Skylands Capital

Skylands Capital as of Dec. 31, 2010

Portfolio Holdings for Skylands Capital

Skylands Capital holds 219 positions in its portfolio as reported in the December 2010 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Union Pacific Corporation (UNP) 8.6 $52M 559k 92.66
Crown Castle International 8.0 $48M 1.1M 43.83
ITT Educational Services (ESINQ) 3.8 $23M 360k 63.69
Hewlett-Packard Company 3.0 $18M 431k 42.10
JPMorgan Chase & Co. (JPM) 2.9 $17M 406k 42.42
Avnet (AVT) 2.5 $15M 462k 33.03
Rent-A-Center (UPBD) 2.2 $13M 409k 32.28
American Tower Corporation 2.2 $13M 254k 51.64
Republic Services (RSG) 1.7 $11M 352k 29.86
Jarden Corporation 1.6 $9.6M 309k 30.87
Libbey 1.5 $9.0M 580k 15.47
TransDigm Group Incorporated (TDG) 1.5 $8.9M 123k 72.01
Apollo 1.4 $8.4M 214k 39.49
VeriFone Systems 1.4 $8.4M 218k 38.56
Covidien 1.3 $8.0M 175k 45.66
Denbury Resources 1.3 $7.9M 413k 19.09
EMC Corporation 1.1 $6.9M 302k 22.90
ON Semiconductor (ON) 1.1 $6.4M 652k 9.88
Pinnacle Entertainment 1.1 $6.3M 452k 14.02
Rock-Tenn Company 1.0 $6.1M 113k 53.95
Noble Corp 1.0 $6.1M 171k 35.77
Consolidated Graphics 1.0 $6.0M 123k 48.43
Exterran Holdings 1.0 $5.8M 241k 23.95
CSX Corporation (CSX) 0.9 $5.7M 88k 64.61
Waste Management (WM) 0.9 $5.6M 153k 36.87
GrafTech International 0.9 $5.4M 272k 19.84
Occidental Petroleum Corporation (OXY) 0.9 $5.2M 53k 98.10
Ryder System (R) 0.8 $5.2M 98k 52.64
AFC Enterprises 0.8 $5.1M 368k 13.90
Schweitzer-Mauduit International (MATV) 0.8 $4.9M 78k 62.92
Patterson Companies (PDCO) 0.8 $4.8M 157k 30.63
Darling International (DAR) 0.8 $4.8M 360k 13.28
Denny's Corporation (DENN) 0.8 $4.7M 1.3M 3.58
MasterCard Incorporated (MA) 0.7 $4.4M 20k 224.09
Intel Corporation (INTC) 0.7 $4.5M 213k 21.03
Alpha Natural Resources 0.7 $4.3M 71k 60.04
Carmike Cinemas 0.7 $4.2M 550k 7.72
KAR Auction Services (KAR) 0.6 $3.9M 281k 13.80
Owens Corning (OC) 0.6 $3.7M 120k 31.15
TPC 0.6 $3.7M 123k 30.32
Titan International (TWI) 0.6 $3.6M 183k 19.54
Central Garden & Pet (CENT) 0.6 $3.5M 358k 9.84
Crown Holdings (CCK) 0.6 $3.3M 100k 33.38
Regal Entertainment 0.6 $3.3M 283k 11.74
Ingram Micro 0.5 $3.2M 170k 19.09
Koppers Holdings (KOP) 0.5 $3.2M 90k 35.78
General Motors Company (GM) 0.5 $3.2M 87k 36.86
Northwest Pipe Company (NWPX) 0.5 $3.1M 128k 24.03
Famous Dave's of America 0.5 $3.1M 278k 11.15
Consol Energy 0.5 $3.1M 64k 48.75
Horsehead Holding 0.5 $3.0M 231k 13.04
GATX Corporation (GATX) 0.5 $3.0M 84k 35.28
