Skylands Capital, LLC

CIK 0001299910 · MILWAUKEE, WI · Quarter end: 2026-06-30 · Filed on: 2026-07-24 · Open the SEC source

Skylands Capital, LLC reported 166 positions worth $813.9M as of June 30, 2026 (13F filed July 24, 2026). Largest holding: UNP (6.8%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$813.9M
2026 Q2
Positions
166
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
36.5%
Est. Net Flow (Q)
2026 Q2
10 / 166 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1UNPUNION PAC CORPSH$55.8M6.85%204,970
2GOOGLALPHABET INCSH$45.2M5.55%126,475
3DBDDIEBOLD NIXDORF INCSH$39.9M4.90%469,185
4GMGENERAL MTRS COSH$32.9M4.04%427,035
5AAPLAPPLE INCSH$26.5M3.26%91,740
6CCICROWN CASTLE INCSH$21.1M2.60%279,035
7OSKOSHKOSH CORPSH$20.5M2.52%133,579
8SBACSBA COMMUNICATIONS CORPSH$19.2M2.36%108,880
9OCOWENS CORNING NEWSH$18.2M2.23%114,440
10CNRCORE NATURAL RESOURCES INCSH$18.1M2.22%226,302

The free plan shows the top 10 positions. The remaining 156 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Skylands Capital, LLC hold as of Q2 2026?

Skylands Capital, LLC reported 166 positions worth $813.9M in its Q2 2026 13F filing. Largest positions: UNP (6.8%), GOOGL (5.6%), DBD (4.9%), GM (4.0%) and AAPL (3.3%).

What did Skylands Capital, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Skylands Capital, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.