Filed: 7/24/2026ACC: 0001821268-26-000097
📋 What this filing means
SKYLANDS CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 166 equity positions with a total reported market value of $813.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
166
Positions
$813.94M
Total AUM (reported)
15.83M
Total Shares
Allocation by class
COM$528.48M64.9%
COM SHS$73.45M9.0%
CAP STK CL A$45.20M5.6%
CL A$31.74M3.9%
COM NEW$30.64M3.8%
COM CL A$22.34M2.7%
CL B$21.08M2.6%
Portfolio Concentration
Top 3$140.84M17.3%
4–10$156.61M19.2%
11–25$182.23M22.4%
Rest$334.25M41.1%
Top 3 weight
17.3%
Top 10 weight
36.5%
Voting Authority Distribution
Total shares with voting rights: 15.83M
Sole
Full voting authority
14.96M
shares
% of voting shares94.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
861.72K
shares
% of voting shares5.4%
Investment Discretion (by position count)
Sole166
Shared0
Other0
Dominant voting typeSole · 94.6% of voting shares
Institutional Holdings166
Rows:
UNION PAC CORP
SOLEShares204.97K
TypeSH
Market value$55.75M
6.85%
Sole
204.97K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares126.47K
TypeSH
Market value$45.20M
5.55%
Sole
121.72K
Shared
0.00
None
4.75K
DIEBOLD NIXDORF INC
SOLEShares469.19K
TypeSH
Market value$39.89M
4.90%
Sole
443.69K
Shared
0.00
None
25.50K
GENERAL MTRS CO
SOLEShares427.04K
TypeSH
Market value$32.92M
4.04%
Sole
427.04K
Shared
0.00
None
0.00
APPLE INC
SOLEShares91.74K
TypeSH
Market value$26.55M
3.26%
Sole
91.74K
Shared
0.00
None
0.00
CROWN CASTLE INC
SOLEShares279.04K
TypeSH
Market value$21.13M
2.60%
Sole
279.04K
Shared
0.00
None
0.00
OSHKOSH CORP
SOLEShares133.58K
TypeSH
Market value$20.50M
2.52%
Sole
133.58K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP
SOLEShares108.88K
TypeSH
Market value$19.21M
2.36%
Sole
87.38K
Shared
0.00
None
21.50K
OWENS CORNING NEW
SOLEShares114.44K
TypeSH
Market value$18.19M
2.23%
Sole
114.44K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares226.30K
TypeSH
Market value$18.11M
2.22%
Sole
226.30K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares55.08K
TypeSH
Market value$17.33M
2.13%
Sole
55.08K
Shared
0.00
None
0.00
CITIGROUP INC
SOLEShares120.56K
TypeSH
Market value$16.87M
2.07%
Sole
120.56K
Shared
0.00
None
0.00
MOLSON COORS BEVERAGE CO
SOLEShares393.75K
TypeSH
Market value$15.34M
1.88%
Sole
303.75K
Shared
0.00
None
90K
VISA INC
SOLEShares37.73K
TypeSH
Market value$12.95M
1.59%
Sole
37.73K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares139.84K
TypeSH
Market value$12.90M
1.59%
Sole
91.33K
Shared
0.00
None
48.50K
GE HEALTHCARE TECHNOLOGIES I
SOLEShares194.04K
TypeSH
Market value$12.42M
1.53%
Sole
169.04K
Shared
0.00
None
25K
WABTEC
SOLEShares42.52K
TypeSH
Market value$11.46M
1.41%
Sole
42.52K
Shared
0.00
None
0.00
SILICON MOTION TECHNOLOGY CO
SOLEShares34.21K
TypeSH
Market value$11.40M
1.40%
Sole
34.21K
Shared
0.00
None
0.00
ADEIA INC
SOLEShares334.95K
