Skylands Capital, LLC
Top Portfolio Positions
147 positions ·
$741,851,231 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UNP |
Union Pacific Corp
Industrials
|
217,255 | $52,710,408 | 7.11% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
146,360 | $42,087,281 | 5.67% | |
| DBD |
DIEBOLD NIXDORF, Inc
Technology
|
459,100 | $34,634,504 | 4.67% | |
| GM |
General Motors Co
Consumer Cyclical
|
427,135 | $31,821,557 | 4.29% | |
| AAPL |
Apple Inc.
Technology
|
96,795 | $24,565,603 | 3.31% | |
| CCI |
Crown Castle Inc.
Real Estate
|
286,635 | $23,306,291 | 3.14% | |
| CNR |
Core Natural Resources, Inc.
Energy
|
213,577 | $22,367,919 | 3.02% | |
| OSK |
Oshkosh Corp
Industrials
|
134,379 | $19,781,932 | 2.67% | |
| SBAC |
Sba Communications Corp
Real Estate
|
113,750 | $19,577,512 | 2.64% | |
| NSC |
Norfolk Southern Corp
Industrials
|
55,290 | $15,868,230 | 2.14% |
Portfolio Trend
Holdings in LOVE
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,917,627 | 332,947 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,298,105 | 291,397 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $3,215,853 | 189,950 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,470,740 | 190,700 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,461,472 | 190,400 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $4,274,179 | 180,650 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,724,270 | 199,800 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $4,933,730 | 218,500 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,645,204 | 205,540 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $4,572,555 | 178,965 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,514,684 | 176,440 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $4,703,179 | 174,515 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $5,072,383 | 175,515 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,128,305 | 187,565 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,368,100 | 165,265 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $4,279,412 | 155,615 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $7,090,779 | 131,165 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $8,495,525 | 128,215 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $8,319,078 | 125,875 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $10,063,513 | 126,125 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $8,110,780 | 143,300 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $6,515,208 | 151,200 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,829,853 | 174,300 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $4,695,170 | 179,000 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $2,886,339 | 495,084 | Shares | Sole | 2020-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||