account_balance
Investment manager · 13F filer · SEC CIK 1299910
Skylands Capital, LLC
Reported value$814Mas of Jun 30, 2026
Positions166 21 new, 10 sold out
Top 10 weight36.5%UNP alone is 7%
FiledJul 2424 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
UNPUnion Pac Corp
6.8%Trimmed −6%
GOOGLAlphabet Inc
5.6%Trimmed −14%
DBDDiebold Nixdorf Inc
4.9%Added +2%
GMGeneral MTRS Co
4.0%
AAPLApple Inc
3.3%Trimmed −5%
CCICrown Castle Inc
2.6%Trimmed −3%
OSKOshkosh Corp
2.5%
SBACSba Communications Corp
2.4%Trimmed −4%
OCOwens Corning New
2.2%Trimmed −12%
CNRCore Natural Resources Inc
2.2%Added +6%
NSCNorfolk Southn Corp
2.1%
CCitigroup Inc
2.1%Trimmed −5%
UNPUnion Pac Corp
6.8%Trimmed −6%
GOOGLAlphabet Inc
5.6%Trimmed −14%
DBD4.9%GM4.0%AAPLApple Inc
3.3%Trimmed −5%
CCI2.6%OSK2.5%SBAC2.4%OC2.2%CNR2.2%NSC2.1%C2.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
UNP Union Pac Corp 6.8% Trimmed −6%GOOGL Alphabet Inc 5.6% Trimmed −14%DBD Diebold Nixdorf Inc 4.9% Added +2%GM General MTRS Co 4.0% HeldAAPL Apple Inc 3.3% Trimmed −5%CCI Crown Castle Inc 2.6% Trimmed −3%OSK Oshkosh Corp 2.5% HeldSBAC Sba Communications Corp 2.4% Trimmed −4%OC Owens Corning New 2.2% Trimmed −12%CNR Core Natural Resources Inc 2.2% Added +6%NSC Norfolk Southn Corp 2.1% HeldC Citigroup Inc 2.1% Trimmed −5%
What changed