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Skylands Capital, LLC

CIK 1299910 · latest 13F filed 21 October 2026 · Read the filing on EDGAR

Skylands Capital, LLC reported 164 US-listed holdings worth $762.1 million in its 13F for the quarter ended 30 September 2026, filed 21 October 2026. Its largest: Union Pacific Corp. (7.3%), Alphabet Inc. (5.7%) and General Motors Co. (4.3%). Against the quarter before, it opened 16 positions, added to 40, trimmed 73 and sold out of 18.

Reported holdings$762.1M-6.4% on Q2 2026
Positions164-2 on Q2 2026
The largest ten37.4%of its reported holdings
Latest 13FQ3 2026filed 21 October 2026
Where the money is
Added toTrimmed
UNP7.3%GOOGL5.7%GM4.3%DBD4.3%AAPL3.8%CCI2.8%CNR2.6%NSC2.3%OSK2.2%SBAC2.2%C2.0%TAP1.8%VCHDN150 more55.3%

The 14 largest of its 164 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $737.1 million in 154 positions$737MQ3 24Q4 2024: $715.8 million in 150 positions$716MQ4 24Q1 2025: $692.7 million in 153 positions$693MQ1 25Q2 2025: $689.5 million in 152 positions$690MQ2 25Q3 2025: $723.5 million in 152 positions$723MQ3 25Q4 2025: $737.1 million in 150 positions$737MQ4 25Q1 2026: $763.0 million in 155 positions$763MQ1 26Q2 2026: $813.9 million in 166 positions$814MQ2 26Q3 2026: $762.1 million in 164 positions$762MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +23.4% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +23.4%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 16Added 40Held 35Trimmed 73Sold out 18
Opened: 16Added: 40Held: 35Trimmed: 73Sold out: 18

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 16

  1. Deckers Outdoor Corp. DECK$5.2 million
  2. McDonald's Corp. MCD$2.4 million
  3. Nike, Inc. NKE$2.0 million
  4. Dick's Sporting Goods, Inc. DKS$1.8 million
  5. Middleby Corp. MIDD$1.8 million
  6. Limbach Hldgs Inc. LMB$1.7 million
  7. Qxo Inc. QXO$1.3 million
  8. Pool Corp. POOL$1.2 million

and 8 more in the table below

Added to 40

  1. Churchill Downs Inc. CHDN+64,006 shares · +62%
  2. Diebold Nixdorf, Inc. DBD+62,325 shares · +13%
  3. Crown Castle Inc. CCI+37,975 shares · +14%
  4. Natures Sunshine Prods Inc. NATR+163,685 shares · +1034%
  5. Boston Beer Inc. SAM+9,116 shares · +434%
  6. Silgan Holdings Inc. SLGN+40,250 shares · +98%
  7. Grand Canyon Education, Inc. LOPE+9,150 shares · +16%
  8. Gibraltar Industries, Inc. ROCK+31,050 shares · +93%

and 32 more in the table below

Trimmed 73

  1. Charles Schwab Corp. SCHW-83,785 shares · -60%
  2. Adobe Inc. ADBE-19,280 shares · -39%
  3. Ss&c Technologies Hldgs Inc. SSNC-45,900 shares · -28%
  4. Haemonetics Corp. HAE-25,925 shares · -54%
  5. Microsoft Corp. MSFT-4,400 shares · -36%
  6. Silicon Motion Technology Corporation SIMO-7,900 shares · -23%
  7. Meta Platforms, Inc. META-2,830 shares · -29%
  8. U Haul Holding Company UHALB-31,250 shares · -61%

