Skylands Capital

Skylands Capital as of Dec. 31, 2013

Portfolio Holdings for Skylands Capital

Skylands Capital holds 225 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Union Pacific Corporation (UNP) 8.4 $77M 460k 168.00
Crown Castle International 7.8 $72M 982k 73.43
Norfolk Southern (NSC) 4.8 $44M 471k 92.83
Apple (AAPL) 3.1 $29M 51k 561.02
Ryder System (R) 3.1 $28M 383k 73.78
General Motors Company (GM) 3.0 $28M 678k 40.87
American Tower Reit (AMT) 2.2 $21M 257k 79.82
Libbey 2.1 $19M 921k 21.00
Covidien 1.9 $18M 258k 68.10
Tile Shop Hldgs (TTSH) 1.7 $16M 858k 18.07
JPMorgan Chase & Co. (JPM) 1.4 $13M 222k 58.48
Sensata Technologies Hldg Bv 1.4 $13M 334k 38.77
ITT Educational Services (ESINQ) 1.4 $13M 383k 33.58
GATX Corporation (GATX) 1.4 $13M 245k 52.17
Spdr S&p 500 Etf (SPY) 1.3 $12M 67k 184.69
Visa (V) 1.2 $11M 51k 222.68
Kennedy-Wilson Holdings (KW) 1.2 $11M 492k 22.25
Amer (UHAL) 1.1 $10M 44k 237.85
CSX Corporation (CSX) 1.1 $10M 358k 28.77
ON Semiconductor (ON) 1.1 $10M 1.3M 8.24
VeriFone Systems 1.1 $9.9M 368k 26.82
Halliburton Company (HAL) 1.1 $9.7M 191k 50.75
EMC Corporation 1.0 $9.2M 366k 25.15
Triumph (TGI) 1.0 $9.0M 119k 76.07
Rent-A-Center (UPBD) 1.0 $9.0M 269k 33.34
Teradata Corporation (TDC) 1.0 $8.9M 195k 45.49
Hewlett-Packard Company 1.0 $8.8M 315k 27.98
Occidental Petroleum Corporation (OXY) 0.9 $8.7M 92k 95.10
National-Oilwell Var 0.9 $8.4M 105k 79.53
Rock-Tenn Company 0.9 $8.3M 79k 105.01
Owens Corning (OC) 0.9 $8.1M 199k 40.72
iShares MSCI Japan Index 0.8 $7.4M 608k 12.14
TransDigm Group Incorporated (TDG) 0.8 $7.2M 45k 161.03
Core-Mark Holding Company 0.8 $7.1M 94k 75.93
Flotek Industries 0.8 $7.1M 352k 20.07
EnerSys (ENS) 0.7 $6.5M 93k 70.09
Consolidated Graphics 0.7 $6.4M 95k 67.44
stock 0.7 $6.1M 487k 12.50
Whiting Petroleum Corporation 0.6 $5.7M 92k 61.87
Mrc Global Inc cmn (MRC) 0.6 $5.7M 176k 32.26
Cisco Systems (CSCO) 0.6 $5.6M 251k 22.43
Beacon Roofing Supply (BECN) 0.6 $5.6M 140k 40.28
Dresser-Rand 0.6 $5.5M 92k 59.63
AFC Enterprises 0.6 $5.2M 135k 38.50
Ecolab (ECL) 0.6 $5.1M 49k 104.27
Cogent Communications (CCOI) 0.6 $5.0M 125k 40.41
W.W. Grainger (GWW) 0.5 $4.7M 18k 255.42
Zoetis Inc Cl A (ZTS) 0.5 $4.7M 144k 32.69
Fox Factory Hldg (FOXF) 0.5 $4.6M 263k 17.62
Trimas Corporation (TRS) 0.5 $4.5M 113k 39.89
World Wrestling Entertainment 0.5 $4.4M 267k 16.58
Carmike Cinemas 0.5 $4.4M 158k 27.84
Bed Bath & Beyond 0.5 $4.2M 52k 80.31
Panera Bread Company 0.4 $4.0M 23k 176.67
