Institutional Fund
Skylands Capital, LLC
Milwaukee, WICIK 12999105 filings on record
Portfolio Value
$763.03M
Q1 2026
Holdings
155
Reported positions
New Buys
18
Opened this quarter
QoQ Change
+3.5%
from $737.11M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Union Pac Corp6.9%
- Alphabet Inc5.5%
- Diebold Nixdorf Inc4.5%
- General Mtrs Co4.2%
- Apple Inc3.2%
- Crown Castle Inc3.1%
- Other72.6%
Portfolio Holdings
155 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Union Pac Corp | 217.3K | $52.71M | 6.9% | −5.6K | Reduced |
| 2 | Alphabet Inc | 146.4K | $42.09M | 5.5% | −1.9K | Reduced |
| 3 | Diebold Nixdorf Inc | 459.1K | $34.63M | 4.5% | −15.0K | Reduced |
| 4 | General Mtrs Co | 427.1K | $31.82M | 4.2% | −16.8K | Reduced |
| 5 | Apple Inc | 96.8K | $24.57M | 3.2% | −475 | Reduced |
| 6 | Crown Castle Inc | 286.6K | $23.31M | 3.1% | +24.6K | Added |
| 7 | Core Natural Resources Inc | 213.6K | $22.37M | 2.9% | −4.1K | Reduced |
| 8 | Oshkosh Corp | 134.4K | $19.78M | 2.6% | −4.7K | Reduced |
| 9 | Sba Communications Corp New | 113.8K | $19.58M | 2.6% | +17.0K | Added |
| 10 | Norfolk Southn Corp | 55.3K | $15.87M | 2.1% | −2.6K | Reduced |
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