Skylands Capital as of Dec. 31, 2012
Portfolio Holdings for Skylands Capital
Skylands Capital holds 189 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Union Pacific Corporation (UNP) | 9.7 | $67M | 536k | 125.72 | |
| Crown Castle International | 9.6 | $66M | 921k | 72.16 | |
| Ryder System (R) | 3.4 | $23M | 468k | 49.93 | |
| Apple (AAPL) | 3.0 | $21M | 39k | 532.16 | |
| Norfolk Southern (NSC) | 2.7 | $19M | 304k | 61.84 | |
| Spdr S&p 500 Etf (SPY) | 2.5 | $17M | 121k | 142.41 | |
| Libbey | 2.4 | $16M | 842k | 19.35 | |
| Covidien | 2.3 | $16M | 279k | 57.74 | |
| American Tower Reit (AMT) | 2.0 | $14M | 182k | 77.27 | |
| ON Semiconductor (ON) | 1.8 | $13M | 1.8M | 7.05 | |
| Hewlett-Packard Company | 1.6 | $11M | 777k | 14.25 | |
| Rent-A-Center (UPBD) | 1.6 | $11M | 313k | 34.36 | |
| Tile Shop Hldgs (TTSH) | 1.5 | $11M | 624k | 16.83 | |
| EMC Corporation | 1.5 | $10M | 407k | 25.30 | |
| VeriFone Systems | 1.5 | $10M | 346k | 29.68 | |
| Visa (V) | 1.4 | $10M | 66k | 151.58 | |
| JPMorgan Chase & Co. (JPM) | 1.4 | $9.4M | 214k | 43.97 | |
| CSX Corporation (CSX) | 1.4 | $9.4M | 478k | 19.73 | |
| Occidental Petroleum Corporation (OXY) | 1.2 | $8.6M | 112k | 76.61 | |
| Schweitzer-Mauduit International (MATV) | 1.2 | $8.6M | 221k | 39.03 | |
| TransDigm Group Incorporated (TDG) | 1.2 | $8.3M | 61k | 136.36 | |
| ITT Educational Services (ESINQ) | 1.2 | $8.1M | 470k | 17.31 | |
| Lufkin Industries | 1.1 | $7.6M | 131k | 58.13 | |
| Denny's Corporation (DENN) | 1.1 | $7.4M | 1.5M | 4.88 | |
| Owens Corning (OC) | 1.1 | $7.3M | 196k | 36.99 | |
| Arrow Electronics (ARW) | 1.0 | $7.2M | 188k | 38.08 | |
| Halliburton Company (HAL) | 0.9 | $6.5M | 188k | 34.69 | |
| EnerSys (ENS) | 0.9 | $6.5M | 172k | 37.63 | |
| Praxair | 0.9 | $6.1M | 56k | 109.45 | |
| Kennedy-Wilson Holdings (KW) | 0.8 | $5.9M | 423k | 13.98 | |
| Ingram Micro | 0.8 | $5.8M | 343k | 16.92 | |
| Avnet (AVT) | 0.8 | $5.7M | 187k | 30.61 | |
| Cisco Systems (CSCO) | 0.8 | $5.5M | 279k | 19.65 | |
| Core-Mark Holding Company | 0.8 | $5.5M | 116k | 47.35 | |
| Pinnacle Entertainment | 0.8 | $5.4M | 342k | 15.83 | |
| AFC Enterprises | 0.8 | $5.3M | 203k | 26.13 | |
| Rock-Tenn Company | 0.7 | $5.0M | 72k | 69.91 | |
| Whiting Petroleum Corporation | 0.6 | $4.3M | 99k | 43.37 | |
| Darling International (DAR) | 0.6 | $4.3M | 266k | 16.04 | |
| stock | 0.6 | $4.2M | 323k | 13.00 | |
| Carmike Cinemas | 0.6 | $4.0M | 267k | 15.00 | |
| Famous Dave's of America | 0.6 | $3.9M | 422k | 9.19 | |
| Ford Motor | 0.6 | $3.8M | 297k | 12.95 | |
| Apache Corporation | 0.5 | $3.7M | 47k | 78.51 | |
| Ecolab (ECL) | 0.5 | $3.6M | 50k | 71.90 | |
| Mrc Global Inc cmn (MRC) | 0.5 | $3.5M | 127k | 27.78 | |