Bankunited (BKU) 0.4 $3.8M 117k 32.92
Darling International (DAR) 0.4 $3.8M 181k 20.88
Intel Corporation (INTC) 0.4 $3.5M 135k 25.96
EXACT Sciences Corporation (EXAS) 0.4 $3.5M 302k 11.75
Spark Networks 0.4 $3.5M 562k 6.16
Deere & Company (DE) 0.4 $3.5M 38k 91.32
Armstrong World Industries (AWI) 0.4 $3.3M 57k 57.61
Corning Incorporated (GLW) 0.3 $3.3M 183k 17.82
BlackRock 0.3 $3.2M 10k 316.50
Nordson Corporation (NDSN) 0.3 $3.2M 43k 74.30
Casella Waste Systems (CWST) 0.3 $3.1M 535k 5.80
Newmont Mining Corporation (NEM) 0.3 $3.0M 132k 23.03
CVS Caremark Corporation (CVS) 0.3 $3.0M 42k 71.57
Williams Companies (WMB) 0.3 $3.1M 80k 38.57
FMC Corporation (FMC) 0.3 $3.0M 40k 75.47
Kona Grill 0.3 $3.1M 166k 18.52
Gsi 0.3 $3.0M 271k 11.24
Denny's Corporation (DENN) 0.3 $3.0M 415k 7.19
International Business Machines (IBM) 0.3 $3.0M 16k 187.56
Iridium Communications (IRDM) 0.3 $3.0M 473k 6.25
Titan Machinery (TITN) 0.3 $3.0M 168k 17.82
Constellation Brands (STZ) 0.3 $2.9M 41k 70.39
Phi 0.3 $2.9M 66k 43.40
Denbury Resources 0.3 $2.9M 176k 16.43
Market Vectors Gold Miners ETF 0.3 $2.9M 135k 21.13
Manitex International 0.3 $2.8M 178k 15.88
Raymond James Financial (RJF) 0.3 $2.8M 53k 52.19
Schweitzer-Mauduit International (MATV) 0.3 $2.8M 55k 51.48
Avnet (AVT) 0.3 $2.7M 61k 44.10
Pinnacle Entertainment 0.3 $2.7M 105k 25.99
Sirona Dental Systems 0.3 $2.7M 39k 70.19
Columbia Banking System (COLB) 0.3 $2.6M 96k 27.49
Jth Holding-cl A 0.3 $2.6M 109k 24.30
Chart Industries (GTLS) 0.3 $2.6M 27k 95.64
IntraLinks Holdings 0.3 $2.6M 211k 12.11
Chuys Hldgs (CHUY) 0.3 $2.6M 71k 36.03
Rogers Corporation (ROG) 0.3 $2.5M 41k 61.51
Ulta Salon, Cosmetics & Fragrance (ULTA) 0.3 $2.5M 26k 96.53
Apache Corporation 0.3 $2.4M 28k 85.94
Eaton (ETN) 0.3 $2.4M 32k 76.12
Northwest Pipe Company (NWPX) 0.2 $2.3M 62k 37.75
Rockwood Holdings 0.2 $2.3M 32k 71.92
Capitol Federal Financial (CFFN) 0.2 $2.3M 191k 12.11
Ingram Micro 0.2 $2.2M 94k 23.46
Home BancShares (HOMB) 0.2 $2.2M 60k 37.36
Industries N shs - a - (LYB) 0.2 $2.2M 27k 80.29
Praxair 0.2 $2.1M 17k 130.00
Astronics Corporation (ATRO) 0.2 $2.2M 42k 50.99
Cameron International Corporation 0.2 $2.1M 36k 59.53
Cobalt Intl Energy 0.2 $2.2M 132k 16.45
Chefs Whse (CHEF) 0.2 $2.1M 72k 29.17
Zale Corporation 0.2 $2.1M 131k 15.77
Costa Inc Cl A 0.2 $2.0M 94k 21.73
Lincoln Electric Holdings (LECO) 0.2 $1.9M 27k 71.36
Kaman Corporation 0.2 $2.0M 50k 39.74
RigNet 0.2 $2.0M 41k 47.93
