StockDriftsStockDriftsTop 50 Skylands Capital, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | 6.85% | 205.0K | $55.8M | -5.65%(-12.29K) | $106.83(+180.07%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 5.55% | 126.5K | $45.2M | -13.59%(-19.89K) | $125.90(+173.79%) | 2026-06-30 | |
| DBD | DIEBOLD NIXDORF INC | 4.9% | 469.2K | $39.9M | +2.20%(+10.09K) | $33.82(+116.03%) | 2026-06-30 | |
| GM | GENERAL MTRS CO | 4.04% | 427.0K | $32.9M | -0.02%(-100) | $38.00(+128.34%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.26% | 91.7K | $26.5M | -5.22%(-5.05K) | $40.43(+655.33%) | 2026-06-30 | |
| CCI | CROWN CASTLE INC | 2.6% | 279.0K | $21.1M | -2.65%(-7.60K) | $66.57(+14.14%) | 2026-06-30 | |
| OSK | OSHKOSH CORP | 2.52% | 133.6K | $20.5M | -0.60%(-800) | $74.95(+103.99%) | 2026-06-30 | |
| SBAC | SBA COMMUNICATIONS CORP | 2.36% | 108.9K | $19.2M | -4.28%(-4.87K) | $210.52(-12.03%) | 2026-06-30 | |
| OC | OWENS CORNING NEW | 2.23% | 114.4K | $18.2M | -12.47%(-16.30K) | $91.19(+69.61%) | 2026-06-30 | |
| CNR | CORE NATURAL RESOURCES INC | 2.22% | 226.3K | $18.1M | +5.96%(+12.72K) | $92.07(+4.20%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.02% | +56.15% | +7.01% | +40.32% |
| Top 20 Holdings Unweighted | +14.74% | +51.05% | +5.95% | +33.48% |
Skylands Capital, LLC reports $813.94M in US-listed equity holdings across 166 positions in its most recent 13F filing. Its largest disclosed positions are UNP (6.8%), GOOGL (5.5%) and DBD (4.9%). The top 20 holdings account for 52.76% of reported assets. Its disclosed equity book has returned +56.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Skylands Capital, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1299910). View Skylands Capital, LLC’s 13F filings on SEC