Filed: 11/1/2024ACC: 0001821268-24-000285
📋 What this filing means
SKYLANDS CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 154 equity positions with a total reported market value of $737.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
154
Positions
$737.09M
Total AUM (reported)
17.47M
Total Shares
Allocation by class
COM$518.35M70.3%
CL A$58.62M8.0%
COM NEW$39.67M5.4%
CAP STK CL A$27.76M3.8%
COM CL A$21.43M2.9%
COMMON STOCK$14.30M1.9%
COM SHS$12.67M1.7%
Portfolio Concentration
Top 3$120.18M16.3%
4–10$151.17M20.5%
11–25$163.85M22.2%
Rest$301.90M41.0%
Top 3 weight
16.3%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 17.47M
Sole
Full voting authority
16.50M
shares
% of voting shares94.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
970.04K
shares
% of voting shares5.6%
Investment Discretion (by position count)
Sole154
Shared0
Other0
Dominant voting typeSole · 94.4% of voting shares
Institutional Holdings154
Rows:
UNION PAC CORP
SOLEShares213.80K
TypeSH
Market value$52.70M
7.15%
Sole
212.80K
Shared
0.00
None
1K
APPLE INC
SOLEShares153.06K
TypeSH
Market value$35.66M
4.84%
Sole
153.06K
Shared
0.00
None
0.00
ARCH RESOURCES INC
SOLEShares230.29K
TypeSH
Market value$31.82M
4.32%
Sole
230.29K
Shared
0.00
None
0.00
CROWN CASTLE INTL CORP NEW
SOLEShares234.70K
TypeSH
Market value$27.84M
3.78%
Sole
234.70K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares167.40K
TypeSH
Market value$27.76M
3.77%
Sole
147.40K
Shared
0.00
None
20K
GENERAL MTRS CO
SOLEShares589.70K
TypeSH
Market value$26.44M
3.59%
Sole
589.70K
Shared
0.00
None
0.00
BEACON ROOFING SUPPLY INC
SOLEShares237.52K
TypeSH
Market value$20.53M
2.79%
Sole
228.52K
Shared
0.00
None
9K
FMC CORP
SOLEShares254.82K
TypeSH
Market value$16.80M
2.28%
Sole
254.82K
Shared
0.00
None
0.00
OSHKOSH CORP
SOLEShares160.68K
TypeSH
Market value$16.10M
2.18%
Sole
160.68K
Shared
0.00
None
0.00
OWENS CORNING NEW
SOLEShares88.89K
TypeSH
Market value$15.69M
2.13%
Sole
88.89K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares57.77K
TypeSH
Market value$14.36M
1.95%
Sole
57.77K
Shared
0.00
None
0.00
WABTEC
SOLEShares76.64K
TypeSH
Market value$13.93M
1.89%
Sole
76.64K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares150.90K
TypeSH
Market value$13.42M
1.82%
Sole
145.40K
Shared
0.00
None
5.50K
VISA INC
SOLEShares46.62K
TypeSH
Market value$12.82M
1.74%
Sole
44.62K
Shared
0.00
None
2K
EAGLE MATERIALS INC
SOLEShares44.51K
TypeSH
Market value$12.80M
1.74%
Sole
44.51K
Shared
0.00
None
0.00
DIEBOLD NIXDORF INC
SOLEShares283.65K
TypeSH
Market value$12.67M
1.72%
Sole
243.65K
Shared
0.00
None
40K
GE HEALTHCARE TECHNOLOGIES I
SOLEShares130.97K
TypeSH
Market value$12.29M
1.67%
Sole
118.97K
Shared
0.00
None
12K
SBA COMMUNICATIONS CORP NEW
SOLEShares41.71K
TypeSH
Market value$10.04M
1.36%
Sole
29.21K
Shared
0.00
None
12.50K
BRISTOL-MYERS SQUIBB CO
SOLEShares181.07K
TypeSH
Market value$9.37M
1.27%
Sole
