Skylands Capital
$763M 13F equity value
168 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| UNP | UNION PAC CORP | 217,255 | $53M | 6.9% |
| GOOGL | ALPHABET INC | 146,360 | $42M | 5.5% |
| DBD | DIEBOLD NIXDORF INC | 459,100 | $35M | 4.5% |
| GM | GENERAL MTRS CO | 427,135 | $32M | 4.2% |
| AAPL | APPLE INC | 96,795 | $25M | 3.2% |
| CCI | CROWN CASTLE INC | 286,635 | $23M | 3.1% |
| CNR | CORE NATURAL RESOURCES INC | 213,577 | $22M | 2.9% |
| OSK | OSHKOSH CORP | 134,379 | $20M | 2.6% |
| SBAC | SBA COMMUNICATIONS CORP | 113,750 | $20M | 2.6% |
| NSC | NORFOLK SOUTHN CORP | 55,290 | $16M | 2.1% |
Track Skylands Capital's 13F portfolio: $763M in reported holdings, 168 positions. Top holdings and quarterly changes on SentiSense.