Filed: 8/8/2025ACC: 0001528621-25-000825
📋 What this filing means
SKYLANDS CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 152 equity positions with a total reported market value of $689.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
152
Positions
$689.54M
Total AUM (reported)
18.07M
Total Shares
Allocation by class
COM$456.37M66.2%
COM SHS$47.96M7.0%
COM NEW$38.64M5.6%
CAP STK CL A$37.66M5.5%
CL A$27.78M4.0%
COM CL A$25.79M3.7%
COMMON STOCK$11.41M1.7%
Portfolio Concentration
Top 3$119.45M17.3%
4–10$141.06M20.5%
11–25$157.85M22.9%
Rest$271.18M39.3%
Top 3 weight
17.3%
Top 10 weight
37.8%
Voting Authority Distribution
Total shares with voting rights: 18.07M
Sole
Full voting authority
17.01M
shares
% of voting shares94.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.06M
shares
% of voting shares5.9%
Investment Discretion (by position count)
Sole152
Shared0
Other0
Dominant voting typeSole · 94.1% of voting shares
Institutional Holdings152
Rows:
UNION PAC CORP
SOLEShares227.05K
TypeSH
Market value$52.24M
7.58%
Sole
227.05K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares213.72K
TypeSH
Market value$37.66M
5.46%
Sole
196.72K
Shared
0.00
None
17K
DIEBOLD NIXDORF INC
SOLEShares533.30K
TypeSH
Market value$29.54M
4.28%
Sole
497.30K
Shared
0.00
None
36K
GENERAL MTRS CO
SOLEShares537.27K
TypeSH
Market value$26.44M
3.83%
Sole
537.27K
Shared
0.00
None
0.00
APPLE INC
SOLEShares125.14K
TypeSH
Market value$25.67M
3.72%
Sole
125.14K
Shared
0.00
None
0.00
CROWN CASTLE INTL CORP NEW
SOLEShares237.54K
TypeSH
Market value$24.40M
3.54%
Sole
237.54K
Shared
0.00
None
0.00
OSHKOSH CORP
SOLEShares165.35K
TypeSH
Market value$18.77M
2.72%
Sole
165.35K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares237.39K
TypeSH
Market value$16.56M
2.40%
Sole
225.39K
Shared
0.00
None
12K
NORFOLK SOUTHN CORP
SOLEShares57.44K
TypeSH
Market value$14.70M
2.13%
Sole
57.44K
Shared
0.00
None
0.00
FMC CORP
SOLEShares347.55K
TypeSH
Market value$14.51M
2.10%
Sole
347.55K
Shared
0.00
None
0.00
VISA INC
SOLEShares40.20K
TypeSH
Market value$14.27M
2.07%
Sole
38.90K
Shared
0.00
None
1.30K
OWENS CORNING NEW
SOLEShares98.47K
TypeSH
Market value$13.54M
1.96%
Sole
96.47K
Shared
0.00
None
2K
COHERENT CORP
SOLEShares144.95K
TypeSH
Market value$12.93M
1.88%
Sole
141.95K
Shared
0.00
None
3K
CITIGROUP INC
SOLEShares139.90K
TypeSH
Market value$11.91M
1.73%
Sole
139.90K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares48.99K
TypeSH
Market value$11.51M
1.67%
Sole
41.49K
Shared
0.00
None
7.50K
WABTEC
SOLEShares54.80K
TypeSH
Market value$11.47M
1.66%
Sole
54.80K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares154.09K
TypeSH
Market value$11.41M
1.66%
Sole
135.09K
Shared
0.00
None
19K
CSX CORP
SOLEShares302.07K
TypeSH
Market value$9.86M
1.43%
Sole
282.07K
Shared
0.00
None
20K
EAGLE MATERIALS INC
SOLEShares47.76K
TypeSH
Market value$9.65M
1.40%
Sole
43.26K
Shared
0.00
None
4.50K
JOINT CORP
SOLEShares779.29K
TypeSH
Market value$8.99M
1.30%
Sole
779.29K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares140.28K
TypeSH
Market value$8.81M
1.28%
Sole
140.28K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares30.05K
TypeSH
Market value$8.71M
1.26%
Sole
30.05K
Shared
0.00
None
0.00
SPDR GOLD TRUST
SOLEShares28.23K
TypeSH
Market value$8.60M
1.25%
Sole
28.23K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares42.93K
TypeSH
Market value$8.11M
1.18%
Sole
42.93K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares36.49K
TypeSH
Market value$8.07M
1.17%
Sole
36.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNION PAC CORPSOLE | COM | 227.05K | SH | $52.24M 7.58% | 227.05K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 213.72K | SH | $37.66M 5.46% | 196.72K | 0.00 | 17K |
DIEBOLD NIXDORF INCSOLE | COM SHS | 533.30K | SH | $29.54M 4.28% | 497.30K | 0.00 | 36K |
GENERAL MTRS COSOLE | COM | 537.27K | SH | $26.44M 3.83% | 537.27K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 125.14K | SH | $25.67M 3.72% | 125.14K | 0.00 | 0.00 |
CROWN CASTLE INTL CORP NEWSOLE | COM | 237.54K | SH | $24.40M 3.54% | 237.54K | 0.00 | 0.00 |
OSHKOSH CORPSOLE | COM | 165.35K | SH | $18.77M 2.72% | 165.35K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 237.39K | SH | $16.56M 2.40% | 225.39K | 0.00 | 12K |
NORFOLK SOUTHN CORPSOLE | COM | 57.44K | SH | $14.70M 2.13% | 57.44K | 0.00 | 0.00 |
FMC CORPSOLE | COM NEW | 347.55K | SH | $14.51M 2.10% | 347.55K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 40.20K | SH | $14.27M 2.07% | 38.90K | 0.00 | 1.30K |
OWENS CORNING NEWSOLE | COM | 98.47K | SH | $13.54M 1.96% | 96.47K | 0.00 | 2K |
COHERENT CORPSOLE | COM | 144.95K | SH | $12.93M 1.88% | 141.95K | 0.00 | 3K |
CITIGROUP INCSOLE | COM NEW | 139.90K | SH | $11.91M 1.73% | 139.90K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 48.99K | SH | $11.51M 1.67% | 41.49K | 0.00 | 7.50K |
WABTECSOLE | COM | 54.80K | SH | $11.47M 1.66% | 54.80K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 154.09K | SH | $11.41M 1.66% | 135.09K | 0.00 | 19K |
CSX CORPSOLE | COM | 302.07K | SH | $9.86M 1.43% | 282.07K | 0.00 | 20K |
EAGLE MATERIALS INCSOLE | COM | 47.76K | SH | $9.65M 1.40% | 43.26K | 0.00 | 4.50K |
JOINT CORPSOLE | COM | 779.29K | SH | $8.99M 1.30% | 779.29K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 140.28K | SH | $8.81M 1.28% | 140.28K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 30.05K | SH | $8.71M 1.26% | 30.05K | 0.00 | 0.00 |
SPDR GOLD TRUSTSOLE | GOLD SHS | 28.23K | SH | $8.60M 1.25% | 28.23K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 42.93K | SH | $8.11M 1.18% | 42.93K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 36.49K | SH | $8.07M 1.17% | 36.49K | 0.00 | 0.00 |
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