Skylands Capital

Skylands Capital as of March 31, 2012

Portfolio Holdings for Skylands Capital

Skylands Capital holds 220 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Crown Castle International 8.5 $59M 1.1M 53.34
Union Pacific Corporation (UNP) 8.4 $58M 543k 107.48
Avnet (AVT) 2.9 $20M 553k 36.39
Norfolk Southern (NSC) 2.8 $19M 293k 65.83
ITT Educational Services (ESINQ) 2.7 $19M 287k 66.14
Hewlett-Packard Company 2.2 $15M 638k 23.83
Ryder System (R) 2.0 $14M 269k 52.80
Apple (AAPL) 2.0 $14M 23k 599.56
Covidien 2.0 $14M 248k 54.68
TransDigm Group Incorporated (TDG) 1.8 $13M 110k 115.76
American Tower Corporation 1.8 $12M 195k 63.02
Libbey 1.6 $11M 881k 12.94
CSX Corporation (CSX) 1.6 $11M 517k 21.52
Jarden Corporation 1.6 $11M 274k 40.23
Rent-A-Center (UPBD) 1.5 $11M 283k 37.75
VeriFone Systems 1.5 $10M 201k 51.87
ON Semiconductor (ON) 1.5 $10M 1.1M 9.01
JPMorgan Chase & Co. (JPM) 1.5 $10M 220k 45.98
Republic Services (RSG) 1.3 $8.8M 288k 30.56
EMC Corporation 1.2 $8.3M 277k 29.88
Visa (V) 1.2 $8.1M 69k 118.00
Halliburton Company (HAL) 1.2 $8.1M 243k 33.19
Occidental Petroleum Corporation (OXY) 1.1 $7.7M 81k 95.23
EnerSys (ENS) 1.1 $7.3M 210k 34.65
Ingram Micro 1.1 $7.3M 392k 18.56
Rock-Tenn Company 1.0 $7.2M 107k 67.56
Carmike Cinemas 1.0 $7.0M 502k 13.95
Darling International (DAR) 1.0 $6.6M 381k 17.42
DaVita (DVA) 0.9 $6.4M 71k 90.17
Owens Corning (OC) 0.9 $6.3M 174k 36.03
Denny's Corporation (DENN) 0.9 $6.2M 1.5M 4.04
Cinemark Holdings (CNK) 0.9 $6.2M 284k 21.95
Core-Mark Holding Company 0.9 $6.3M 153k 40.94
American Greetings Corporation 0.9 $6.1M 399k 15.34
General Motors Company (GM) 0.9 $6.0M 234k 25.65
Schweitzer-Mauduit International (MATV) 0.8 $5.3M 76k 69.06
Kennedy-Wilson Holdings (KW) 0.7 $5.0M 368k 13.50
Whiting Petroleum Corporation 0.7 $4.8M 89k 54.30
AFC Enterprises 0.7 $4.9M 286k 16.96
TPC 0.7 $4.7M 107k 44.21
CONSOL Energy 0.7 $4.5M 133k 34.10
Ford Motor 0.6 $4.3M 348k 12.48
Corning Incorporated (GLW) 0.6 $4.2M 296k 14.08
Cisco Systems (CSCO) 0.6 $3.9M 186k 21.15
National-Oilwell Var 0.6 $3.9M 50k 79.48
Freeport-McMoRan Copper & Gold (FCX) 0.6 $3.9M 103k 38.04
Mesabi Trust (MSB) 0.6 $3.8M 125k 30.64
Pinnacle Entertainment 0.5 $3.7M 323k 11.51
Beacon Roofing Supply (BECN) 0.5 $3.7M 142k 25.76
Famous Dave's of America 0.5 $3.7M 318k 11.60
Apache Corporation 0.5 $3.6M 36k 100.45
