Skylands Capital, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Skylands Capital, LLC reported 166 stock positions worth $813.9 million. Its top holding was Union Pacific (UNP) at 6.8% of the portfolio, followed by Alphabet Class A (GOOGL, 5.6%) and Diebold Nixdorf (DBD, 4.9%). Compared with Q1 2026, it opened 20 new positions, sold out of 10, added to 46 and reduced 71. The biggest buy was Quidelortho (QDEL, shares +64%) and the biggest sale Coherent (COHR, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- Milwaukee, WI
- CIK
- 0001299910
- Portfolio Value
- $813.9M (Q2 2026)
- SEC Filing
- 0001821268-26-000097 ↗ filed Jul 24, 2026
Holdings Value
Holdings 166 stocks · $813.9M
| UNP Union Pacific Corp. | 6.85% | 204,970 | $55.8M | Reduce -5.7% |
| GOOGL Alphabet Inc. Class A | 5.55% | 126,475 | $45.2M | Reduce -13.6% |
| DBD Diebold Nixdorf Inc. | 4.90% | 469,185 | $39.9M | Add +2.2% |
| GM General Motors Co. | 4.04% | 427,035 | $32.9M | Reduce -0.0% |
| AAPL Apple Inc. | 3.26% | 91,740 | $26.5M | Reduce -5.2% |
| CCI Crown Castle Inc. | 2.60% | 279,035 | $21.1M | Reduce -2.6% |
| OSK Oshkosh Corp. | 2.52% | 133,579 | $20.5M | Reduce -0.6% |
| SBAC SBA Communications Corp. | 2.36% | 108,880 | $19.2M | Reduce -4.3% |
| OC Owens Corning | 2.23% | 114,440 | $18.2M | Reduce -12.5% |
| CNR Core Natural Resources Inc. | 2.22% | 226,302 | $18.1M | Add +6.0% |
| NSC Norfolk Southern Corp. | 2.13% | 55,080 | $17.3M | Reduce -0.4% |
| C Citigroup Inc. | 2.07% | 120,565 | $16.9M | Reduce -5.3% |
| TAP Molson Coors Beverage Co. Class B | 1.88% | 393,750 | $15.3M | Add +14.9% |
| V Visa Inc. Class A | 1.59% | 37,735 | $12.9M | Add +2.3% |
| SCHW Schwab (charles) Corp. | 1.59% | 139,835 | $12.9M | Add +40.3% |
| GEHC GE Healthcare Technology | 1.53% | 194,040 | $12.4M | Add +20.4% |
| WAB Wabtec Corp. | 1.41% | 42,525 | $11.5M | Reduce -2.6% |
| SIMO Silicon Motion Technol-ADR | 1.40% | 34,214 | $11.4M | Reduce -30.4% |
| ADEA Adeia Inc. | 1.36% | 334,950 | $11.0M | Reduce -17.5% |
| ENS Enersys | 1.27% | 44,365 | $10.4M | Reduce -13.3% |
| SSNC Ss&c Technologies Holdings | 1.26% | 165,275 | $10.3M | Add +19.4% |
| ADBE Adobe Inc. | 1.24% | 49,085 | $10.1M | Add +95.6% |
| AMT American Tower Corp. | 1.24% | 61,491 | $10.1M | Add +4.7% |
| TMUS T-Mobile US Inc. | 1.22% | 59,350 | $10.0M | Add +44.4% |
| QDEL Quidelortho Corp. | 1.21% | 560,414 | $9.8M | Add +64.1% |
| B Barrick Mining Corp. | 1.18% | 261,175 | $9.6M | Reduce -0.4% |
| CHDN Churchill Downs Inc. | 1.14% | 103,250 | $9.3M | Add +40.7% |
| GLD SPDR Gold Shares | 1.11% | 24,590 | $9.1M | Reduce -0.6% |
| WMB Williams Cos Inc. | 1.08% | 118,425 | $8.8M | Reduce -6.8% |
| CSX CSX Corp. | 1.07% | 183,875 | $8.7M | Reduce -25.0% |
| COHR Coherent Corp. | 1.06% | 21,780 | $8.6M | Reduce -59.9% |
