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Institutional investment manager
SKYLANDS CAPITAL, LLC
CIK 0001299910
- 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 | $55.3M | 7.26% | -1,750 | -0.85% | Reduced |
| GOOGL ALPHABET INC 02079K305 | CAP STK CL A Share · SH | 127,250 | $43.78M | 5.75% | +775 | +0.61% | Increased |
| GM GENERAL MTRS CO 37045V100 | COM Share · SH | 423,010 | $32.57M | 4.27% | -4,025 | -0.94% | Reduced |
| DBD DIEBOLD NIXDORF INC 253651202 | COM SHS Share · SH | 531,510 | $32.54M | 4.27% | +62,325 | +13.28% | Increased |
| AAPL APPLE INC 037833100 | COM Share · SH | 87,815 | $29.24M | 3.84% | -3,925 | -4.28% | Reduced |
| CCI CROWN CASTLE INC 22822V101 | COM Share · SH | 317,010 | $21.13M | 2.77% | +37,975 | +13.61% | Increased |
| CNR CORE NATURAL RESOURCES INC 218937100 | COM SHS Share · SH | 226,897 | $19.48M | 2.56% | +595 | +0.26% | Increased |
| NSC NORFOLK SOUTHN CORP 655844108 | COM Share · SH | 57,730 | $17.84M | 2.34% | +2,650 | +4.81% | Increased |
| OSK OSHKOSH CORP 688239201 | COM Share · SH | 131,054 | $16.88M | 2.22% | -2,525 | -1.89% | Reduced |
| SBAC SBA COMMUNICATIONS CORP 78410G104 | CL A Share · SH | 102,580 | $16.43M | 2.16% | -6,300 | -5.79% | Reduced |
| C CITIGROUP INC 172967424 | COM NEW Share · SH | 120,015 | $15.54M | 2.04% | -550 | -0.46% | Reduced |
| TAP MOLSON COORS BEVERAGE CO 60871R209 | CL B Share · SH | 386,050 | $14.08M | 1.85% | -7,700 | -1.96% | Reduced |
| V VISA INC 92826C839 | COM CL A Share · SH | 35,935 | $12.91M | 1.69% | -1,800 | -4.77% | Reduced |
| CHDN CHURCHILL DOWNS INC 171484108 | COM Share · SH | 167,256 | $12.66M | 1.66% | +64,006 | +61.99% | Increased |
| GEHC GE HEALTHCARE TECHNOLOGIES I 36266G107 | COMMON STOCK Share · SH | 191,065 | $12.49M | 1.64% | -2,975 | -1.53% | Reduced |
| OC OWENS CORNING NEW 690742101 | COM Share · SH | 106,915 | $12.48M | 1.64% | -7,525 | -6.58% | Reduced |
| WAB WABTEC 929740108 | COM Share · SH | 42,305 | $12.15M | 1.59% | -220 | -0.52% | Reduced |
| B BARRICK MNG CORP 06849F108 | COM SHS Share · SH | 260,275 | $10.59M | 1.39% | -900 | -0.34% | Reduced |
| LOPE GRAND CANYON ED INC 38526M106 | COM Share · SH | 66,715 | $10.11M | 1.33% | +9,150 | +15.90% | Increased |
| AMT AMERICAN TOWER CORP 03027X100 | COM Share · SH | 60,041 | $9.83M | 1.29% | -1,450 | -2.36% | Reduced |
| TMUS T-MOBILE US INC 872590104 | COM Share · SH | 58,300 | $9.51M | 1.25% | -1,050 | -1.77% | Reduced |
| GLD SPDR GOLD TR 78463V107 | GOLD SHS Share · SH | 24,590 | $9.36M | 1.23% | 0 | 0.00% | Unchanged |
| SSNC SS&C TECH HLDGS 78467J100 | COM Share · SH | 119,375 | $9.2M | 1.21% | -45,900 | -27.77% | Reduced |
| ENS ENERSYS 29275Y102 | COM Share · SH | 47,590 | $8.73M | 1.15% | +3,225 | +7.27% | Increased |
| ADEA ADEIA INC 00676P107 | COM Share · SH | 334,150 | $8.55M | 1.12% | -800 | -0.24% | Reduced |