Orion Marine (ORN) 0.5 $3.0M 255k 11.60
Charles Schwab Corporation (SCHW) 0.5 $2.9M 169k 17.11
McDonald's Corporation (MCD) 0.5 $2.9M 38k 76.77
Clean Harbors (CLH) 0.5 $2.9M 34k 84.08
CEC Entertainment 0.5 $2.9M 74k 38.83
Assurant (AIZ) 0.5 $2.8M 74k 38.52
Quad/Graphics (QUAD) 0.5 $2.8M 68k 41.26
Continental Resources 0.4 $2.7M 46k 58.86
Bank of New York Mellon Corporation (BK) 0.4 $2.6M 85k 30.20
Cogent Communications (CCOI) 0.4 $2.5M 178k 14.14
RC2 Corporation 0.4 $2.5M 116k 21.77
Albany International (AIN) 0.4 $2.4M 103k 23.69
Global Power Equipment Group 0.4 $2.5M 107k 23.20
Triumph (TGI) 0.4 $2.4M 27k 89.42
Moly 0.4 $2.4M 48k 49.90
CVS Caremark Corporation (CVS) 0.4 $2.4M 68k 34.77
Cameron International Corporation 0.4 $2.3M 46k 50.74
Dolan Company 0.4 $2.3M 164k 13.92
Cisco Systems (CSCO) 0.4 $2.2M 110k 20.23
Hub (HUBG) 0.4 $2.2M 64k 35.14
FMC Corporation (FMC) 0.4 $2.2M 28k 79.90
Rockwood Holdings 0.4 $2.2M 57k 39.13
KMG Chemicals 0.4 $2.2M 135k 16.57
America's Car-Mart (CRMT) 0.4 $2.2M 80k 27.08
Cummins (CMI) 0.3 $2.0M 19k 110.03
American Greetings Corporation 0.3 $2.1M 93k 22.16
Sensata Technologies Hldg Bv 0.3 $2.1M 69k 30.11
Assisted Living Concepts 0.3 $2.0M 61k 32.52
Financial Select Sector SPDR (XLF) 0.3 $2.0M 123k 15.95
OMNOVA Solutions 0.3 $1.9M 221k 8.36
Kaiser Aluminum (KALU) 0.3 $1.8M 35k 50.09
National-Oilwell Var 0.3 $1.7M 25k 67.26
Universal Stainless & Alloy Products (USAP) 0.3 $1.7M 54k 31.28
Peabody Energy Corporation 0.3 $1.7M 26k 63.99
Lubrizol Corporation 0.3 $1.6M 15k 106.88
EnerSys (ENS) 0.3 $1.7M 52k 32.13
Oshkosh Corporation (OSK) 0.3 $1.6M 46k 35.23
Richardson Electronics (RELL) 0.3 $1.7M 141k 11.69
Moody's Corporation (MCO) 0.3 $1.6M 59k 26.55
Franklin Electric (FELE) 0.2 $1.5M 39k 38.93
Rush Enterprises (RUSHA) 0.2 $1.5M 75k 20.44
J.B. Hunt Transport Services (JBHT) 0.2 $1.5M 36k 40.81
Cenovus Energy (CVE) 0.2 $1.4M 43k 33.24
Arrow Electronics (ARW) 0.2 $1.4M 40k 34.26
Dresser-Rand 0.2 $1.4M 33k 42.60
SPDR KBW Regional Banking (KRE) 0.2 $1.4M 53k 26.45
Praxair 0.2 $1.3M 14k 95.44
Visa (V) 0.2 $1.3M 19k 70.36
Wabash National Corporation (WNC) 0.2 $1.4M 114k 11.85
Neutral Tandem 0.2 $1.3M 93k 14.44
Agilent Technologies Inc C ommon (A) 0.2 $1.3M 31k 41.44
Eaton Corporation 0.2 $1.2M 12k 101.48
Hypercom Corporation (HYC) 0.2 $1.2M 146k 8.37
SBA Communications Corporation 0.2 $1.2M 29k 40.93
Advance America, Cash Advance Centers 0.2 $1.2M 219k 5.64
