Skylands Capital

Latest statistics and disclosures from Skylands Capital's latest quarterly 13F-HR filing:

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Positions held by Skylands Capital consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Skylands Capital

Skylands Capital holds 144 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Union Pacific Corporation (UNP) 8.0 $54M -14% 220k 245.62
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Arch Resources Cl A (ARCH) 6.2 $42M -9% 254k 165.94
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Apple (AAPL) 5.8 $39M -7% 205k 192.53
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Crown Castle Intl (CCI) 4.5 $30M -11% 263k 115.19
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General Motors Company (GM) 3.9 $27M -4% 741k 35.92
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Alphabet Cap Stk Cl A (GOOGL) 3.4 $23M +18% 167k 139.69
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Beacon Roofing Supply (BECN) 3.0 $20M -7% 235k 87.02
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Oshkosh Corporation (OSK) 2.5 $17M -10% 157k 108.41
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Owens Corning (OC) 2.2 $15M -8% 101k 148.23
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Hibbett Sports (HIBB) 2.0 $13M -17% 184k 72.02
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Metropcs Communications (TMUS) 1.9 $13M -31% 79k 160.33
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Visa Com Cl A (V) 1.9 $13M -2% 49k 260.35
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Fmc Corp Com New (FMC) 1.7 $12M -29% 183k 63.05
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Norfolk Southern (NSC) 1.7 $11M -14% 48k 236.38
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Wabtec Corporation (WAB) 1.5 $10M -9% 79k 126.90
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JPMorgan Chase & Co. (JPM) 1.4 $9.6M -8% 57k 170.10
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Columbus McKinnon (CMCO) 1.4 $9.5M +3% 244k 39.02
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Bristol Myers Squibb (BMY) 1.4 $9.2M -9% 179k 51.31
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Eagle Materials (EXP) 1.3 $9.1M +2% 45k 202.84
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Ge Healthcare Technologies I Common Stock (GEHC) 1.3 $8.7M +22% 112k 77.32
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EnerSys (ENS) 1.3 $8.5M +3% 85k 100.96
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Raytheon Technologies Corp (RTX) 1.2 $8.5M +3% 101k 84.14
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Grand Canyon Education (LOPE) 1.2 $8.3M -32% 63k 132.04
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Coherent Corp (COHR) 1.2 $8.3M +3% 191k 43.53
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Spdr Gold Trust Gold Shs (GLD) 1.2 $7.8M -4% 41k 191.17
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Williams Companies (WMB) 1.1 $7.4M 212k 34.83
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American Tower Reit (AMT) 1.1 $7.1M -35% 33k 215.88
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Quidel Corp (QDEL) 1.0 $6.8M +13% 93k 73.70
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CSX Corporation (CSX) 1.0 $6.8M +48% 197k 34.67
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Select Sector Spdr Tr Energy (XLE) 1.0 $6.7M +87% 81k 83.84
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Citigroup Com New (C) 1.0 $6.6M +10% 128k 51.44
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Pioneer Natural Resources (PXD) 1.0 $6.5M -9% 29k 224.88
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ON Semiconductor (ON) 0.9 $6.4M -2% 77k 83.53
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Meta Platforms Cl A (META) 0.9 $6.2M -3% 18k 353.96
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Cogent Communications Hldgs Com New (CCOI) 0.9 $6.1M -23% 80k 76.06
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Graphic Packaging Holding Company (GPK) 0.9 $5.9M -8% 238k 24.65
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Joint (JYNT) 0.9 $5.8M +20% 604k 9.61
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Mp Materials Corp Com Cl A (MP) 0.8 $5.6M -15% 281k 19.85
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Willscot Mobil Mini Hldng Com Cl A (WSC) 0.8 $5.3M 119k 44.50
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Elanco Animal Health (ELAN) 0.8 $5.3M -15% 354k 14.90
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Johnson Outdoors Cl A (JOUT) 0.8 $5.1M +38% 95k 53.42
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Lovesac Company (LOVE) 0.7 $4.6M 179k 25.55
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Walt Disney Company (DIS) 0.6 $4.3M -16% 48k 90.29
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Barrick Gold Corp (GOLD) 0.6 $4.3M 237k 18.09
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Ss&c Technologies Holding (SSNC) 0.6 $4.3M -11% 70k 61.11
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Lincoln Electric Holdings (LECO) 0.6 $4.3M -14% 20k 217.46
