13F-HR filed by Skylands Capital, LLC
Skylands Capital, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-24, with 166 holding rows worth $813,936,938.
- Accession
- 0001821268-26-000097
- Filer
- CIK 1299910
- Filed
- 2026-07-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 166 entries on the cover page, a total value of $813,936,938 stated on the cover page (in dollars after the unit check, H1), rows summing to $813,936,950 with VALUE read as dollars as filed, 13F file number 028-10937. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Union Pacific Corporation | 907818108 | COM | 204,970 | $55,751,840 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 126,475 | $45,198,371 | dollars as filed | |
| DIEBOLD NIXDORF INC | 253651202 | COM SHS | 469,185 | $39,890,109 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 427,035 | $32,915,858 | dollars as filed | |
| Apple Inc | 037833100 | COM | 91,740 | $26,545,886 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 279,035 | $21,131,321 | dollars as filed | |
| OSHKOSH CORP COM | 688239201 | Stock | 133,579 | $20,501,705 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 108,880 | $19,212,965 | dollars as filed | |
| OWENS CORNING NEW | 690742101 | COM | 114,440 | $18,191,382 | dollars as filed | |
| CORE NATURAL RESOURCES INC | 218937100 | COM SHS | 226,302 | $18,108,686 | dollars as filed | |
| NORFOLK SOUTHN CORP COM | 655844108 | Stock | 55,080 | $17,327,617 | dollars as filed | |
| Citigroup Inc. | 172967424 | COM | 120,565 | $16,874,277 | dollars as filed | |
| MOLSON COORS BEVERAGE CO CL B | 60871R209 | Stock | 393,750 | $15,340,500 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 37,735 | $12,946,501 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 139,835 | $12,902,575 | dollars as filed | |
| GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 36266G107 | Stock | 194,040 | $12,420,500 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 42,525 | $11,464,740 | dollars as filed | |
| SILICON MOTION TECHNOLOGY CORP SPONSORED ADR | 82706C108 | ADR | 34,214 | $11,404,553 | dollars as filed | |
| ADEIA INC | 00676P107 | COM | 334,950 | $11,029,904 | dollars as filed | |
| ENERSYS COM | 29275Y102 | Stock | 44,365 | $10,373,424 | dollars as filed | |
| SS&C TECH HLDGS COM | 78467J100 | Stock | 165,275 | $10,255,314 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 49,085 | $10,063,407 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 61,491 | $10,058,083 | dollars as filed | |
| T-Mobile US,Inc. | 872590104 | COM | 59,350 | $9,954,776 | dollars as filed | |
| QUIDELORTHO CORP COM | 219798105 | Stock | 560,414 | $9,818,453 | dollars as filed | |
| BARRICK MNG CORP | 06849F108 | COM SHS | 261,175 | $9,592,958 | dollars as filed | |
| CHURCHILL DOWNS INC | 171484108 | COM | 103,250 | $9,255,330 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 24,590 | $9,058,464 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 118,425 | $8,803,715 | dollars as filed | |
| CSX Corporation | 126408103 | COM | 183,875 | $8,739,579 | dollars as filed | |
| COHERENT CORP COM | 19247G107 | Stock | 21,780 | $8,591,557 | dollars as filed | |
| EAGLE MATLS INC COM | 26969P108 | Stock | 37,300 | $8,392,500 | dollars as filed | |
| GRAND CANYON ED INC COM | 38526M106 | Stock | 57,565 | $8,238,127 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 138,725 | $7,993,335 | dollars as filed | |
| JOINT CORP | 47973J102 | COM | 895,572 | $7,863,122 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 23,785 | $7,785,544 | dollars as filed | |