| Northwest Pipe Company (NWPX) | 0.5 | $3.5M | 146k | 23.86 | |
| Casella Waste Systems (CWST) | 0.5 | $3.5M | 791k | 4.38 | |
| National-Oilwell Var | 0.5 | $3.4M | 49k | 68.35 | |
| Newmont Mining Corporation (NEM) | 0.5 | $3.3M | 72k | 46.44 | |
| Beacon Roofing Supply (BECN) | 0.5 | $3.3M | 100k | 33.28 | |
| Flotek Industries | 0.5 | $3.1M | 255k | 12.20 | |
| Corning Incorporated (GLW) | 0.4 | $3.0M | 239k | 12.62 | |
| General Motors Company (GM) | 0.4 | $3.0M | 105k | 28.83 | |
| Trimas Corporation (TRS) | 0.4 | $2.9M | 103k | 28.01 | |
| Freeport-McMoRan Copper & Gold (FCX) | 0.4 | $2.8M | 82k | 34.20 | |
| Panera Bread Company | 0.4 | $2.9M | 18k | 158.83 | |
| Olympic Steel (ZEUS) | 0.4 | $2.8M | 129k | 22.14 | |
| Consolidated Graphics | 0.4 | $2.8M | 80k | 34.92 | |
| Jarden Corporation | 0.4 | $2.8M | 54k | 51.70 | |
| Iridium Communications (IRDM) | 0.4 | $2.7M | 404k | 6.72 | |
| Triumph (TGI) | 0.4 | $2.7M | 41k | 65.29 | |
| Aar (AIR) | 0.4 | $2.6M | 139k | 18.68 | |
| Capitol Federal Financial (CFFN) | 0.4 | $2.5M | 218k | 11.69 | |
| Deere & Company (DE) | 0.4 | $2.5M | 29k | 86.40 | |
| Cogent Communications (CCOI) | 0.4 | $2.5M | 111k | 22.64 | |
| Central Garden & Pet (CENT) | 0.3 | $2.4M | 242k | 10.02 | |
| Jos. A. Bank Clothiers | 0.3 | $2.4M | 57k | 42.58 | |
| CVS Caremark Corporation (CVS) | 0.3 | $2.4M | 49k | 48.36 | |
| GATX Corporation (GATX) | 0.3 | $2.4M | 55k | 43.30 | |
| Bankunited (BKU) | 0.3 | $2.3M | 94k | 24.44 | |
| A.M. Castle & Co. | 0.3 | $2.2M | 150k | 14.77 | |
| Nordson Corporation (NDSN) | 0.3 | $2.2M | 35k | 63.11 | |
| Rockwood Holdings | 0.3 | $2.2M | 45k | 49.46 | |
| Kaman Corporation (KAMN) | 0.3 | $2.2M | 60k | 36.80 | |
| Crown Holdings (CCK) | 0.3 | $2.1M | 58k | 36.82 | |
| PNC Financial Services (PNC) | 0.3 | $2.1M | 36k | 58.32 | |
| International Business Machines (IBM) | 0.3 | $2.2M | 11k | 191.59 | |
| Graham Corporation (GHM) | 0.3 | $2.1M | 110k | 19.50 | |
| Sensata Technologies Hldg Bv | 0.3 | $2.2M | 66k | 32.48 | |
| Eaton Corporation | 0.3 | $2.1M | 39k | 54.18 | |
| Intel Corporation (INTC) | 0.3 | $2.1M | 100k | 20.62 | |
| GrafTech International | 0.3 | $2.0M | 218k | 9.39 | |
| Denbury Resources | 0.3 | $2.1M | 128k | 16.20 | |
| OMNOVA Solutions | 0.3 | $2.0M | 284k | 7.01 | |
| Raymond James Financial (RJF) | 0.3 | $2.0M | 53k | 38.52 | |
| Cameron International Corporation | 0.3 | $2.0M | 35k | 56.47 | |
| Gse Holding | 0.3 | $1.9M | 310k | 6.20 | |
| FMC Corporation (FMC) | 0.3 | $1.8M | 30k | 58.50 | |
| Assurant (AIZ) | 0.2 | $1.7M | 50k | 34.71 | |
| AtriCure (ATRC) | 0.2 | $1.7M | 253k | 6.90 | |
| DaVita (DVA) | 0.2 | $1.7M | 15k | 110.54 | |
| Gsi | 0.2 | $1.6M | 180k | 8.66 | |
| Teradata Corporation (TDC) | 0.2 | $1.5M | 25k | 61.87 | |
