13F Insight
DOSSIER · 13F-HR · Q3 2026

Skylands Capital, LLC

$762M in tracked AUM across 164 positions as of Q3 2026.

SC
CIK 0001299910 · last filed Sep 30, 2026
Total AUM
$762M
as of Q3 2026
Holdings
164
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Skylands Capital, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
UNP
UNION PAC CORP
$55M203K7.3%02
GOOGL
ALPHABET INC
$44M127K5.7%03
GM
GENERAL MTRS CO
$33M423K4.3%04
DBD
DIEBOLD NIXDORF INC
$33M532K4.3%05
AAPL
APPLE INC
$29M88K3.8%06
CCI
CROWN CASTLE INC
$21M317K2.8%07
CNR
CORE NATURAL RESOURCES INC
$19M227K2.6%08
NSC
NORFOLK SOUTHN CORP
$18M58K2.3%09
OSK
OSHKOSH CORP
$17M131K2.2%10
SBAC
SBA COMMUNICATIONS CORP
$16M103K2.2%

Filing history

2026Q3Sep 30
$762M▼ 6.4%
164 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 87