Skylands Capital

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

Portfolio Holdings for Skylands Capital

Companies in the Skylands Capital portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Crown Castle Intl (CCI) 11.76 367.15k 144.40
Apple (AAPL) 11.61 205.80k -8% 254.29
Union Pacific Corporation (UNP) 9.59 306.62k -5% 141.04
FMC Corporation (FMC) 3.44 189.85k -4% 81.69
Oshkosh Corporation (OSK) 3.39 237.84k 64.33
General Motors Company (GM) 3.22 697.70k -14% 20.78
Norfolk Southern (NSC) 2.89 89.20k +19% 146.00
American Tower Reit (AMT) 2.78 57.55k -2% 217.76
Visa (V) 2.66 74.39k 161.13
Verso Corp cl a (VRS) 1.99 793.90k +20% 11.28
Arch Coal Inc cl a 1.96 305.25k -16% 28.90
Cytosorbents (CTSO) 1.93 1.13M +38% 7.73
Coherent (COHR) 1.80 76.35k -5% 106.40
Joint (JYNT) 1.77 737.20k +9% 10.85
Citigroup (C) 1.70 181.65k 42.12
Alphabet Inc Class A cs (GOOGL) 1.70 6.58k +7% 1162.01
JPMorgan Chase & Co. (JPM) 1.43 71.67k -7% 90.03
Walgreen Boots Alliance (WBA) 1.31 128.75k +12% 45.75
Williams Companies (WMB) 1.30 413.95k +119% 14.15
Owens Corning (OC) 1.24 143.53k +11% 38.81
Intercontinentalex.. (ICE) 1.13 63.00k +16% 80.75
EnerSys (ENS) 1.09 99.65k -10% 49.52
Beacon Roofing Supply (BECN) 1.05 287.12k -13% 16.54
Amazon (AMZN) 1.02 2.35k -2% 1949.79
Facebook Inc cl a (FB) 1.00 27.10k +34% 166.79
BlackRock (BLK) 0.99 10.18k -23% 440.00
Twitter (TWTR) 0.92 168.80k +5% 24.56
Raytheon Company 0.87 29.95k -24% 131.15
Eagle Materials (EXP) 0.80 61.92k -6% 58.43
Cogent Communications (CCOI) 0.79 43.23k -37% 81.97
Hillenbrand (HI) 0.76 179.65k +47% 19.11
Cme (CME) 0.75 19.55k -18% 172.89
Martin Marietta Materials (MLM) 0.72 17.07k +6% 189.22
United Parcel Service (UPS) 0.72 34.78k +130% 93.43
S&p Global (SPGI) 0.71 13.10k -6% 245.04
Columbus McKinnon (CMCO) 0.65 116.85k -22% 25.00
Lovesac Company (LOVE) 0.64 495.08k +3% 5.83
Rogers Corporation (ROG) 0.62 29.75k +35% 94.42
Designer Brands (DBI) 0.61 548.10k -8% 4.98
Lincoln Electric Holdings (LECO) 0.60 39.27k +7% 69.00
Gray Television (GTN) 0.59 248.50k -8% 10.74
Insperity (NSP) 0.55 66.65k +74% 37.30
Greenbrier Companies (GBX) 0.54 138.00k +71% 17.74
Bristol Myers Squibb (BMY) 0.52 41.99k 55.75
Casella Waste Systems (CWST) 0.51 59.15k -24% 39.05
ON Semiconductor (ON) 0.50 181.60k -12% 12.44
Nautilus (NLS) 0.50 866.08k +46% 2.61
Encore Wire Corporation (WIRE) 0.48 51.95k NEW 41.98
Nv5 Holding (NVEE) 0.46 50.50k +11% 41.29
MKS Instruments (MKSI) 0.43 23.85k +16% 81.47
Ss&c Technologies Holding (SSNC) 0.36 36.75k +22% 43.81
Sba Communications Corp (SBAC) 0.36 6.00k -14% 270.00
CSX Corporation (CSX) 0.35 27.70k -6% 57.29
Grand Canyon Education (LOPE) 0.34 19.80k NEW 76.31
GATX Corporation (GATX) 0.33 24.05k +26% 62.58
Cubic Corporation (CUB) 0.33 36.00k 41.31
Hd Supply (HDS) 0.32 50.30k -21% 28.43
SPDR Gold Trust (GLD) 0.30 9.05k +448% 148.07
Wabtec Corporation (WAB) 0.29 27.40k +5% 48.14
Graphic Packaging Holding Company (GPK) 0.26 97.90k NEW 12.20
Tristate Capital Hldgs (TSC) 0.26 121.08k NEW 9.67
Pure Cycle Corporation (PCYO) 0.25 101.50k -3% 11.15
