Skylands Capital, LLC holds a diversified book of 166 stocks worth $813.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Arista Networks Inc and trimmed Union Pacific Corp. Their largest long position is Union Pacific Corp at 7% of the equity book. Cloning the disclosed picks since 2024 would be +34% (+18.1%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1299910/holdings"
Use Arkolith to show Skylands Capital, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.9 points over this window.
Growth of $10,000 cloning Skylands Capital, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
97% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Skylands Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 79 / 80 | $1.3T |
| FMR LLC | 79 / 80 | $482.5B |
| MORGAN STANLEY | 79 / 80 | $314.7B |
| JPMORGAN CHASE & CO | 79 / 80 | $275.1B |
| GOLDMAN SACHS GROUP INC | 79 / 80 | $140.8B |
| Bank of New York Mellon Corp | 79 / 80 | $117.8B |
| ROYAL BANK OF CANADA | 79 / 80 | $92.9B |
| UBS Group AG | 79 / 80 | $81.3B |
Ranked by how many of Skylands Capital, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Union Pac Corp COM | $55.8M | 205.0K | 6.8% | ▼−5.7% Reduced · −12K sh | |
| 2 | Alphabet Inc CAP STK CL A | $45.2M | 126.5K | 5.6% | ▼−14% Reduced · −20K sh | |
| 3 | Diebold Nixdorf Inc COM SHS | $39.9M | 469.2K | 4.9% | ▲+2.2% Added · +10K sh | |
| 4 | General MTRS Co COM | $32.9M | 427.0K | 4.0% | ▼~0% Reduced · −100 sh | |
| 5 | Apple Inc COM | $26.5M | 91.7K | 3.3% | ▼−5.2% Reduced · −5K sh | |
| 6 | Crown Castle Inc COM | $21.1M | 279.0K | 2.6% | ▼−2.6% Reduced · −8K sh | |
| 7 | Oshkosh Corp COM | $20.5M | 133.6K | 2.5% | ▼−0.6% Reduced · −800 sh | |
| 8 | Sba Communications Corp CL A | $19.2M | 108.9K | 2.4% | ▼−4.3% Reduced · −5K sh | |
| 9 | Owens Corning New COM | $18.2M | 114.4K | 2.2% | ▼−12% Reduced · −16K sh | |
| 10 | Core Natural Resources Inc COM SHS | $18.1M | 226.3K | 2.2% | ▲+6.0% Added · +13K sh | |
| 11 | Norfolk Southn Corp COM | $17.3M | 55.1K | 2.1% | ▼−0.4% Reduced · −210 sh | |
| 12 | Citigroup Inc COM NEW | $16.9M | 120.6K | 2.1% | ▼−5.3% Reduced · −7K sh | |
| 13 | Molson Coors Beverage Co CL B | $15.3M | 393.8K | 1.9% | ▲+15% Added · +51K sh | |
| 14 | Visa Inc COM CL A | $12.9M | 37.7K | 1.6% | ▲+2.3% Added · +850 sh | |
| 15 | Schwab Charles Corp COM | $12.9M | 139.8K | 1.6% | ▲+40% Added · +40K sh | |
| 16 | Ge Healthcare Technologies I COMMON STOCK | $12.4M | 194.0K | 1.5% | ▲+20% Added · +33K sh | |
| 17 | Wabtec COM | $11.5M | 42.5K | 1.4% | ▼−2.6% Reduced · −1K sh | |
| 18 | Silicon Motion Technology Co SPONSORED ADR | $11.4M | 34.2K | 1.4% | ▼−30% Reduced · −15K sh | |
| 19 | Adeia Inc COM | $11.0M | 334.9K | 1.4% | ▼−17% Reduced · −71K sh | |
| 20 | Enersys COM | $10.4M | 44.4K | 1.3% | ▼−13% Reduced · −7K sh | |
| 21 | SS&C Tech Hldgs COM | $10.3M | 165.3K | 1.3% | ▲+19% Added · +27K sh | |
