Skylands Capital, LLC: 13F holdings
CIK 12999102026Q2
| Positions | 166 |
|---|---|
| Reported value | $813.9m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| UNP UNION PAC CORP | 204,970 | $55.8m | 6.8% |
| GOOGL ALPHABET INC | 126,475 | $45.2m | 5.6% |
| DIEBOLD NIXDORF INC | 469,185 | $39.9m | 4.9% |
| GM GENERAL MTRS CO | 427,035 | $32.9m | 4.0% |
| AAPL APPLE INC | 91,740 | $26.5m | 3.3% |
| CCI CROWN CASTLE INC | 279,035 | $21.1m | 2.6% |
| OSK OSHKOSH CORP | 133,579 | $20.5m | 2.5% |
| SBAC SBA COMMUNICATIONS CORP | 108,880 | $19.2m | 2.4% |
| OC OWENS CORNING NEW | 114,440 | $18.2m | 2.2% |
| CORE NATURAL RESOURCES INC | 226,302 | $18.1m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1299910")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.