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 SPWH
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $902,118 | 639,800 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $934,108 | 639,800 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,088,610 | 393,000 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,135,050 | 329,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $381,696 | 384,000 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $714,091 | 267,450 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $518,558 | 191,350 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $467,540 | 194,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $417,362 | 134,200 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $329,298 | 77,300 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $612,885 | 136,500 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,044,610 | 183,265 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,287,264 | 151,800 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $293,121 | 31,150 | Shares | Sole | 2023-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||