Skylands Capital, LLC
CIK 1299910
13F filing for Q2 2026・No. 2,926
- Holdings
- US$813.94M
- Quarter change
- +US$50.91M
- Entries
- 166
- Net bought (estimate)
- −US$16.03M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 21
- Sold out 10
- Cut 70
- Added 46
- Corporate actions 0
- Unchanged 29
Largest holdings
166 stocks worth US$813.94M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| UNPUNION PAC CORPCOM | Cut | 204,970 | US$55.75M | 6.85% |
| GOOGLAlphabetCAP STK CL A | Cut | 126,475 | US$45.2M | 5.55% |
| DIEBOLD NIXDORF INCCOM SHS | Added | 469,185 | US$39.89M | 4.90% |
| GMGENERAL MTRS COCOM | Cut | 427,035 | US$32.92M | 4.04% |
| AAPLAppleCOM | Cut | 91,740 | US$26.55M | 3.26% |
| CCICROWN CASTLE INCCOM | Cut | 279,035 | US$21.13M | 2.60% |
| OSKOSHKOSH CORPCOM | Cut | 133,579 | US$20.5M | 2.52% |
| SBACSBA COMMUNICATIONS CORPCL A | Cut | 108,880 | US$19.21M | 2.36% |
| OCOWENS CORNING NEWCOM | Cut | 114,440 | US$18.19M | 2.23% |
| CORE NATURAL RESOURCES INCCOM SHS | Added | 226,302 | US$18.11M | 2.22% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 24, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.