Skylands Capital

Skylands Capital as of March 31, 2011

Portfolio Holdings for Skylands Capital

Skylands Capital holds 227 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Union Pacific Corporation (UNP) 8.2 $57M 581k 98.33
Crown Castle International 6.8 $47M 1.1M 42.55
ITT Educational Services (ESINQ) 3.4 $24M 328k 72.15
JPMorgan Chase & Co. (JPM) 2.7 $19M 407k 46.10
Hewlett-Packard Company 2.6 $18M 449k 40.97
Avnet (AVT) 2.3 $16M 465k 34.09
Rent-A-Center (UPBD) 2.0 $14M 404k 34.91
American Tower Corporation 1.9 $13M 252k 51.82
Republic Services (RSG) 1.8 $12M 414k 30.04
VeriFone Systems 1.7 $12M 216k 54.95
Denbury Resources 1.6 $11M 456k 24.40
Jarden Corporation 1.6 $11M 307k 35.57
TransDigm Group Incorporated (TDG) 1.6 $11M 130k 83.83
Libbey 1.4 $10M 607k 16.50
Covidien 1.3 $9.2M 177k 51.94
Apollo 1.2 $8.7M 209k 41.71
Darling International (DAR) 1.2 $8.7M 563k 15.37
EMC Corporation 1.1 $7.9M 299k 26.56
Noble Corp 1.1 $7.5M 164k 45.62
TPC 1.0 $7.3M 252k 28.87
ON Semiconductor (ON) 1.0 $7.1M 725k 9.86
Consolidated Graphics 1.0 $7.1M 130k 54.63
Rock-Tenn Company 1.0 $7.1M 103k 69.35
CSX Corporation (CSX) 1.0 $7.1M 90k 78.60
Pinnacle Entertainment 0.9 $6.3M 461k 13.62
Occidental Petroleum Corporation (OXY) 0.9 $6.2M 59k 104.49
Exterran Holdings 0.8 $5.6M 238k 23.73
GrafTech International 0.8 $5.6M 269k 20.63
Denny's Corporation (DENN) 0.8 $5.4M 1.3M 4.06
Ryder System (R) 0.8 $5.4M 107k 50.60
AFC Enterprises 0.8 $5.3M 353k 15.13
MasterCard Incorporated (MA) 0.8 $5.2M 21k 251.73
McDonald's Corporation (MCD) 0.7 $4.9M 65k 76.09
Patterson Companies (PDCO) 0.7 $4.9M 151k 32.19
Waste Management (WM) 0.7 $4.6M 124k 37.34
Intel Corporation (INTC) 0.7 $4.5M 225k 20.18
Carmike Cinemas 0.6 $4.5M 624k 7.15
EnerSys (ENS) 0.6 $4.4M 110k 39.75
Owens Corning (OC) 0.6 $4.2M 118k 35.99
Apache Corporation 0.6 $4.3M 33k 130.91
Titan International (TWI) 0.6 $4.3M 160k 26.61
Schweitzer-Mauduit International (MATV) 0.6 $4.2M 84k 50.62
Triumph (TGI) 0.6 $4.2M 48k 88.46
Alpha Natural Resources 0.6 $4.1M 70k 59.37
American Greetings Corporation 0.6 $3.9M 165k 23.60
KAR Auction Services (KAR) 0.6 $3.9M 255k 15.34
Crown Holdings (CCK) 0.6 $3.8M 99k 38.58
Quad/Graphics (QUAD) 0.6 $3.8M 90k 42.54
General Motors Company (GM) 0.5 $3.7M 120k 31.03
Koppers Holdings (KOP) 0.5 $3.7M 86k 42.71
Ingram Micro 0.5 $3.6M 169k 21.03
Horsehead Holding 0.5 $3.5M 206k 17.05
Consol Energy 0.5 $3.5M 66k 53.63
Clean Harbors (CLH) 0.5 $3.4M 34k 98.65
Hub (HUBG) 0.5 $3.4M 93k 36.19
