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Skylands Capital, LLC
hedge fundUpdated 15 days agoManaged by Skylands Capital, Llc • Latest filing Q3 2026
Portfolio value
$762.1M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
5.3%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $723.5M |
| Q4 2025 | $737.1M |
| Q1 2026 | $763M |
| Q2 2026 | $813.9M |
| Q3 2026 | $762.1M |
Top holdings
164 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $55.3M | 203.2K | 7.26% | Trimmed(-0.8%) | |
| 2 | $43.8M | 127.3K | 5.75% | Added(+0.6%) | |
| 3 | $32.6M | 423.0K | 4.27% | Trimmed(-0.9%) | |
| 4 | $32.5M | 531.5K | 4.27% | Added(+13.3%) | |
| 5 | $29.2M | 87.8K | 3.84% | Trimmed(-4.3%) | |
| 6 | $21.1M | 317.0K | 2.77% | Added(+13.6%) | |
| 7 | $19.5M | 226.9K | 2.56% | Added(+0.3%) | |
| 8 | $17.8M | 57.7K | 2.34% | Added(+4.8%) | |
| 9 | $16.9M | 131.1K | 2.22% | Trimmed(-1.9%) | |
| 10 | $16.4M | 102.6K | 2.16% | Trimmed(-5.8%) | |
| 11 | $15.5M | 120.0K | 2.04% | Trimmed(-0.5%) | |
| 12 | $14.1M | 386.1K | 1.85% | Trimmed(-2.0%) | |
| 13 | $12.9M | 35.9K | 1.69% | Trimmed(-4.8%) | |
| 14 | $12.7M | 167.3K | 1.66% | Added(+62.0%) | |
| 15 | $12.5M | 191.1K | 1.64% | Trimmed(-1.5%) | |
| 16 | $12.5M | 106.9K | 1.64% | Trimmed(-6.6%) | |
| 17 | $12.1M | 42.3K | 1.59% | Trimmed(-0.5%) | |
| 18 | $10.6M | 260.3K | 1.39% | Trimmed(-0.3%) | |
| 19 | $10.1M | 66.7K | 1.33% | Added(+15.9%) | |
| 20 | $9.8M | 60.0K | 1.29% | Trimmed(-2.4%) |