Skylands Capital, LLC holds a diversified book of 166 reported positions worth $813.9M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-day 13F lag). This quarter Elmet Group Co first appears in 13F filings (one of 2 new listings in the book), a listing rather than a purchase; they opened Arista Networks Inc and trimmed Union Pacific Corp. Their largest long position is Union Pacific Corp at 7% of the reported non-option book. Cloning the disclosed picks since 2024 would be +35% (+17.6%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 4.2 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 each quarter's actual reporting lag, ~24 days for the latest filing, with 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.
98% mapped to company sectors
+4 sectors below the cut, 8% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Skylands Capital, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| AdviceOne Advisory Services, LLC | 11 / 80 | $126.3M |
| Independent Investors Inc | 13 / 80 | $354.0M |
| Venator Management LLC | 8 / 80 | $274.3M |
| Fishman Jay A Ltd | 15 / 80 | $716.1M |
| Park State Asset Management | 8 / 80 | $58.0M |
| Ables, Iannone, Moore & Associates, Inc. | 11 / 80 | $105.7M |
| Bourne Lent Asset Management Inc | 12 / 80 | $159.6M |
| Founders Capital Management, LLC | 14 / 80 | $363.6M |
Ranked by the share of each fund's own book sitting in the names it shares with Skylands Capital, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 24, 2026 | 24d | 166 | $813.9M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 22, 2026 | 22d | 155 | $763.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 30, 2026 | 30d | 150 | $737.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 37d | 152 | $723.5M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 8, 2025 | 39d | 152 | $689.5M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 25, 2025 | 25d | 153 | $692.7M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 4, 2025 | 35d | 150 | $715.8M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 32d | 154 | $737.1M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.