MIPS Technologies 0.2 $1.2M 79k 15.17
Generac Holdings (GNRC) 0.2 $1.2M 75k 16.17
Diamond Offshore Drilling 0.2 $1.2M 17k 66.86
Leggett & Platt (LEG) 0.2 $1.2M 51k 22.76
International Business Machines (IBM) 0.2 $1.2M 7.8k 146.81
Ladish 0.2 $1.1M 24k 48.61
Casella Waste Systems (CWST) 0.2 $1.1M 159k 7.09
CPI Aerostructures (CVU) 0.2 $1.1M 82k 14.08
Ameritrade Holding Corporation - Cl A 0.2 $1.2M 61k 18.99
Teekay Tankers Ltd cl a 0.2 $1.1M 34k 33.09
Beacon Roofing Supply (BECN) 0.2 $1.1M 59k 17.88
Knology 0.2 $1.1M 71k 15.63
Cameco Corporation (CCJ) 0.2 $1.0M 25k 40.36
Jos. A. Bank Clothiers 0.2 $1.0M 26k 40.31
Newmont Mining Corporation (NEM) 0.2 $971k 16k 61.46
Boston Scientific Corporation (BSX) 0.2 $993k 131k 7.57
GameStop (GME) 0.2 $940k 41k 22.88
Royal Gold (RGLD) 0.2 $955k 18k 54.65
Monotype Imaging Holdings 0.2 $944k 85k 11.11
Tyler Technologies (TYL) 0.2 $972k 47k 20.76
Alexander & Baldwin 0.2 $985k 25k 40.04
Kaman Corporation 0.2 $952k 33k 29.07
Providence Service Corporation 0.2 $997k 62k 16.07
EQUITABLE RES Inc Com Stk 0.2 $944k 21k 44.85
TeleNav 0.2 $956k 131k 7.28
Apache Corporation 0.1 $882k 7.4k 119.19
SPDR Gold Trust (GLD) 0.1 $919k 6.6k 138.72
FARO Technologies (FARO) 0.1 $934k 29k 32.83
Olympic Steel (ZEUS) 0.1 $886k 31k 28.67
Wabtec Corporation (WAB) 0.1 $836k 16k 52.91
Capitol Federal Financial (CFFN) 0.1 $834k 70k 11.92
Cme (CME) 0.1 $792k 2.5k 321.95
Abbott Laboratories (ABT) 0.1 $814k 17k 47.88
Sigma-Aldrich Corporation 0.1 $760k 11k 66.52
Freeport-McMoRan Copper & Gold (FCX) 0.1 $796k 6.6k 120.15
Xerium Technologies (XRM) 0.1 $778k 49k 15.94
North Amern Energy Partners 0.1 $763k 62k 12.27
Sterling Construction Company (STRL) 0.1 $802k 62k 13.04
CTPartners Executive Search (CTPR) 0.1 $788k 50k 15.76
Norfolk Southern (NSC) 0.1 $729k 12k 62.84
Nuance Communications 0.1 $727k 40k 18.18
Horizon Lines (HRZ) 0.1 $720k 165k 4.37
Silgan Holdings (SLGN) 0.1 $735k 21k 35.81
InterDigital (IDCC) 0.1 $712k 17k 41.64
LeMaitre Vascular (LMAT) 0.1 $755k 112k 6.77
Tupperware Brands Corporation 0.1 $686k 14k 47.64
McDermott International 0.1 $665k 32k 20.68
Furmanite Corporation 0.1 $681k 99k 6.91
CAMAC Energy 0.1 $678k 341k 1.99
Mistras (MG) 0.1 $682k 51k 13.48
Greif (GEF.B) 0.1 $693k 11k 61.33
PPG Industries (PPG) 0.1 $622k 7.4k 84.05
R.R. Donnelley & Sons Company 0.1 $610k 35k 17.48
Stryker Corporation (SYK) 0.1 $625k 12k 53.69
Duff & Phelps Corporation 0.1 $587k 35k 16.87
