Skylands Capital, LLC
156 holdingsFiling period: 2026-03-31Current AUM: $821.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | UNP | UNION PAC CORP | 217.3K | $52.7M | $63.5M | 7.72% | -5,640 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 146.4K | $42.1M | $52.1M | 6.34% | -1,940 | 2026-03-31 |
| 3 | DBD | DIEBOLD NIXDORF INC | 459.1K | $34.6M | $33.8M | 4.11% | -14,960 | 2026-03-31 |
| 4 | GM | GENERAL MTRS CO | 427.1K | $31.8M | $38.0M | 4.62% | -16,830 | 2026-03-31 |
| 5 | AAPL | APPLE INC | 96.8K | $24.6M | $29.9M | 3.64% | -475 | 2026-03-31 |
| 6 | CCI | CROWN CASTLE INC | 286.6K | $23.3M | $21.9M | 2.66% | +24.6K | 2026-03-31 |
| 7 | CNR | CORE NATURAL RESOURCES INC | 213.6K | $22.4M | $17.1M | 2.07% | -4,136 | 2026-03-31 |
| 8 | OSK | OSHKOSH CORP | 134.4K | $19.8M | $19.1M | 2.33% | -4,721 | 2026-03-31 |
| 9 | SBAC | SBA COMMUNICATIONS CORP | 113.8K | $19.6M | $20.6M | 2.50% | +17.0K | 2026-03-31 |
| 10 | NSC | NORFOLK SOUTHN CORP | 55.3K | $15.9M | $18.5M | 2.26% | -2,590 | 2026-03-31 |
| 11 | TAP | MOLSON COORS BEVERAGE CO | 342.8K | $14.8M | $14.2M | 1.73% | +94.5K | 2026-03-31 |
| 12 | C | CITIGROUP INC | 127.3K | $14.4M | $16.9M | 2.05% | +1.5K | 2026-03-31 |
| 13 | OC | OWENS CORNING NEW | 130.7K | $14.1M | $18.2M | 2.21% | -7,275 | 2026-03-31 |
| 14 | COHR | COHERENT CORP | 54.3K | $12.9M | $14.3M | 1.74% | -8,833 | 2026-03-31 |
| 15 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 161.1K | $11.5M | $11.0M | 1.33% | +35.5K | 2026-03-31 |
| 16 | V | VISA INC | 36.9K | $11.1M | $13.5M | 1.64% | -90 | 2026-03-31 |
| 17 | WAB | WABTEC | 43.6K | $10.9M | $12.7M | 1.54% | -770 | 2026-03-31 |
| 18 | B | BARRICK MNG CORP | 262.2K | $10.7M | $9.6M | 1.17% | -9,150 | 2026-03-31 |
| 19 | GLD | SPDR GOLD TR | 24.7K | $10.6M | $9.2M | 1.12% | -300 | 2026-03-31 |
| 20 | AMT | AMERICAN TOWER CORP | 58.7K | $10.1M | $10.2M | 1.24% | -5,020 | 2026-03-31 |
| 21 | CSX | CSX CORP | 245.3K | $10.1M | $12.4M | 1.50% | -18,125 | 2026-03-31 |
| 22 | ADEA | ADEIA INC | 405.9K | $9.8M | $10.8M | 1.32% | -166,293 | 2026-03-31 |
| 23 | SCHW | SCHWAB CHARLES CORP | 99.7K | $9.4M | $10.5M | 1.28% | +52.6K | 2026-03-31 |
| 24 | SSNC | SS&C TECH HLDGS | 138.5K | $9.4M | $10.7M | 1.30% | +57.8K | 2026-03-31 |
| 25 | WMB | WILLIAMS COS INC | 127.1K | $9.3M | $9.1M | 1.11% | -5,700 | 2026-03-31 |
← Scroll →
Page 1 of 7