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Diebold Nixdorf Com Shs (DBD) 0.6 $4.0M +17% 137k 28.95
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Patterson-UTI Energy (PTEN) 0.6 $3.9M -7% 362k 10.80
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Martin Marietta Materials (MLM) 0.6 $3.9M 7.8k 498.91
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Iridium Communications (IRDM) 0.6 $3.8M +72% 92k 41.16
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Occidental Petroleum Corporation (OXY) 0.5 $3.7M +24873% 62k 59.71
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Generac Holdings (GNRC) 0.5 $3.7M +7% 29k 129.24
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Cytosorbents Corp Com New (CTSO) 0.5 $3.6M +10% 3.3M 1.11
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Agnico (AEM) 0.5 $3.5M -15% 63k 54.85
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CBOE Holdings (CBOE) 0.5 $3.5M -39% 19k 178.56
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Photronics (PLAB) 0.5 $3.4M -30% 109k 31.37
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Sba Communications Corp Cl A (SBAC) 0.5 $3.1M -20% 12k 253.69
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Bank of America Corporation (BAC) 0.5 $3.1M -27% 91k 33.67
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Halliburton Company (HAL) 0.4 $2.9M +9% 82k 36.15
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Holley (HLLY) 0.4 $2.9M +7% 589k 4.87
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Amazon (AMZN) 0.4 $2.8M -9% 19k 151.94
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Charles Schwab Corporation (SCHW) 0.4 $2.6M -17% 38k 68.80
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Silicon Motion Technology Sponsored Adr (SIMO) 0.4 $2.6M +19% 42k 61.27
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Minerals Technologies (MTX) 0.4 $2.6M -18% 36k 71.31
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Greenbrier Companies (GBX) 0.4 $2.5M -15% 56k 44.18
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Boot Barn Hldgs (BOOT) 0.4 $2.5M +42% 32k 76.76
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Koppers Holdings (KOP) 0.3 $2.3M +75% 45k 51.22
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Gray Television (GTN) 0.3 $2.3M -13% 258k 8.96
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Designer Brands Cl A (DBI) 0.3 $2.1M -12% 242k 8.85
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United Parcel Service CL B (UPS) 0.3 $2.1M 14k 157.23
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Targa Res Corp (TRGP) 0.3 $2.1M +10% 24k 86.87
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Quest Resource Hldg Corp Com New (QRHC) 0.3 $2.1M -7% 281k 7.33
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BlackRock (BLK) 0.3 $2.0M -19% 2.5k 811.80
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Newmont Mining Corporation (NEM) 0.3 $2.0M -23% 49k 41.39
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Mastercraft Boat Holdings (MCFT) 0.3 $2.0M -8% 90k 22.64
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Hillman Solutions Corp (HLMN) 0.3 $2.0M +22% 218k 9.21
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Cme (CME) 0.3 $1.9M -5% 9.3k 210.60
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Harmonic (HLIT) 0.3 $1.9M +15% 149k 13.04
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The Real Good Food Company I Com Cl A (RGF) 0.3 $1.9M +22% 1.3M 1.52
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FedEx Corporation (FDX) 0.3 $1.8M +56% 7.0k 252.97
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S&p Global (SPGI) 0.3 $1.7M -20% 3.9k 440.52
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Luna Innovations Incorporated (LUNA) 0.2 $1.6M +14% 240k 6.65
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Nv5 Holding (NVEE) 0.2 $1.5M -43% 14k 111.12
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Greenbrier Cos Note 2.875% 2/0 0.2 $1.5M 1.5M 0.99
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U Haul Holding Company Com Ser N (UHAL.B) 0.2 $1.5M +15% 21k 70.44
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Crown Crafts (CRWS) 0.2 $1.4M -36% 291k 4.96
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Xperi Common Stock (XPER) 0.2 $1.4M +12% 131k 11.02
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OSI Systems (OSIS) 0.2 $1.4M NEW 11k 129.05
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Alphabet Cap Stk Cl C (GOOG) 0.2 $1.3M 9.5k 140.93
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Modivcare (MODV) 0.2 $1.3M +118% 30k 43.99
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Newpark Res Com Par $.01new (NR) 0.2 $1.1M +30% 171k 6.64
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Vontier Corporation (VNT) 0.2 $1.1M -30% 32k 34.55
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Denny's Corporation (DENN) 0.2 $1.1M +6% 100k 10.88
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TransDigm Group Incorporated (TDG) 0.1 $976k 965.00 1011.60
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Twin Disc, Incorporated (TWIN) 0.1 $928k -43% 57k 16.16