| EXP Eagle Materials Inc. | 1.03% | 37,300 | $8.4M | Reduce -0.0% |
| LOPE Grand Canyon Education Inc. | 1.01% | 57,565 | $8.2M | Add +24.0% |
| BMY Bristol-Myers Squibb Co. | 0.98% | 138,725 | $8.0M | Reduce -1.9% |
| JYNT The Joint Corp. | 0.97% | 895,572 | $7.9M | Add +0.3% |
| JPM JPMorgan Chase & Co. | 0.96% | 23,785 | $7.8M | Reduce -6.3% |
| MITK Mitek Systems Inc. | 0.93% | 375,300 | $7.6M | Reduce -4.6% |
| GNRC Generac Holdings Inc. | 0.88% | 24,465 | $7.2M | Reduce -11.2% |
| XOP SS SPDR S&P Og Exp & Prod | 0.83% | 43,885 | $6.8M | Reduce -3.7% |
| ON On Semiconductor | 0.80% | 68,620 | $6.5M | Reduce -6.5% |
| LKQ LKQ Corp. | 0.78% | 240,450 | $6.3M | Add +21.7% |
| RTX RTX Corp. | 0.75% | 32,135 | $6.1M | No change |
| MP MP Materials Corp. | 0.72% | 104,495 | $5.9M | Add +0.1% |
| UPS United Parcel Service Class B | 0.70% | 53,375 | $5.7M | Add +2.7% |
| META Meta Platforms Inc. Class A | 0.68% | 9,865 | $5.6M | Add +13.5% |
| HCC Warrior Met Coal Inc. | 0.66% | 66,500 | $5.4M | Add +190.4% |
| LOVE The Lovesac Co. | 0.65% | 314,647 | $5.3M | Reduce -5.5% |
| ELAN Elanco Animal Health Inc. | 0.63% | 209,225 | $5.1M | No change |
| HLMN Hillman Solutions Corp. | 0.60% | 575,800 | $4.9M | Add +6.9% |
| BBY Best Buy Co. Inc. | 0.59% | 63,000 | $4.8M | Add +1.7% |
| KEX Kirby Corp. | 0.58% | 35,010 | $4.8M | Reduce -23.8% |
| MSFT Microsoft Corp. | 0.57% | 12,350 | $4.6M | Add +10.7% |
| LECO Lincoln Electric Holdings | 0.49% | 15,070 | $4.0M | No change |
| PRDO Perdoceo Education Corp. | 0.48% | 121,700 | $3.9M | Add +49.3% |
| VNT Vontier Corp. | 0.47% | 132,600 | $3.8M | Add +124.2% |
| CPB The Campbell's Company | 0.47% | 172,300 | $3.8M | Add +116.9% |
| MTX Minerals Technologies Inc. | 0.47% | 51,779 | $3.8M | Reduce -20.7% |
| AEM Agnico Eagle Mines Ltd. | 0.46% | 24,050 | $3.7M | Reduce -0.8% |
| HAE Haemonetics Corp. | 0.44% | 47,625 | $3.6M | Reduce -27.6% |
| NEM Newmont Corp. | 0.44% | 38,140 | $3.6M | Reduce -1.3% |
| WSC Willscot Holdings Corp. | 0.43% | 122,550 | $3.5M | Reduce -30.1% |
| GPK Graphic Packaging Holding Co. | 0.43% | 328,400 | $3.5M | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 0.41% | 9,500 | $3.4M | No change |
| MLM Martin Marietta Materials | 0.41% | 5,805 | $3.3M | Reduce -0.1% |
| SPGI S&P Global Inc. | 0.40% | 8,085 | $3.3M | Add +15.4% |
| XLE SS Energy Select Sector | 0.40% | 61,650 | $3.3M | Reduce -3.8% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.40% | 70,100 | $3.3M | Reduce -6.4% |
| ANET Arista Networks Inc. | 0.40% | 19,100 | $3.2M | New |
| AMZN Amazon.com Inc. | 0.40% | 13,585 | $3.2M | Reduce -27.7% |
| BAC Bank of America Corp. | 0.39% | 55,280 | $3.1M | Reduce -5.3% |
| MTUS Metallus Inc. | 0.36% | 158,800 | $3.0M | Reduce -28.0% |
