Filed: 11/6/2025ACC: 0001821268-25-000227
📋 What this filing means
SKYLANDS CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 152 equity positions with a total reported market value of $723.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
152
Positions
$723.49M
Total AUM (reported)
17.26M
Total Shares
Allocation by class
COM$463.99M64.1%
COM SHS$58.49M8.1%
CAP STK CL A$44.65M6.2%
COM NEW$35.91M5.0%
CL A$32.29M4.5%
COM CL A$27.40M3.8%
CL B$12.31M1.7%
Portfolio Concentration
Top 3$126.99M17.6%
4–10$150.58M20.8%
11–25$157.06M21.7%
Rest$288.85M39.9%
Top 3 weight
17.6%
Top 10 weight
38.4%
Voting Authority Distribution
Total shares with voting rights: 17.26M
Sole
Full voting authority
16.39M
shares
% of voting shares94.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
873.35K
shares
% of voting shares5.1%
Investment Discretion (by position count)
Sole152
Shared0
Other0
Dominant voting typeSole · 94.9% of voting shares
Institutional Holdings152
Rows:
UNION PAC CORP
SOLEShares224.35K
TypeSH
Market value$53.03M
7.33%
Sole
219.35K
Shared
0.00
None
5K
ALPHABET INC
SOLEShares183.69K
TypeSH
Market value$44.65M
6.17%
Sole
172.69K
Shared
0.00
None
11K
GENERAL MTRS CO
SOLEShares480.71K
TypeSH
Market value$29.31M
4.05%
Sole
480.71K
Shared
0.00
None
0.00
DIEBOLD NIXDORF INC
SOLEShares486.52K
TypeSH
Market value$27.75M
3.84%
Sole
456.52K
Shared
0.00
None
30K
APPLE INC
SOLEShares107.58K
TypeSH
Market value$27.39M
3.79%
Sole
107.58K
Shared
0.00
None
0.00
CROWN CASTLE INTL CORP NEW
SOLEShares246.75K
TypeSH
Market value$23.81M
3.29%
Sole
246.75K
Shared
0.00
None
0.00
OSHKOSH CORP
SOLEShares145.75K
TypeSH
Market value$18.90M
2.61%
Sole
145.75K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares222.02K
TypeSH
Market value$18.53M
2.56%
Sole
216.52K
Shared
0.00
None
5.50K
NORFOLK SOUTHN CORP
SOLEShares59.68K
TypeSH
Market value$17.93M
2.48%
Sole
57.18K
Shared
0.00
None
2.50K
SBA COMMUNICATIONS CORP NEW
SOLEShares84.13K
TypeSH
Market value$16.27M
2.25%
Sole
72.13K
Shared
0.00
None
12K
OWENS CORNING NEW
SOLEShares98.58K
TypeSH
Market value$13.95M
1.93%
Sole
95.58K
Shared
0.00
None
3K
VISA INC
SOLEShares39.51K
TypeSH
Market value$13.49M
1.86%
Sole
37.76K
Shared
0.00
None
1.75K
CITIGROUP INC
SOLEShares126.33K
TypeSH
Market value$12.82M
1.77%
Sole
126.33K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares117.73K
TypeSH
Market value$12.68M
1.75%
Sole
117.73K
Shared
0.00
None
0.00
FMC CORP
SOLEShares330.68K
TypeSH
Market value$11.12M
1.54%
Sole
330.68K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares144.39K
TypeSH
Market value$10.84M
1.50%
Sole
124.39K
Shared
0.00
None
20K
BARRICK MNG CORP
SOLEShares309.18K
TypeSH
Market value$10.13M
1.40%
Sole
309.18K
Shared
0.00
None
0.00
CSX CORP
SOLEShares275.77K
TypeSH
Market value$9.79M
1.35%
Sole
255.78K
Shared
0.00
None
20K
EAGLE MATERIALS INC
SOLEShares40.62K
TypeSH
