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Institutional investment manager

SKYLANDS CAPITAL, LLC

CIK 0001299910

SEC filing
Reported holdings value
$762.06M
Reported positions
164
Report as of
2026-09-30
Filed on
2026-10-21

Reported holdings & quarterly changes

Compared with Q2 2026. All security classes provided by the filing are included.

UNP
UNION PAC CORP
907818108
COM
Share · SH
203,220$55.3M7.26%-1,750-0.85%Reduced
GOOGL
ALPHABET INC
02079K305
CAP STK CL A
Share · SH
127,250$43.78M5.75%+775+0.61%Increased
GM
GENERAL MTRS CO
37045V100
COM
Share · SH
423,010$32.57M4.27%-4,025-0.94%Reduced
DBD
DIEBOLD NIXDORF INC
253651202
COM SHS
Share · SH
531,510$32.54M4.27%+62,325+13.28%Increased
AAPL
APPLE INC
037833100
COM
Share · SH
87,815$29.24M3.84%-3,925-4.28%Reduced
CCI
CROWN CASTLE INC
22822V101
COM
Share · SH
317,010$21.13M2.77%+37,975+13.61%Increased
CNR
CORE NATURAL RESOURCES INC
218937100
COM SHS
Share · SH
226,897$19.48M2.56%+595+0.26%Increased
NSC
NORFOLK SOUTHN CORP
655844108
COM
Share · SH
57,730$17.84M2.34%+2,650+4.81%Increased
OSK
OSHKOSH CORP
688239201
COM
Share · SH
131,054$16.88M2.22%-2,525-1.89%Reduced
SBAC
SBA COMMUNICATIONS CORP
78410G104
CL A
Share · SH
102,580$16.43M2.16%-6,300-5.79%Reduced
C
CITIGROUP INC
172967424
COM NEW
Share · SH
120,015$15.54M2.04%-550-0.46%Reduced
TAP
MOLSON COORS BEVERAGE CO
60871R209
CL B
Share · SH
386,050$14.08M1.85%-7,700-1.96%Reduced
V
VISA INC
92826C839
COM CL A
Share · SH
35,935$12.91M1.69%-1,800-4.77%Reduced
CHDN
CHURCHILL DOWNS INC
171484108
COM
Share · SH
167,256$12.66M1.66%+64,006+61.99%Increased
GEHC
GE HEALTHCARE TECHNOLOGIES I
36266G107
COMMON STOCK
Share · SH
191,065$12.49M1.64%-2,975-1.53%Reduced
OC
OWENS CORNING NEW
690742101
COM
Share · SH
106,915$12.48M1.64%-7,525-6.58%Reduced
WAB
WABTEC
929740108
COM
Share · SH
42,305$12.15M1.59%-220-0.52%Reduced
B
BARRICK MNG CORP
06849F108
COM SHS
Share · SH
260,275$10.59M1.39%-900-0.34%Reduced
LOPE
GRAND CANYON ED INC
38526M106
COM
Share · SH
66,715$10.11M1.33%+9,150+15.90%Increased
AMT
AMERICAN TOWER CORP
03027X100
COM
Share · SH
60,041$9.83M1.29%-1,450-2.36%Reduced
TMUS
T-MOBILE US INC
872590104
COM
Share · SH
58,300$9.51M1.25%-1,050-1.77%Reduced
GLD
SPDR GOLD TR
78463V107
GOLD SHS
Share · SH
24,590$9.36M1.23%00.00%Unchanged
SSNC
SS&C TECH HLDGS
78467J100
COM
Share · SH
119,375$9.2M1.21%-45,900-27.77%Reduced
ENS
ENERSYS
29275Y102
COM
Share · SH
47,590$8.73M1.15%+3,225+7.27%Increased
ADEA
ADEIA INC
00676P107
COM
Share · SH
334,150$8.55M1.12%-800-0.24%Reduced
BMY
BRISTOL-MYERS SQUIBB CO
110122108
COM
Share · SH
131,000$8.17M1.07%-7,725-5.57%Reduced
WMB
WILLIAMS COS INC
969457100
COM
Share · SH
118,225$8.04M1.05%-200-0.17%Reduced
CSX
CSX CORP
126408103
COM
Share · SH
172,425$8.02M1.05%-11,450-6.23%Reduced
JPM
JPMORGAN CHASE & CO
46625H100
COM
Share · SH
23,645$7.82M1.03%-140-0.59%Reduced
XOP
SPDR SERIES TRUST
78468R556
SP O&G EXPL PRO
Share · SH
41,435$7.43M0.98%——Newly reported
SIMO
SILICON MOTION TECHNOLOGY CO
82706C108
SPONSORED ADR
Share · SH
26,314$7.37M0.97%-7,900-23.09%Reduced
EXP
EAGLE MATLS INC
26969P108
COM
Share · SH
41,900$7.17M0.94%+4,600+12.33%Increased
ADBE
ADOBE INC
00724F101
COM
Share · SH
29,805$7.15M0.94%-19,280-39.28%Reduced
JYNT
JOINT CORP
47973J102
COM
Share · SH
946,045$7M0.92%+50,473+5.64%Increased
COHR
COHERENT CORP
19247G107
COM
Share · SH
21,680$6.24M0.82%-100-0.46%Reduced
QDEL
QUIDELORTHO CORP
219798105
COM
Share · SH
582,464$6.14M0.81%+22,050+3.93%Increased
HCC
WARRIOR MET COAL INC
93627C101
COM
Share · SH
68,707$6.05M0.79%+2,207+3.32%Increased
RTX
RTX CORPORATION
75513E101
COM
Share · SH
32,090$5.96M0.78%-45-0.14%Reduced
MP
MP MATERIALS CORP
553368101
COM CL A
Share · SH
117,245$5.54M0.73%+12,750+12.20%Increased
MITK
MITEK SYS INC
606710200
COM NEW
Share · SH
324,600$5.53M0.73%-50,700-13.51%Reduced
SCHW
CHARLES SCHWAB CORP (THE)
808513105
COM
Share · SH
56,050$5.48M0.72%-83,785-59.92%Reduced
GNRC
GENERAC HLDGS INC
368736104
COM
Share · SH
26,440$5.47M0.72%+1,975+8.07%Increased
LKQ
LKQ CORP
501889208
COM
Share · SH
237,800$5.43M0.71%-2,650-1.10%Reduced
DECK
DECKERS OUTDOOR CORP
243537107
COM
Share · SH
67,075$5.24M0.69%——Newly reported
ON
ON SEMICONDUCTOR CORP
682189105
COM
Share · SH
66,720$5.13M0.67%-1,900-2.77%Reduced
META
META PLATFORMS INC
30303M102
CL A
Share · SH
7,035$5.1M0.67%-2,830-28.69%Reduced
ELAN
ELANCO ANIMAL HEALTH INC
28414H103
COM
Share · SH
211,525$4.74M0.62%+2,300+1.10%Increased
HLMN
HILLMAN SOLUTIONS CORP
431636109
COM
Share · SH
664,200$4.64M0.61%+88,400+15.35%Increased
AEM
AGNICO EAGLE MINES LTD
008474108
COM
Share · SH
24,050$4.41M0.58%00.00%Unchanged
NEM
NEWMONT CORP
651639106
COM
Share · SH
38,090$4.39M0.58%-50-0.13%Reduced
1–50 of 184 reported positions and changes