and 65 more in the table below

Sold out of 18

  1. Bio-Rad Laboratories, Inc. BIO$2.1 million last quarter
  2. Thermo Fisher Scientific Inc. TMO$2.0 million last quarter
  3. Costar Group, Inc. CSGP$1.5 million last quarter
  4. Factset Research Systems Inc. FDS$1.2 million last quarter
  5. Mobileye Global Inc. MBLY$979,616 last quarter
  6. Manitowoc Company MTW$939,700 last quarter
  7. UnitedHealth Group Inc. UNH$706,571 last quarter
  8. CME Group Inc. CME$695,615 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Union Pacific Corp. UNP203.2K$55.3 million7.26%-1.8K
Alphabet Inc. GOOGL127.2K$43.8 million5.75%+775
General Motors Co. GM423.0K$32.6 million4.27%-4.0K
Diebold Nixdorf, Inc. DBD531.5K$32.5 million4.27%+62.3K
Apple Inc. AAPL87.8K$29.2 million3.84%-3.9K
Crown Castle Inc. CCI317.0K$21.1 million2.77%+38.0K
Core Natural Resources, Inc. CNR226.9K$19.5 million2.56%+595
Norfolk Southern Corp. NSC57.7K$17.8 million2.34%+2.6K
Oshkosh Corp. OSK131.1K$16.9 million2.22%-2.5K
SBA Communications Corp. SBAC102.6K$16.4 million2.16%-6.3K
Citigroup Inc. C120.0K$15.5 million2.04%-550
Molson Coors Beverage Co. TAP386.1K$14.1 million1.85%-7.7K
Visa Inc. V35.9K$12.9 million1.69%-1.8K
Churchill Downs Inc. CHDN167.3K$12.7 million1.66%+64.0K
GE HealthCare Technologies Inc. GEHC191.1K$12.5 million1.64%-3.0K
Owens Corning OC106.9K$12.5 million1.64%-7.5K
Westinghouse Air Brake Technologies Corp. WAB42.3K$12.1 million1.59%-220
Barrick Mining Corp B260.3K$10.6 million1.39%-900
Grand Canyon Education, Inc. LOPE66.7K$10.1 million1.33%+9.2K
American Tower Corp. AMT60.0K$9.8 million1.29%-1.4K
T-Mobile US, Inc. TMUS58.3K$9.5 million1.25%-1.1K
SPDR Gold Trust GLD24.6K$9.4 million1.23%no change
Ss&c Technologies Hldgs Inc. SSNC119.4K$9.2 million1.21%-45.9K
EnerSys ENS47.6K$8.7 million1.15%+3.2K
Adeia Inc. ADEA334.1K$8.6 million1.12%-800
Bristol-Myers Squibb Co. BMY131.0K$8.2 million1.07%-7.7K
Williams Companies, Inc. WMB118.2K$8.0 million1.05%-200
CSX Corp. CSX172.4K$8.0 million1.05%-11.4K
JPMorgan Chase & Co. JPM23.6K$7.8 million1.03%-140
SPDR Ser Trust XOP41.4K$7.4 million0.98%-2.5K
Silicon Motion Technology Corporation SIMO26.3K$7.4 million0.97%-7.9K
Eagle Materials Inc. EXP41.9K$7.2 million0.94%+4.6K
Adobe Inc. ADBE29.8K$7.2 million0.94%-19.3K
Joint Corp. JYNT946.0K$7.0 million0.92%+50.5K
Coherent Corp. COHR21.7K$6.2 million0.82%-100
QuidelOrtho Corp. QDEL582.5K$6.1 million0.81%+22.1K
Warrior Met Coal, Inc. HCC68.7K$6.1 million0.79%+2.2K
RTX Corp. RTX32.1K$6.0 million0.78%-45
MP Materials Corp. MP117.2K$5.5 million0.73%+12.8K
Mitek Sys Inc. MITK324.6K$5.5 million0.73%-50.7K
Charles Schwab Corp. SCHW56.0K$5.5 million0.72%-83.8K
Generac Holdings Inc. GNRC26.4K$5.5 million0.72%+2.0K
LKQ Corp. LKQ237.8K$5.4 million0.71%-2.6K
Deckers Outdoor Corp. DECK67.1K$5.2 million0.69%new
ON Semiconductor Corp. ON66.7K$5.1 million0.67%-1.9K
Meta Platforms, Inc. META7.0K$5.1 million0.67%-2.8K
Elanco Animal Health Inc. ELAN211.5K$4.7 million0.62%+2.3K