Market value$9.46M
1.31%
Sole
38.62K
Shared
0.00
None
2K
SPDR GOLD TRUST
SOLEShares26.27K
TypeSH
Market value$9.34M
1.29%
Sole
26.27K
Shared
0.00
None
0.00
WABTEC
SOLEShares45.02K
TypeSH
Market value$9.02M
1.25%
Sole
45.02K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares40.12K
TypeSH
Market value$8.81M
1.22%
Sole
40.12K
Shared
0.00
None
0.00
KIRBY CORP
SOLEShares105.15K
TypeSH
Market value$8.77M
1.21%
Sole
85.15K
Shared
0.00
None
20K
WILLIAMS COS INC
SOLEShares133.68K
TypeSH
Market value$8.47M
1.17%
Sole
133.68K
Shared
0.00
None
0.00
ADEIA INC
SOLEShares497.30K
TypeSH
Market value$8.35M
1.15%
Sole
452.30K
Shared
0.00
None
45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNION PAC CORPSOLE | COM | 224.35K | SH | $53.03M 7.33% | 219.35K | 0.00 | 5K |
ALPHABET INCSOLE | CAP STK CL A | 183.69K | SH | $44.65M 6.17% | 172.69K | 0.00 | 11K |
GENERAL MTRS COSOLE | COM | 480.71K | SH | $29.31M 4.05% | 480.71K | 0.00 | 0.00 |
DIEBOLD NIXDORF INCSOLE | COM SHS | 486.52K | SH | $27.75M 3.84% | 456.52K | 0.00 | 30K |
APPLE INCSOLE | COM | 107.58K | SH | $27.39M 3.79% | 107.58K | 0.00 | 0.00 |
CROWN CASTLE INTL CORP NEWSOLE | COM | 246.75K | SH | $23.81M 3.29% | 246.75K | 0.00 | 0.00 |
OSHKOSH CORPSOLE | COM | 145.75K | SH | $18.90M 2.61% | 145.75K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 222.02K | SH | $18.53M 2.56% | 216.52K | 0.00 | 5.50K |
NORFOLK SOUTHN CORPSOLE | COM | 59.68K | SH | $17.93M 2.48% | 57.18K | 0.00 | 2.50K |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 84.13K | SH | $16.27M 2.25% | 72.13K | 0.00 | 12K |
OWENS CORNING NEWSOLE | COM | 98.58K | SH | $13.95M 1.93% | 95.58K | 0.00 | 3K |
VISA INCSOLE | COM CL A | 39.51K | SH | $13.49M 1.86% | 37.76K | 0.00 | 1.75K |
CITIGROUP INCSOLE | COM NEW | 126.33K | SH | $12.82M 1.77% | 126.33K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 117.73K | SH | $12.68M 1.75% | 117.73K | 0.00 | 0.00 |
FMC CORPSOLE | COM NEW | 330.68K | SH | $11.12M 1.54% | 330.68K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 144.39K | SH | $10.84M 1.50% | 124.39K | 0.00 | 20K |
BARRICK MNG CORPSOLE | COM SHS | 309.18K | SH | $10.13M 1.40% | 309.18K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 275.77K | SH | $9.79M 1.35% | 255.78K | 0.00 | 20K |
EAGLE MATERIALS INCSOLE | COM | 40.62K | SH | $9.46M 1.31% | 38.62K | 0.00 | 2K |
SPDR GOLD TRUSTSOLE | GOLD SHS | 26.27K | SH | $9.34M 1.29% | 26.27K | 0.00 | 0.00 |
WABTECSOLE | COM | 45.02K | SH | $9.02M 1.25% | 45.02K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 40.12K | SH | $8.81M 1.22% | 40.12K | 0.00 | 0.00 |
KIRBY CORPSOLE | COM | 105.15K | SH | $8.77M 1.21% | 85.15K | 0.00 | 20K |
WILLIAMS COS INCSOLE | COM | 133.68K | SH | $8.47M 1.17% | 133.68K | 0.00 | 0.00 |
ADEIA INCSOLE | COM | 497.30K | SH | $8.35M 1.15% | 452.30K | 0.00 | 45K |
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