Filed: 2/4/2025ACC: 0001821268-25-000034
📋 What this filing means
SKYLANDS CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 150 equity positions with a total reported market value of $715.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
150
Positions
$715.80M
Total AUM (reported)
17.23M
Total Shares
Allocation by class
COM$500.37M69.9%
CL A$51.82M7.2%
COM NEW$36.98M5.2%
CAP STK CL A$29.42M4.1%
COM CL A$22.13M3.1%
COM SHS$20.75M2.9%
COMMON STOCK$12.26M1.7%
Portfolio Concentration
Top 3$115.50M16.1%
4–10$147.70M20.6%
11–25$168.03M23.5%
Rest$284.57M39.8%
Top 3 weight
16.1%
Top 10 weight
36.8%
Voting Authority Distribution
Total shares with voting rights: 17.23M
Sole
Full voting authority
16.27M
shares
% of voting shares94.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
958.29K
shares
% of voting shares5.6%
Investment Discretion (by position count)
Sole150
Shared0
Other0
Dominant voting typeSole · 94.4% of voting shares
Institutional Holdings150
Rows:
UNION PAC CORP
SOLEShares229.15K
TypeSH
Market value$52.26M
7.30%
Sole
229.15K
Shared
0.00
None
0.00
APPLE INC
SOLEShares135.06K
TypeSH
Market value$33.82M
4.72%
Sole
135.06K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares155.43K
TypeSH
Market value$29.42M
4.11%
Sole
141.43K
Shared
0.00
None
14K
GENERAL MTRS CO
SOLEShares536.05K
TypeSH
Market value$28.56M
3.99%
Sole
536.05K
Shared
0.00
None
0.00
ARCH RESOURCES INC
SOLEShares164.91K
TypeSH
Market value$23.29M
3.25%
Sole
164.91K
Shared
0.00
None
0.00
CROWN CASTLE INTL CORP NEW
SOLEShares245.10K
TypeSH
Market value$22.25M
3.11%
Sole
245.10K
Shared
0.00
None
0.00
BEACON ROOFING SUPPLY INC
SOLEShares218.20K
TypeSH
Market value$22.16M
3.10%
Sole
214.20K
Shared
0.00
None
4K
DIEBOLD NIXDORF INC
SOLEShares446.63K
TypeSH
Market value$19.22M
2.69%
Sole
395.63K
Shared
0.00
None
51K
FMC CORP
SOLEShares340.77K
TypeSH
Market value$16.57M
2.31%
Sole
340.77K
Shared
0.00
None
0.00
OSHKOSH CORP
SOLEShares164.74K
TypeSH
Market value$15.66M
2.19%
Sole
164.74K
Shared
0.00
None
0.00
OWENS CORNING NEW
SOLEShares88.22K
TypeSH
Market value$15.03M
2.10%
Sole
88.22K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares63.67K
TypeSH
Market value$14.94M
2.09%
Sole
63.67K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares69.22K
TypeSH
Market value$14.11M
1.97%
Sole
53.22K
Shared
0.00
None
16K
VISA INC
SOLEShares41.06K
TypeSH
Market value$12.98M
1.81%
Sole
41.06K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares131.81K
TypeSH
Market value$12.49M
1.74%
Sole
122.31K
Shared
0.00
None
9.50K
GE HEALTHCARE TECHNOLOGIES I
SOLEShares156.79K
TypeSH
Market value$12.26M
1.71%
Sole
135.79K
Shared
0.00
None
21K
WABTEC
SOLEShares63.09K
TypeSH
Market value$11.96M
1.67%
Sole
63.09K
Shared
0.00
None
0.00
AMERICAN TOWER CORP NEW
SOLEShares56.32K
TypeSH
Market value$10.33M
1.44%
Sole
47.82K
Shared
0.00
None
8.50K
EAGLE MATERIALS INC
SOLEShares41.73K
TypeSH
Market value$10.30M
1.44%
Sole
41.73K
Shared
0.00
None
0.00
CSX CORP
SOLEShares316.85K
TypeSH
Market value$10.22M
1.43%
Sole
276.85K
Shared
0.00
None
40K
CITIGROUP INC
SOLEShares136.78K
TypeSH
Market value$9.63M
1.35%
Sole
136.78K
Shared
0.00
None
0.00
BRISTOL-MYERS SQUIBB CO
SOLEShares163.68K
TypeSH
Market value$9.26M
1.29%
Sole
163.68K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares37.23K
TypeSH
Market value$8.93M
1.25%
Sole
37.23K
Shared
0.00
None
0.00
JOINT CORP
SOLEShares738.73K
TypeSH
Market value$7.85M
1.10%
Sole
738.73K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares143.22K
TypeSH
Market value$7.75M
1.08%
Sole
143.22K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNION PAC CORPSOLE | COM | 229.15K | SH | $52.26M 7.30% | 229.15K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 135.06K | SH | $33.82M 4.72% | 135.06K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 155.43K | SH | $29.42M 4.11% | 141.43K | 0.00 | 14K |
GENERAL MTRS COSOLE | COM | 536.05K | SH | $28.56M 3.99% | 536.05K | 0.00 | 0.00 |
ARCH RESOURCES INCSOLE | CL A | 164.91K | SH | $23.29M 3.25% | 164.91K | 0.00 | 0.00 |
CROWN CASTLE INTL CORP NEWSOLE | COM | 245.10K | SH | $22.25M 3.11% | 245.10K | 0.00 | 0.00 |
BEACON ROOFING SUPPLY INCSOLE | COM | 218.20K | SH | $22.16M 3.10% | 214.20K | 0.00 | 4K |
DIEBOLD NIXDORF INCSOLE | COM SHS | 446.63K | SH | $19.22M 2.69% | 395.63K | 0.00 | 51K |
FMC CORPSOLE | COM NEW | 340.77K | SH | $16.57M 2.31% | 340.77K | 0.00 | 0.00 |
OSHKOSH CORPSOLE | COM | 164.74K | SH | $15.66M 2.19% | 164.74K | 0.00 | 0.00 |
OWENS CORNING NEWSOLE | COM | 88.22K | SH | $15.03M 2.10% | 88.22K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 63.67K | SH | $14.94M 2.09% | 63.67K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 69.22K | SH | $14.11M 1.97% | 53.22K | 0.00 | 16K |
VISA INCSOLE | COM CL A | 41.06K | SH | $12.98M 1.81% | 41.06K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 131.81K | SH | $12.49M 1.74% | 122.31K | 0.00 | 9.50K |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 156.79K | SH | $12.26M 1.71% | 135.79K | 0.00 | 21K |
WABTECSOLE | COM | 63.09K | SH | $11.96M 1.67% | 63.09K | 0.00 | 0.00 |
AMERICAN TOWER CORP NEWSOLE | COM | 56.32K | SH | $10.33M 1.44% | 47.82K | 0.00 | 8.50K |
EAGLE MATERIALS INCSOLE | COM | 41.73K | SH | $10.30M 1.44% | 41.73K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 316.85K | SH | $10.22M 1.43% | 276.85K | 0.00 | 40K |
CITIGROUP INCSOLE | COM NEW | 136.78K | SH | $9.63M 1.35% | 136.78K | 0.00 | 0.00 |
BRISTOL-MYERS SQUIBB COSOLE | COM | 163.68K | SH | $9.26M 1.29% | 163.68K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 37.23K | SH | $8.93M 1.25% | 37.23K | 0.00 | 0.00 |
JOINT CORPSOLE | COM | 738.73K | SH | $7.85M 1.10% | 738.73K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 143.22K | SH | $7.75M 1.08% | 143.22K | 0.00 | 0.00 |
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