13F Insight
DOSSIER · 13F-HR · Q2 2026

Skylands Capital, LLC

$814M in tracked AUM across 166 positions as of Q2 2026.

SC
CIK 0001299910 · last filed Jun 30, 2026
Total AUM
$814M
as of Q2 2026
Holdings
166
—
positions
Whale Score
54
54
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Skylands Capital, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
UNP
UNION PAC CORP
$56M205K6.8%02
GOOGL
ALPHABET INC
$45M126K5.6%03
DBD
DIEBOLD NIXDORF INC
$40M469K4.9%04
GM
GENERAL MTRS CO
$33M427K4.0%05
AAPL
APPLE INC
$27M92K3.3%06
CCI
CROWN CASTLE INC
$21M279K2.6%07
OSK
OSHKOSH CORP
$21M134K2.5%08
SBAC
SBA COMMUNICATIONS CORP
$19M109K2.4%09
OC
OWENS CORNING NEW
$18M114K2.2%10
CNR
CORE NATURAL RESOURCES INC
$18M226K2.2%

Filing history

2026Q2Jun 30
$814M▲ 6.7%
166 positionsView →2026Q1Mar 31
$763M▲ 3.5%
155 positionsView →2025Q4Dec 31
$737M▲ 1.9%
150 positionsView →2025Q3Sep 30
$723M▲ 4.9%
152 positionsView →2025Q2Jun 30
$690M▼ 0.5%
152 positionsLocked2025Q1Mar 31
$693M▼ 3.2%
153 positionsLocked2024Q4Dec 31
$716M▼ 2.9%
150 positionsLocked2024Q3Sep 30
$737M▲ 4.5%
154 positionsLocked2024Q2Jun 30
$705M▼ 2.6%
156 positionsLocked2024Q1Mar 31
$724M▲ 6.6%
152 positionsLocked2023Q4Dec 31
$679M▲ 2.7%
144 positionsLocked2023Q3Sep 30
$662M▼ 5.1%
149 positionsLocked
Showing 12 of 86