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 TWIN
Shares Held
Position Value (USD)
22 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $620,884 | 41,200 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $737,256 | 44,200 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $586,232 | 42,054 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $344,405 | 39,004 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $224,859 | 29,704 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $320,775 | 27,300 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $162,370 | 13,000 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $153,140 | 13,000 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $583,509 | 35,300 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $927,697 | 57,407 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,402,472 | 102,221 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,752,810 | 155,667 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $2,015,947 | 211,537 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,948,082 | 200,420 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $1,749,014 | 152,486 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,379,702 | 152,285 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,387,374 | 143,472 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,438,182 | 131,221 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,155,810 | 108,425 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,217,333 | 85,547 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $812,007 | 84,938 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $389,752 | 49,650 | Shares | Sole | 2021-02-09 | |
| No 13F history on record for this holder in this stock. | ||||||