Mastercraft Boat Holdings (MCFT) 0.25 155.25k +128% 7.30
Apogee Enterprises (APOG) 0.23 50.40k -4% 20.81
Novagold Resources Inc Cad (NG) 0.23 140.50k NEW 7.38
Brunswick Corporation (BC) 0.21 26.18k +108% 35.38
Asure Software (ASUR) 0.20 152.70k -22% 5.96
Michaels Cos Inc/the (MIK) 0.20 554.50k -4% 1.62
Boot Barn Hldgs (BOOT) 0.20 71.45k +577% 12.93
Pinterest Inc Cl A (PINS) 0.17 50.00k NEW 15.44
Bank of America Corporation (BAC) 0.16 35.00k NEW 21.23
Amer (UHAL) 0.16 2.55k NEW 290.59
Crown Holdings (CCK) 0.15 11.75k 58.04
Southwest Airlines (LUV) 0.15 19.00k -76% 35.63
Raymond James Financial (RJF) 0.15 10.53k -83% 63.18
Vici Pptys (VICI) 0.15 41.55k NEW 16.63
Glacier Ban (GBCI) 0.13 17.25k -14% 34.03
Quest Resource Hldg (QRHC) 0.13 488.05k +4% 1.17
Alphabet Inc Class C cs (GOOG) 0.12 475 1162.11
Microsoft Corporation (MSFT) 0.11 3.08k NEW 157.72
Sherwin-Williams Company (SHW) 0.11 1.07k +258% 459.53
Iridium Communications (IRDM) 0.11 22.70k -72% 22.33
TransDigm Group Incorporated (TDG) 0.11 1.58k -38% 320.25
Realogy Hldgs (RLGY) 0.11 171.40k -42% 3.01
Novanta (NOVT) 0.11 6.24k -42% 79.81
Avaya Holdings Corp convertible security 0.11 625.00k 0.80
MarketAxess Holdings (MKTX) 0.10 1.30k NEW 332.31
CBOE Holdings (CBOE) 0.10 5.11k NEW 89.24
Target Corporation (TGT) 0.09 4.40k +450% 92.95
MasterCard Incorporated (MA) 0.08 1.50k 241.33
Alliance Data Systems Corporation (ADS) 0.08 10.64k -13% 33.65
A. O. Smith Corporation (AOS) 0.08 10.00k NEW 37.80
NVE Corporation (NVEC) 0.08 7.00k -24% 51.98
iShares Russell 2000 Index (IWM) 0.07 2.70k +285% 114.44
Dunkin' Brands Group (DNKN) 0.07 6.30k -10% 53.17
Westrock (WRK) 0.07 10.62k 28.26
Pioneer Natural Resources (PXD) 0.06 4.00k NEW 70.25
Kennedy-Wilson Holdings (KW) 0.06 20.00k NEW 13.40
Invesco Qqq Trust Series 1 (QQQ) 0.06 1.40k 190.71
Denny's Corporation (DENN) 0.05 32.20k 7.67
McDonald's Corporation (MCD) 0.05 1.40k -22% 165.00
Ii-vi (IIVI) 0.05 8.00k -88% 28.50
Rts/bristol-myers Squibb Compa (BMY.R) 0.05 55.29k 3.80
3M Company (MMM) 0.03 1.04k -4% 136.54
General Dynamics Corporation (GD) 0.03 875 132.57
Penn National Gaming (PENN) 0.03 11.00k NEW 12.64
Eastside Distilling (EAST) 0.03 105.10k -32% 1.16
Duos Technologies Group (DUOT) 0.03 29.54k NEW 4.74
Spdr S&p 500 Etf (SPY) 0.02 400 257.50
Delta Air Lines (DAL) 0.02 3.80k -98% 28.42
Nordson Corporation (NDSN) 0.02 650 135.38
Home Depot (HD) 0.01 200 185.00
Schlumberger (SLB) 0.01 1.72k 13.39
MasTec (MTZ) 0.01 925 -96% 32.43
EXACT Sciences Corporation (EXAS) 0.01 550 58.18
Cummins (CMI) 0.00 25 120.00
NCR Corporation (NCR) 0.00 1.00k -99% 18.00
Occidental Petroleum Corporation (OXY) 0.00 248 -48% 12.10
Agilent Technologies Inc C ommon (A) 0.00 75 66.67
Core-Mark Holding Company (CORE) 0.00 175 28.57
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.00 90 177.78
Urban Outfitters (URBN) 0.00 650 -99% 13.85
Bloomin Brands (BLMN) 0.00 100 -99% 10.00

Past Filings by Skylands Capital

View past SEC 13F filings by Skylands Capital

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