Skylands Capital, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SC Skylands Capital, LLC | Institutional Filer | ▲ 3.52% | $763.0M | 155 |
Current Portfolio Holdings
Showing all 155 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | UNP | Union Pacific Corporation | Industrials | 217K | $52.7M | 6.91% |
| 2 | GOOGL | Alphabet Inc. | Technology | 146K | $42.1M | 5.52% |
| 3 | DBD | Diebold Nixdorf, Incorporated | Technology | 459K | $34.6M | 4.54% |
| 4 | GM | General Motors Company | Consumer Cyclical | 427K | $31.8M | 4.17% |
| 5 | AAPL | Apple Inc. | Technology | 97K | $24.6M | 3.22% |
| 6 | CCI | Crown Castle Inc. | Real Estate | 287K | $23.3M | 3.05% |
| 7 | CNR | Core Natural Resources, Inc. | Energy | 214K | $22.4M | 2.93% |
| 8 | OSK | Oshkosh Corporation | Industrials | 134K | $19.8M | 2.59% |
| 9 | SBAC | SBA Communications Corporation | Real Estate | 114K | $19.6M | 2.57% |
| 10 | NSC | Norfolk Southern Corporation | Industrials | 55K | $15.9M | 2.08% |
| 11 | TAP | Molson Coors Beverage Company | Consumer Defensive | 343K | $14.8M | 1.93% |
| 12 | C | Citigroup Inc. | Financial Services | 127K | $14.4M | 1.89% |
| 13 | OC | Owens Corning | Industrials | 131K | $14.1M | 1.85% |
| 14 | COHR | Coherent, Inc. | Technology | 54K | $12.9M | 1.70% |
| 15 | GEHC | GE HealthCare Technologies Inc. | Healthcare | 161K | $11.5M | 1.50% |
Showing 1 to 15 of 155 holdings