Filed: 1/30/2026ACC: 0001821268-26-000016
📋 What this filing means
SKYLANDS CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 150 equity positions with a total reported market value of $737.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
150
Positions
$737.11M
Total AUM (reported)
16.54M
Total Shares
Allocation by class
COM$468.01M63.5%
COM SHS$65.29M8.9%
CAP STK CL A$46.42M6.3%
CL A$37.15M5.0%
COM NEW$26.08M3.5%
COM CL A$22.12M3.0%
CL B$16.70M2.3%
Portfolio Concentration
Top 3$134.08M18.2%
4–10$154.08M20.9%
11–25$167.22M22.7%
Rest$281.73M38.2%
Top 3 weight
18.2%
Top 10 weight
39.1%
Voting Authority Distribution
Total shares with voting rights: 16.54M
Sole
Full voting authority
15.69M
shares
% of voting shares94.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
849.26K
shares
% of voting shares5.1%
Investment Discretion (by position count)
Sole150
Shared0
Other0
Dominant voting typeSole · 94.9% of voting shares
Institutional Holdings150
Rows:
UNION PAC CORP
SOLEShares222.90K
TypeSH
Market value$51.56M
6.99%
Sole
218.90K
Shared
0.00
None
4K
ALPHABET INC
SOLEShares148.30K
TypeSH
Market value$46.42M
6.30%
Sole
140.30K
Shared
0.00
None
8K
GENERAL MTRS CO
SOLEShares443.96K
TypeSH
Market value$36.10M
4.90%
Sole
443.96K
Shared
0.00
None
0.00
DIEBOLD NIXDORF INC
SOLEShares474.06K
TypeSH
Market value$32.18M
4.37%
Sole
444.06K
Shared
0.00
None
30K
APPLE INC
SOLEShares97.27K
TypeSH
Market value$26.44M
3.59%
Sole
97.27K
Shared
0.00
None
0.00
CROWN CASTLE INTL CORP NEW
SOLEShares262.05K
TypeSH
Market value$23.29M
3.16%
Sole
262.05K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares217.71K
TypeSH
Market value$19.27M
2.61%
Sole
217.71K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP NEW
SOLEShares96.72K
TypeSH
Market value$18.71M
2.54%
Sole
80.72K
Shared
0.00
None
16K
OSHKOSH CORP
SOLEShares139.10K
TypeSH
Market value$17.48M
2.37%
Sole
139.10K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares57.88K
TypeSH
Market value$16.71M
2.27%
Sole
55.88K
Shared
0.00
None
2K
OWENS CORNING NEW
SOLEShares138.02K
TypeSH
Market value$15.45M
2.10%
Sole
126.02K
Shared
0.00
None
12K
CITIGROUP INC
SOLEShares125.80K
TypeSH
Market value$14.68M
1.99%
Sole
125.80K
Shared
0.00
None
0.00
VISA INC
SOLEShares36.98K
TypeSH
Market value$12.97M
1.76%
Sole
36.98K
Shared
0.00
None
0.00
BARRICK MNG CORP
SOLEShares271.32K
TypeSH
Market value$11.82M
1.60%
Sole
271.32K
Shared
0.00
None
0.00
COHERENT CORP
SOLEShares63.17K
TypeSH
Market value$11.66M
1.58%
Sole
63.17K
Shared
0.00
None
0.00
MOLSON COORS BEVERAGE CO
SOLEShares248.32K
TypeSH
Market value$11.59M
1.57%
Sole
180.82K
Shared
0.00
None
67.50K
KIRBY CORP
SOLEShares104.43K
TypeSH
Market value$11.51M
1.56%
Sole
81.43K
Shared
0.00
None
23K
AMERICAN TOWER CORP NEW
SOLEShares63.73K
TypeSH
Market value$11.19M
1.52%
Sole
55.23K
Shared
0.00
None
8.50K
GE HEALTHCARE TECHNOLOGIES I
SOLEShares125.54K
TypeSH