| Foster Wheeler | 0.2 | $1.5M | 62k | 24.32 | |
| Columbia Banking System (COLB) | 0.2 | $1.5M | 85k | 17.94 | |
| Agilent Technologies Inc C ommon (A) | 0.2 | $1.4M | 35k | 40.93 | |
| American Software (AMSWA) | 0.2 | $1.4M | 183k | 7.76 | |
| Alexander & Baldwin | 0.2 | $1.4M | 49k | 29.37 | |
| McDermott International | 0.2 | $1.5M | 135k | 11.02 | |
| Williams Companies (WMB) | 0.2 | $1.4M | 43k | 32.73 | |
| Brunswick Corporation (BC) | 0.2 | $1.4M | 48k | 29.09 | |
| Greenbrier Companies (GBX) | 0.2 | $1.4M | 87k | 16.17 | |
| Noble Corp | 0.2 | $1.4M | 40k | 34.83 | |
| Barrick Gold Corp (GOLD) | 0.2 | $1.3M | 38k | 35.01 | |
| Microchip Technology (MCHP) | 0.2 | $1.3M | 40k | 32.58 | |
| Titan International (TWI) | 0.2 | $1.3M | 62k | 21.72 | |
| Innophos Holdings | 0.2 | $1.3M | 28k | 46.50 | |
| IBERIABANK Corporation | 0.2 | $1.3M | 26k | 49.13 | |
| Lincoln Electric Holdings (LECO) | 0.2 | $1.2M | 24k | 48.67 | |
| BlackRock (BLK) | 0.2 | $1.1M | 5.5k | 206.73 | |
| United Rentals (URI) | 0.2 | $1.1M | 24k | 45.54 | |
| M&T Bank Corporation (MTB) | 0.1 | $1.0M | 10k | 98.46 | |
| Timken Company (TKR) | 0.1 | $1.0M | 22k | 47.81 | |
| Bank of the Ozarks | 0.1 | $1.1M | 32k | 33.47 | |
| True Religion Apparel | 0.1 | $1.0M | 40k | 25.42 | |
| S.Y. Ban | 0.1 | $1.0M | 46k | 22.42 | |
| Nuance Communications | 0.1 | $960k | 43k | 22.33 | |
| W.W. Grainger (GWW) | 0.1 | $946k | 4.7k | 202.35 | |
| Asbury Automotive (ABG) | 0.1 | $945k | 30k | 32.03 | |
| Rand Logistics | 0.1 | $993k | 153k | 6.50 | |
| IntraLinks Holdings | 0.1 | $1.0M | 163k | 6.17 | |
| McDonald's Corporation (MCD) | 0.1 | $891k | 10k | 88.22 | |
| Bed Bath & Beyond | 0.1 | $917k | 16k | 55.91 | |
| Home BancShares (HOMB) | 0.1 | $905k | 27k | 33.03 | |
| Global Eagle Acquisition Cor | 0.1 | $893k | 90k | 9.97 | |
| Newport Corporation | 0.1 | $838k | 62k | 13.45 | |
| Global Power Equipment Grp I | 0.1 | $821k | 48k | 17.15 | |
| Chefs Whse (CHEF) | 0.1 | $832k | 53k | 15.80 | |
| Jth Holding-cl A | 0.1 | $858k | 62k | 13.77 | |
| Chart Industries (GTLS) | 0.1 | $764k | 12k | 66.72 | |
| A.T. Cross Company | 0.1 | $772k | 72k | 10.78 | |
| Interxion Holding | 0.1 | $760k | 32k | 23.75 | |
| Continental Resources | 0.1 | $683k | 9.3k | 73.44 | |
| Wabtec Corporation (WAB) | 0.1 | $700k | 8.0k | 87.50 | |
| Associated Banc- (ASB) | 0.1 | $689k | 53k | 13.12 | |
| Vishay Precision (VPG) | 0.1 | $670k | 51k | 13.23 | |
| Crumbs Bake Shop | 0.1 | $671k | 216k | 3.11 | |
| Matrix Service Company (MTRX) | 0.1 | $657k | 57k | 11.51 | |
| Rentech | 0.1 | $600k | 228k | 2.63 | |
| Core Laboratories | 0.1 | $525k | 4.8k | 109.38 | |
| Triangle Petroleum Corporation csus | 0.1 | $587k | 98k | 5.99 | |