Visa (V) 0.5 $3.1M 42k 73.63
Central Garden & Pet (CENT) 0.5 $3.2M 358k 8.81
Cameron International Corporation 0.5 $3.1M 55k 57.10
Financial Select Sector SPDR (XLF) 0.5 $3.2M 193k 16.39
Gsi 0.4 $3.1M 297k 10.30
Charles Schwab Corporation (SCHW) 0.4 $3.0M 165k 18.03
Albany International (AIN) 0.4 $3.0M 120k 24.90
Ford Motor 0.4 $2.9M 197k 14.91
FMC Corporation (FMC) 0.4 $3.0M 35k 84.93
Famous Dave's of America 0.4 $3.0M 304k 9.75
Northwest Pipe Company (NWPX) 0.4 $2.9M 126k 22.93
Assurant (AIZ) 0.4 $2.8M 74k 38.50
CEC Entertainment 0.4 $2.8M 74k 37.74
Sigma-Aldrich Corporation 0.4 $2.8M 44k 63.63
Continental Resources 0.4 $2.7M 38k 71.46
Global Power Equipment Group 0.4 $2.8M 100k 27.50
CVS Caremark Corporation (CVS) 0.4 $2.7M 78k 34.32
Franklin Electric (FELE) 0.4 $2.6M 57k 46.19
Bank of New York Mellon Corporation (BK) 0.4 $2.5M 84k 29.87
Assisted Living Concepts 0.4 $2.5M 64k 39.14
Cinemark Holdings (CNK) 0.4 $2.5M 131k 19.35
Xerium Technologies (XRM) 0.4 $2.5M 104k 24.05
Freeport-McMoRan Copper & Gold (FCX) 0.3 $2.5M 44k 55.56
Moly 0.3 $2.5M 41k 60.02
Cenovus Energy (CVE) 0.3 $2.4M 61k 39.37
InterDigital (IDCC) 0.3 $2.4M 50k 47.70
Douglas Dynamics (PLOW) 0.3 $2.4M 166k 14.26
Capitol Federal Financial (CFFN) 0.3 $2.4M 212k 11.27
Mesabi Trust (MSB) 0.3 $2.3M 56k 41.13
Cummins (CMI) 0.3 $2.2M 20k 109.63
Kaiser Aluminum (KALU) 0.3 $2.2M 46k 49.26
Sensata Technologies Hldg Bv 0.3 $2.3M 65k 34.74
OMNOVA Solutions 0.3 $2.2M 276k 7.87
Orion Marine (ORN) 0.3 $2.2M 202k 10.74
Kennedy-Wilson Holdings (KW) 0.3 $2.2M 199k 10.86
Cogent Communications (CCOI) 0.3 $2.1M 147k 14.25
Dolan Company 0.3 $2.1M 173k 12.14
Cisco Systems (CSCO) 0.3 $2.0M 114k 17.15
DaVita (DVA) 0.3 $2.0M 23k 85.53
Kaman Corporation 0.3 $1.9M 55k 35.19
Motorcar Parts of America (MPAA) 0.3 $2.0M 142k 13.98
Norfolk Southern (NSC) 0.3 $1.9M 28k 69.28
National-Oilwell Var 0.3 $1.9M 24k 79.28
Rush Enterprises (RUSHA) 0.3 $1.9M 94k 19.80
Cme (CME) 0.3 $1.8M 6.0k 301.51
Peabody Energy Corporation 0.3 $1.8M 26k 71.98
J.B. Hunt Transport Services (JBHT) 0.3 $1.8M 39k 45.43
Oshkosh Corporation (OSK) 0.3 $1.8M 51k 35.38
Leggett & Platt (LEG) 0.2 $1.7M 71k 24.50
GATX Corporation (GATX) 0.2 $1.8M 46k 38.66
Hypercom Corporation (HYC) 0.2 $1.8M 146k 12.03
Dresser-Rand 0.2 $1.7M 33k 53.61
Littelfuse (LFUS) 0.2 $1.7M 29k 57.09
Universal Stainless & Alloy Products (USAP) 0.2 $1.6M 47k 33.73
America's Car-Mart (CRMT) 0.2 $1.5M 59k 25.77
Alexander & Baldwin 0.2 $1.6M 34k 45.65
MIPS Technologies 0.2 $1.5M 146k 10.49