| UHAL.B U-Haul Holding Co.-Non Voting | 0.36% | 50,965 | $2.9M | Reduce -40.3% |
| HAL Halliburton Co. | 0.34% | 82,100 | $2.8M | Reduce -10.9% |
| HLLY Holley Inc. | 0.34% | 1,069,829 | $2.7M | Add +7.6% |
| PLAB Photronics Inc. | 0.33% | 81,510 | $2.7M | Reduce -0.7% |
| ALGN Align Technology Inc. | 0.32% | 15,550 | $2.6M | Add +1.6% |
| NPKI NPK International Inc. | 0.32% | 164,300 | $2.6M | No change |
| DNOW Dnow Inc. | 0.28% | 176,700 | $2.3M | Add +92.8% |
| DEC Diversified Energy Co. | 0.26% | 155,500 | $2.2M | Add +392.9% |
| ELMT The Elmet Group Co. | 0.26% | 108,217 | $2.1M | New |
| BIO Bio-Rad Laboratories-A | 0.26% | 7,225 | $2.1M | Add +27.9% |
| TMO Thermo Fisher Scientific Inc. | 0.25% | 4,025 | $2.0M | Add +5.2% |
| SLGN Silgan Holdings Inc. | 0.24% | 41,250 | $1.9M | Reduce -4.7% |
| FISV Fiserv Inc. | 0.23% | 38,950 | $1.9M | Add +2334.4% |
| XRAY Dentsply Sirona Inc. | 0.23% | 176,850 | $1.9M | Add +29.4% |
| ATRO Astronics Corp. | 0.22% | 21,600 | $1.8M | Reduce -25.0% |
| PGR Progressive Corp. | 0.20% | 7,625 | $1.7M | Reduce -26.9% |
| DPZ Domino's Pizza Inc. | 0.20% | 5,500 | $1.6M | New |
| FCG First Trust Natural Gas ETF | 0.20% | 60,050 | $1.6M | No change |
| AEYE Audioeye Inc. | 0.19% | 268,750 | $1.6M | Add +20.6% |
| MZTI The Marzetti Company | 0.19% | 13,475 | $1.5M | Add +228.7% |
| ROCK Gibraltar Industries Inc. | 0.18% | 33,350 | $1.5M | New |
| CSGP Costar Group Inc. | 0.18% | 52,150 | $1.5M | Add +62.7% |
| ZETA Zeta Global Holdings Corp. Class A | 0.17% | 71,200 | $1.4M | Reduce -9.8% |
| WCC Wesco International Inc. | 0.17% | 4,015 | $1.4M | Reduce -28.5% |
| CCOI Cogent Communications Holdin | 0.17% | 98,425 | $1.4M | Add +43.4% |
| FMC FMC Corp. | 0.17% | 118,400 | $1.4M | Reduce -26.3% |
| TKR Timken Co. | 0.16% | 9,050 | $1.3M | Reduce -48.6% |
| ZBH Zimmer Biomet Holdings Inc. | 0.16% | 14,711 | $1.3M | Add +13.8% |
| BC Brunswick Corp. | 0.15% | 14,650 | $1.2M | Reduce -20.4% |
Portfolio Sells Q1 2026 → Q2 2026
| COHR Coherent Corp. | Reduce -59.9% | 1.06% | −0.64 |
| CCI Crown Castle Inc. | Reduce -2.6% | 2.60% | −0.46 |
| GLD SPDR Gold Shares | Reduce -0.6% | 1.11% | −0.28 |
| ICLR Icon PLC | Sold out | 0.00% | −0.28 |
| UNH Unitedhealth Group Inc. | Reduce -82.5% | 0.09% | −0.26 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -3.7% | 0.83% | −0.25 |
| CSX CSX Corp. | Reduce -25.0% | 1.07% | −0.25 |
| B Barrick Mining Corp. | Reduce -0.4% | 1.18% | −0.22 |
| JOUT Johnson Outdoors Inc. Class A | Reduce -56.9% | 0.14% | −0.22 |
| KEX Kirby Corp. | Reduce -23.8% | 0.58% | −0.21 |
| SBAC SBA Communications Corp. | Reduce -4.3% | 2.36% | −0.21 |
| FMC FMC Corp. | Reduce -26.3% | 0.17% | −0.20 |
| AEM Agnico Eagle Mines Ltd. | Reduce -0.8% | 0.46% | −0.19 |
| VITL Vital Farms Inc. | Reduce -63.7% | 0.07% | −0.18 |
