Skylands Capital
$762M 13F equity value
180 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Skylands Capital covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| UNP | UNION PAC CORP | 203,220 | $55M | 7.3% |
| GOOGL | ALPHABET INC | 127,250 | $44M | 5.7% |
| GM | GENERAL MTRS CO | 423,010 | $33M | 4.3% |
| DBD | DIEBOLD NIXDORF INC | 531,510 | $33M | 4.3% |
| AAPL | APPLE INC | 87,815 | $29M | 3.8% |
| CCI | CROWN CASTLE INC | 317,010 | $21M | 2.8% |
| CNR | CORE NATURAL RESOURCES INC | 226,897 | $19M | 2.6% |
| NSC | NORFOLK SOUTHN CORP | 57,730 | $18M | 2.3% |
| OSK | OSHKOSH CORP | 131,054 | $17M | 2.2% |
| SBAC | SBA COMMUNICATIONS CORP | 102,580 | $16M | 2.2% |
Track Skylands Capital's 13F portfolio: $762M in reported holdings, 180 positions. Top holdings and quarterly changes on SentiSense.
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