Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Skylands Capital, LLC (CIK 1299910) reported $763.0M across 153 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: UNP ($52.7M, 6.91%), GOOGL ($42.1M, 5.52%), DBD ($34.6M, 4.54%), GM ($31.8M, 4.17%), AAPL ($24.6M, 3.22%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | UNP | UNION PAC CORP | $52.7M | 6.91% | 217,255 | Trimmed |
| 2 | GOOGL | ALPHABET INC | $42.1M | 5.52% | 146,360 | Trimmed |
| 3 | DBD | DIEBOLD NIXDORF INC | $34.6M | 4.54% | 459,100 | Trimmed |
| 4 | GM | GENERAL MTRS CO | $31.8M | 4.17% | 427,135 | Trimmed |
| 5 | AAPL | APPLE INC | $24.6M | 3.22% | 96,795 | Trimmed |
| 6 | CCI | CROWN CASTLE INC | $23.3M | 3.05% | 286,635 | Added |
| 7 | CNR | CORE NATURAL RESOURCES INC | $22.4M | 2.93% | 213,577 | Trimmed |
| 8 | OSK | OSHKOSH CORP | $19.8M | 2.59% | 134,379 | Trimmed |
| 9 | SBAC | SBA COMMUNICATIONS CORP | $19.6M | 2.57% | 113,750 | Added |
| 10 | NSC | NORFOLK SOUTHN CORP | $15.9M | 2.08% | 55,290 | Trimmed |
| 11 | TAP | MOLSON COORS BEVERAGE CO | $14.8M | 1.93% | 342,800 | Added |
| 12 | C | CITIGROUP INC | $14.4M | 1.89% | 127,300 | Added |
| 13 | OC | OWENS CORNING NEW | $14.1M | 1.85% | 130,745 | Trimmed |
| 14 | COHR | COHERENT CORP | $12.9M | 1.70% | 54,337 | Trimmed |
| 15 | GEHC | GE HEALTHCARE TECHNOLOGIES I | $11.5M | 1.50% | 161,090 | Added |
| 16 | V | VISA INC | $11.1M | 1.46% | 36,885 | Trimmed |
| 17 | WAB | WABTEC | $10.9M | 1.43% | 43,645 | Trimmed |
| 18 | GLD | SPDR GOLD TR | $10.6M | 1.40% | 24,740 | Trimmed |
| 19 | B | BARRICK MNG CORP | $10.7M | 1.40% | 262,175 | Trimmed |
| 20 | AMT | AMERICAN TOWER CORP | $10.1M | 1.33% | 58,710 | Trimmed |
| 21 | CSX | CSX CORP | $10.1M | 1.32% | 245,300 | Trimmed |
| 22 | ADEA | ADEIA INC | $9.8M | 1.28% | 405,950 | Trimmed |
| 23 | SCHW | SCHWAB CHARLES CORP | $9.4M | 1.23% | 99,650 | Added |
| 24 | SSNC | SS&C TECH HLDGS | $9.4M | 1.23% | 138,475 | Added |
| 25 | WMB | WILLIAMS COS INC | $9.3M | 1.21% | 127,125 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31