| MATW Matthews Intl Corp. Class A | Reduce -52.7% | 0.14% | −0.16 |
| ADM Archer-Daniels-Midland Co. | Sold out | 0.00% | −0.14 |
| BMY Bristol-Myers Squibb Co. | Reduce -1.9% | 0.98% | −0.14 |
| JBSS John B. Sanfilippo & Son Inc. | Sold out | 0.00% | −0.14 |
| UHAL.B U-Haul Holding Co.-Non Voting | Reduce -40.3% | 0.36% | −0.14 |
| MTX Minerals Technologies Inc. | Reduce -20.7% | 0.47% | −0.14 |
| WMB Williams Cos Inc. | Reduce -6.8% | 1.08% | −0.13 |
| HAL Halliburton Co. | Reduce -10.9% | 0.34% | −0.13 |
| GM General Motors Co. | Reduce -0.0% | 4.04% | −0.13 |
| NATR Natures Sunshine Prods Inc. | Reduce -69.9% | 0.04% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -27.7% | 0.40% | −0.11 |
| XLE SS Energy Select Sector | Reduce -3.8% | 0.40% | −0.11 |
| NEM Newmont Corp. | Reduce -1.3% | 0.44% | −0.11 |
| PLAB Photronics Inc. | Reduce -0.7% | 0.33% | −0.11 |
| MTUS Metallus Inc. | Reduce -28.0% | 0.36% | −0.11 |
| KOP Koppers Holdings Inc. | Reduce -99.2% | 0.00% | −0.11 |
| SLB SLB Ltd. | Reduce -6.4% | 0.40% | −0.10 |
| CWST Casella Waste Systems Inc. Class A | Reduce -96.7% | 0.00% | −0.08 |
| OSK Oshkosh Corp. | Reduce -0.6% | 2.52% | −0.07 |
| CTSO Cytosorbents Corp. | Reduce -29.1% | 0.06% | −0.07 |
| TKR Timken Co. | Reduce -48.6% | 0.16% | −0.07 |
| MBLY Mobileye Global Inc. Class A | Reduce -51.4% | 0.12% | −0.07 |
| PGR Progressive Corp. | Reduce -26.9% | 0.20% | −0.07 |
| UNP Union Pacific Corp. | Reduce -5.7% | 6.85% | −0.06 |
| OXY Occidental Petroleum Corp. | Reduce -1.7% | 0.13% | −0.06 |
| WAT Waters Corp. | Sold out | 0.00% | −0.05 |
| TNC Tennant Co. | Reduce -54.6% | 0.06% | −0.05 |
| HAE Haemonetics Corp. | Reduce -27.6% | 0.44% | −0.05 |
| GBX Greenbrier Companies Inc. | Reduce -16.7% | 0.11% | −0.04 |
| MLM Martin Marietta Materials | Reduce -0.1% | 0.41% | −0.04 |
| ATRO Astronics Corp. | Reduce -25.0% | 0.22% | −0.04 |
| TWIN Twin Disc Inc. | Reduce -59.7% | 0.05% | −0.03 |
| WCC Wesco International Inc. | Reduce -28.5% | 0.17% | −0.03 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.02 |
| BC Brunswick Corp. | Reduce -20.4% | 0.15% | −0.02 |
| MHK Mohawk Industries Inc. | Reduce -29.6% | 0.10% | −0.02 |
Portfolio Buys Q1 2026 → Q2 2026
| QDEL Quidelortho Corp. | Add +64.1% | 1.21% | +0.47 |
| ADBE Adobe Inc. | Add +95.6% | 1.24% | +0.44 |
| ANET Arista Networks Inc. | New | 0.40% | +0.40 |
| HCC Warrior Met Coal Inc. | Add +190.4% | 0.66% | +0.38 |
| DBD Diebold Nixdorf Inc. | Add +2.2% | 4.90% | +0.36 |
| SCHW Schwab (charles) Corp. | Add +40.3% | 1.59% | +0.36 |
| CHDN Churchill Downs Inc. | Add +40.7% | 1.14% | +0.27 |
| ELMT The Elmet Group Co. | New | 0.26% | +0.26 |
| CPB The Campbell's Company | Add +116.9% | 0.47% | +0.24 |
| FISV Fiserv Inc. | Add +2334.4% | 0.23% | +0.22 |
| DPZ Domino's Pizza Inc. | New | 0.20% | +0.20 |