Market value$10.30M
1.40%
Sole
109.54K
Shared
0.00
None
16K
SPDR GOLD TRUST
SOLEShares25.04K
TypeSH
Market value$9.92M
1.35%
Sole
25.04K
Shared
0.00
None
0.00
ADEIA INC
SOLEShares572.24K
TypeSH
Market value$9.87M
1.34%
Sole
507.24K
Shared
0.00
None
65K
CSX CORP
SOLEShares263.43K
TypeSH
Market value$9.55M
1.30%
Sole
263.43K
Shared
0.00
None
0.00
WABTEC
SOLEShares44.41K
TypeSH
Market value$9.48M
1.29%
Sole
44.41K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares43.78K
TypeSH
Market value$8.89M
1.21%
Sole
36.78K
Shared
0.00
None
7K
EAGLE MATERIALS INC
SOLEShares40.41K
TypeSH
Market value$8.35M
1.13%
Sole
37.41K
Shared
0.00
None
3K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNION PAC CORPSOLE | COM | 222.90K | SH | $51.56M 6.99% | 218.90K | 0.00 | 4K |
ALPHABET INCSOLE | CAP STK CL A | 148.30K | SH | $46.42M 6.30% | 140.30K | 0.00 | 8K |
GENERAL MTRS COSOLE | COM | 443.96K | SH | $36.10M 4.90% | 443.96K | 0.00 | 0.00 |
DIEBOLD NIXDORF INCSOLE | COM SHS | 474.06K | SH | $32.18M 4.37% | 444.06K | 0.00 | 30K |
APPLE INCSOLE | COM | 97.27K | SH | $26.44M 3.59% | 97.27K | 0.00 | 0.00 |
CROWN CASTLE INTL CORP NEWSOLE | COM | 262.05K | SH | $23.29M 3.16% | 262.05K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 217.71K | SH | $19.27M 2.61% | 217.71K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORP NEWSOLE | CL A | 96.72K | SH | $18.71M 2.54% | 80.72K | 0.00 | 16K |
OSHKOSH CORPSOLE | COM | 139.10K | SH | $17.48M 2.37% | 139.10K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 57.88K | SH | $16.71M 2.27% | 55.88K | 0.00 | 2K |
OWENS CORNING NEWSOLE | COM | 138.02K | SH | $15.45M 2.10% | 126.02K | 0.00 | 12K |
CITIGROUP INCSOLE | COM NEW | 125.80K | SH | $14.68M 1.99% | 125.80K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 36.98K | SH | $12.97M 1.76% | 36.98K | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 271.32K | SH | $11.82M 1.60% | 271.32K | 0.00 | 0.00 |
COHERENT CORPSOLE | COM | 63.17K | SH | $11.66M 1.58% | 63.17K | 0.00 | 0.00 |
MOLSON COORS BEVERAGE COSOLE | CL B | 248.32K | SH | $11.59M 1.57% | 180.82K | 0.00 | 67.50K |
KIRBY CORPSOLE | COM | 104.43K | SH | $11.51M 1.56% | 81.43K | 0.00 | 23K |
AMERICAN TOWER CORP NEWSOLE | COM | 63.73K | SH | $11.19M 1.52% | 55.23K | 0.00 | 8.50K |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 125.54K | SH | $10.30M 1.40% | 109.54K | 0.00 | 16K |
SPDR GOLD TRUSTSOLE | GOLD SHS | 25.04K | SH | $9.92M 1.35% | 25.04K | 0.00 | 0.00 |
ADEIA INCSOLE | COM | 572.24K | SH | $9.87M 1.34% | 507.24K | 0.00 | 65K |
CSX CORPSOLE | COM | 263.43K | SH | $9.55M 1.30% | 263.43K | 0.00 | 0.00 |
WABTECSOLE | COM | 44.41K | SH | $9.48M 1.29% | 44.41K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 43.78K | SH | $8.89M 1.21% | 36.78K | 0.00 | 7K |
EAGLE MATERIALS INCSOLE | COM | 40.41K | SH | $8.35M 1.13% | 37.41K | 0.00 | 3K |
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