Skylands Capital

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

Companies in the Skylands Capital portfolio as of March 2019 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Union Pacific Corporation (UNP) 9.83 425125 -3% 167.20
Apple (AAPL) 8.33 317200 -3% 189.95
Crown Castle Intl 7.21 407475 128.00
General Motors Company (GM) 4.52 880250 37.10
Arch Coal Inc cl a 3.76 297550 -3% 91.27
Coherent (COHR) 2.96 150900 -8% 141.72
Oshkosh Corporation (OSK) 2.91 280150 -3% 75.13
Norfolk Southern (NSC) 2.46 95200 186.89
FMC Corporation (FMC) 2.40 225850 +6% 76.82
Delta Air Lines (DAL) 2.17 303525 +10% 51.65
Visa (V) 1.94 90000 -3% 156.19
American Tower Reit 1.89 69300 +3% 197.06
Beacon Roofing Supply (BECN) 1.85 416350 +3% 32.16
Citigroup Inc 1.70 197225 +3% 62.22
Verso Corp cl a 1.67 564500 +24% 21.42
Eagle Materials (EXP) 1.45 124700 -24% 84.30
JPMorgan Chase & Co. (JPM) 1.33 95350 -4% 101.23
EnerSys (ENS) 1.33 147225 +265% 65.16
MKS Instruments (MKSI) 1.21 94025 -22% 93.05
Bloomin Brands 1.20 424600 +29% 20.45
Joint 1.15 527650 -8% 15.75
Columbus McKinnon (CMCO) 1.08 226300 +24% 34.35
Owens Corning (OC) 1.07 163575 +33% 47.12
Apogee Enterprises (APOG) 1.06 203675 +29% 37.49
BlackRock (BLK) 1.05 17825 -12% 427.38
Urban Outfitters (URBN) 1.03 252250 +259% 29.64
Casella Waste Systems (CWST) 1.01 204625 -9% 35.56
Cogent Communications (CCOI) 0.97 129025 -3% 54.25
Raytheon Company (RTN) 0.94 37250 +9% 182.07
Martin Marietta Materials (MLM) 0.91 32600 -6% 201.17
Celgene Corporation (CELG) 0.85 65490 94.34
Alphabet Inc Class A cs 0.84 5175 +23% 1176.81
Zayo Group Hldgs 0.82 208600 +28% 28.42
Raymond James Financial (RJF) 0.81 72975 +3% 80.41
MasTec (MTZ) 0.79 118450 +23% 48.10
ON Semiconductor (ONNN) 0.73 255700 -3% 20.57
Cytosorbents 0.67 636050 +28% 7.57
Michaels Cos Inc/the 0.66 414800 +5% 11.42
Avaya Holdings Corp 0.66 285450 +313% 16.83
Lincoln Electric Holdings (LECO) 0.63 53900 83.88
Southwest Airlines (LUV) 0.61 84700 -17% 51.91
Rogers Corporation (ROG) 0.61 27700 -16% 158.88
Intercontinentalexchange 0.60 56800 -11% 76.14
E TRADE Financial Corporation (ETFC) 0.58 90300 +140% 46.43
CME (CME) 0.57 24925 +25% 164.57
Gray Television (GTN) 0.56 190850 -10% 21.36
S&p Global 0.55 18800 -14% 210.53
Lovesac Company 0.52 135600 +15% 27.81
Twitter 0.51 111900 +2% 32.88
Century Communities 0.50 151700 -5% 23.97
IPG Photonics Corporation (IPGP) 0.49 23500 -50% 151.79
United Parcel Service (UPS) 0.48 30900 -6% 111.75
Alliance Data Systems Corporation (ADS) 0.48 20015 -7% 174.97
Rayonier Advanced Matls 0.44 234950 -22% 13.56
Royal Caribbean Cruises Ltd. 0.43 27050 NEW 114.60
Walgreen Boots Alliance 0.42 48325 NEW 63.28
Tile Shop Hldgs 0.41 528050 +37% 5.66
Livent Corp 0.40 237271 NEW 12.28
Novanta 0.39 33225 -15% 84.73
CSX Corporation (CSX) 0.38 36400 74.81
NCR Corporation (NCR) 0.37 98500 -2% 27.29
Dentsply Sirona 0.37 53400 -40% 49.59
Control4 0.36 155700 +22% 16.93
Amazon (AMZN) 0.34 1400 1780.71
Realogy Hldgs 0.34 215050 +341% 11.40
ORBCOMM (ORBC) 0.33 350312 -4% 6.78
GATX Corporation (GMT) 0.31 29150 76.36
Duluth Holdings 0.31 95100 23.84
SPDR S&P; Oil & Gas Explore & Prod. (XOP) 0.30 70700 NEW 30.74
