Skylands Capital, LLC - Portfolio Stock Holdings

Skylands Capital, LLC disclosed 180 stock positions in a recent SEC 13F filing. $762,063,251 of stock holdings were filed, with the largest holdings including UNP, GOOGL, and GM. This filing represented positions held on Sept. 30, 2026, and was filed on Oct. 21, 2026.

We estimate the fund has a total AUM of $746,529,233 and has 9 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.