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
25 quarters · across all stocks
Holdings in TNC
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $833,320 | 12,550 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $560,120 | 7,600 | Shares | Sole | 2026-01-30 | |
| 2021-09-30 | $25,882 | 350 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $27,947 | 350 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $595,180 | 7,450 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,322,704 | 18,850 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $990,628 | 16,412 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $1,134,424 | 17,450 | Shares | Sole | 2020-07-29 | |
| No 13F history on record for this holder in this stock. | ||||||