Hillman Solutions Corp. HLMN664.2K$4.6 million0.61%+88.4K
Agnico Eagle Mines Ltd AEM24.1K$4.4 million0.58%no change
Newmont Corp. NEM38.1K$4.4 million0.58%-50
Lovesac Company LOVE283.5K$4.3 million0.56%-31.2K
Perdoceo Education Corp. PRDO133.6K$4.1 million0.54%+11.9K
Microsoft Corp. MSFT8.0K$4.1 million0.54%-4.4K
Kirby Corp. KEX30.9K$4.1 million0.53%-4.1K
Lincoln Electric Holdings Inc. LECO15.1K$4.0 million0.52%no change
Best Buy Co., Inc. BBY44.7K$3.9 million0.52%-18.3K
Arista Networks, Inc. ANET19.0K$3.9 million0.51%-100
United Parcel Service Inc. UPS40.5K$3.8 million0.50%-12.9K
Vontier Corp. VNT109.5K$3.4 million0.45%-23.1K
SLB Limited SLB70.3K$3.4 million0.45%+250
Minerals Technologies Inc. MTX51.8K$3.4 million0.44%no change
Alphabet Inc. GOOG9.5K$3.2 million0.42%no change
Select Sector SPDR Trust XLE52.3K$3.2 million0.42%-9.3K
Amazon.com Inc. AMZN12.1K$3.0 million0.40%-1.5K
Bank of America Corp. BAC55.1K$3.0 million0.39%-200
Metallus Inc. MTUS157.8K$3.0 million0.39%-1.0K
Align Technology Inc. ALGN19.9K$2.9 million0.38%+4.3K
Silgan Holdings Inc. SLGN81.5K$2.8 million0.37%+40.2K
Martin Marietta Materials Inc. MLM5.8K$2.8 million0.37%no change
Campbell's Co. CPB135.7K$2.7 million0.35%-36.6K
Elmet Group Co. the ELMT133.0K$2.7 million0.35%+24.8K
Halliburton Co. HAL81.9K$2.6 million0.34%-200
Holley Inc. HLLY1.1M$2.6 million0.34%+22.4K
Gibraltar Industries, Inc. ROCK64.4K$2.6 million0.33%+31.1K
Dnow Inc. DNOW163.6K$2.5 million0.33%-13.1K
S&P Global Inc. SPGI6.4K$2.5 million0.33%-1.7K
Graphic Packaging Holding Co. GPK270.8K$2.5 million0.32%-57.6K
Photronics Inc. PLAB78.5K$2.4 million0.32%-3.0K
McDonald's Corp. MCD10.4K$2.4 million0.32%new
Haemonetics Corp. HAE21.7K$2.3 million0.30%-25.9K
Natures Sunshine Prods Inc. NATR179.5K$2.3 million0.30%+163.7K
Diversified Energy Co. Common Stock DEC164.5K$2.2 million0.29%+9.0K
Newpark Res Inc. NPKI181.2K$2.1 million0.27%+16.9K
Marzetti Co. MZTI20.7K$2.1 million0.27%+7.2K
Nike, Inc. NKE57.6K$2.0 million0.27%new
Astronics Corp. ATRO29.1K$2.0 million0.26%+7.5K
WillScot Holdings Corp. WSC110.0K$1.9 million0.25%-12.6K
Boston Beer Inc. SAM11.2K$1.8 million0.24%+9.1K
Bowman Consulting Group Ltd BWMN42.9K$1.8 million0.24%+25.0K
Dick's Sporting Goods, Inc. DKS13.4K$1.8 million0.24%new
Middleby Corp. MIDD17.4K$1.8 million0.24%new
Dentsply Sirona Inc. XRAY199.2K$1.8 million0.23%+22.3K
Limbach Hldgs Inc. LMB34.1K$1.7 million0.22%new
First Trust Exchange-Traded FD FCG56.9K$1.6 million0.21%-3.2K
Audioeye Inc. AEYE212.3K$1.4 million0.19%-56.5K
Wesco International Inc. WCC4.0K$1.4 million0.19%-50
Qxo Inc. QXO114.9K$1.3 million0.18%new
Fiserv Inc. FISV28.8K$1.3 million0.17%-10.2K
Pool Corp. POOL7.3K$1.2 million0.16%new
Occidental Petroleum Corp. OXY21.3K$1.2 million0.15%-150
Brunswick Corp. BC17.9K$1.1 million0.15%+3.2K
Reformation Inc. REF91.0K$1.1 million0.14%new
Domino's Pizza, Inc. DPZ3.6K$1.1 million0.14%-1.9K
Timken Co. TKR9.1K$1.1 million0.14%no change
U Haul Holding Company UHALB19.7K$1.0 million0.14%-31.2K
