Skylands Capital
$814M 13F equity value
176 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Skylands Capital covers the quarter ended June 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 | 204,970 | $56M | 6.8% |
| GOOGL | ALPHABET INC | 126,475 | $45M | 5.6% |
| DBD | DIEBOLD NIXDORF INC | 469,185 | $40M | 4.9% |
| GM | GENERAL MTRS CO | 427,035 | $33M | 4.0% |
| AAPL | APPLE INC | 91,740 | $27M | 3.3% |
| CCI | CROWN CASTLE INC | 279,035 | $21M | 2.6% |
| OSK | OSHKOSH CORP | 133,579 | $21M | 2.5% |
| SBAC | SBA COMMUNICATIONS CORP | 108,880 | $19M | 2.4% |
| OC | OWENS CORNING NEW | 114,440 | $18M | 2.2% |
| CNR | CORE NATURAL RESOURCES INC | 226,302 | $18M | 2.2% |
Track Skylands Capital's 13F portfolio: $814M in reported holdings, 176 positions. Top holdings and quarterly changes on SentiSense.
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