| MITEK SYS INC | 606710200 | COM NEW | 375,300 | $7,554,789 | dollars as filed | |
| GENERAC HLDGS INC | 368736104 | COM | 24,465 | $7,163,597 | dollars as filed | |
| SPDR SER TR | 78468R556 | S&P OILGAS EXP | 43,885 | $6,769,700 | dollars as filed | |
| ON SEMICONDUCTOR CORP COM | 682189105 | Stock | 68,620 | $6,487,335 | dollars as filed | |
| LKQ CORP COM | 501889208 | Stock | 240,450 | $6,331,049 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 32,135 | $6,096,974 | dollars as filed | |
| MP MATERIALS CORP | 553368101 | COM CL A | 104,495 | $5,852,765 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 53,375 | $5,737,813 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 9,865 | $5,556,856 | dollars as filed | |
| WARRIOR MET COAL INC | 93627C101 | COM | 66,500 | $5,397,140 | dollars as filed | |
| LOVESAC COMPANY | 54738L109 | COM | 314,647 | $5,251,458 | dollars as filed | |
| ELANCO ANIMAL HEALTH INC COM | 28414H103 | Stock | 209,225 | $5,149,027 | dollars as filed | |
| HILLMAN SOLUTIONS CORP | 431636109 | COM | 575,800 | $4,859,752 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 63,000 | $4,780,440 | dollars as filed | |
| KIRBY CORP | 497266106 | COM | 35,010 | $4,760,310 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 12,350 | $4,606,797 | dollars as filed | |
| LINCOLN ELEC HLDGS INC | 533900106 | COM | 15,070 | $4,001,236 | dollars as filed | |
| PERDOCEO ED CORP | 71363P106 | COM | 121,700 | $3,894,400 | dollars as filed | |
| VONTIER CORPORATION | 928881101 | COM | 132,600 | $3,845,400 | dollars as filed | |
| THE CAMPBELLS COMPANY COM | 134429109 | Stock | 172,300 | $3,837,121 | dollars as filed | |
| MINERALS TECHNOLOGIES INC COM | 603158106 | Stock | 51,779 | $3,830,093 | dollars as filed | |
| AGNICO EAGLE MINES LTD COM | 008474108 | Stock | 24,050 | $3,730,877 | dollars as filed | |
| HAEMONETICS CORP MASS COM | 405024100 | Stock | 47,625 | $3,571,875 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 38,140 | $3,562,276 | dollars as filed | |
| WILLSCOT HLDGS CORP | 971378104 | COM CL A | 122,550 | $3,536,793 | dollars as filed | |
| GRAPHIC PACKAGING HLDG CO COM | 388689101 | Stock | 328,400 | $3,471,188 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 9,500 | $3,356,635 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 5,805 | $3,347,744 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 8,085 | $3,292,697 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 61,650 | $3,274,232 | dollars as filed | |
| Schlumberger Limited | 806857108 | COM | 70,100 | $3,258,949 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 19,100 | $3,244,708 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 13,585 | $3,237,849 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 55,280 | $3,149,854 | dollars as filed | |
| METALLUS INC | 887399103 | COMMON STOCK | 158,800 | $2,967,972 | dollars as filed | |
| U HAUL HOLDING COMPANY | 023586506 | COM SER N | 50,965 | $2,940,681 | dollars as filed | |
| HALLIBURTON CO COM | 406216101 | Stock | 82,100 | $2,787,295 | dollars as filed | |
| HOLLEY INC | 43538H103 | COMMON STOCK | 1,069,829 | $2,728,064 | dollars as filed | |
| PHOTRONICS INC | 719405102 | COM | 81,510 | $2,651,520 | dollars as filed | |
| ALIGN TECHNOLOGY INC COM | 016255101 | Stock | 15,550 | $2,622,663 | dollars as filed | |
| NPK INTERNATIONAL INC | 651718504 | COMMON STOCK | 164,300 | $2,614,013 | dollars as filed | |
| DNOW INC | 67011P100 | COMMON STOCK | 176,700 | $2,291,799 | dollars as filed | |
| DIVERSIFIED ENERGY CO | 25520W107 | COMMON STOCK | 155,500 | $2,155,230 | dollars as filed | |