Rockwood Holdings 0.2 $1.5M 30k 49.22
Merit Medical Systems (MMSI) 0.2 $1.4M 74k 19.62
Praxair 0.2 $1.4M 14k 101.63
Whiting Petroleum Corporation 0.2 $1.4M 19k 73.44
SPDR KBW Regional Banking (KRE) 0.2 $1.4M 53k 26.64
Diamond Offshore Drilling 0.2 $1.4M 17k 77.70
Eaton Corporation 0.2 $1.3M 24k 55.44
Lubrizol Corporation 0.2 $1.3M 10k 134.00
Agilent Technologies Inc C ommon (A) 0.2 $1.4M 31k 44.79
Tupperware Brands Corporation 0.2 $1.3M 23k 59.69
Knology 0.2 $1.4M 106k 12.91
Olympic Steel (ZEUS) 0.2 $1.3M 41k 32.81
Casella Waste Systems (CWST) 0.2 $1.3M 183k 7.17
Arrow Electronics (ARW) 0.2 $1.3M 31k 41.88
Cameco Corporation (CCJ) 0.2 $1.2M 40k 30.05
Beacon Roofing Supply (BECN) 0.2 $1.2M 58k 20.47
Advance America, Cash Advance Centers 0.2 $1.2M 230k 5.30
LSB Industries (LXU) 0.2 $1.2M 31k 39.64
Jos. A. Bank Clothiers 0.2 $1.2M 24k 50.88
KMG Chemicals 0.2 $1.2M 59k 19.66
Sharps Compliance 0.2 $1.2M 247k 4.72
Abbott Laboratories (ABT) 0.2 $1.1M 23k 49.04
Halliburton Company (HAL) 0.2 $1.1M 22k 49.85
RC2 Corporation 0.2 $1.1M 40k 28.11
Neutral Tandem 0.2 $1.1M 77k 14.75
Monotype Imaging Holdings 0.2 $1.1M 75k 14.50
Regal Entertainment 0.1 $1.0M 77k 13.50
Entercom Communications 0.1 $1.1M 96k 11.02
SBA Communications Corporation 0.1 $1.0M 26k 39.69
PolyOne Corporation 0.1 $1.0M 72k 14.21
Wabtec Corporation (WAB) 0.1 $1.1M 16k 67.85
EQUITABLE RES Inc Com Stk 0.1 $1.0M 21k 49.88
Sterling Construction Company (STRL) 0.1 $1.0M 62k 16.87
Generac Holdings (GNRC) 0.1 $1.1M 54k 20.29
Omnicare 0.1 $972k 32k 30.00
International Business Machines (IBM) 0.1 $1.0M 6.2k 163.00
CTPartners Executive Search (CTPR) 0.1 $1000k 71k 14.14
Baxter International (BAX) 0.1 $898k 17k 53.77
SPDR Gold Trust (GLD) 0.1 $941k 6.7k 139.93
Royal Gold (RGLD) 0.1 $910k 17k 52.37
Timken Company (TKR) 0.1 $863k 17k 52.30
Alliance Data Systems Corporation (BFH) 0.1 $861k 10k 85.89
SFN 0.1 $820k 58k 14.09
Asbury Automotive (ABG) 0.1 $839k 45k 18.48
Alliant Techsystems 0.1 $813k 12k 70.70
McDermott International 0.1 $812k 32k 25.38
Nuance Communications 0.1 $782k 40k 19.55
Silgan Holdings (SLGN) 0.1 $783k 21k 38.15
Graham Corporation (GHM) 0.1 $779k 33k 23.93
Polymet Mining Corp 0.1 $773k 390k 1.98
LeMaitre Vascular (LMAT) 0.1 $742k 109k 6.81
TD Ameritrade Holding 0.1 $705k 34k 20.86
PPG Industries (PPG) 0.1 $705k 7.4k 95.27
Stryker Corporation (SYK) 0.1 $708k 12k 60.82
Owens-Illinois 0.1 $679k 23k 30.18
QLogic Corporation 0.1 $728k 39k 18.55
Lender Processing Services 0.1 $616k 19k 32.17
