Skylands Capital, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 164 separate positions held by the firm.
The portfolio is diversified across various sectors, with the largest positions including U.S. Bancorp, with 15,539,542 shares; Union Pacific Corporation, holding 55,302,259 shares; and Crown Castle Inc., with 21,128,717 shares. Other notable holdings include Crown Castle Holdings Inc., with 189,738 shares; Crown Castle Inc., with 31,701,000 shares; and Crown Castle Inc., with 317,010 shares.
Technology and consumer staples are also represented in the portfolio. Major technology holdings include Microsoft Corporation, with 4,077,555 shares; Visa Inc., with 12,912,524 shares; and Mastercard Incorporated, with 289,522 shares. Consumer staples include Costco Wholesale Corporation, with 182,068 shares; Procter & Gamble Co., with 2,617,000 shares; and Colgate-Palmolive Co., with 2,617,000 shares.
The filing also details smaller positions in companies such as QuidelOrtho Corp., with 6,139,171 shares; Deckers Outdoor Corp., with 5,241,241 shares; and Elanco Animal Health Inc., with 4,736,045 shares.
