Skylands Capital
Skylands Capital reported 164 stocks worth $762M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are UNP (7.3%), GOOGL (5.8%) and GM (4.3%). Compared with Q2 2026, the fund opened new positions in DECK, MCD and NKE, added to GOOGL, DBD and CCI, trimmed UNP, GM and AAPL and sold out of BIO, TMO and CSGP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  UNP Union Pac Corp | $55.3M | 7.3% | 203K | −1,750 (−1%) | 8 of 8 | |
| 2 |  GOOGL Alphabet Inc | $43.8M | 5.8% | 127K | +775 (+1%) | 8 of 8 | |
| 3 |  GM General Mtrs Co | $32.6M | 4.3% | 423K | −4,025 (−1%) | 8 of 8 | |
| 4 |  DBD Diebold Nixdorf Inc | $32.5M | 4.3% | 532K | +62K (+13%) | 8 of 8 | |
| 5 |  AAPL Apple Inc | $29.2M | 3.8% | 88K | −3,925 (−4%) | 8 of 8 | |
| 6 |  CCI Crown Castle | $21.1M | 2.8% | 317K | +38K (+14%) | 8 of 8 | |
| 7 |  CNR Core Natural Resources Inc | $19.5M | 2.6% | 227K | +595 (+0%) | 7 of 8 | |
| 8 |  NSC Norfolk Southn Corp | $17.8M | 2.3% | 58K | +2,650 (+5%) | 8 of 8 | |
| 9 |  OSK Oshkosh Corp | $16.9M | 2.2% | 131K | −2,525 (−2%) | 8 of 8 | |
| 10 |  SBAC Sba Communications Corp New | $16.4M | 2.2% | 103K | −6,300 (−6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 BIO Bio Rad Labs Inc | $2.1M | 7,225 |
 TMO Thermo Fisher Scientific Inc | $2M | 4,025 |
 CSGP Costar Group Inc | $1.5M | 52K |
 FDS Factset Resh Sys Inc | $1.2M | 5,300 |
 MBLY Mobileye Global Inc | $980K | 101K |
🔒 Free account: see all 18.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
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All hedge fund holdings →Skylands Capital 13F FAQ
What does Skylands Capital own?
Skylands Capital reported 164 stocks worth $762M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are UNP (7.3%), GOOGL (5.8%) and GM (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Skylands Capital buy and sell in Q3 2026?
Compared with Q2 2026: 16 new positions, 40 added to, 73 trimmed and 18 sold out. New positions include DECK, MCD and NKE. It sold all of BIO, TMO and CSGP.
When will Skylands Capital file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Skylands Capital's portfolio worth?
The Q3 2026 filing reports $762M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.