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

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $723.9M Q1 2024 Q2 2024: $705.4M Q2 2024 Q3 2024: $737.1M Q3 2024 Q4 2024: $715.8M Q4 2024 Q1 2025: $692.7M Q1 2025 Q2 2025: $689.5M Q2 2025 Q3 2025: $723.5M Q3 2025 Q4 2025: $737.1M Q4 2025 Q1 2026: $763.0M Q1 2026 Q2 2026: $813.9M $813.9M Q2 2026

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%
FDS Factset Research Systems Inc. 0.15% 5,300 $1.2M Add +12.8%
JOUT Johnson Outdoors Inc. Class A 0.14% 25,642 $1.2M Reduce -56.9%
MATW Matthews Intl Corp. Class A 0.14% 42,000 $1.1M Reduce -52.7%
OXY Occidental Petroleum Corp. 0.13% 21,429 $1.0M Reduce -1.7%
TDG Transdigm Group Inc. 0.13% 770 $1.0M No change
RJF Raymond James Financial Inc. 0.13% 6,725 $1.0M No change
MBLY Mobileye Global Inc. Class A 0.12% 101,200 $980K Reduce -51.4%
MTW Manitowoc Company Inc. 0.12% 67,653 $940K Reduce -1.5%
GBX Greenbrier Companies Inc. 0.11% 18,440 $904K Reduce -16.7%
SPWH Sportsman's Warehouse Holdin 0.10% 622,950 $829K Reduce -2.6%
MHK Mohawk Industries Inc. 0.10% 6,650 $807K Reduce -29.6%
LULU Lululemon Athletica Inc. 0.09% 6,600 $754K New
UNH Unitedhealth Group Inc. 0.09% 1,700 $707K Reduce -82.5%
CME Cme Group Inc. 0.09% 3,150 $696K New
BOOT Boot Barn Holdings Inc. 0.08% 3,899 $640K Add +39.3%
GATX Gatx Corp. 0.07% 3,360 $595K Reduce -4.3%
VITL Vital Farms Inc. 0.07% 49,900 $580K Reduce -63.7%
BLMN Bloomin' Brands Inc. 0.07% 62,250 $569K Reduce -34.4%
QQQ Invesco QQQ Trust Series 1 0.07% 750 $552K No change
BWMN Bowman Consulting Group Ltd. 0.06% 17,865 $522K New
TNC Tennant Co. 0.06% 5,700 $499K Reduce -54.6%
GLOO Gloo Holdings Inc. Class A 0.06% 102,362 $466K Add +97.6%
AR Antero Resources Corp. 0.06% 13,200 $464K Add +59.0%
OSIS Osi Systems Inc. 0.06% 2,075 $454K New
CTSO Cytosorbents Corp. 0.06% 1,211,400 $453K Reduce -29.1%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC 0.05% 3,150 $434K New
NVDA Nvidia Corp. 0.05% 2,000 $400K Add +100.0%
FTK Flotek Industries Inc. 0.05% 16,700 $393K New
ASUR Asure Software Inc. 0.05% 48,638 $386K Add +19.7%
TWIN Twin Disc Inc. 0.05% 16,595 $385K Reduce -59.7%
SAM Boston Beer Company Inc. Class A 0.05% 2,100 $372K New
GENK Gen Restaurant Group Inc. 0.04% 176,413 $348K Add +20.2%
NATR Natures Sunshine Prods Inc. 0.04% 15,824 $345K Reduce -69.9%
GNTX Gentex Corp. 0.04% 13,550 $342K New
VLO Valero Energy Corp. 0.04% 1,300 $339K No change
XOM Exxon Mobil Corp. 0.04% 2,316 $317K No change
BRK.B Berkshire Hathaway Inc. Class B 0.04% 600 $300K No change
MA Mastercard Inc. Class A 0.03% 525 $270K No change
ICE Intercontinental Exchange Inc. 0.03% 2,150 $265K New
CBOE Cboe Global Markets Inc. 0.03% 1,000 $243K No change
FDX FedEx Corp. 0.03% 725 $227K No change
GD General Dynamics Corp. 0.03% 625 $221K No change
CCK Crown Holdings Inc. 0.02% 1,800 $201K No change
COST Costco Wholesale Corp. 0.02% 200 $187K New
QRHC Quest Resource Holding Corp. 0.02% 110,602 $139K Reduce -33.0%
UHAL U-Haul Holding Co. 0.02% 2,045 $134K No change
SW Smurfit Westrock PLC 0.01% 2,617 $121K No change
IWM iShares Russell 2000 ETF 0.01% 400 $120K No change
HPE Hewlett Packard Enterprise 0.01% 1,950 $88K New
MSTR Strategy Inc. 0.01% 1,000 $87K New
BLK BlackRock Inc. 0.01% 90 $87K No change
NDSN Nordson Corp. 0.01% 260 $78K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.01% 100 $75K No change
PZZA Papa John's Intl Inc. 0.01% 2,000 $74K No change
CCJ Cameco Corp. 0.01% 700 $71K No change
FDXF FedEx Freight Holding Co. 0.01% 361 $55K Reduce -0.4%
SHW The Sherwin-Williams Co. 0.01% 150 $52K No change
HD Home Depot Inc. 0.00% 100 $35K No change
VZ Verizon Communications Inc. 0.00% 700 $30K New
CWST Casella Waste Systems Inc. Class A 0.00% 275 $27K Reduce -96.7%
ULTA Ulta Beauty Inc. 0.00% 45 $20K No change
CAR Avis Budget Group Inc. 0.00% 100 $15K New
HPQ HP Inc. 0.00% 650 $14K New
TGT Target Corp. 0.00% 100 $13K No change
KOP Koppers Holdings Inc. 0.00% 175 $8K Reduce -99.2%
DXC DXC Technology Co. 0.00% 600 $5K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 166$813.9MUNP, GOOGL, DBD, GM, AAPL
Q1 2026 155$763.0MUNP, GOOGL, DBD, GM, AAPL
Q4 2025 150$737.1MUNP, GOOGL, GM, DBD, AAPL
Q3 2025 152$723.5MUNP, GOOGL, GM, DBD, AAPL
Q2 2025 152$689.5MUNP, GOOGL, DBD, GM, AAPL
Q1 2025 153$692.7MUNP, AAPL, GOOGL, GM, CCI
Q4 2024 150$715.8MUNP, AAPL, GOOGL, GM, ARCH
Q3 2024 154$737.1MUNP, AAPL, ARCH, CCI, GOOGL
Q2 2024 156$705.4MUNP, AAPL, ARCH, GOOGL, GM
Q1 2024 152$723.9MUNP, ARCH, AAPL, GM, GOOGL