 | $1.48M | 0.2% | +20,100+62.7% | Added | History |
| ZETAZeta Global Holdings Corp. | CL A | 71,200 | $1.40M | 0.2% | −7,750−9.8% | Reduced | History |
| WCCWesco International Inc | COM | 4,015 | $1.39M | 0.2% | −1,600−28.5% | Reduced | History |
| CCOICogent Communications Holdings, Inc. | COM NEW | 98,425 | $1.37M | 0.2% | +29,775+43.4% | Added | History |
| FMCFMC Corp | COM NEW | 118,400 | $1.36M | 0.2% | −42,225−26.3% | Reduced | History |
| TKRTimken Co | COM | 9,050 | $1.32M | 0.2% | −8,550−48.6% | Reduced | History |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 14,711 | $1.27M | 0.2% | +1,780+13.8% | Added | History |
| BCBrunswick Corp | COM | 14,650 | $1.23M | 0.2% | −3,750−20.4% | Reduced | History |
Sold out since Q1 2026 (10)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| ICLRIcon PLC | COM | 19,300 | $2.14M | 0.3% | History |
| ADMArcher-Daniels-Midland Co | Stock | 15,000 | $1.09M | 0.1% | History |
| JBSSSanfilippo John B & Son Inc | COM | 13,500 | $1.07M | 0.1% | History |
| WATWaters Corp | COM | 1,250 | $372.3K | <0.1% | History |
| CRMSalesforce, Inc. | Stock | 1,000 | $186.7K | <0.1% | History |
| CENTACentral Garden & Pet Co | CL A NON-VTG | 4,400 | $142.6K | <0.1% | History |
| SLViShares Silver Trust | ETF | 2,000 | $136.3K | <0.1% | History |
| CZRCaesars Entertainment, Inc. | COM | 4,000 | $105.7K | <0.1% | History |
| MUMicron Technology Inc | Stock | 300 | $101.4K | <0.1% | History |
| COINCoinbase Global, Inc. | COM CL A | 400 | $69.8K | <0.1% | History |