181.07K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares38.65K
TypeSH
Market value$8.99M
1.22%
Sole
33.15K
Shared
0.00
None
5.50K
JPMORGAN CHASE & CO
SOLEShares42.47K
TypeSH
Market value$8.96M
1.21%
Sole
42.47K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares62.23K
TypeSH
Market value$8.83M
1.20%
Sole
62.23K
Shared
0.00
None
0.00
COLUMBUS MCKINNON CORP N Y
SOLEShares241.08K
TypeSH
Market value$8.68M
1.18%
Sole
241.08K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares133.63K
TypeSH
Market value$8.36M
1.13%
Sole
133.63K
Shared
0.00
None
0.00
ENERSYS
SOLEShares81.78K
TypeSH
Market value$8.35M
1.13%
Sole
81.78K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNION PAC CORPSOLE | COM | 213.80K | SH | $52.70M 7.15% | 212.80K | 0.00 | 1K |
APPLE INCSOLE | COM | 153.06K | SH | $35.66M 4.84% | 153.06K | 0.00 | 0.00 |
ARCH RESOURCES INCSOLE | CL A | 230.29K | SH | $31.82M 4.32% | 230.29K | 0.00 | 0.00 |
CROWN CASTLE INTL CORP NEWSOLE | COM | 234.70K | SH | $27.84M 3.78% | 234.70K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 167.40K | SH | $27.76M 3.77% | 147.40K | 0.00 | 20K |
GENERAL MTRS COSOLE | COM | 589.70K | SH | $26.44M 3.59% | 589.70K | 0.00 | 0.00 |
BEACON ROOFING SUPPLY INCSOLE | COM | 237.52K | SH | $20.53M 2.79% | 228.52K | 0.00 | 9K |
FMC CORPSOLE | COM NEW | 254.82K | SH | $16.80M 2.28% | 254.82K | 0.00 | 0.00 |
OSHKOSH CORPSOLE | COM | 160.68K | SH | $16.10M 2.18% | 160.68K | 0.00 | 0.00 |
OWENS CORNING NEWSOLE | COM | 88.89K | SH | $15.69M 2.13% | 88.89K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 57.77K | SH | $14.36M 1.95% | 57.77K | 0.00 | 0.00 |
WABTECSOLE | COM | 76.64K | SH | $13.93M 1.89% | 76.64K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 150.90K | SH | $13.42M 1.82% | 145.40K | 0.00 | 5.50K |
VISA INCSOLE | COM CL A | 46.62K | SH | $12.82M 1.74% | 44.62K | 0.00 | 2K |
EAGLE MATERIALS INCSOLE | COM | 44.51K | SH | $12.80M 1.74% | 44.51K | 0.00 | 0.00 |
DIEBOLD NIXDORF INCSOLE | COM SHS | 283.65K | SH | $12.67M 1.72% | 243.65K | 0.00 | 40K |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 130.97K | SH | $12.29M 1.67% | 118.97K | 0.00 | 12K |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 41.71K | SH | $10.04M 1.36% | 29.21K | 0.00 | 12.50K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 181.07K | SH | $9.37M 1.27% | 181.07K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 38.65K | SH | $8.99M 1.22% | 33.15K | 0.00 | 5.50K |
JPMORGAN CHASE & COSOLE | COM | 42.47K | SH | $8.96M 1.21% | 42.47K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 62.23K | SH | $8.83M 1.20% | 62.23K | 0.00 | 0.00 |
COLUMBUS MCKINNON CORP N YSOLE | COM | 241.08K | SH | $8.68M 1.18% | 241.08K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 133.63K | SH | $8.36M 1.13% | 133.63K | 0.00 | 0.00 |
ENERSYSSOLE | COM | 81.78K | SH | $8.35M 1.13% | 81.78K | 0.00 | 0.00 |
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