Skylands Capital’s Vontier VNT Stock Holding History

Skylands Capital’s Portfolio VNT Stock Details VNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.85M	Buy	132,600 +73,450	+124%	+$2.35M	0.47%	55
2026 Q1	$2.1M	Sell	59,150 -6,075	-9%	-$234K	0.28%	80
2025 Q4	$2.43M	Buy	65,225 +22,425	+52%	+$858K	0.33%	76
2025 Q3	$1.8M	Sell	42,800 -20,600	-32%	-$848K	0.25%	86
2025 Q2	$2.34M	Buy	63,400 +3,400	+6%	+$116K	0.34%	70
2025 Q1	$1.97M	Buy	60,000 +36,300	+153%	+$1.32M	0.28%	76
2024 Q4	$864K	Sell	23,700 -3,850	-14%	-$142K	0.12%	103
2024 Q3	$930K	Buy	27,550 +4,350	+19%	+$155K	0.13%	103
2024 Q2	$886K	Sell	23,200 -1,800	-7%	-$72.6K	0.13%	104
2024 Q1	$1.13M	Sell	25,000 -6,500	-21%	-$253K	0.16%	96
2023 Q4	$1.09M	Sell	31,500 -14,000	-31%	-$456K	0.16%	92
2023 Q3	$1.41M	Sell	45,500 -19,750	-30%	-$608K	0.21%	84
2023 Q2	$2.1M	Sell	65,250 -84,700	-56%	-$2.44M	0.3%	68
2023 Q1	$4.1M	Sell	149,950 -6,500	-4%	-$157K	0.6%	45
2022 Q4	$3.02M	Buy	156,450 +65,650	+72%	+$1.23M	0.48%	48
2022 Q3	$1.52M	Buy	90,800 +22,525	+33%	+$502K	0.25%	72
2022 Q2	$1.57M	Sell	68,275 -72,750	-52%	-$1.87M	0.23%	68
2022 Q1	$3.58M	Buy	141,025 +69,225	+96%	+$1.83M	0.43%	55
2021 Q4	$2.21M	Buy	71,800 +17,300	+32%	+$563K	0.25%	71
2021 Q3	$1.83M	Sell	54,500 -24,100	-31%	-$818K	0.23%	76
2021 Q2	$2.56M	Sell	78,600 -1,500	-2%	-$49.4K	0.3%	69
2021 Q1	$2.42M	Buy	80,100 +7,500	+10%	+$245K	0.31%	64
2020 Q4	$2.42M	Buy	+72,600	New	+$2.24M	0.35%	62

Other funds holding VNT

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HIC

Harvey Investment Company Louisville, Kentucky $918M AUM 14.93% 1-Year Est. Return

Skylands Capital's VNT Position: Q2 2026 in Review

Skylands Capital increased its Vontier (VNT) stake by 124% in Q2 2026, buying an estimated $2.35M and bringing the position to 132,600 shares worth $3.85M. The position accounts for 0.47% of the portfolio, ranked #55.

Skylands Capital first reported a position in VNT in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.1M in Q1 2023. 104 funds tracked by Wall St. Rank hold VNT as of Q2 2026.

Skylands Capital held 132,600 shares of Vontier worth $3.85M as of Q2 2026.
Skylands Capital bought 73,450 Vontier shares in Q2 2026, an estimated $2.35M.
Vontier made up 0.47% of Skylands Capital's portfolio in Q2 2026, its #55 holding.
Skylands Capital first reported a position in Vontier in Q4 2020 and has held it in 23 quarters since.
Skylands Capital's Vontier position peaked at $4.1M in Q1 2023.
104 funds tracked by Wall St. Rank held Vontier as of Q2 2026.

Based on Skylands Capital's 13F filing for Q2 2026, filed 24 Jul 2026.