TypeSH
Market value$11.03M
1.36%
Sole
334.95K
Shared
0.00
None
0.00
ENERSYS
SOLEShares44.37K
TypeSH
Market value$10.37M
1.27%
Sole
44.37K
Shared
0.00
None
0.00
SS&C TECH HLDGS
SOLEShares165.28K
TypeSH
Market value$10.26M
1.26%
Sole
141.28K
Shared
0.00
None
24K
ADOBE INC
SOLEShares49.09K
TypeSH
Market value$10.06M
1.24%
Sole
40.59K
Shared
0.00
None
8.50K
AMERICAN TOWER CORP
SOLEShares61.49K
TypeSH
Market value$10.06M
1.24%
Sole
56.49K
Shared
0.00
None
5K
T-MOBILE US INC
SOLEShares59.35K
TypeSH
Market value$9.95M
1.22%
Sole
48.35K
Shared
0.00
None
11K
QUIDELORTHO CORP
SOLEShares560.41K
TypeSH
Market value$9.82M
1.21%
Sole
535.41K
Shared
0.00
None
25K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNION PAC CORPSOLE | COM | 204.97K | SH | $55.75M 6.85% | 204.97K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 126.47K | SH | $45.20M 5.55% | 121.72K | 0.00 | 4.75K |
DIEBOLD NIXDORF INCSOLE | COM SHS | 469.19K | SH | $39.89M 4.90% | 443.69K | 0.00 | 25.50K |
GENERAL MTRS COSOLE | COM | 427.04K | SH | $32.92M 4.04% | 427.04K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 91.74K | SH | $26.55M 3.26% | 91.74K | 0.00 | 0.00 |
CROWN CASTLE INCSOLE | COM | 279.04K | SH | $21.13M 2.60% | 279.04K | 0.00 | 0.00 |
OSHKOSH CORPSOLE | COM | 133.58K | SH | $20.50M 2.52% | 133.58K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORPSOLE | CL A | 108.88K | SH | $19.21M 2.36% | 87.38K | 0.00 | 21.50K |
OWENS CORNING NEWSOLE | COM | 114.44K | SH | $18.19M 2.23% | 114.44K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 226.30K | SH | $18.11M 2.22% | 226.30K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 55.08K | SH | $17.33M 2.13% | 55.08K | 0.00 | 0.00 |
CITIGROUP INCSOLE | COM NEW | 120.56K | SH | $16.87M 2.07% | 120.56K | 0.00 | 0.00 |
MOLSON COORS BEVERAGE COSOLE | CL B | 393.75K | SH | $15.34M 1.88% | 303.75K | 0.00 | 90K |
VISA INCSOLE | COM CL A | 37.73K | SH | $12.95M 1.59% | 37.73K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 139.84K | SH | $12.90M 1.59% | 91.33K | 0.00 | 48.50K |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 194.04K | SH | $12.42M 1.53% | 169.04K | 0.00 | 25K |
WABTECSOLE | COM | 42.52K | SH | $11.46M 1.41% | 42.52K | 0.00 | 0.00 |
SILICON MOTION TECHNOLOGY COSOLE | SPONSORED ADR | 34.21K | SH | $11.40M 1.40% | 34.21K | 0.00 | 0.00 |
ADEIA INCSOLE | COM | 334.95K | SH | $11.03M 1.36% | 334.95K | 0.00 | 0.00 |
ENERSYSSOLE | COM | 44.37K | SH | $10.37M 1.27% | 44.37K | 0.00 | 0.00 |
SS&C TECH HLDGSSOLE | COM | 165.28K | SH | $10.26M 1.26% | 141.28K | 0.00 | 24K |
ADOBE INCSOLE | COM | 49.09K | SH | $10.06M 1.24% | 40.59K | 0.00 | 8.50K |
AMERICAN TOWER CORPSOLE | COM | 61.49K | SH | $10.06M 1.24% | 56.49K | 0.00 | 5K |
T-MOBILE US INCSOLE | COM | 59.35K | SH | $9.95M 1.22% | 48.35K | 0.00 | 11K |
QUIDELORTHO CORPSOLE | COM | 560.41K | SH | $9.82M 1.21% | 535.41K | 0.00 | 25K |
Page 1 of 7
…