Greenhill & Co 0.1 $606k 7.4k 81.62
Lender Processing Services 0.1 $565k 19k 29.50
Timken Company (TKR) 0.1 $563k 12k 47.71
Alliance Data Systems Corporation (BFH) 0.1 $535k 7.5k 71.10
ARM Holdings 0.1 $560k 27k 20.75
Alliant Techsystems 0.1 $536k 7.2k 74.44
QLogic Corporation 0.1 $532k 31k 17.02
National Health Investors (NHI) 0.1 $563k 13k 45.04
Anadarko Petroleum Corporation 0.1 $482k 6.3k 76.21
Haynes International (HAYN) 0.1 $498k 12k 41.85
Polymet Mining Corp 0.1 $495k 207k 2.39
Sharps Compliance 0.1 $498k 112k 4.43
Paladin Energy 0.1 $496k 99k 5.01
Exxon Mobil Corporation (XOM) 0.1 $424k 5.8k 73.10
Encana Corp 0.1 $413k 14k 29.14
Heritage-Crystal Clean 0.1 $377k 38k 10.05
Merit Medical Systems (MMSI) 0.1 $383k 24k 15.83
Twin Disc, Incorporated (TWIN) 0.1 $361k 12k 29.83
Rand Logistics 0.1 $363k 75k 4.84
PolyOne Corporation 0.1 $299k 24k 12.51
Questar Corporation 0.1 $297k 17k 17.39
Mesabi Trust (MSB) 0.1 $314k 8.2k 38.53
Aarons 0.1 $306k 15k 20.40
Lincoln Electric Holdings (LECO) 0.0 $225k 3.5k 65.22
Hill International 0.0 $231k 36k 6.47
Matrix Service Company (MTRX) 0.0 $252k 21k 12.17
QEP Resources 0.0 $261k 7.2k 36.38
Devon Energy Corporation (DVN) 0.0 $198k 2.5k 78.32
Korn/Ferry International (KFY) 0.0 $162k 7.0k 23.14
Sirona Dental Systems 0.0 $197k 4.7k 41.69
Asbury Automotive (ABG) 0.0 $181k 9.8k 18.47
Nordson Corporation (NDSN) 0.0 $175k 1.9k 92.11
Graham Corporation (GHM) 0.0 $199k 10k 20.00
3M Company (MMM) 0.0 $116k 1.3k 86.57
Omnicare 0.0 $122k 4.8k 25.42
Measurement Specialties 0.0 $134k 4.6k 29.45
PrimeEnergy Corporation (PNRG) 0.0 $112k 5.7k 19.51
Compass Minerals International (CMP) 0.0 $67k 750.00 89.33
United Parcel Service (UPS) 0.0 $80k 1.1k 72.73
Mattel (MAT) 0.0 $32k 1.3k 25.60
Harley-Davidson (HOG) 0.0 $55k 1.6k 34.38
DaVita (DVA) 0.0 $59k 850.00 69.41
Cooper Companies 0.0 $39k 700.00 55.71
Mettler-Toledo International (MTD) 0.0 $45k 300.00 150.00
Halliburton Company (HAL) 0.0 $53k 1.3k 40.61
Target Corporation (TGT) 0.0 $42k 700.00 60.00
Plains Exploration & Production Company 0.0 $71k 2.2k 32.27
Team 0.0 $75k 3.1k 24.19
Lufkin Industries 0.0 $53k 850.00 62.35
U.S. Bancorp (USB) 0.0 $27k 1.0k 27.00
Range Resources (RRC) 0.0 $4.0k 100.00 40.00
Carter's (CRI) 0.0 $3.0k 100.00 30.00
Pool Corporation (POOL) 0.0 $9.0k 414.00 21.74
Google 0.0 $30k 50.00 600.00
Zimmer Holdings (ZBH) 0.0 $27k 500.00 54.00
Ametek (AME) 0.0 $24k 600.00 40.00
Ball Corporation (BALL) 0.0 $3.0k 50.00 60.00