How to read this table

This table shows the institution’s holdings reported to the SEC for the selected quarter and changes compared with the previous quarter.

Security / CUSIP
The security’s ticker symbol, such as AAPL, alongside its CUSIP, a unique security identifier. If no ticker is available, the security may be identified by its CUSIP only.
Class / Position
The security type or share class as stated in the filing, such as common stock (COM) or a specific class of shares.
Shares / Units
The number of shares or units the institution reported holding.
Value (USD)
The total value of the position in US dollars as of the reporting date.
Weight
The position’s share of the total reported holdings value. For example, a 12.55% weight means AAPL accounts for approximately 12.55% of that reported value.
Share change
The change in the number of shares compared with the previous quarter. A plus sign (+) indicates an increase; a minus sign (−) indicates a decrease.
Change %
The percentage change in the number of shares compared with the previous quarter. For example, +52.25% means the reported share count increased by approximately 52.25%.
Reported activity
Increased: the reported quantity rose. Reduced: it fell. Unchanged: it stayed the same. Newly reported: the position appears in the current filing but not in the previous one. No longer reported: it appeared in the previous filing but not in the current one.

Important: These changes compare quantities reported in filings; they do not necessarily document the exact timing of purchases or sales. In particular, “Newly reported” does not necessarily mean the security was purchased during that quarter.

Source: FMP Ultimate / SEC Form 13F. Report as of 2026-09-30; filed 2026-10-21. Changes compare reported quantities, not confirmed transactions. “Newly reported” and “No longer reported” do not establish exact purchase or sale dates. 13F covers reportable securities, not the institution’s total assets under management.