PNC Financial Services (PNC) 0.2 $1.8M 24k 77.59
Texas Capital Bancshares (TCBI) 0.2 $1.8M 29k 62.21
IBERIABANK Corporation 0.2 $1.9M 30k 62.84
Rexnord 0.2 $1.9M 69k 27.01
McGraw-Hill Companies 0.2 $1.7M 22k 78.21
Brunswick Corporation (BC) 0.2 $1.8M 38k 46.07
Ihs 0.2 $1.7M 14k 119.72
Famous Dave's of America 0.2 $1.7M 90k 18.30
Exone 0.2 $1.6M 27k 60.48
Devon Energy Corporation (DVN) 0.2 $1.6M 26k 61.87
USG Corporation 0.2 $1.6M 55k 28.38
Control4 0.2 $1.6M 90k 17.70
Crown Holdings (CCK) 0.2 $1.5M 33k 44.58
OMNOVA Solutions 0.2 $1.5M 165k 9.11
Bank of the Ozarks 0.2 $1.4M 26k 56.59
AtriCure (ATRC) 0.2 $1.5M 78k 18.68
Quality Distribution 0.1 $1.4M 109k 12.83
Mallinckrodt Pub 0.1 $1.4M 27k 52.28
Cummins (CMI) 0.1 $1.3M 9.4k 140.95
Lexmark International 0.1 $1.3M 37k 35.51
Noble Energy 0.1 $1.2M 18k 68.11
Nuance Communications 0.1 $1.2M 80k 15.21
Agilent Technologies Inc C ommon (A) 0.1 $1.2M 22k 57.21
IPG Photonics Corporation (IPGP) 0.1 $1.2M 15k 77.64
LCNB (LCNB) 0.1 $1.2M 68k 17.87
Insperity (NSP) 0.1 $1.2M 32k 36.13
Noble Corp Plc equity 0.1 $1.2M 33k 37.46
IDEXX Laboratories (IDXX) 0.1 $1.1M 10k 106.40
A.M. Castle & Co. 0.1 $1.1M 74k 14.77
FARO Technologies (FARO) 0.1 $1.1M 18k 58.31
Jos. A. Bank Clothiers 0.1 $1.1M 20k 54.77
Wabtec Corporation (WAB) 0.1 $1.1M 14k 74.24
Martin Marietta Materials (MLM) 0.1 $982k 9.8k 99.95
Greenbrier Companies (GBX) 0.1 $1.0M 31k 32.83
Ariad Pharmaceuticals 0.1 $1.0M 150k 6.82
Alliance Data Systems Corporation (BFH) 0.1 $901k 3.4k 263.07
Titan International (TWI) 0.1 $924k 51k 17.98
M&T Bank Corporation (MTB) 0.1 $792k 6.8k 116.47
Coherent 0.1 $874k 12k 74.38
Associated Banc- (ASB) 0.1 $851k 49k 17.40
Continental Resources 0.1 $712k 6.3k 112.57
Core Laboratories 0.1 $764k 4.0k 191.00
KBR (KBR) 0.1 $711k 22k 31.88
MidSouth Ban 0.1 $698k 39k 17.85
McDonald's Corporation (MCD) 0.1 $611k 6.3k 96.98
Lowe's Companies (LOW) 0.1 $629k 13k 49.53
Mueller Water Products (MWA) 0.1 $686k 73k 9.37
PowerSecure International 0.1 $613k 36k 17.17
L.B. Foster Company (FSTR) 0.1 $647k 14k 47.29
Sharps Compliance 0.1 $662k 140k 4.73
Allison Transmission Hldngs I (ALSN) 0.1 $667k 24k 27.62
Edwards Lifesciences (EW) 0.1 $566k 8.6k 65.81
Timken Company (TKR) 0.1 $598k 11k 55.12
Assured Guaranty (AGO) 0.1 $590k 25k 23.60
Jarden Corporation 0.1 $555k 9.1k 61.33
Marcus Corporation (MCS) 0.1 $535k 40k 13.43
CTPartners Executive Search (CTPR) 0.1 $537k 96k 5.60
Tangoe 0.1 $522k 29k 18.00
United Rentals (URI) 0.1 $464k 6.0k 77.98