Cameron International Corporation 0.5 $3.6M 68k 52.84
Crown Holdings (CCK) 0.5 $3.4M 91k 36.83
Exterran Holdings 0.5 $3.2M 246k 13.19
Quad/Graphics (QUAD) 0.5 $3.2M 229k 13.90
Northwest Pipe Company (NWPX) 0.4 $3.1M 145k 21.24
Capitol Federal Financial (CFFN) 0.4 $3.1M 259k 11.88
Gsi 0.4 $3.0M 251k 12.06
Nordson Corporation (NDSN) 0.4 $3.0M 55k 54.51
Intel Corporation (INTC) 0.4 $2.9M 103k 28.12
A.M. Castle & Co. 0.4 $2.8M 225k 12.65
Denbury Resources 0.4 $2.8M 153k 18.23
OMNOVA Solutions 0.4 $2.7M 402k 6.75
GrafTech International 0.4 $2.7M 225k 11.94
Rockwood Holdings 0.4 $2.6M 51k 52.15
CVS Caremark Corporation (CVS) 0.4 $2.5M 56k 44.80
Hub (HUBG) 0.3 $2.3M 65k 36.03
Consolidated Graphics 0.3 $2.3M 51k 45.26
Assisted Living Concepts 0.3 $2.3M 139k 16.61
Horsehead Holding 0.3 $2.3M 203k 11.39
Noble Corp 0.3 $2.3M 61k 37.48
Central Garden & Pet (CENT) 0.3 $2.1M 226k 9.41
MasterCard Incorporated (MA) 0.3 $2.0M 4.9k 420.60
Timken Company (TKR) 0.3 $2.1M 41k 50.73
Kaman Corporation 0.3 $2.1M 61k 33.95
Sensata Technologies Hldg Bv 0.3 $2.1M 62k 33.47
Praxair 0.3 $2.0M 17k 114.62
Oracle Corporation (ORCL) 0.3 $1.9M 65k 29.16
Moly 0.3 $1.9M 57k 33.83
Agilent Technologies Inc C ommon (A) 0.3 $1.9M 43k 44.52
Eaton Corporation 0.3 $1.8M 36k 49.82
Triumph (TGI) 0.3 $1.8M 29k 62.67
Leggett & Platt (LEG) 0.2 $1.8M 76k 23.01
Titan International (TWI) 0.2 $1.7M 73k 23.65
Cogent Communications (CCOI) 0.2 $1.8M 92k 19.08
FMC Corporation (FMC) 0.2 $1.7M 16k 105.85
DigitalGlobe 0.2 $1.7M 127k 13.34
Zebra Technologies (ZBRA) 0.2 $1.6M 40k 41.19
Innophos Holdings 0.2 $1.6M 32k 50.12
Aar (AIR) 0.2 $1.6M 86k 18.25
Assurant (AIZ) 0.2 $1.5M 38k 40.50
Baxter International (BAX) 0.2 $1.5M 26k 59.77
Cummins (CMI) 0.2 $1.5M 13k 120.08
Deere & Company (DE) 0.2 $1.5M 19k 80.92
Goldcorp 0.2 $1.5M 34k 45.07
Newmont Mining Corporation (NEM) 0.2 $1.4M 28k 51.26
Vishay Precision (VPG) 0.2 $1.5M 99k 14.83
InterDigital (IDCC) 0.2 $1.4M 41k 34.85
Chart Industries (GTLS) 0.2 $1.4M 19k 73.33
Nabors Industries 0.2 $1.4M 78k 17.49
Rand Logistics 0.2 $1.4M 165k 8.42
Kraton Performance Polymers 0.2 $1.4M 52k 26.56
Global Power Equipment Group 0.2 $1.4M 49k 27.70
Gold Fields (GFI) 0.2 $1.3M 97k 13.90
RealD 0.2 $1.3M 99k 13.50
Graham Corporation (GHM) 0.2 $1.2M 57k 21.90
Albany International (AIN) 0.2 $1.2M 51k 22.94
Olympic Steel (ZEUS) 0.2 $1.2M 49k 24.00
Coherent 0.2 $1.1M 19k 58.35
