Skylands Capital, LLC
167 holdingsFiling period: 2026-06-30Current AUM: $811.4Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | UNP | UNION PAC CORP | 205.0K | $55.8M | $58.2M | 7.17% | -12,285 | 2026-06-30 |
| 2 | GOOGL | ALPHABET INC | 126.5K | $45.2M | $43.6M | 5.38% | -19,885 | 2026-06-30 |
| 3 | DBD | DIEBOLD NIXDORF INC | 469.2K | $39.9M | $30.1M | 3.71% | +10.1K | 2026-06-30 |
| 4 | GM | GENERAL MTRS CO | 427.0K | $32.9M | $36.5M | 4.49% | -100 | 2026-06-30 |
| 5 | AAPL | APPLE INC | 91.7K | $26.5M | $30.4M | 3.75% | -5,055 | 2026-06-30 |
| 6 | CCI | CROWN CASTLE INC | 279.0K | $21.1M | $20.4M | 2.52% | -7,600 | 2026-06-30 |
| 7 | OSK | OSHKOSH CORP | 133.6K | $20.5M | $19.1M | 2.36% | -800 | 2026-06-30 |
| 8 | SBAC | SBA COMMUNICATIONS CORP | 108.9K | $19.2M | $19.9M | 2.46% | -4,870 | 2026-06-30 |
| 9 | OC | OWENS CORNING NEW | 114.4K | $18.2M | $14.7M | 1.81% | -16,305 | 2026-06-30 |
| 10 | CNR | CORE NATURAL RESOURCES INC | 226.3K | $18.1M | $21.4M | 2.64% | +12.7K | 2026-06-30 |
| 11 | NSC | NORFOLK SOUTHN CORP | 55.1K | $17.3M | $17.6M | 2.17% | -210 | 2026-06-30 |
| 12 | C | CITIGROUP INC | 120.6K | $16.9M | $16.4M | 2.02% | -6,735 | 2026-06-30 |
| 13 | TAP | MOLSON COORS BEVERAGE CO | 393.8K | $15.3M | $15.5M | 1.91% | +51.0K | 2026-06-30 |
| 14 | V | VISA INC | 37.7K | $12.9M | $14.2M | 1.75% | +850 | 2026-06-30 |
| 15 | SCHW | SCHWAB CHARLES CORP | 139.8K | $12.9M | $15.1M | 1.86% | +40.2K | 2026-06-30 |
| 16 | GEHC | GE HEALTHCARE TECHNOLOGIES I | 194.0K | $12.4M | $12.4M | 1.53% | +33.0K | 2026-06-30 |
| 17 | WAB | WABTEC | 42.5K | $11.5M | $11.8M | 1.46% | -1,120 | 2026-06-30 |
| 18 | SIMO | SILICON MOTION TECHNOLOGY CO | 34.2K | $11.4M | $8.2M | 1.01% | -14,955 | 2026-06-30 |
| 19 | ADEA | ADEIA INC | 334.9K | $11.0M | $8.3M | 1.03% | -71,000 | 2026-06-30 |
| 20 | ENS | ENERSYS | 44.4K | $10.4M | $7.6M | 0.93% | -6,835 | 2026-06-30 |
| 21 | SSNC | SS&C TECH HLDGS | 165.3K | $10.3M | $13.4M | 1.66% | +26.8K | 2026-06-30 |
| 22 | ADBE | ADOBE INC | 49.1K | $10.1M | $12.7M | 1.56% | +24.0K | 2026-06-30 |
| 23 | AMT | AMERICAN TOWER CORP | 61.5K | $10.1M | $10.9M | 1.35% | +2.8K | 2026-06-30 |
| 24 | TMUS | T-MOBILE US INC | 59.4K | $10.0M | $10.7M | 1.32% | +18.3K | 2026-06-30 |
| 25 | QDEL | QUIDELORTHO CORP | 560.4K | $9.8M | $6.0M | 0.73% | +218.9K | 2026-06-30 |
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