Skylands Capital, LLC
Top Portfolio Positions
148 positions ·
$742,138,751 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| UNP |
Union Pacific Corp
Industrials
|
217,255 | $52,710,408 | 7.10% | |
| 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 | 3.01% | |
| 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
25 quarters · across all stocks
Holdings in MATW
Shares Held
Position Value (USD)
18 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,292,816 | 88,800 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,389,535 | 91,483 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $2,886,503 | 118,884 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,105,526 | 129,884 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,789,652 | 125,434 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,992,960 | 72,000 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,736,520 | 74,850 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $30,060 | 1,200 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $348,096 | 11,200 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $593,730 | 16,200 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $87,547 | 2,250 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $155,563 | 3,650 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $268,647 | 7,450 | Shares | Sole | 2023-05-04 | |
| 2022-06-30 | $1,264,347 | 44,100 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,548,673 | 78,760 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $2,691,944 | 73,410 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,951,312 | 56,250 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,057,224 | 29,400 | Shares | Sole | 2021-08-02 | |
| No 13F history on record for this holder in this stock. | ||||||