Skylands Capital, LLC — 13F holdings

Skylands Capital, LLC reported 164 holdings worth $762M in its 13F filing for Q3 2026, filed October 21, 2026. That's down 6.4% from $814M in Q2 2026, when it reported 166 holdings. Its 10 largest positions make up 37.4% of the portfolio.

Skylands Capital, LLC's largest positions in Q3 2026

  1. UNP UNION PAC CORP — $55.3M (7.3%) · unchanged
  2. GOOGL ALPHABET INC — $43.8M (5.7%) · unchanged
  3. GM GENERAL MTRS CO — $32.6M (4.3%) · unchanged
  4. DBD DIEBOLD NIXDORF INC — $32.5M (4.3%) · added 13%
  5. AAPL APPLE INC — $29.2M (3.8%) · cut 4%
  6. CCI CROWN CASTLE INC — $21.1M (2.8%) · added 14%
  7. CNR CORE NATURAL RESOURCES INC — $19.5M (2.6%) · unchanged
  8. NSC NORFOLK SOUTHN CORP — $17.8M (2.3%) · added 5%
  9. OSK OSHKOSH CORP — $16.9M (2.2%) · cut 2%
  10. SBAC SBA COMMUNICATIONS CORP NEW — $16.4M (2.2%) · cut 6%
  11. C Citigroup Inc — $15.5M (2.0%) · unchanged
  12. TAP MOLSON COORS BEVERAGE CO — $14.1M (1.8%) · cut 2%
  13. V VISA INC — $12.9M (1.7%) · cut 5%
  14. CHDN CHURCHILL DOWNS INC — $12.7M (1.7%) · added 62%
  15. GEHC GE HEALTHCARE TECHNOLOGIES I — $12.5M (1.6%) · cut 2%
  16. OC OWENS CORNING NEW — $12.5M (1.6%) · cut 7%
  17. WAB WABTEC — $12.1M (1.6%) · unchanged
  18. B BARRICK MNG CORP — $10.6M (1.4%) · unchanged
  19. LOPE GRAND CANYON ED INC — $10.1M (1.3%) · added 16%
  20. AMT AMERICAN TOWER CORP NEW — $9.83M (1.3%) · cut 2%

What Skylands Capital, LLC bought in Q3 2026

16 new positions and 37 positions added to.

  1. DECK DECKERS OUTDOOR CORP — new position, about $5.24M
  2. CHDN CHURCHILL DOWNS INC — added, about $4.84M
  3. DBD DIEBOLD NIXDORF INC — added, about $3.82M
  4. CCI CROWN CASTLE INC — added, about $2.53M
  5. MCD MCDONALDS CORP — new position, about $2.41M
  6. NATR NATURES SUNSHINE PRODS INC — added, about $2.08M
  7. NKE NIKE INC — new position, about $2.04M
  8. DKS DICKS SPORTING GOODS INC — new position, about $1.80M
  9. MIDD MIDDLEBY CORP — new position, about $1.80M
  10. LMB LIMBACH HLDGS INC — new position, about $1.67M

What Skylands Capital, LLC sold in Q3 2026

18 positions sold out and 56 reduced.

  1. SCHW SCHWAB CHARLES CORP — cut 60%, about $8.19M
  2. ADBE ADOBE INC — cut 39%, about $4.63M
  3. SSNC SS&C TECHNOLOGIES HLDGS INC — cut 28%, about $3.54M
  4. HAE HAEMONETICS CORP MASS — cut 54%, about $2.73M
  5. BIO BIO RAD LABS INC — sold out, about $2.73M
  6. TMO THERMO FISHER SCIENTIFIC INC — sold out, about $2.72M
  7. MSFT MICROSOFT CORP — cut 36%, about $2.26M
  8. SIMO SILICON MOTION TECHNOLOGY CO — cut 23%, about $2.21M
  9. META Meta Platforms Inc — cut 29%, about $2.05M
  10. UHAL.B U HAUL HOLDING COMPANY — cut 61%, about $1.65M

Skylands Capital, LLC portfolio value by quarter

What does Skylands Capital, LLC own?

Its largest positions in Q3 2026 were UNP, GOOGL, GM, DBD, AAPL, out of 164 holdings worth $762M.

What did Skylands Capital, LLC buy last quarter?

In Q3 2026 it opened 16 new positions and added to 37; the largest buys were DECK, CHDN, DBD.

What did Skylands Capital, LLC sell last quarter?

In Q3 2026 it sold out of 18 positions and reduced 56, including BIO, TMO, MTW.