Filed: 4/25/2025ACC: 0001821268-25-000096
📋 What this filing means
SKYLANDS CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 153 equity positions with a total reported market value of $692.72M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
153
Positions
$692.72M
Total AUM (reported)
18.62M
Total Shares
Allocation by class
COM$482.74M69.7%
COM SHS$44.30M6.4%
COM NEW$34.58M5.0%
CAP STK CL A$28.75M4.1%
CL A$26.01M3.8%
COM CL A$24.51M3.5%
COMMON STOCK$9.86M1.4%
Portfolio Concentration
Top 3$110.58M16.0%
4–10$148.06M21.4%
11–25$159.64M23.0%
Rest$274.44M39.6%
Top 3 weight
16.0%
Top 10 weight
37.3%
Voting Authority Distribution
Total shares with voting rights: 18.62M
Sole
Full voting authority
17.67M
shares
% of voting shares94.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
944.79K
shares
% of voting shares5.1%
Investment Discretion (by position count)
Sole153
Shared0
Other0
Dominant voting typeSole · 94.9% of voting shares
Institutional Holdings153
Rows:
UNION PAC CORP
SOLEShares224.63K
TypeSH
Market value$53.07M
7.66%
Sole
224.63K
Shared
0.00
None
0.00
APPLE INC
SOLEShares129.53K
TypeSH
Market value$28.77M
4.15%
Sole
129.53K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares185.88K
TypeSH
Market value$28.75M
4.15%
Sole
167.38K
Shared
0.00
None
18.50K
GENERAL MTRS CO
SOLEShares552.17K
TypeSH
Market value$25.97M
3.75%
Sole
552.17K
Shared
0.00
None
0.00
CROWN CASTLE INTL CORP NEW
SOLEShares243.75K
TypeSH
Market value$25.41M
3.67%
Sole
243.75K
Shared
0.00
None
0.00
BEACON ROOFING SUPPLY INC
SOLEShares197.75K
TypeSH
Market value$24.46M
3.53%
Sole
197.75K
Shared
0.00
None
0.00
DIEBOLD NIXDORF INC
SOLEShares550.60K
TypeSH
Market value$24.07M
3.48%
Sole
497.60K
Shared
0.00
None
53K
CORE NATURAL RESOURCES INC
SOLEShares241.93K
TypeSH
Market value$18.65M
2.69%
Sole
235.43K
Shared
0.00
None
6.50K
OSHKOSH CORP
SOLEShares159.22K
TypeSH
Market value$14.98M
2.16%
Sole
159.22K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares61.28K
TypeSH
Market value$14.52M
2.10%
Sole
61.28K
Shared
0.00
None
0.00
VISA INC
SOLEShares40.70K
TypeSH
Market value$14.27M
2.06%
Sole
40.70K
Shared
0.00
None
0.00
FMC CORP
SOLEShares331.15K
TypeSH
Market value$13.97M
2.02%
Sole
331.15K
Shared
0.00
None
0.00
OWENS CORNING NEW
SOLEShares90.47K
TypeSH
Market value$12.92M
1.87%
Sole
90.47K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares57.58K
TypeSH
Market value$12.67M
1.83%
Sole
44.58K
Shared
0.00
None
13K
AMERICAN TOWER CORP NEW
SOLEShares51.60K
TypeSH
Market value$11.23M
1.62%
Sole
47.10K
Shared
0.00
None
4.50K
EAGLE MATERIALS INC
SOLEShares47.45K
TypeSH
Market value$10.53M
1.52%
Sole
43.45K
Shared
0.00
None
4K
WABTEC
SOLEShares56.65K
TypeSH
Market value$10.27M
1.48%
Sole
56.65K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares141.20K
TypeSH
Market value$10.02M
1.45%
Sole
141.20K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares122.17K
TypeSH
Market value$9.86M
1.42%
Sole
111.67K
Shared
0.00
None
10.50K
CSX CORP
SOLEShares322.07K
TypeSH
Market value$9.48M
1.37%
Sole
282.07K
Shared
0.00
None
40K
JOINT CORP
SOLEShares752.33K
TypeSH
Market value$9.40M
1.36%
Sole
752.33K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares141.60K
TypeSH
Market value$9.20M
1.33%
Sole
130.60K
Shared
0.00
None
11K
BRISTOL-MYERS SQUIBB CO
SOLEShares142.45K
TypeSH
Market value$8.69M
1.25%
Sole
142.45K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares35.28K
TypeSH
Market value$8.66M
1.25%
Sole
35.28K
Shared
0.00
None
0.00
WILLIAMS COS INC
SOLEShares141.88K
TypeSH
Market value$8.48M
1.22%
Sole
141.88K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNION PAC CORPSOLE | COM | 224.63K | SH | $53.07M 7.66% | 224.63K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 129.53K | SH | $28.77M 4.15% | 129.53K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 185.88K | SH | $28.75M 4.15% | 167.38K | 0.00 | 18.50K |
GENERAL MTRS COSOLE | COM | 552.17K | SH | $25.97M 3.75% | 552.17K | 0.00 | 0.00 |
CROWN CASTLE INTL CORP NEWSOLE | COM | 243.75K | SH | $25.41M 3.67% | 243.75K | 0.00 | 0.00 |
BEACON ROOFING SUPPLY INCSOLE | COM | 197.75K | SH | $24.46M 3.53% | 197.75K | 0.00 | 0.00 |
DIEBOLD NIXDORF INCSOLE | COM SHS | 550.60K | SH | $24.07M 3.48% | 497.60K | 0.00 | 53K |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 241.93K | SH | $18.65M 2.69% | 235.43K | 0.00 | 6.50K |
OSHKOSH CORPSOLE | COM | 159.22K | SH | $14.98M 2.16% | 159.22K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 61.28K | SH | $14.52M 2.10% | 61.28K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 40.70K | SH | $14.27M 2.06% | 40.70K | 0.00 | 0.00 |
FMC CORPSOLE | COM NEW | 331.15K | SH | $13.97M 2.02% | 331.15K | 0.00 | 0.00 |
OWENS CORNING NEWSOLE | COM | 90.47K | SH | $12.92M 1.87% | 90.47K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 57.58K | SH | $12.67M 1.83% | 44.58K | 0.00 | 13K |
AMERICAN TOWER CORP NEWSOLE | COM | 51.60K | SH | $11.23M 1.62% | 47.10K | 0.00 | 4.50K |
EAGLE MATERIALS INCSOLE | COM | 47.45K | SH | $10.53M 1.52% | 43.45K | 0.00 | 4K |
WABTECSOLE | COM | 56.65K | SH | $10.27M 1.48% | 56.65K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 141.20K | SH | $10.02M 1.45% | 141.20K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 122.17K | SH | $9.86M 1.42% | 111.67K | 0.00 | 10.50K |
CSX CORPSOLE | COM | 322.07K | SH | $9.48M 1.37% | 282.07K | 0.00 | 40K |
JOINT CORPSOLE | COM | 752.33K | SH | $9.40M 1.36% | 752.33K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 141.60K | SH | $9.20M 1.33% | 130.60K | 0.00 | 11K |
BRISTOL-MYERS SQUIBB COSOLE | COM | 142.45K | SH | $8.69M 1.25% | 142.45K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 35.28K | SH | $8.66M 1.25% | 35.28K | 0.00 | 0.00 |
WILLIAMS COS INCSOLE | COM | 141.88K | SH | $8.48M 1.22% | 141.88K | 0.00 | 0.00 |
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