| Noble Energy | 0.1 | $458k | 4.5k | 101.78 | |
| Alliance Data Systems Corporation (BFH) | 0.1 | $496k | 3.4k | 144.82 | |
| SPDR Gold Trust (GLD) | 0.1 | $494k | 3.1k | 161.97 | |
| PowerSecure International | 0.1 | $502k | 64k | 7.81 | |
| Quad/Graphics (QUAD) | 0.1 | $458k | 23k | 20.40 | |
| RigNet | 0.1 | $517k | 25k | 20.43 | |
| Cummins (CMI) | 0.1 | $429k | 4.0k | 108.47 | |
| CONSOL Energy | 0.1 | $443k | 14k | 32.10 | |
| Northern Technologies International (NTIC) | 0.1 | $439k | 39k | 11.41 | |
| Industries N shs - a - (LYB) | 0.1 | $402k | 7.1k | 57.02 | |
| CTPartners Executive Search (CTPR) | 0.1 | $440k | 97k | 4.56 | |
| Saratoga Res Inc Tex | 0.1 | $423k | 120k | 3.54 | |
| Merit Medical Systems (MMSI) | 0.1 | $373k | 27k | 13.92 | |
| Sharps Compliance | 0.1 | $380k | 168k | 2.26 | |
| Brightcove (BCOV) | 0.1 | $317k | 35k | 9.03 | |
| American Greetings Corporation | 0.0 | $243k | 14k | 16.88 | |
| Anadarko Petroleum Corporation | 0.0 | $260k | 3.5k | 74.29 | |
| Cenovus Energy (CVE) | 0.0 | $258k | 7.7k | 33.51 | |
| Cinemark Holdings (CNK) | 0.0 | $301k | 12k | 25.95 | |
| FARO Technologies (FARO) | 0.0 | $257k | 7.2k | 35.64 | |
| Titan Machinery (TITN) | 0.0 | $299k | 12k | 24.71 | |
| Marcus Corporation (MCS) | 0.0 | $268k | 22k | 12.47 | |
| Tangoe | 0.0 | $292k | 25k | 11.87 | |
| Thor Industries (THO) | 0.0 | $206k | 5.5k | 37.45 | |
| Diamond Offshore Drilling | 0.0 | $112k | 1.7k | 67.88 | |
| MasterCard Incorporated (MA) | 0.0 | $157k | 320.00 | 490.62 | |
| Devon Energy Corporation (DVN) | 0.0 | $124k | 2.4k | 52.12 | |
| Parker-Hannifin Corporation (PH) | 0.0 | $140k | 1.7k | 84.85 | |
| Sirona Dental Systems | 0.0 | $127k | 2.0k | 64.30 | |
| Dresser-Rand | 0.0 | $168k | 3.0k | 56.00 | |
| 3M Company (MMM) | 0.0 | $74k | 800.00 | 92.50 | |
| Exterran Holdings | 0.0 | $64k | 2.9k | 22.07 | |
| Regal Entertainment | 0.0 | $82k | 5.9k | 13.90 | |
| U.S. Bancorp (USB) | 0.0 | $32k | 1.0k | 32.00 | |
| Range Resources (RRC) | 0.0 | $6.0k | 100.00 | 60.00 | |
| Harley-Davidson (HOG) | 0.0 | $34k | 700.00 | 48.57 | |
| Stryker Corporation (SYK) | 0.0 | $27k | 500.00 | 54.00 | |
| Target Corporation (TGT) | 0.0 | $24k | 400.00 | 60.00 | |
| Pool Corporation (POOL) | 0.0 | $18k | 414.00 | 43.48 | |
| Zimmer Holdings (ZBH) | 0.0 | $20k | 300.00 | 66.67 | |
| SBA Communications Corporation | 0.0 | $28k | 400.00 | 70.00 | |
| Oshkosh Corporation (OSK) | 0.0 | $33k | 1.1k | 30.00 | |
| PolyOne Corporation | 0.0 | $2.0k | 100.00 | 20.00 | |
| Acuity Brands (AYI) | 0.0 | $17k | 250.00 | 68.00 | |
| Royal Gold (RGLD) | 0.0 | $4.0k | 50.00 | 80.00 | |
| Ametek (AME) | 0.0 | $17k | 450.00 | 37.78 | |
| EQUITABLE RES Inc Com Stk | 0.0 | $3.0k | 50.00 | 60.00 |
