Institutional Manager · CIK 0001299910
Skylands Capital, LLC
Milwaukee, WI · File #028-10937
Latest AUM
$737.1M
Positions
150
Top-10 Concentration
48.1%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025150 pos · $737.1M
- 13F HOLDINGS REPORTQ/E Sep 2025152 pos · $723.5M
- 13F HOLDINGS REPORTQ/E Jun 2025152 pos · $689.5M
- 13F HOLDINGS REPORTQ/E Mar 2025153 pos · $692.7M
- 13F HOLDINGS REPORTQ/E Dec 2024150 pos · $715.8M
- 13F HOLDINGS REPORTQ/E Sep 2024154 pos · $737.1M
- 13F HOLDINGS REPORTQ/E Jun 2024156 pos · $705.4M
- 13F HOLDINGS REPORTQ/E Mar 2024152 pos · $723.9M
- 13F HOLDINGS REPORTQ/E Dec 2023149 pos · $661.5M
- 13F HOLDINGS REPORTQ/E Sep 2023147 pos · $697.0M
- 13F HOLDINGS REPORTQ/E Jun 2023148 pos · $683.8M
- 13F HOLDINGS REPORTQ/E Mar 2023145 pos · $631.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | UNION PAC CORP | UNP | 222,895 | $51.6M | 8.61% |
| 2 | ALPHABET INC | GOOG | 148,300 | $46.4M | 7.75% |
| 3 | GENERAL MTRS CO | 37045V100 | 443,965 | $36.1M | 6.03% |
| 4 | DIEBOLD NIXDORF INC | DBD | 474,060 | $32.2M | 5.38% |
| 5 | APPLE INC | AAPL | 97,270 | $26.4M | 4.42% |
| 6 | CROWN CASTLE INTL CORP NEW | CCI | 262,050 | $23.3M | 3.89% |
| 7 | CORE NATURAL RESOURCES INC | CNR | 217,713 | $19.3M | 3.22% |
| 8 | SBA COMMUNICATIONS CORP NEW | SBAC | 96,715 | $18.7M | 3.13% |
| 9 | OSHKOSH CORP | OSK | 139,100 | $17.5M | 2.92% |
| 10 | NORFOLK SOUTHN CORP | 655844108 | 57,880 | $16.7M | 2.79% |
| 11 | OWENS CORNING NEW | OC | 138,020 | $15.4M | 2.58% |
| 12 | CITIGROUP INC | C-PR | 125,800 | $14.7M | 2.45% |
| 13 | VISA INC | V | 36,975 | $13.0M | 2.17% |
| 14 | BARRICK MNG CORP | 06849F108 | 271,325 | $11.8M | 1.97% |
| 15 | COHERENT CORP | COHR | 63,170 | $11.7M | 1.95% |
| 16 | MOLSON COORS BEVERAGE CO | TAP-A | 248,325 | $11.6M | 1.94% |
| 17 | KIRBY CORP | KEX | 104,433 | $11.5M | 1.92% |
| 18 | AMERICAN TOWER CORP NEW | 03027X100 | 63,730 | $11.2M | 1.87% |
| 19 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 125,540 | $10.3M | 1.72% |
| 20 | SPDR GOLD TRUST | GLD | 25,040 | $9.9M | 1.66% |