| 22 | Adobe Inc COM | $10.1M | 49.1K | 1.2% | ▲+96% Added · +24K sh | |
| 23 | American Tower Corp COM | $10.1M | 61.5K | 1.2% | ▲+4.7% Added · +3K sh | |
| 24 | T-Mobile US Inc COM | $10.0M | 59.4K | 1.2% | ▲+44% Added · +18K sh | |
| 25 | Quidelortho Corp COM | $9.8M | 560.4K | 1.2% | ▲+64% Added · +219K sh | |
| 26 | Barrick MNG Corp COM SHS | $9.6M | 261.2K | 1.2% | ▼−0.4% Reduced · −1K sh | |
| 27 | Churchill Downs Inc COM | $9.3M | 103.3K | 1.1% | ▲+41% Added · +30K sh | |
| 28 | SPDR Gold TR GOLD SHS | $9.1M | 24.6K | 1.1% | ▼−0.6% Reduced · −150 sh | |
| 29 | Williams Cos Inc COM | $8.8M | 118.4K | 1.1% | ▼−6.8% Reduced · −9K sh | |
| 30 | CSX Corp COM | $8.7M | 183.9K | 1.1% | ▼−25% Reduced · −61K sh | |
| 31 | Coherent Corp COM | $8.6M | 21.8K | 1.1% | ▼−60% Reduced · −33K sh | |
| 32 | Eagle Matls Inc COM | $8.4M | 37.3K | 1.0% | ▼~0% Reduced · −10 sh | |
| 33 | Grand Canyon Ed Inc COM | $8.2M | 57.6K | 1.0% | ▲+24% Added · +11K sh | |
| 34 | Bristol-Myers Squibb Co COM | $8.0M | 138.7K | 1.0% | ▼−1.9% Reduced · −3K sh | |
| 35 | Joint Corp COM | $7.9M | 895.6K | 1.0% | ▲+0.3% Added · +2K sh | |
| 36 | JPMorgan Chase & Co COM | $7.8M | 23.8K | 1.0% | ▼−6.3% Reduced · −2K sh | |
| 37 | Mitek Sys Inc COM NEW | $7.6M | 375.3K | 0.9% | ▼−4.6% Reduced · −18K sh | |
| 38 | Generac Hldgs Inc COM | $7.2M | 24.5K | 0.9% | ▼−11% Reduced · −3K sh | |
| 39 | SPDR Series Trust S&P OILGAS EXP | $6.8M | 43.9K | 0.8% | ▼−3.7% Reduced · −2K sh | |
| 40 | On Semiconductor Corp COM | $6.5M | 68.6K | 0.8% | ▼−6.5% Reduced · −5K sh | |
| 41 | LKQ Corp COM | $6.3M | 240.4K | 0.8% | ▲+22% Added · +43K sh | |
| 42 | RTX Corporation COM | $6.1M | 32.1K | 0.7% | —Held | |
| 43 | MP Materials Corp COM CL A | $5.9M | 104.5K | 0.7% | ▲+0.1% Added · +100 sh | |
| 44 | United Parcel Svcs Inc CL B | $5.7M | 53.4K | 0.7% | ▲+2.7% Added · +1K sh | |
| 45 | Meta Platforms Inc CL A | $5.6M | 9.9K | 0.7% | ▲+14% Added · +1K sh | |
| 46 | Warrior Met Coal Inc COM | $5.4M | 66.5K | 0.7% | ▲+190% Added · +44K sh | |
| 47 | Lovesac Co COM | $5.3M | 314.6K | 0.6% | ▼−5.5% Reduced · −18K sh | |
| 48 | Elanco Animal Health Inc COM | $5.1M | 209.2K | 0.6% | —Held | |
| 49 | Hillman Solutions Corp COM | $4.9M | 575.8K | 0.6% | ▲+6.9% Added · +37K sh | |
| 50 | Best Buy Inc COM | $4.8M | 63.0K | 0.6% | ▲+1.7% Added · +1K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 166 | $813.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 155 | $763.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 150 | $737.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 152 | $723.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 152 | $689.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 153 | $692.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 150 | $715.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 154 | $737.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.