| BMY BRISTOL-MYERS SQUIBB CO 110122108 | COM Share · SH | 131,000 | $8.17M | 1.07% | -7,725 | -5.57% | Reduced |
| WMB WILLIAMS COS INC 969457100 | COM Share · SH | 118,225 | $8.04M | 1.05% | -200 | -0.17% | Reduced |
| CSX CSX CORP 126408103 | COM Share · SH | 172,425 | $8.02M | 1.05% | -11,450 | -6.23% | Reduced |
| JPM JPMORGAN CHASE & CO 46625H100 | COM Share · SH | 23,645 | $7.82M | 1.03% | -140 | -0.59% | Reduced |
| XOP SPDR SERIES TRUST 78468R556 | SP O&G EXPL PRO Share · SH | 41,435 | $7.43M | 0.98% | — | — | Newly reported |
| SIMO SILICON MOTION TECHNOLOGY CO 82706C108 | SPONSORED ADR Share · SH | 26,314 | $7.37M | 0.97% | -7,900 | -23.09% | Reduced |
| EXP EAGLE MATLS INC 26969P108 | COM Share · SH | 41,900 | $7.17M | 0.94% | +4,600 | +12.33% | Increased |
| ADBE ADOBE INC 00724F101 | COM Share · SH | 29,805 | $7.15M | 0.94% | -19,280 | -39.28% | Reduced |
| JYNT JOINT CORP 47973J102 | COM Share · SH | 946,045 | $7M | 0.92% | +50,473 | +5.64% | Increased |
| COHR COHERENT CORP 19247G107 | COM Share · SH | 21,680 | $6.24M | 0.82% | -100 | -0.46% | Reduced |
| QDEL QUIDELORTHO CORP 219798105 | COM Share · SH | 582,464 | $6.14M | 0.81% | +22,050 | +3.93% | Increased |
| HCC WARRIOR MET COAL INC 93627C101 | COM Share · SH | 68,707 | $6.05M | 0.79% | +2,207 | +3.32% | Increased |
| RTX RTX CORPORATION 75513E101 | COM Share · SH | 32,090 | $5.96M | 0.78% | -45 | -0.14% | Reduced |
| MP MP MATERIALS CORP 553368101 | COM CL A Share · SH | 117,245 | $5.54M | 0.73% | +12,750 | +12.20% | Increased |
| MITK MITEK SYS INC 606710200 | COM NEW Share · SH | 324,600 | $5.53M | 0.73% | -50,700 | -13.51% | Reduced |
| SCHW CHARLES SCHWAB CORP (THE) 808513105 | COM Share · SH | 56,050 | $5.48M | 0.72% | -83,785 | -59.92% | Reduced |
| GNRC GENERAC HLDGS INC 368736104 | COM Share · SH | 26,440 | $5.47M | 0.72% | +1,975 | +8.07% | Increased |
| LKQ LKQ CORP 501889208 | COM Share · SH | 237,800 | $5.43M | 0.71% | -2,650 | -1.10% | Reduced |
| DECK DECKERS OUTDOOR CORP 243537107 | COM Share · SH | 67,075 | $5.24M | 0.69% | — | — | Newly reported |
| ON ON SEMICONDUCTOR CORP 682189105 | COM Share · SH | 66,720 | $5.13M | 0.67% | -1,900 | -2.77% | Reduced |
| META META PLATFORMS INC 30303M102 | CL A Share · SH | 7,035 | $5.1M | 0.67% | -2,830 | -28.69% | Reduced |
| ELAN ELANCO ANIMAL HEALTH INC 28414H103 | COM Share · SH | 211,525 | $4.74M | 0.62% | +2,300 | +1.10% | Increased |
| HLMN HILLMAN SOLUTIONS CORP 431636109 | COM Share · SH | 664,200 | $4.64M | 0.61% | +88,400 | +15.35% | Increased |
| AEM AGNICO EAGLE MINES LTD 008474108 | COM Share · SH | 24,050 | $4.41M | 0.58% | 0 | 0.00% | Unchanged |
| NEM NEWMONT CORP 651639106 | COM Share · SH | 38,090 | $4.39M | 0.58% | -50 | -0.13% | Reduced |
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.