Kaiser Aluminum (KALU) 0.2 $1.1M 23k 47.25
Raymond James Financial (RJF) 0.2 $1.1M 31k 36.52
EQUITABLE RES Inc Com Stk 0.2 $1.1M 23k 48.22
S.Y. Ban 0.2 $1.1M 47k 23.19
Comerica Incorporated (CMA) 0.1 $1.0M 32k 32.36
SVB Financial (SIVBQ) 0.1 $1.1M 16k 64.33
CEC Entertainment 0.1 $1.0M 27k 37.91
SPDR Gold Trust (GLD) 0.1 $1.0M 6.4k 162.20
Ecolab (ECL) 0.1 $988k 16k 61.75
M&T Bank Corporation (MTB) 0.1 $990k 11k 86.84
Continental Resources 0.1 $965k 11k 85.78
Cenovus Energy (CVE) 0.1 $963k 27k 35.93
International Business Machines (IBM) 0.1 $944k 4.5k 208.62
SBA Communications Corporation 0.1 $1.0M 20k 50.81
Foster Wheeler 0.1 $972k 43k 22.76
Flotek Industries 0.1 $956k 80k 12.03
Bank of the Ozarks 0.1 $897k 29k 31.25
Royal Gold (RGLD) 0.1 $918k 14k 65.22
Manitex International 0.1 $867k 118k 7.33
El Paso Corporation 0.1 $848k 29k 29.55
Coeur d'Alene Mines Corporation (CDE) 0.1 $826k 35k 23.74
Home BancShares (HOMB) 0.1 $849k 32k 26.61
Trimas Corporation (TRS) 0.1 $840k 38k 22.40
IntraLinks Holdings 0.1 $812k 154k 5.29
Crumbs Bake Shop 0.1 $812k 221k 3.68
Noble Energy 0.1 $733k 7.5k 97.73
DeVry 0.1 $765k 23k 33.85
Parker-Hannifin Corporation (PH) 0.1 $765k 9.1k 84.53
Sigma-Aldrich Corporation 0.1 $734k 10k 73.03
Cliffs Natural Resources 0.1 $784k 11k 69.23
Associated Banc- (ASB) 0.1 $733k 53k 13.96
IBERIABANK Corporation 0.1 $727k 14k 53.46
Bankunited (BKU) 0.1 $745k 30k 25.00
Diamond Offshore Drilling 0.1 $709k 11k 66.73
American Software (LGTY) 0.1 $712k 83k 8.58
Brunswick Corporation (BC) 0.1 $682k 27k 25.74
LeCROY Corporation 0.1 $685k 66k 10.39
CTPartners Executive Search (CTPR) 0.1 $684k 103k 6.64
McDonald's Corporation (MCD) 0.1 $603k 6.2k 98.05
PPG Industries (PPG) 0.1 $642k 6.7k 95.82
GATX Corporation (GATX) 0.1 $592k 15k 40.27
Acuity Brands (AYI) 0.1 $628k 10k 62.80
Wabtec Corporation (WAB) 0.1 $603k 8.0k 75.38
Thermon Group Holdings (THR) 0.1 $598k 29k 20.44
Walgreen Company 0.1 $556k 17k 33.49
Meredith Corporation 0.1 $529k 16k 32.45
Silgan Holdings (SLGN) 0.1 $577k 13k 44.21
Merit Medical Systems (MMSI) 0.1 $540k 44k 12.41
Xerium Technologies (XRM) 0.1 $534k 83k 6.45
KBR (KBR) 0.1 $480k 14k 35.56
Apollo 0.1 $471k 12k 38.61
McDermott International 0.1 $501k 39k 12.81
Cerus Corporation (CERS) 0.1 $513k 128k 4.02
Gse Holding 0.1 $457k 35k 13.13
Lincoln Electric Holdings (LECO) 0.1 $390k 8.6k 45.35
Big Lots (BIGGQ) 0.1 $424k 9.9k 43.05
