SKYLANDS CAPITAL, LLC

PrivateCIK: 1299910

Location

MILWAUKEE, WI

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

% of voting shares94.6%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

861.72K

% 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

SOLE

COM

Shares204.97K

TypeSH

Market value$55.75M

6.85%

Sole

204.97K

Shared

0.00

None

0.00

ALPHABET INC

SOLE

CAP STK CL A

Shares126.47K

TypeSH

Market value$45.20M

5.55%

Sole

121.72K

Shared

0.00

None

4.75K

DIEBOLD NIXDORF INC

SOLE

COM SHS

Shares469.19K

TypeSH

Market value$39.89M

4.90%

Sole

443.69K

Shared

0.00

None

25.50K

GENERAL MTRS CO

SOLE

COM

Shares427.04K

TypeSH

Market value$32.92M

4.04%

Sole

427.04K

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares91.74K

TypeSH

Market value$26.55M

3.26%

Sole

91.74K

Shared

0.00

None

0.00

CROWN CASTLE INC

SOLE

COM

Shares279.04K

TypeSH

Market value$21.13M

2.60%

Sole

279.04K

Shared

0.00

None

0.00

OSHKOSH CORP

SOLE

COM

Shares133.58K

TypeSH

Market value$20.50M

2.52%

Sole

133.58K

Shared

0.00

None

0.00

SBA COMMUNICATIONS CORP

SOLE

CL A

Shares108.88K

TypeSH

Market value$19.21M

2.36%

Sole

87.38K

Shared

0.00

None

21.50K

OWENS CORNING NEW

SOLE

COM

Shares114.44K

TypeSH

Market value$18.19M

2.23%

Sole

114.44K

Shared

0.00

None

0.00

CORE NATURAL RESOURCES INC

SOLE

COM SHS

Shares226.30K

TypeSH

Market value$18.11M

2.22%

Sole

226.30K

Shared

0.00

None

0.00

NORFOLK SOUTHN CORP

SOLE

COM

Shares55.08K

TypeSH

Market value$17.33M

2.13%

Sole

55.08K

Shared

0.00

None

0.00

CITIGROUP INC

SOLE

COM NEW

Shares120.56K

TypeSH

Market value$16.87M

2.07%

Sole

120.56K

Shared

0.00

None

0.00

MOLSON COORS BEVERAGE CO

SOLE

CL B

Shares393.75K

TypeSH

Market value$15.34M

1.88%

Sole

303.75K

Shared

0.00

None

90K

VISA INC

SOLE

COM CL A

Shares37.73K

TypeSH

Market value$12.95M

1.59%

Sole

37.73K

Shared

0.00

None

0.00

SCHWAB CHARLES CORP

SOLE

COM

Shares139.84K

TypeSH

Market value$12.90M

1.59%

Sole

91.33K

Shared

0.00

None

48.50K

GE HEALTHCARE TECHNOLOGIES I

SOLE

COMMON STOCK

Shares194.04K

TypeSH

Market value$12.42M

1.53%

Sole

169.04K

Shared

0.00

None

25K

WABTEC

SOLE

COM

Shares42.52K

TypeSH

Market value$11.46M

1.41%

Sole

42.52K

Shared

0.00

None

0.00

SILICON MOTION TECHNOLOGY CO

SOLE

ADEIA INC

SOLE

COM

Shares334.95K

TypeSH

Market value$11.03M

1.36%

Sole

334.95K

Shared

0.00

None

0.00

ENERSYS

SOLE

COM

Shares44.37K

TypeSH

Market value$10.37M

1.27%

Sole

44.37K

Shared

0.00

None

0.00

SS&C TECH HLDGS

SOLE

COM

Shares165.28K

TypeSH

Market value$10.26M

1.26%

Sole

141.28K

Shared

0.00

None

24K

ADOBE INC

SOLE

COM

Shares49.09K

TypeSH

Market value$10.06M

1.24%

Sole

40.59K

Shared

0.00

None

8.50K

AMERICAN TOWER CORP

SOLE

COM

Shares61.49K

TypeSH

Market value$10.06M

1.24%

Sole

56.49K

Shared

0.00

None

T-MOBILE US INC

SOLE

COM

Shares59.35K

TypeSH

Market value$9.95M

1.22%

Sole

48.35K

Shared

0.00

None

11K

QUIDELORTHO CORP

SOLE

COM

Shares560.41K

TypeSH

Market value$9.82M

1.21%

Sole

535.41K

Shared

0.00

None

25K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
UNION PAC CORPSOLE	COM	204.97K	SH	$55.75M 6.85%	204.97K	0.00
ALPHABET INCSOLE	CAP STK CL A	126.47K	SH	$45.20M 5.55%	121.72K	4.75K
DIEBOLD NIXDORF INCSOLE	COM SHS	469.19K	SH	$39.89M 4.90%	443.69K	25.50K
GENERAL MTRS COSOLE	COM	427.04K	SH	$32.92M 4.04%	427.04K	0.00
APPLE INCSOLE	COM	91.74K	SH	$26.55M 3.26%	91.74K	0.00
CROWN CASTLE INCSOLE	COM	279.04K	SH	$21.13M 2.60%	279.04K	0.00
OSHKOSH CORPSOLE	COM	133.58K	SH	$20.50M 2.52%	133.58K	0.00
SBA COMMUNICATIONS CORPSOLE	CL A	108.88K	SH	$19.21M 2.36%	87.38K	21.50K
OWENS CORNING NEWSOLE	COM	114.44K	SH	$18.19M 2.23%	114.44K	0.00
CORE NATURAL RESOURCES INCSOLE	COM SHS	226.30K	SH	$18.11M 2.22%	226.30K	0.00
NORFOLK SOUTHN CORPSOLE	COM	55.08K	SH	$17.33M 2.13%	55.08K	0.00
CITIGROUP INCSOLE	COM NEW	120.56K	SH	$16.87M 2.07%	120.56K	0.00
MOLSON COORS BEVERAGE COSOLE	CL B	393.75K	SH	$15.34M 1.88%	303.75K	90K
VISA INCSOLE	COM CL A	37.73K	SH	$12.95M 1.59%	37.73K	0.00
SCHWAB CHARLES CORPSOLE	COM	139.84K	SH	$12.90M 1.59%	91.33K	48.50K
GE HEALTHCARE TECHNOLOGIES ISOLE	COMMON STOCK	194.04K	SH	$12.42M 1.53%	169.04K	25K
WABTECSOLE	COM	42.52K	SH	$11.46M 1.41%	42.52K	0.00
SILICON MOTION TECHNOLOGY COSOLE	SPONSORED ADR	34.21K	SH	$11.40M 1.40%	34.21K	0.00
ADEIA INCSOLE	COM	334.95K	SH	$11.03M 1.36%	334.95K	0.00
ENERSYSSOLE	COM	44.37K	SH	$10.37M 1.27%	44.37K	0.00
SS&C TECH HLDGSSOLE	COM	165.28K	SH	$10.26M 1.26%	141.28K	24K
ADOBE INCSOLE	COM	49.09K	SH	$10.06M 1.24%	40.59K	8.50K
AMERICAN TOWER CORPSOLE	COM	61.49K	SH	$10.06M 1.24%	56.49K	5K
T-MOBILE US INCSOLE	COM	59.35K	SH	$9.95M 1.22%	48.35K	11K
QUIDELORTHO CORPSOLE	COM	560.41K	SH	$9.82M 1.21%	535.41K	25K

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