| ELMET GROUP CO THE | 289395105 | COMMON STOCK | 108,217 | $2,136,204 | dollars as filed | |
| BIO RAD LABS INC | 090572207 | CL A | 7,225 | $2,121,332 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 4,025 | $2,017,974 | dollars as filed | |
| SILGAN HLDGS INC | 827048109 | COM | 41,250 | $1,913,588 | dollars as filed | |
| FISERV INC | 337738108 | COM | 38,950 | $1,910,498 | dollars as filed | |
| DENTSPLY SIRONA INC | 24906P109 | COM | 176,850 | $1,876,379 | dollars as filed | |
| ASTRONICS CORP COM | 046433108 | Stock | 21,600 | $1,755,216 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 7,625 | $1,665,681 | dollars as filed | |
| DOMINOS PIZZA INC COM | 25754A201 | Stock | 5,500 | $1,628,220 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E807 | NAT GAS ETF | 60,050 | $1,597,931 | dollars as filed | |
| AUDIOEYE INC | 050734201 | COM NEW | 268,750 | $1,561,438 | dollars as filed | |
| MARZETTI COMPANY | 513847103 | COM | 13,475 | $1,538,306 | dollars as filed | |
| GIBRALTAR INDS INC | 374689107 | COM | 33,350 | $1,504,085 | dollars as filed | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 52,150 | $1,476,888 | dollars as filed | |
| ZETA GLOBAL HOLDINGS CORP CL A | 98956A105 | Stock | 71,200 | $1,401,216 | dollars as filed | |
| WESCO INTL INC COM | 95082P105 | Stock | 4,015 | $1,386,901 | dollars as filed | |
| COGENT COMMUNICATIONS GROUP | 19239V302 | COM NEW | 98,425 | $1,366,139 | dollars as filed | |
| FMC CORP COM NEW | 302491303 | Stock | 118,400 | $1,361,600 | dollars as filed | |
| TIMKEN CO | 887389104 | COM | 9,050 | $1,315,146 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 14,711 | $1,266,470 | dollars as filed | |
| BRUNSWICK CORP | 117043109 | COM | 14,650 | $1,234,116 | dollars as filed | |
| FACTSET RESH SYS INC COM | 303075105 | Stock | 5,300 | $1,219,424 | dollars as filed | |
| JOHNSON OUTDOORS INC A | 479167108 | COMMON STOCK | 25,642 | $1,180,558 | dollars as filed | |
| MATTHEWS INTL CORP CLASS A | 577128101 | COMMON STOCK | 42,000 | $1,130,640 | dollars as filed | |
| OCCIDENTAL PETE CORP | 674599105 | COM | 21,429 | $1,040,807 | dollars as filed | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 770 | $1,025,671 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 6,725 | $1,018,770 | dollars as filed | |
| MOBILEYE GLOBAL INC | 60741F104 | COMMON CLASS A | 101,200 | $979,616 | dollars as filed | |
| MANITOWOC CO INC | 563571405 | COM NEW | 67,653 | $939,700 | dollars as filed | |
| GREENBRIER COS INC | 393657101 | COM | 18,440 | $903,744 | dollars as filed | |
| SPORTSMANS WHSE HLDGS INC | 84920Y106 | COM | 622,950 | $828,524 | dollars as filed | |
| MOHAWK INDS INC | 608190104 | COM | 6,650 | $806,845 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 6,600 | $753,588 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,700 | $706,571 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 3,150 | $695,615 | dollars as filed | |
| BOOT BARN HLDGS INC | 099406100 | COM | 3,899 | $640,489 | dollars as filed | |
| GATX CORP COM | 361448103 | Stock | 3,360 | $595,358 | dollars as filed | |
| VITAL FARMS INC | 92847W103 | COM | 49,900 | $580,337 | dollars as filed | |
| BLOOMIN BRANDS INC | 094235108 | COM | 62,250 | $568,965 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 750 | $552,300 | dollars as filed | |
| BOWMAN CONSULTING GROUP LTD | 103002101 | COM | 17,865 | $521,658 | dollars as filed | |
| TENNANT CO | 880345103 | COM | 5,700 | $498,978 | dollars as filed | |
| GLOO HOLDINGS INC | 379598105 | Common Stock | 102,362 | $465,747 | dollars as filed | |