Westrock 0.30 55950 +7% 38.36
TransDigm Group Incorporated (TDG) 0.29 4540 -34% 453.96
Wabtec Corporation (WAB) 0.28 27700 +628% 73.72
Glacier Ban (GBCI) 0.28 51100 40.08
Scotts Miracle-Gro Company (SMG) 0.28 25900 -30% 78.57
EXACT Sciences Corporation (EXAS) 0.28 23455 -13% 86.63
Facebook Inc cl a 0.28 12350 -11% 166.72
Sba Communications Corp Com stock 0.28 10000 199.70
Las Vegas Sands (LVS) 0.26 31100 -54% 60.96
Brunswick Corporation (BC) 0.23 33150 +240% 50.32
Denny's Corporation (DENN) 0.22 87100 18.35
Energy Select Sector SPDR (XLE) 0.22 23800 +82% 66.13
Home BancShares (HOMB) 0.19 76250 -2% 17.57
Asure Software (ASUR) 0.19 223604 +499% 6.11
Twin Disc, Incorporated (TWIN) 0.18 77500 -23% 16.65
Sportsmans Whse Hldgs 0.18 270725 -32% 4.80
Eastside Distilling 0.18 227700 +10% 5.81
Kennametal (KMT) 0.17 34400 36.74
DSW (DSW) 0.17 54000 -50% 22.22
Jacobs Engineering (JEC) 0.16 15550 NEW 75.18
Canadian Pacific Railway Ltd 0.15 5300 206.04
Iridium Communications (IRDM) 0.14 38100 +111% 26.43
Crown Holdings (CCK) 0.12 15700 -23% 54.59
Walt Disney Company (DIS) 0.12 8000 NEW 111.00
Nautilus (NLS) 0.12 157250 -30% 5.56
Constellation Brands (STZ) 0.11 4650 175.27
Pure Cycle Corporation (PCYO) 0.11 79350 +23% 9.86
Jason Industries 0.11 590802 +9% 1.40
Veritex Hldgs 0.11 33250 NEW 24.21
General Dynamics Corporation (GD) 0.10 4450 169.21
Siteone Landscape Supply Inc Com stock 0.09 12000 -4% 57.17
Bank Ozk 0.09 21500 -17% 28.98
Home Depot (HD) 0.08 2950 191.86
National CineMedia (NCMI) 0.08 86650 7.05
Lumentum Hldgs 0.08 10181 -28% 56.58
Alphabet Inc Class C cs 0.08 475 1172.63
Tpi Composites Inc Com stock 0.08 21000 NEW 28.62
Dunkin' Brands Group 0.07 6300 75.08
Continental Bldg Prods 0.07 19200 -4% 24.79
MasterCard Incorporated (MA) 0.06 1850 235.68
McDonald's Corporation (MCD) 0.05 2000 190.00
Crown Crafts (CRWS) 0.05 75000 5.16
3M Company (MMM) 0.04 1340 207.46
Halliburton Company (HAL) 0.04 9950 -19% 29.35
NVE Corporation (NVEC) 0.04 2850 NEW 97.89
Agilent Technologies Inc C ommon 0.03 3150 -51% 80.32
SPDR Gold Trust (GLD) 0.03 1600 121.88
Citi Trends (CTRN) 0.03 11050 NEW 19.28
Bankunited Inc Com 0.03 7100 -73% 33.38
Canada Goose Holdings Inc shs sub vtg 0.03 3796 NEW 47.95
Invesco Qqq Trust Series 1 0.03 1400 180.00
SPDR S&P; 500 ETF (SPY) 0.02 400 282.50
Sherwin-Williams Company (SHW) 0.02 325 -48% 430.77
Nordson Corporation (NDSN) 0.02 1325 132.83
Gardner Denver Hldgs 0.02 4100 -68% 27.80
Restoration Robotics Inc 0.02 231000 +201% 0.59
Cummins (CMI) 0.01 250 156.00
Anadarko Petroleum Corporation (APC) 0.01 2000 45.50
Schlumberger (SLB) 0.01 2290 43.67
Target Corporation (TGT) 0.01 1300 80.00
iShares Russell 2000 Index (IWM) 0.01 600 153.33
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.01 240 -90% 350.00
Kennedy-Wilson Holdings (KW) 0.01 4300 -95% 21.40
International Business Machines (IBM) 0.00 100 140.00
Core-Mark Holding Company (CORE) 0.00 450 -10% 37.78
Jason Inds Inc w exp 06/30/201 0.00 24450 0.00
Covia Hldgs Corp 0.00 2500 5.60

Past 13F-HR SEC Filings by Skylands Capital

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