Kevin J. Scott
Skylands Capital, Llc
Assets Managed
$813.937M
Holdings
166
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
6.68%(2Q avg: 5.1%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Skylands Capital, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 166 positions.
Assets under management
The assets under management (AUM) of Skylands Capital, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 813.937M in assets, with a quarterly growth rate of 6.68% and a 2-quarter average growth rate of 5.1%. The portfolio is managed by Kevin J. Scott, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
UNP Union Pacific Corp
| 6.85% | $55.752M 204,970 shares@ $272.0 avg price | Decreased -5.65% |
GOOGL Alphabet Inc-cl A
| 5.56% | $45.198M 126,475 shares@ $357.38 avg price | Decreased -13.58% |
DBD Diebold Nixdorf Inc
| 4.91% | $39.89M 469,185 shares@ $85.03 avg price | Increased 2.2% |
GM General Motors Co
| 4.05% | $32.916M 427,035 shares@ $77.09 avg price | Decreased -0.02% |
AAPL Apple Inc
| 3.27% | $26.546M 91,740 shares@ $289.36 avg price | Decreased -5.22% |
CCI Crown Castle Inc
| 2.6% | $21.131M 279,035 shares@ $75.74 avg price | Decreased -2.65% |
OSK Oshkosh Corp
| 2.52% | $20.502M 133,579 shares@ $153.49 avg price | Decreased -0.59% |
SBAC Sba Communications Corp
| 2.37% | $19.213M 108,880 shares@ $176.47 avg price | Decreased -4.28% |
OC Owens Corning
| 2.24% | $18.191M 114,440 shares@ $158.96 avg price | Decreased -12.47% |
CNR Core Natural Resources Inc
| 2.23% | $18.109M 226,302 shares@ $80.02 avg price | Increased 5.96% |
1-10 of 166