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Brunswick Corporation (BC) 0.1 $902k -33% 9.3k 96.75
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Electronic Arts (EA) 0.1 $876k -41% 6.4k 136.81
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Wintrust Financial Corporation (WTFC) 0.1 $853k -52% 9.2k 92.75
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Raymond James Financial (RJF) 0.1 $833k -7% 7.5k 111.50
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Encore Wire Corporation (WIRE) 0.1 $790k -80% 3.7k 213.60
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Hillenbrand (HI) 0.1 $744k +39% 16k 47.85
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Asure Software (ASUR) 0.1 $743k +12% 78k 9.52
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $713k 2.0k 356.66
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Bio Rad Labs Cl A (BIO) 0.1 $694k NEW 2.2k 322.89
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Fathom Holdings (FTHM) 0.1 $690k +29% 192k 3.59
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Matthews Intl Corp Cl A (MATW) 0.1 $594k +620% 16k 36.65
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Best Buy (BBY) 0.1 $579k +44% 7.4k 78.28
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Mastercard Cl A (MA) 0.1 $565k 1.3k 426.51
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GATX Corporation (GATX) 0.1 $513k 4.3k 120.22
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Cambium Networks Corp SHS (CMBM) 0.1 $507k -65% 85k 6.00
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Walgreen Boots Alliance (WBA) 0.1 $483k -10% 19k 26.11
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Timken Company (TKR) 0.1 $461k -45% 5.8k 80.15
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Intercontinental Exchange (ICE) 0.1 $443k -11% 3.5k 128.43
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Nature's Sunshine Prod. (NATR) 0.1 $391k -32% 23k 17.29
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Biote Corp Class A Com (BTMD) 0.0 $339k -64% 69k 4.94
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Sportsmans Whse Hldgs (SPWH) 0.0 $329k -43% 77k 4.26
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Glacier Ban (GBCI) 0.0 $314k -53% 7.6k 41.32
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Berry Plastics (BERY) 0.0 $313k -6% 4.7k 67.39
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $307k 750.00 409.52
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ACCO Brands Corporation (ACCO) 0.0 $307k -13% 51k 6.08
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Shimmick Corporation 0.0 $300k NEW 46k 6.60
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Microsoft Corporation (MSFT) 0.0 $280k -2% 745.00 376.04
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McDonald's Corporation (MCD) 0.0 $252k 850.00 296.51
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Astec Industries (ASTE) 0.0 $240k NEW 6.5k 37.20
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Crown Holdings (CCK) 0.0 $226k 2.5k 92.09
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Pure Cycle Corp Com New (PCYO) 0.0 $195k -10% 19k 10.47
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General Dynamics Corporation (GD) 0.0 $195k 750.00 259.67
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Amer (UHAL) 0.0 $168k -4% 2.3k 71.80
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Nordson Corporation (NDSN) 0.0 $159k 600.00 264.16
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Westrock (WRK) 0.0 $142k 3.4k 41.52
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Sherwin-Williams Company (SHW) 0.0 $140k 450.00 311.90
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Gibraltar Industries (ROCK) 0.0 $103k -84% 1.3k 78.98
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Vici Pptys (VICI) 0.0 $96k -72% 3.0k 31.88
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Target Corporation (TGT) 0.0 $86k 600.00 142.42
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $80k 400.00 200.71
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Gen Restaurent Group Cl A Com (GENK) 0.0 $80k -63% 10k 7.83
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Home Depot (HD) 0.0 $52k 150.00 346.55
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $48k 100.00 475.31
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Ulta Salon, Cosmetics & Fragrance (ULTA) 0.0 $44k 90.00 489.99
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Casella Waste Sys Cl A (CWST) 0.0 $43k 500.00 85.46
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EXACT Sciences Corporation (EXAS) 0.0 $41k 550.00 73.98
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3M Company (MMM) 0.0 $11k 100.00 109.32
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Agilent Technologies Inc C ommon (A) 0.0 $3.5k 25.00 139.04
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Performance Food (PFGC) 0.0 $3.0k 44.00 69.16
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Past Filings by Skylands Capital

SEC 13F filings are viewable for Skylands Capital going back to 2010

View all past filings