| ANTERO RESOURCES CORP COM | 03674X106 | Stock | 13,200 | $463,848 | dollars as filed | |
| OSI SYSTEMS INC | 671044105 | COM | 2,075 | $453,803 | dollars as filed | |
| CYTOSORBENTS CORP | 23283X206 | CMN | 1,211,400 | $453,064 | dollars as filed | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 3,150 | $433,881 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 2,000 | $400,180 | dollars as filed | |
| FLOTEK INDUSTRIES INC | 343389409 | COMMON STOCK | 16,700 | $392,784 | dollars as filed | |
| ASURE SOFTWARE INC | 04649U102 | COMMON STOCK | 48,638 | $386,186 | dollars as filed | |
| TWIN DISC INC | 901476101 | COMMON STOCK | 16,595 | $385,004 | dollars as filed | |
| BOSTON BEER INC CL A | 100557107 | Stock | 2,100 | $371,763 | dollars as filed | |
| GEN RESTAURENT GROUP | 36870C104 | CMN | 176,413 | $347,534 | dollars as filed | |
| NATURES SUNSHINE PRODS INC | 639027101 | COMMON STOCK | 15,824 | $344,963 | dollars as filed | |
| GENTEX CORP COM | 371901109 | Stock | 13,550 | $342,409 | dollars as filed | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 1,300 | $338,572 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,316 | $316,644 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 600 | $300,234 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 525 | $269,640 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 2,150 | $264,687 | dollars as filed | |
| CBOE GLOBAL MKTS INC COM | 12503M108 | Stock | 1,000 | $242,670 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 725 | $227,019 | dollars as filed | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 625 | $221,400 | dollars as filed | |
| CROWN HLDGS INC COM | 228368106 | Stock | 1,800 | $201,276 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 200 | $187,094 | dollars as filed | |
| QUEST RESOURCE HLDG CORP | 74836W203 | COM NEW | 110,602 | $139,359 | dollars as filed | |
| U HAUL HOLDING COMPANY | 023586100 | COM | 2,045 | $133,825 | dollars as filed | |
| SMURFIT WESTROCK PLC SHS | G8267P108 | Stock | 2,617 | $121,062 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 400 | $120,180 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 1,950 | $87,965 | dollars as filed | |
| STRATEGY INC CL A NEW | 594972408 | Stock | 1,000 | $86,930 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 90 | $86,540 | dollars as filed | |
| NORDSON CORP | 655663102 | COM | 260 | $78,439 | dollars as filed | |
| SPY | 78462F103 | SHS | 100 | $74,677 | dollars as filed | |
| PAPA JOHNS INTL INC | 698813102 | COM | 2,000 | $73,540 | dollars as filed | |
| CAMECO CORP COM | 13321L108 | Stock | 700 | $71,302 | dollars as filed | |
| FEDEX FGHT HLDG CO INC COMMON STOCK | 314352105 | Stock | 361 | $54,511 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 150 | $51,648 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 100 | $35,268 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 700 | $29,638 | dollars as filed | |
| CASELLA WASTE SYS INC | 147448104 | CL A | 275 | $26,667 | dollars as filed | |
| ULTA BEAUTY INC COM | 90384S303 | Stock | 45 | $20,294 | dollars as filed | |
| AVIS BUDGET GROUP INC | 053774105 | COM | 100 | $14,783 | dollars as filed | |
| HP INC COM | 40434L105 | Stock | 650 | $14,261 | dollars as filed | |
| TARGET CORP COM | 87612E106 | Stock | 100 | $13,061 | dollars as filed | |
| KOPPERS HOLDINGS INC | 50060P106 | COM | 175 | $7,858 | dollars as filed | |
| DXC TECHNOLOGY CO COM | 23355L106 | Stock | 600 | $5,310 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001821268-26-000097 | this filing | 2026-07-24 | acceptance time not in the bulk data set |