Virginia E. Shaffar
Skylands Capital, Llc
Assets Managed
$763.031M
Holdings
155
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
3.52%(2Q avg: 2.7%)
Sustained Growth
3 quarters
Portfolio positions
This chart displays the top 10 holdings in Skylands Capital, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 155 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 3 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 763.031M in assets, with a quarterly growth rate of 3.52% and a 2-quarter average growth rate of 2.7%. The portfolio is managed by Virginia E. Shaffar, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
UNP Union Pacific Corp
| 6.91% | $52.71M 217,255 shares@ $242.62 avg price | Decreased -2.53% |
GOOGL Alphabet Inc-cl A
| 5.52% | $42.087M 146,360 shares@ $287.57 avg price | Decreased -1.3% |
DBD Diebold Nixdorf Inc
| 4.54% | $34.635M 459,100 shares@ $75.44 avg price | Decreased -3.15% |
GM General Motors Co
| 4.18% | $31.822M 427,135 shares@ $74.51 avg price | Decreased -3.79% |
AAPL Apple Inc
| 3.22% | $24.566M 96,795 shares@ $253.79 avg price | Decreased -0.48% |
CCI Crown Castle Inc
| 3.06% | $23.306M 286,635 shares@ $81.32 avg price | Increased 9.39% |
CNR Core Natural Resources Inc
| 2.94% | $22.368M 213,577 shares@ $104.73 avg price | Decreased -1.89% |
OSK Oshkosh Corp
| 2.6% | $19.782M 134,379 shares@ $147.22 avg price | Decreased -3.39% |
SBAC Sba Communications Corp
| 2.57% | $19.578M 113,750 shares@ $172.12 avg price | Increased 17.62% |
NSC Norfolk Southern Corp
| 2.08% | $15.868M 55,290 shares@ $287.0 avg price | Decreased -4.47% |
1-10 of 155