Alliance Data Systems Corporation (BFH) 0.1 $444k 3.5k 125.96
Sirona Dental Systems 0.1 $401k 7.8k 51.58
Asbury Automotive (ABG) 0.1 $383k 14k 26.97
Rentech 0.1 $419k 202k 2.08
Casella Waste Systems (CWST) 0.1 $449k 72k 6.24
Peabody Energy Corporation 0.1 $375k 13k 28.96
Newport Corporation 0.1 $351k 20k 17.73
Littelfuse (LFUS) 0.1 $361k 5.8k 62.78
ARM Holdings 0.1 $325k 12k 28.26
Dresser-Rand 0.1 $366k 7.9k 46.33
Jos. A. Bank Clothiers 0.1 $353k 7.0k 50.43
Panera Bread Company 0.1 $322k 2.0k 161.00
Alexander & Baldwin 0.1 $315k 6.5k 48.46
Nic 0.1 $342k 28k 12.13
ENGlobal Corporation 0.1 $343k 143k 2.40
KMG Chemicals 0.1 $351k 19k 18.07
A.T. Cross Company 0.1 $327k 27k 12.02
Interxion Holding 0.1 $337k 19k 17.93
Arrow Electronics (ARW) 0.0 $248k 5.9k 42.03
Anadarko Petroleum Corporation 0.0 $302k 3.9k 78.44
Knology 0.0 $275k 15k 18.21
Greenbrier Companies (GBX) 0.0 $281k 14k 19.79
Ballantyne Strong 0.0 $309k 58k 5.33
Northern Technologies International (NTIC) 0.0 $288k 18k 15.82
Devon Energy Corporation (DVN) 0.0 $175k 2.5k 71.31
Clean Harbors (CLH) 0.0 $189k 2.8k 67.50
Franklin Electric (FELE) 0.0 $221k 4.5k 49.11
Tupperware Brands Corporation 0.0 $178k 2.8k 63.57
CyberOptics Corporation 0.0 $231k 24k 9.67
Baja Mining Corp 0.0 $224k 234k 0.96
Williams Companies (WMB) 0.0 $154k 5.0k 30.80
Regal Entertainment 0.0 $121k 8.9k 13.60
Cascade Corporation 0.0 $135k 2.7k 50.00
Destination Maternity Corporation 0.0 $110k 5.9k 18.64
Wendy's/arby's Group (WEN) 0.0 $132k 26k 5.01
Exxon Mobil Corporation (XOM) 0.0 $43k 500.00 86.00
United Parcel Service (UPS) 0.0 $40k 500.00 80.00
3M Company (MMM) 0.0 $71k 800.00 88.75
Alpha Natural Resources 0.0 $81k 5.4k 15.14
Veeco Instruments (VECO) 0.0 $50k 1.8k 28.57
LeMaitre Vascular (LMAT) 0.0 $100k 17k 5.89
U.S. Bancorp (USB) 0.0 $32k 1.0k 32.00
Range Resources (RRC) 0.0 $6.0k 100.00 60.00
Mattel (MAT) 0.0 $7.0k 200.00 35.00
Harley-Davidson (HOG) 0.0 $34k 700.00 48.57
Stryker Corporation (SYK) 0.0 $28k 500.00 56.00
Target Corporation (TGT) 0.0 $23k 400.00 57.50
Pool Corporation (POOL) 0.0 $15k 414.00 36.23
Zimmer Holdings (ZBH) 0.0 $19k 300.00 63.33
Oshkosh Corporation (OSK) 0.0 $25k 1.1k 22.73
PolyOne Corporation 0.0 $1.0k 100.00 10.00
Tennant Company (TNC) 0.0 $26k 600.00 43.33
Lufkin Industries 0.0 $19k 240.00 79.17
Ametek (AME) 0.0 $15k 300.00 50.00
Willbros 0.0 $6.0k 2.0k 3.00