Arrow Electronics (ARW) 0.1 $494k 9.1k 54.29
Jabil Circuit (JBL) 0.1 $471k 27k 17.44
McDermott International 0.1 $468k 51k 9.16
Trinity Biotech 0.1 $458k 18k 25.16
Capitol Acquisition 0.1 $443k 42k 10.45
Tristate Capital Hldgs 0.1 $455k 38k 11.86
Anadarko Petroleum Corporation 0.0 $347k 4.4k 79.31
SPDR Gold Trust (GLD) 0.0 $343k 3.0k 116.27
Avis Budget (CAR) 0.0 $346k 8.6k 40.47
iShares Russell 2000 Index (IWM) 0.0 $369k 3.2k 115.31
Hill International 0.0 $401k 102k 3.95
NxStage Medical 0.0 $385k 39k 10.00
Aar (AIR) 0.0 $359k 13k 28.05
Synalloy Corporation (ACNT) 0.0 $352k 23k 15.36
Quad/Graphics (QUAD) 0.0 $378k 14k 27.19
Vishay Precision (VPG) 0.0 $376k 25k 14.89
Franks Intl N V 0.0 $358k 13k 27.02
DaVita (DVA) 0.0 $247k 3.9k 63.33
Cenovus Energy (CVE) 0.0 $231k 8.1k 28.70
Krispy Kreme Doughnuts 0.0 $231k 12k 19.27
Littelfuse (LFUS) 0.0 $256k 2.8k 93.09
Gse Holding 0.0 $276k 134k 2.07
Globus Med Inc cl a (GMED) 0.0 $272k 14k 20.15
Global Brass & Coppr Hldgs I 0.0 $322k 20k 16.54
Quinpario Acquisition Corp unit 99/99/9999 0.0 $269k 25k 10.76
MasterCard Incorporated (MA) 0.0 $205k 245.00 836.73
3M Company (MMM) 0.0 $188k 1.3k 140.30
Om 0.0 $175k 4.8k 36.46
Graham Corporation (GHM) 0.0 $198k 5.5k 36.26
Triangle Petroleum Corporation csus 0.0 $211k 25k 8.31
Cellular Dynamics Internatio 0.0 $143k 8.7k 16.48
Diamond Offshore Drilling 0.0 $94k 1.7k 56.97
Microchip Technology (MCHP) 0.0 $112k 2.5k 44.80
Harley-Davidson (HOG) 0.0 $83k 1.2k 69.17
Stryker Corporation (SYK) 0.0 $60k 800.00 75.00
Zimmer Holdings (ZBH) 0.0 $47k 500.00 94.00
CONSOL Energy 0.0 $88k 1.3k 67.69
Oshkosh Corporation (OSK) 0.0 $86k 1.7k 50.59
Cinemark Holdings (CNK) 0.0 $97k 2.9k 33.45
Ametek (AME) 0.0 $47k 900.00 52.22
PowerShares QQQ Trust, Series 1 0.0 $114k 1.3k 87.69
Northern Technologies International (NTIC) 0.0 $74k 4.0k 18.50
WSI Industries 0.0 $121k 20k 6.05
Caterpillar (CAT) 0.0 $5.0k 50.00 100.00
Range Resources (RRC) 0.0 $8.0k 100.00 80.00
Parker-Hannifin Corporation (PH) 0.0 $6.0k 50.00 120.00
Target Corporation (TGT) 0.0 $44k 700.00 62.86
Pool Corporation (POOL) 0.0 $24k 414.00 57.97
ACCO Brands Corporation (ACCO) 0.0 $34k 5.1k 6.67
PolyOne Corporation 0.0 $3.0k 75.00 40.00
Noble Corporation Com Stk 0.0 $7.0k 200.00 35.00
Royal Gold (RGLD) 0.0 $2.0k 50.00 40.00
Foster Wheeler Ltd Com Stk 0.0 $17k 500.00 34.00
Tearlab Corp 0.0 $3.0k 369.00 8.13
Saratoga Res Inc Tex 0.0 $22k 19k 1.15
Fleetmatics 0.0 $4.0k 100.00 40.00