Filed: 10/21/2026ACC: 0001821268-26-000195
📋 What this filing means
SKYLANDS CAPITAL, LLC filed this quarterly 13F‑HR report disclosing 164 equity positions with a total reported market value of $762.06M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
164
Positions
$762.06M
Total AUM (reported)
14.72M
Total Shares
Allocation by class
COM$502.47M65.9%
COM SHS$69.06M9.1%
CAP STK CL A$43.78M5.7%
CL A$25.80M3.4%
COM NEW$24.78M3.3%
COM CL A$20.53M2.7%
CL B$19.90M2.6%
Portfolio Concentration
Top 3$131.66M17.3%
4–10$153.53M20.1%
11–25$168.20M22.1%
Rest$308.67M40.5%
Top 3 weight
17.3%
Top 10 weight
37.4%
Voting Authority Distribution
Total shares with voting rights: 14.72M
Sole
Full voting authority
13.78M
shares
% of voting shares93.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
944.96K
shares
% of voting shares6.4%
Investment Discretion (by position count)
Sole164
Shared0
Other0
Dominant voting typeSole · 93.6% of voting shares
Institutional Holdings164
Rows:
UNION PAC CORP
SOLEShares203.22K
TypeSH
Market value$55.30M
7.26%
Sole
203.22K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares127.25K
TypeSH
Market value$43.78M
5.75%
Sole
121.25K
Shared
0.00
None
6K
GENERAL MTRS CO
SOLEShares423.01K
TypeSH
Market value$32.57M
4.27%
Sole
423.01K
Shared
0.00
None
0.00
DIEBOLD NIXDORF INC
SOLEShares531.51K
TypeSH
Market value$32.54M
4.27%
Sole
474.51K
Shared
0.00
None
57K
APPLE INC
SOLEShares87.81K
TypeSH
Market value$29.24M
3.84%
Sole
87.81K
Shared
0.00
None
0.00
CROWN CASTLE INC
SOLEShares317.01K
TypeSH
Market value$21.13M
2.77%
Sole
317.01K
Shared
0.00
None
0.00
CORE NATURAL RESOURCES INC
SOLEShares226.90K
TypeSH
Market value$19.48M
2.56%
Sole
226.90K
Shared
0.00
None
0.00
NORFOLK SOUTHN CORP
SOLEShares57.73K
TypeSH
Market value$17.84M
2.34%
Sole
57.73K
Shared
0.00
None
0.00
OSHKOSH CORP
SOLEShares131.05K
TypeSH
Market value$16.88M
2.22%
Sole
131.05K
Shared
0.00
None
0.00
SBA COMMUNICATIONS CORP
SOLEShares102.58K
TypeSH
Market value$16.43M
2.16%
Sole
81.08K
Shared
0.00
None
21.50K
CITIGROUP INC
SOLEShares120.02K
TypeSH
Market value$15.54M
2.04%
Sole
120.02K
Shared
0.00
None
0.00
MOLSON COORS BEVERAGE CO
SOLEShares386.05K
TypeSH
Market value$14.08M
1.85%
Sole
293.55K
Shared
0.00
None
92.50K
VISA INC
SOLEShares35.94K
TypeSH
Market value$12.91M
1.69%
Sole
35.94K
Shared
0.00
None
0.00
CHURCHILL DOWNS INC
SOLEShares167.26K
TypeSH
Market value$12.66M
1.66%
Sole
110.76K
Shared
0.00
None
56.50K
GE HEALTHCARE TECHNOLOGIES I
SOLEShares191.06K
TypeSH
Market value$12.49M
1.64%
Sole
166.06K
Shared
0.00
None
25K
OWENS CORNING NEW
SOLEShares106.92K
TypeSH
Market value$12.48M
1.64%
Sole
102.92K
Shared
0.00
None
4K
WABTEC
SOLEShares42.30K
TypeSH
Market value$12.15M
1.59%
Sole
42.30K
Shared
0.00
None
0.00
BARRICK MNG CORP
SOLEShares260.27K
TypeSH
Market value$10.59M
1.39%
Sole
260.27K
Shared
0.00
None
0.00
GRAND CANYON ED INC
