Investor
Skylands Capital, LLC
CIK 0001299910 · filed 2026-04-22 · SEC filing
13F book
$763M
Positions
155
18 new · 13 sold
Largest name
6.9%
Union Pac Corp
Est. mark
$9.84M
Price effect on 137 names still held. Flow $16.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Union Pac Corp | — | 217.3K | $52.7M | 6.9% | $2.45M | Cut$1.15M |
| Alphabet Inc | — | 146.4K | $42.1M | 5.5% | −$3.72M | Cut−$4.33M |
| DIEBOLD NIXDORF, Inc | DBD | 459.1K | $34.6M | 4.5% | $3.47M | Cut$2.45M |
| General Mtrs Co | — | 427.1K | $31.8M | 4.2% | −$2.91M | Cut−$4.28M |
| Apple Inc. | AAPL | 96.8K | $24.6M | 3.2% | −$1.75M | Cut−$1.88M |
| Crown Castle Inc. | CCI | 286.6K | $23.3M | 3.1% | −$1.98M | Added$17.9K |
| Core Natural Resources, Inc. | CNR | 213.6K | $22.4M | 2.9% | $3.46M | Cut$3.1M |
| Oshkosh Corp | OSK | 134.4K | $19.8M | 2.6% | $2.9M | Cut$2.31M |
| Sba Communications Corp New | SBAC | 113.8K | $19.6M | 2.6% | −$2.06M | Added$869.9K |
| Norfolk Southn Corp | — | 55.3K | $15.9M | 2.1% | −$95.1K | Cut−$842.9K |
| Molson Coors Beverage Co | — | 342.8K | $14.8M | 1.9% | −$898.9K | Added$3.17M |
| Citigroup Inc | — | 127.3K | $14.4M | 1.9% | −$412.6K | Added−$242.5K |
| Owens Corning New | — | 130.7K | $14.1M | 1.9% | −$482.4K | Cut−$1.3M |
| Coherent Corp. | COHR | 54.3K | $12.9M | 1.7% | $2.91M | Cut$1.28M |
| Ge Healthcare Technologies I | — | 161.1K | $11.5M | 1.5% | −$1.36M | Added$1.17M |
| Visa Inc. | V | 36.9K | $11.1M | 1.5% | −$1.79M | Cut−$1.82M |
| Wabtec | — | 43.6K | $10.9M | 1.4% | $1.59M | Cut$1.43M |
| Barrick Mng Corp | — | 262.2K | $10.7M | 1.4% | −$723.6K | Cut−$1.12M |
| Spdr Gold Tr | — | 24.7K | $10.6M | 1.4% | $840.7K | Cut$721.8K |
| American Tower Corp New | — | 58.7K | $10.1M | 1.3% | −$175.5K | Cut−$1.06M |
| Csx Corp | CSX | 245.3K | $10.1M | 1.3% | $1.18M | Cut$520.4K |
| Adeia Inc. | ADEA | 405.9K | $9.75M | 1.3% | $2.75M | Cut−$116.2K |
| Schwab Charles Corp | — | 99.7K | $9.37M | 1.2% | −$278.7K | Added$4.67M |
| Ss&C Technologies Hldgs Inc | — | 138.5K | $9.36M | 1.2% | −$1.6M | Added$2.3M |
| Williams Cos Inc | — | 127.1K | $9.25M | 1.2% | $1.61M | Cut$1.27M |
| Enersys | ENS | 51.2K | $8.89M | 1.2% | $1.38M | Cut$1.38M |
| T-Mobile Us Inc | — | 41.1K | $8.63M | 1.1% | $287.3K | Cut−$256.9K |
| Bristol-Myers Squibb Co | — | 141.4K | $8.58M | 1.1% | $1.04M | Cut$980.3K |
| Spdr Series Trust | — | 45.6K | $8.29M | 1.1% | $2.53M | Cut$507.3K |
| Joint Corp | JYNT | 893.2K | $7.9M | 1.0% | $115.7K | Added$143.6K |
| Grand Canyon Ed Inc | — | 46.4K | $7.89M | 1.0% | $158K | Added$827.9K |
| Jpmorgan Chase & Co. | — | 25.4K | $7.47M | 1.0% | −$712.3K | Cut−$733.2K |
| Eagle Matls Inc | — | 37.3K | $7.07M | 0.9% | −$642.9K | Cut−$1.28M |
| Churchill Downs Inc | CHDN | 73.4K | $6.59M | 0.9% | — | New |
| RTX Corp | RTX | 32.1K | $6.2M | 0.8% | $305.3K | Cut−$11.1K |
| Kirby Corp | KEX | 45.9K | $6.1M | 0.8% | $1.04M | Cut−$5.4M |