| VNT Vontier Corp. | Add +124.2% | 0.47% | +0.20 |
| DEC Diversified Energy Co. | Add +392.9% | 0.26% | +0.19 |
| ROCK Gibraltar Industries Inc. | New | 0.18% | +0.18 |
| DNOW Dnow Inc. | Add +92.8% | 0.28% | +0.14 |
| V Visa Inc. Class A | Add +2.3% | 1.59% | +0.13 |
| MZTI The Marzetti Company | Add +228.7% | 0.19% | +0.11 |
| LULU Lululemon Athletica Inc. | New | 0.09% | +0.09 |
| TMUS T-Mobile US Inc. | Add +44.4% | 1.22% | +0.09 |
| CME Cme Group Inc. | New | 0.09% | +0.09 |
| PRDO Perdoceo Education Corp. | Add +49.3% | 0.48% | +0.08 |
| BBY Best Buy Co. Inc. | Add +1.7% | 0.59% | +0.07 |
| BWMN Bowman Consulting Group Ltd. | New | 0.06% | +0.06 |
| MP MP Materials Corp. | Add +0.1% | 0.72% | +0.06 |
| OSIS Osi Systems Inc. | New | 0.06% | +0.06 |
| BIO Bio-Rad Laboratories-A | Add +27.9% | 0.26% | +0.05 |
| JKHY Jack Henry & Associates Inc. | New | 0.05% | +0.05 |
| FTK Flotek Industries Inc. | New | 0.05% | +0.05 |
| SAM Boston Beer Company Inc. Class A | New | 0.05% | +0.05 |
| GNTX Gentex Corp. | New | 0.04% | +0.04 |
| UPS United Parcel Service Class B | Add +2.7% | 0.70% | +0.04 |
| SSNC Ss&c Technologies Holdings | Add +19.4% | 1.26% | +0.03 |
| ICE Intercontinental Exchange Inc. | New | 0.03% | +0.03 |
| META Meta Platforms Inc. Class A | Add +13.5% | 0.68% | +0.03 |
| NVDA Nvidia Corp. | Add +100.0% | 0.05% | +0.03 |
| BOOT Boot Barn Holdings Inc. | Add +39.3% | 0.08% | +0.03 |
| MSFT Microsoft Corp. | Add +10.7% | 0.57% | +0.02 |
| GLOO Gloo Holdings Inc. Class A | Add +97.6% | 0.06% | +0.02 |
| GEHC GE Healthcare Technology | Add +20.4% | 1.53% | +0.02 |
| COST Costco Wholesale Corp. | New | 0.02% | +0.02 |
| XRAY Dentsply Sirona Inc. | Add +29.4% | 0.23% | +0.02 |
| LKQ LKQ Corp. | Add +21.7% | 0.78% | +0.02 |
| FDS Factset Research Systems Inc. | Add +12.8% | 0.15% | +0.02 |
| SPGI S&P Global Inc. | Add +15.4% | 0.40% | +0.01 |
| CSGP Costar Group Inc. | Add +62.7% | 0.18% | +0.01 |
| AR Antero Resources Corp. | Add +59.0% | 0.06% | +0.01 |
| HPE Hewlett Packard Enterprise | New | 0.01% | +0.01 |
| MSTR Strategy Inc. | New | 0.01% | +0.01 |
| HLMN Hillman Solutions Corp. | Add +6.9% | 0.60% | +0.01 |
| AEYE Audioeye Inc. | Add +20.6% | 0.19% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 166 | $813.9M | UNP, GOOGL, DBD, GM, AAPL |
| Q1 2026 | 155 | $763.0M | UNP, GOOGL, DBD, GM, AAPL |
| Q4 2025 | 150 | $737.1M | UNP, GOOGL, GM, DBD, AAPL |
| Q3 2025 | 152 | $723.5M | UNP, GOOGL, GM, DBD, AAPL |
| Q2 2025 | 152 | $689.5M | UNP, GOOGL, DBD, GM, AAPL |
| Q1 2025 | 153 | $692.7M | UNP, AAPL, GOOGL, GM, CCI |
| Q4 2024 | 150 | $715.8M | UNP, AAPL, GOOGL, GM, ARCH |
| Q3 2024 | 154 | $737.1M | UNP, AAPL, ARCH, CCI, GOOGL |
| Q2 2024 | 156 | $705.4M | UNP, AAPL, ARCH, GOOGL, GM |
| Q1 2024 | 152 | $723.9M | UNP, ARCH, AAPL, GM, GOOGL |