SOLEShares66.72K
TypeSH
Market value$10.11M
1.33%
Sole
66.72K
Shared
0.00
None
0.00
AMERICAN TOWER CORP
SOLEShares60.04K
TypeSH
Market value$9.83M
1.29%
Sole
50.54K
Shared
0.00
None
9.50K
T-MOBILE US INC
SOLEShares58.30K
TypeSH
Market value$9.51M
1.25%
Sole
46.80K
Shared
0.00
None
11.50K
SPDR GOLD TR
SOLEShares24.59K
TypeSH
Market value$9.36M
1.23%
Sole
24.59K
Shared
0.00
None
0.00
SS&C TECH HLDGS
SOLEShares119.38K
TypeSH
Market value$9.20M
1.21%
Sole
110.38K
Shared
0.00
None
9K
ENERSYS
SOLEShares47.59K
TypeSH
Market value$8.73M
1.15%
Sole
47.59K
Shared
0.00
None
0.00
ADEIA INC
SOLEShares334.15K
TypeSH
Market value$8.55M
1.12%
Sole
334.15K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
UNION PAC CORPSOLE | COM | 203.22K | SH | $55.30M 7.26% | 203.22K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 127.25K | SH | $43.78M 5.75% | 121.25K | 0.00 | 6K |
GENERAL MTRS COSOLE | COM | 423.01K | SH | $32.57M 4.27% | 423.01K | 0.00 | 0.00 |
DIEBOLD NIXDORF INCSOLE | COM SHS | 531.51K | SH | $32.54M 4.27% | 474.51K | 0.00 | 57K |
APPLE INCSOLE | COM | 87.81K | SH | $29.24M 3.84% | 87.81K | 0.00 | 0.00 |
CROWN CASTLE INCSOLE | COM | 317.01K | SH | $21.13M 2.77% | 317.01K | 0.00 | 0.00 |
CORE NATURAL RESOURCES INCSOLE | COM SHS | 226.90K | SH | $19.48M 2.56% | 226.90K | 0.00 | 0.00 |
NORFOLK SOUTHN CORPSOLE | COM | 57.73K | SH | $17.84M 2.34% | 57.73K | 0.00 | 0.00 |
OSHKOSH CORPSOLE | COM | 131.05K | SH | $16.88M 2.22% | 131.05K | 0.00 | 0.00 |
SBA COMMUNICATIONS CORPSOLE | CL A | 102.58K | SH | $16.43M 2.16% | 81.08K | 0.00 | 21.50K |
CITIGROUP INCSOLE | COM NEW | 120.02K | SH | $15.54M 2.04% | 120.02K | 0.00 | 0.00 |
MOLSON COORS BEVERAGE COSOLE | CL B | 386.05K | SH | $14.08M 1.85% | 293.55K | 0.00 | 92.50K |
VISA INCSOLE | COM CL A | 35.94K | SH | $12.91M 1.69% | 35.94K | 0.00 | 0.00 |
CHURCHILL DOWNS INCSOLE | COM | 167.26K | SH | $12.66M 1.66% | 110.76K | 0.00 | 56.50K |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 191.06K | SH | $12.49M 1.64% | 166.06K | 0.00 | 25K |
OWENS CORNING NEWSOLE | COM | 106.92K | SH | $12.48M 1.64% | 102.92K | 0.00 | 4K |
WABTECSOLE | COM | 42.30K | SH | $12.15M 1.59% | 42.30K | 0.00 | 0.00 |
BARRICK MNG CORPSOLE | COM SHS | 260.27K | SH | $10.59M 1.39% | 260.27K | 0.00 | 0.00 |
GRAND CANYON ED INCSOLE | COM | 66.72K | SH | $10.11M 1.33% | 66.72K | 0.00 | 0.00 |
AMERICAN TOWER CORPSOLE | COM | 60.04K | SH | $9.83M 1.29% | 50.54K | 0.00 | 9.50K |
T-MOBILE US INCSOLE | COM | 58.30K | SH | $9.51M 1.25% | 46.80K | 0.00 | 11.50K |
SPDR GOLD TRSOLE | GOLD SHS | 24.59K | SH | $9.36M 1.23% | 24.59K | 0.00 | 0.00 |
SS&C TECH HLDGSSOLE | COM | 119.38K | SH | $9.20M 1.21% | 110.38K | 0.00 | 9K |
ENERSYSSOLE | COM | 47.59K | SH | $8.73M 1.15% | 47.59K | 0.00 | 0.00 |
ADEIA INCSOLE | COM | 334.15K | SH | $8.55M 1.12% | 334.15K | 0.00 | 0.00 |
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