Skylands Capital, LLC

CIK

1299910

City

Milwaukee

State / Country

Stock

OSK — Oshkosh Corp

Top Portfolio Positions

148 positions · $742,138,751 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$19,781,932	134,379	-3.4%	Shares	Sole	2026-04-22
2025-12-31	$17,475,133	139,100	-4.6%	Shares	Sole	2026-01-30
2025-09-30	$18,903,775	145,750	-11.9%	Shares	Sole	2025-11-06
2025-06-30	$18,773,839	165,350	+3.8%	Shares	Sole	2025-08-08
2025-03-31	$14,979,888	159,225	-3.3%	Shares	Sole	2025-04-25
2024-12-31	$15,661,356	164,735	+2.5%	Shares	Sole	2025-02-04
2024-09-30	$16,101,241	160,675	+1.0%	Shares	Sole	2024-11-01
2024-06-30	$17,217,325	159,125	-0.6%	Shares	Sole	2024-07-26
2024-03-31	$19,966,071	160,100	+1.9%	Shares	Sole	2024-05-03
2023-12-31	$17,036,631	157,150	-10.8%	Shares	Sole	2024-02-05
2023-09-30	$16,821,923	176,275	-5.6%	Shares	Sole	2023-10-27
2023-06-30	$16,177,176	186,825	-0.1%	Shares	Sole	2023-08-03
2023-03-31	$15,548,421	186,925	-4.2%	Shares	Sole	2023-05-04
2022-12-31	$17,212,483	195,175	-4.3%	Shares	Sole	2023-02-09
2022-09-30	$14,330,373	203,875	+7.8%	Shares	Sole	2022-11-01
2022-06-30	$15,530,620	189,075	+3.2%	Shares	Sole	2022-07-28
2022-03-31	$18,436,563	183,175	-6.2%	Shares	Sole	2022-05-05
2021-12-31	$22,018,687	195,357	-8.3%	Shares	Sole	2022-02-08
2021-09-30	$21,819,653	213,145	+5.1%	Shares	Sole	2021-11-02
2021-06-30	$25,273,876	202,775	-4.2%	Shares	Sole	2021-08-02
2021-03-31	$25,129,221	211,775	-8.6%	Shares	Sole	2021-05-04
2020-12-31	$19,935,963	231,625	-3.4%	Shares	Sole	2021-02-09
2020-09-30	$17,619,787	239,725	+1.3%	Shares	Sole	2020-10-27
2020-06-30	$16,953,599	236,716	-0.5%	Shares	Sole	2020-07-29
2020-03-31	$15,300,311	237,841	—	Shares	Sole	2020-04-27
No 13F history on record for this holder in this stock.