R.R. Donnelley & Sons Company 0.1 $660k 35k 18.91
Tyler Technologies (TYL) 0.1 $616k 26k 23.72
TeleNav 0.1 $598k 50k 11.87
Paladin Energy 0.1 $658k 181k 3.63
Baja Mining Corp 0.1 $612k 583k 1.05
KBR (KBR) 0.1 $563k 15k 37.79
Casey's General Stores (CASY) 0.1 $554k 14k 39.01
ARM Holdings 0.1 $566k 20k 28.16
National Health Investors (NHI) 0.1 $537k 11k 47.95
CPI Aerostructures (CVU) 0.1 $581k 38k 15.21
Exxon Mobil Corporation (XOM) 0.1 $488k 5.8k 84.14
Anadarko Petroleum Corporation 0.1 $518k 6.3k 81.90
FARO Technologies (FARO) 0.1 $490k 12k 40.00
Greenhill & Co 0.1 $482k 7.3k 65.80
Meredith Corporation 0.1 $397k 12k 33.93
Reliance Steel & Aluminum (RS) 0.1 $410k 7.1k 57.75
Questar Corporation 0.1 $422k 24k 17.46
Providence Service Corporation 0.1 $449k 30k 14.97
Kraton Performance Polymers 0.1 $425k 11k 38.29
Mistras (MG) 0.1 $398k 23k 17.23
Aarons 0.1 $426k 17k 25.36
El Paso Corporation 0.1 $333k 19k 18.00
STAAR Surgical Company (STAA) 0.1 $340k 61k 5.57
WILLBROS GROUP INC COM Stk 0.1 $329k 30k 10.93
Lincoln Electric Holdings (LECO) 0.0 $262k 3.5k 75.94
Haynes International (HAYN) 0.0 $272k 4.9k 55.52
QEP Resources 0.0 $288k 7.1k 40.56
CAMAC Energy 0.0 $255k 170k 1.50
Devon Energy Corporation (DVN) 0.0 $232k 2.5k 91.77
Iridium Communications (IRDM) 0.0 $187k 23k 7.99
Sirona Dental Systems 0.0 $192k 3.8k 50.20
H&E Equipment Services (HEES) 0.0 $221k 11k 19.56
ENGlobal Corporation 0.0 $227k 50k 4.53
Mitek Systems (MITK) 0.0 $240k 59k 4.05
3M Company (MMM) 0.0 $125k 1.3k 93.28
Mattel (MAT) 0.0 $165k 6.6k 25.00
Korn/Ferry International (KFY) 0.0 $150k 6.8k 22.22
Measurement Specialties 0.0 $111k 3.3k 34.15
Nordson Corporation (NDSN) 0.0 $132k 1.2k 114.78
Nic 0.0 $131k 11k 12.48
Inx (INXI) 0.0 $125k 17k 7.40
Compass Minerals International (CMP) 0.0 $70k 750.00 93.33
Ecolab (ECL) 0.0 $102k 2.0k 51.00
United Parcel Service (UPS) 0.0 $82k 1.1k 74.55
Harley-Davidson (HOG) 0.0 $68k 1.6k 42.50
Cooper Companies 0.0 $49k 700.00 70.00
Mettler-Toledo International (MTD) 0.0 $52k 300.00 173.33
Encana Corp 0.0 $52k 1.5k 34.67
Lufkin Industries 0.0 $79k 850.00 92.94
Teekay Tankers Ltd cl a 0.0 $37k 1.0k 37.00
U.S. Bancorp (USB) 0.0 $26k 1.0k 26.00
Range Resources (RRC) 0.0 $6.0k 100.00 60.00
Target Corporation (TGT) 0.0 $35k 700.00 50.00
Pool Corporation (POOL) 0.0 $10k 414.00 24.15
Google 0.0 $29k 50.00 580.00
Horizon Lines (HRZ) 0.0 $565.000000 500.00 1.13
Zimmer Holdings (ZBH) 0.0 $30k 500.00 60.00
Ametek (AME) 0.0 $26k 600.00 43.33