| Adobe Inc. | ADBE | 25.1K | $6.1M | 0.8% | — | New |
| Lkq Corp | LKQ | 197.6K | $5.8M | 0.8% | −$164K | Cut−$743.8K |
| Quidelortho Corp | QDEL | 341.6K | $5.61M | 0.7% | −$1.63M | Added$1.76M |
| Silicon Motion Technology CORP | SIMO | 49.2K | $5.52M | 0.7% | $963.2K | Cut$587.8K |
| Generac Hldgs Inc | — | 27.5K | $5.38M | 0.7% | $1.62M | Cut$1.51M |
| Mitek Sys Inc | — | 393.4K | $5.31M | 0.7% | $892.7K | Added$2.12M |
| United Parcel Service Inc | UPS | 52K | $5.11M | 0.7% | −$41.8K | Added−$1.91K |
| Mp Materials Corp | — | 104.4K | $5.04M | 0.7% | −$235.9K | Cut−$245.3K |
| Elanco Animal Health Inc | ELAN | 209.2K | $5.01M | 0.7% | $272K | Cut$173K |
| Meta Platforms, Inc. | META | 8.69K | $4.97M | 0.7% | −$721.7K | Added−$444.2K |
| Agnico Eagle Mines Ltd | AEM | 24.3K | $4.92M | 0.6% | $811.3K | Cut$785.9K |
| Lovesac Company | LOVE | 332.9K | $4.92M | 0.6% | $5.83K | Added$619.5K |
| Minerals Technologies Inc | MTX | 65.3K | $4.63M | 0.6% | $651.1K | Cut−$62K |
| On Semiconductor Corp | ON | 73.4K | $4.55M | 0.6% | $570.5K | Cut$556.9K |
| Hillman Solutions Corp. | HLMN | 538.6K | $4.48M | 0.6% | −$128.8K | Added$1.2M |
| Newmont Corp | — | 38.6K | $4.18M | 0.5% | $324.4K | Cut$274.5K |
| Microsoft Corp | MSFT | 11.2K | $4.13M | 0.5% | −$73.2K | Added$3.82M |
| Best Buy Co Inc | BBY | 62K | $3.98M | 0.5% | −$118.6K | Added$1.07M |
| Select Sector Spdr Tr | — | 64K | $3.92M | 0.5% | $1.06M | Cut−$341.6K |
| Amazon Com Inc | AMZN | 18.8K | $3.91M | 0.5% | −$312.9K | Added$709.7K |
| Slb Limited/Nv | SLB | 74.9K | $3.85M | 0.5% | $974.4K | Cut$460.2K |
| U Haul Holding Company | — | 85.4K | $3.81M | 0.5% | −$138K | Added$697.3K |
| Lincoln Elec Hldgs Inc | — | 15.1K | $3.75M | 0.5% | $142.3K | Cut$139.9K |
| Haemonetics Corp Mass | — | 65.8K | $3.71M | 0.5% | −$867.7K | Added$786.4K |
| Metallus Inc. | MTUS | 220.5K | $3.6M | 0.5% | −$168.6K | Added$75.7K |
| Halliburton Co | HAL | 92.1K | $3.59M | 0.5% | $988.2K | Cut$578.5K |
| Martin Marietta Matls Inc | — | 5.81K | $3.42M | 0.4% | −$197.4K | Cut−$281.5K |
| Graphic Packaging Hldg Co | — | 338.9K | $3.37M | 0.4% | −$1.74M | Cut−$2.43M |
| Photronics Inc | PLAB | 82K | $3.32M | 0.4% | $690K | Cut$386.8K |
| Holley Inc. | HLLY | 993.9K | $3.05M | 0.4% | −$1.05M | Cut−$1.23M |
| Willscot Hldgs Corp | — | 175.4K | $3.05M | 0.4% | −$257.9K | Cut−$514.9K |
| Perdoceo Ed Corp | — | 81.5K | $3.03M | 0.4% | — | New |
| S&P Global Inc. | SPGI | 7K | $2.98M | 0.4% | −$173.1K | Added$2.05M |
| Bank America Corp | — | 58.4K | $2.85M | 0.4% | −$365K | Cut−$377.4K |
| Johnson Outdoors Inc | JOUT | 59.5K | $2.77M | 0.4% | $241.5K | Cut−$778K |
| Fmc Corp | FMC | 160.6K | $2.77M | 0.4% | $538.1K | Cut$160.5K |
| Alphabet Inc | — | 9.5K | $2.73M | 0.4% | −$255.9K | Held |
| Unitedhealth Group Inc | UNH | 9.7K | $2.62M | 0.3% | −$477.4K | Added−$24.1K |
| Align Technology Inc | ALGN | 15.3K | $2.62M | 0.3% | $233.8K | Cut−$562.6K |
