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Skylands Capital, LLC

Portfolio Manager
Skylands Capital, LLC
Performance
+0.15% (2026 Q1)
AUM (13F)
$763.03M
# of Holdings
155
Performance Rank
Allocation (Top 20)
53.47%

Skylands Capital, LLC Holdings Map

Top 50 Skylands Capital, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
UNP
UNION PAC CORP
6.91%217.3K$52.7M
-2.53%(-5.64K)
2025-Q1: 224.6K shares2025-Q2: 227.1K shares2025-Q3: 224.3K shares2025-Q4: 222.9K shares2026-Q1: 217.3K shares
$106.83(+147.72%)
2026-03-31
GOOGL
ALPHABET INC
5.52%146.4K$42.1M
-1.31%(-1.94K)
2025-Q1: 185.9K shares2025-Q2: 213.7K shares2025-Q3: 183.7K shares2025-Q4: 148.3K shares2026-Q1: 146.4K shares
$125.90(+219.79%)
2026-03-31
DBD
DIEBOLD NIXDORF INC
4.54%459.1K$34.6M
-3.16%(-14.96K)
2025-Q1: 550.6K shares2025-Q2: 533.3K shares2025-Q3: 486.5K shares2025-Q4: 474.1K shares2026-Q1: 459.1K shares
$32.82(+119.47%)
2026-03-31
GM
GENERAL MTRS CO
4.17%427.1K$31.8M
-3.79%(-16.83K)
2025-Q1: 552.2K shares2025-Q2: 537.3K shares2025-Q3: 480.7K shares2025-Q4: 444.0K shares2026-Q1: 427.1K shares
$38.00(+99.50%)
2026-03-31
AAPL
APPLE INC
3.22%96.8K$24.6M
-0.49%(-475)
2025-Q1: 129.5K shares2025-Q2: 125.1K shares2025-Q3: 107.6K shares2025-Q4: 97.3K shares2026-Q1: 96.8K shares
$40.43(+639.23%)
2026-03-31
CCI
CROWN CASTLE INC
3.05%286.6K$23.3M
+9.38%(+24.59K)
2025-Q1: 243.8K shares2025-Q2: 237.5K shares2025-Q3: 246.8K shares2025-Q4: 262.1K shares2026-Q1: 286.6K shares
$66.57(+34.63%)
2026-03-31
CNR
CORE NATURAL RESOURCES INC
2.93%213.6K$22.4M
-1.90%(-4.14K)
2025-Q1: 241.9K shares2025-Q2: 237.4K shares2025-Q3: 222.0K shares2025-Q4: 217.7K shares2026-Q1: 213.6K shares
$91.89(-10.32%)
2026-03-31
OSK
OSHKOSH CORP
2.59%134.4K$19.8M
-3.39%(-4.72K)
2025-Q1: 159.2K shares2025-Q2: 165.3K shares2025-Q3: 145.8K shares2025-Q4: 139.1K shares2026-Q1: 134.4K shares
$74.95(+67.19%)
2026-03-31
SBAC
SBA COMMUNICATIONS CORP
2.57%113.8K$19.6M
+17.61%(+17.04K)
2025-Q1: 57.6K shares2025-Q2: 49.0K shares2025-Q3: 84.1K shares2025-Q4: 96.7K shares2026-Q1: 113.8K shares
$210.52(-1.36%)
2026-03-31
NSC
NORFOLK SOUTHN CORP
2.08%55.3K$15.9M
-4.47%(-2.59K)
2025-Q1: 61.3K shares2025-Q2: 57.4K shares2025-Q3: 59.7K shares2025-Q4: 57.9K shares2026-Q1: 55.3K shares
$178.38(+74.11%)
2026-03-31

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