Gentex Corp. GNTX44.8K$973,9520.13%+31.2K
Mohawk Industries Inc. MHK7.6K$947,8720.12%+950
Tennant Co. TNC14.1K$947,8020.12%+8.4K
Progressive Corp. PGR4.4K$912,1640.12%-3.2K
Raymond James Financial Inc. RJF5.4K$854,3290.11%-1.3K
Zimmer Biomet Holdings, Inc. ZBH9.6K$853,7450.11%-5.1K
Stryker Corp. SYK3.0K$839,9400.11%new
Zeta Global Holdings Corp. ZETA26.5K$837,3940.11%-44.7K
TransDigm Group Inc. TDG770$833,6020.11%no change
Greenbrier Companies Inc. GBX19.0K$762,9330.10%+600
OSI Systems Inc. OSIS3.7K$714,3100.09%+1.6K
Sportsmans Whse Hldg SPWH602.5K$680,8820.09%-20.4K
National Vision Holdings, Inc. EYE41.5K$680,5070.09%new
Gatx Corp. GATX3.7K$622,2730.08%+300
Johnson Outdoors Inc. JOUT14.2K$621,5320.08%-11.4K
Invesco QQQ Trust QQQ750$554,8280.07%no change
lululemon athletica Inc. LULU5.7K$548,2830.07%-900
Gloo Holdings Inc. GLOO126.0K$539,2800.07%+23.6K
FMC Corp. FMC55.8K$497,7360.07%-62.6K
Bloomin Brands Inc. BLMN62.2K$482,4380.06%no change
Vital Farms Inc. VITL47.5K$440,8000.06%-2.4K
Antero Resources Corp. AR13.1K$437,4090.06%-100
Cogent Communications Holdings, Inc. CCOI56.1K$437,2140.06%-42.3K
ExxonMobil Holdings Corp. XOM2.3K$376,9290.05%new
Asure Software Inc. ASUR47.9K$362,4060.05%-764
Boot Barn Holdings, Inc. BOOT2.9K$349,2430.05%-1.0K
Gen Restaurant Group Inc. GENK202.7K$326,4000.04%+26.3K
Berkshire Hathaway Inc. Class B BRKB600$298,7700.04%no change
Mastercard Inc. MA525$289,5220.04%no change
Cboe Global Markets, Inc. CBOE1.0K$275,2900.04%no change
General Dynamics Corp. GD625$207,3940.03%no change
FedEx Corp. FDX725$206,6900.03%no change
Crown Holdings, Inc. CCK1.8K$189,7380.02%no change
Coinbase Global, Inc. COIN1.0K$186,4100.02%new
Costco Wholesale Corp. COST200$182,0680.02%no change
Cytosorbents Corp. Common Stock CTSO39.5K$154,1510.02%new
Mobility Global Inc. MBGL8.5K$146,3750.02%new
Matthews International Corp. MATW6.6K$126,6540.02%-35.4K
U Haul Holding Company UHAL2.0K$123,0480.02%no change
Hewlett Packard Enterprise Co. HPE1.9K$121,3910.02%-50
Smurfit Westrock plc SW2.6K$115,4100.02%no change
iShares Russell 2000 ETF IWM400$111,1560.01%no change
BlackRock, Inc. BLK90$95,2460.01%no change
Orion Group Hldgs Inc. ORN10.5K$89,9030.01%new
Nordson Corp. NDSN260$85,2410.01%no change
SPDR S&P 500 SPY100$76,2630.01%no change
Cameco Corp. CCJ700$60,6690.01%no change
Sherwin Williams Co. SHW150$48,4910.01%no change
Fedex Fght Hldg Co. Inc. Common Stock FDXF361$39,4860.01%no change
Papa John's International, Inc. PZZA2.0K$39,4200.01%no change
Verizon Communications Inc. VZ700$32,1090.00%no change
Home Depot, Inc. HD100$28,4490.00%no change
Ulta Beauty, Inc. ULTA45$24,5780.00%no change
Casella Waste Systems Inc. CWST275$22,0960.00%no change
HP Inc. HPQ600$18,7680.00%-50
Target Corp. TGT100$15,6690.00%no change
Avis Budget Group, Inc. CAR100$10,6670.00%no change
Koppers Holdings Inc. KOP175$7,9780.00%no change
DXC Technology Co. DXC600$6,4980.00%no change
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 18 it sold out of are in the box above.