| NPK International Inc. | NPKI | 164.3K | $2.38M | 0.3% | $422.3K | Cut$357.9K |
| Matthews Intl Corp | — | 88.8K | $2.29M | 0.3% | −$26.6K | Cut−$96.7K |
| Icon Plc | ICLR | 19.3K | $2.14M | 0.3% | −$404.3K | Added$1.11M |
| Warrior Met Coal, Inc. | HCC | 22.9K | $2.13M | 0.3% | $66K | Added$964.9K |
| Vontier Corp | VNT | 59.1K | $2.1M | 0.3% | −$101.1K | Cut−$327K |
| Progressive Corp | — | 10.4K | $2.07M | 0.3% | −$177.6K | Added$694.6K |
| Vital Farms, Inc. | VITL | 137.6K | $1.94M | 0.3% | — | New |
| Astronics Corp | — | 28.8K | $1.92M | 0.3% | $359.7K | Held |
| First Tr Exchange-Traded Fd | — | 60K | $1.9M | 0.2% | $497.2K | Cut$9.12K |
| Thermo Fisher Scientific Inc. | TMO | 3.83K | $1.88M | 0.2% | — | New |
| Timken Co | TKR | 17.6K | $1.77M | 0.2% | $289.3K | Cut$125.3K |
| The Campbells Company | — | 79.5K | $1.77M | 0.2% | — | New |
| Silgan Hldgs Inc | — | 43.3K | $1.68M | 0.2% | −$67.4K | Added−$51.8K |
| DENTSPLY SIRONA Inc. | XRAY | 136.7K | $1.59M | 0.2% | $16K | Added$506.7K |
| Bio Rad Labs Inc | — | 5.65K | $1.57M | 0.2% | −$87.3K | Added$484.2K |
| Wesco Intl Inc | — | 5.62K | $1.54M | 0.2% | $162.7K | Cut$159.1K |
| Mobileye Global Inc. | MBLY | 208K | $1.43M | 0.2% | −$742.6K | Cut−$1.57M |
| Audioeye Inc | AEYE | 222.8K | $1.42M | 0.2% | −$482.4K | Added$88.4K |
| Occidental Pete Corp | — | 21.8K | $1.42M | 0.2% | $520.6K | Cut$146K |
| Brunswick Corp | — | 18.4K | $1.34M | 0.2% | −$27.2K | Cut−$81.1K |
| Cogent Communications Hldgs | — | 68.7K | $1.29M | 0.2% | −$167.5K | Added−$34.2K |
| Costar Group, Inc. | CSGP | 32K | $1.29M | 0.2% | −$458.6K | Added$146.5K |
| Natures Sunshine Prods Inc | — | 52.6K | $1.26M | 0.2% | $126.9K | Cut−$2.64M |
| Zeta Global Holdings Corp. | ZETA | 79K | $1.26M | 0.2% | −$181.6K | Added$422.5K |
| Zimmer Biomet Holdings, Inc. | ZBH | 12.9K | $1.17M | 0.2% | $5.06K | Added$259.1K |
| Greenbrier Cos Inc | — | 22.1K | $1.16M | 0.2% | $130.8K | Cut−$23K |
| DNOW Inc. | DNOW | 91.7K | $1.09M | 0.1% | −$66.5K | Added$433.9K |
| Archer-Daniels-Midland Co | ADM | 15K | $1.09M | 0.1% | $228K | Cut−$414.5K |
| Sanfilippo John B & Son Inc | JBSS | 13.5K | $1.07M | 0.1% | $79.4K | Added$428.5K |
| Factset Resh Sys Inc | — | 4.7K | $1.02M | 0.1% | — | New |
| Raymond James Finl Inc | — | 6.72K | $970.1K | 0.1% | −$70.1K | Added$259.9K |
| Cytosorbents Corp | CTSO | 1.71M | $967K | 0.1% | −$124.5K | Cut−$218.4K |
| Mohawk Inds Inc | — | 9.45K | $930.4K | 0.1% | −$85.6K | Added$67K |
| Sportsmans Whse Hldgs Inc | — | 639.8K | $902.1K | 0.1% | −$32K | Held |
| Transdigm Group Inc | TDG | 770 | $892.4K | 0.1% | −$131.6K | Held |
| Tennant Co | TNC | 12.6K | $833.3K | 0.1% | −$55.5K | Added$273.2K |
| Koppers Holdings Inc. | KOP | 21.1K | $814.2K | 0.1% | $244.2K | Cut−$1.37M |
| Manitowoc Co Inc | MTW | 68.7K | $799.8K | 0.1% | −$17.2K | Added$194.3K |
| Casella Waste Sys Inc | — | 8.38K | $664.5K | 0.1% | −$5.12K | Added$637.5K |
| Twin Disc Inc | TWIN | 41.2K | $620.9K | 0.1% | −$66.3K | Cut−$116.4K |
| Gatx Corp | GATX | 3.51K | $599.3K | 0.1% | $3.67K | Added$53.2K |
| Marzetti Company | — | 4.1K | $567.2K | 0.1% | — | New |
| Diversified Energy Co | DEC | 31.6K | $550.2K | 0.1% | $93.4K | Cut−$59.4K |
| Bloomin' Brands, Inc. | BLMN | 95K | $512.7K | 0.1% | −$73.1K | Cut−$1.02M |
| Invesco Qqq Tr | — | 750 | $432.9K | 0.1% | −$27.8K | Held |
| Boot Barn Hldgs Inc | — | 2.8K | $409.7K | 0.1% | −$84.3K | Cut−$103.7K |
| Exxon Mobil Corp | — | 2.32K | $392.9K | 0.1% | $114.2K | Cut−$66.3K |
| Waters Corp | — | 1.25K | $372.3K | 0.0% | — | New |
| Antero Resources Corp | AR | 8.3K | $352.3K | 0.0% | — | New |
| Asure Software Inc | ASUR | 40.6K | $349.5K | 0.0% | −$22.5K | Added$91.1K |
| Valero Energy Corp | — | 1.3K | $321.2K | 0.0% | $109.6K | Cut$101.4K |
| Gen Restaurent Group | — | 146.8K | $287.7K | 0.0% | −$22K | Cut−$92.1K |
| Berkshire Hathaway Inc Del | — | 600 | $287.5K | 0.0% | −$14.1K | Held |
| Cboe Global Mkts Inc | — | 1K | $281.1K | 0.0% | $30.1K | Cut−$722.9K |
| Mastercard Inc | MA | 525 | $262.3K | 0.0% | −$37.4K | Cut−$40.2K |
| Fedex Corp | FDX | 725 | $258.2K | 0.0% | $48.8K | Held |
| Gloo Holdings, Inc. | GLOO | 51.8K | $249.2K | 0.0% | −$45.6K | Cut−$261.6K |
| General Dynamics Corp | GD | 625 | $214.5K | 0.0% | $4.1K | Cut−$29.6K |
| Quest Resource Hldg Corp | — | 165.2K | $196.5K | 0.0% | −$110.7K | Cut−$169.8K |
| Salesforce, Inc. | CRM | 1K | $186.7K | 0.0% | — | New |
| Crown Hldgs Inc | — | 1.8K | $180.4K | 0.0% | −$4.9K | Held |
| Nvidia Corp | NVDA | 1K | $174.4K | 0.0% | — | New |
| Central Garden & Pet Co | — | 4.4K | $142.6K | 0.0% | $14.2K | Cut−$575.4K |
| Ishares Silver Tr | — | 2K | $136.3K | 0.0% | — | New |
| Caesars Entertainment Inc Ne | — | 4K | $105.7K | 0.0% | — | New |
| Smurfit Westrock Plc | SW | 2.62K | $104.3K | 0.0% | $3.09K | Held |
| Micron Technology Inc | MU | 300 | $101.4K | 0.0% | — | New |
| Ishares Tr | — | 400 | $99.2K | 0.0% | $736 | Held |
| U Haul Holding Company | — | 2.04K | $97.7K | 0.0% | −$5.38K | Held |
| Fiserv Inc | FISV | 1.6K | $89.3K | 0.0% | — | New |
| BlackRock, Inc. | BLK | 90 | $86.6K | 0.0% | −$9.78K | Cut−$63.3K |
| Cameco Corp | CCJ | 700 | $76K | 0.0% | $12K | Held |
| Coinbase Global, Inc. | COIN | 400 | $69.8K | 0.0% | — | New |
| Nordson Corp | NDSN | 260 | $69.2K | 0.0% | $6.66K | Cut$5.46K |
| Spdr S&P 500 Etf Tr | — | 100 | $65K | 0.0% | −$3.16K | Held |
| Papa Johns Intl Inc | — | 2K | $64.8K | 0.0% | — | New |
| Sherwin Williams Co | SHW | 150 | $48.1K | 0.0% | −$522 | Held |
| Home Depot, Inc. | HD | 100 | $32.9K | 0.0% | −$1.52K | Held |
| Ulta Beauty, Inc. | ULTA | 45 | $23.5K | 0.0% | −$3.7K | Cut−$6.73K |
| Target Corp | TGT | 100 | $12.1K | 0.0% | $2.35K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.