Skylands Capital

Skylands Capital as of June 30, 2011

Portfolio Holdings for Skylands Capital

Skylands Capital holds 222 positions in its portfolio as reported in the June 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Union Pacific Corp 8.7 $63M 601k 104.40
D Crown Castle Interna Tional Co Common Stock 2 6.6 $48M 1.2M 40.79
Itt Educational Services 3.7 $27M 343k 78.24
Hewlett Packard 2.5 $18M 483k 36.40
Jpmorgan Chase & Co Co m 4 2.4 $17M 414k 40.94
Avnet 2.2 $16M 492k 31.88
AMERICAN TOWER CORPORATION Cmn Class A 2.0 $14M 271k 52.33
Rent-a-center 1.9 $13M 435k 30.56
Libbey 1.7 $12M 765k 16.22
Transdigm Group 1.7 $12M 134k 91.19
Jarden Corp 1.5 $11M 303k 34.51
Covidien 1.4 $10M 195k 53.23
Republic Svcs 1.4 $9.9M 322k 30.85
Tpc Group 1.3 $9.1M 233k 39.22
Apollo Group Inc cl a 0 1.3 $9.1M 207k 43.68
D Denbury Resources Ho Ldings In Common Stock 2 1.3 $9.1M 454k 20.00
On Semiconductor Corp 1.3 $9.0M 864k 10.47
Darling Intl 1.2 $9.0M 508k 17.70
E M C Corp 1.2 $8.6M 313k 27.55
Verifone Holdings 1.1 $8.2M 185k 44.35
NORFOLK SOUTHERN Corp 1.1 $8.1M 108k 74.93
Noble Corp shs g 1.0 $7.5M 190k 39.41
Rock Tenn Co cl a 7 0.9 $6.4M 97k 66.34
Csx Corp Co m 1 0.9 $6.3M 241k 26.22
Enersys 0.9 $6.2M 180k 34.42
Pinnacle Entmt 0.9 $6.3M 421k 14.90
Dennys Corp 0.9 $6.2M 1.6M 3.88
Occidental Pete Corp 0.8 $6.0M 58k 104.04
Ryder System 0.8 $6.0M 106k 56.85
Mastercardcl'a'comstkusd0.0001 C om 5 0.8 $6.0M 20k 301.36
Consolidated Graphics 0.8 $5.6M 103k 54.95
Exterran Holdings 0.8 $5.6M 282k 19.83
Graftech Intl 0.8 $5.4M 268k 20.27
Quad Graphics Inc cl a 7 0.8 $5.4M 140k 38.86
General Motors Corp 0.7 $5.3M 174k 30.36
Patterson Companies 0.7 $5.1M 157k 32.89
Ingram Micro 0.7 $5.0M 278k 18.14
American Greetings Corp cl a 0.7 $4.8M 199k 24.04
Schweitzer Mauduit Intl 0.7 $4.8M 85k 56.14
Afc Enterprises 0.7 $4.7M 285k 16.45
Carmike Cinemas 0.6 $4.5M 656k 6.91
Consol Energy 0.6 $4.5M 92k 48.48
Intel Corp 0.6 $4.4M 199k 22.16
Visa Inc Co m 9 0.6 $4.4M 52k 84.26
Waste Mgmt Inc Del 0.6 $4.3M 115k 37.27
Owens Corning 0.6 $4.2M 113k 37.35
Apache Corp Com Stk 0.6 $4.2M 34k 123.38
Triumph Grp 0.5 $3.8M 39k 99.57
Alpha Natural Resources 0.5 $3.8M 84k 45.44
Cisco Systems Inc Co m 1 0.5 $3.7M 237k 15.61
Central Garden & Pet 0.5 $3.7M 355k 10.38
Gsi Group 0.5 $3.7M 305k 12.05
D Financial Select Sec Tor Spdr us etf's - us tr 8 0.5 $3.5M 230k 15.35
Cinemarkholdingscomstkusd0.001 C om 1 0.5 $3.5M 170k 20.71
Crown Holdings 0.5 $3.5M 90k 38.82
Capitol Fed Financing 0.5 $3.4M 291k 11.76
Famous Daves Of America 0.5 $3.5M 345k 10.01
Cameron International Corp 0.5 $3.3M 67k 50.30
HUB GROUP Inc Cl A 0.5 $3.3M 88k 37.66
D Freeport Mcmoran Cop Per & Gol Common Stock 3 0.5 $3.2M 61k 52.90
Northwest Pipe 0.5 $3.2M 124k 26.06
Mcdonalds Corp 0.4 $3.2M 38k 84.32
Horsehead Hldg Corp 0.4 $3.1M 233k 13.32
F M C Corp 0.4 $3.0M 35k 86.02
Titan Intl Inc Ill 0.4 $3.0M 123k 24.26
Kennedy-wilson Hldgs 0.4 $3.0M 245k 12.25
Cec Entmt 0.4 $2.9M 73k 40.11
BANK NEW YORK MELLON Corp Com Stk 0.4 $2.9M 112k 25.62
Douglas Dynamics 0.4 $2.8M 180k 15.79
Cvs Corp 0.4 $2.8M 75k 37.58
D Schwab Charles Corp New Com St Common Stock 8 0.4 $2.7M 164k 16.45
Sigma-aldrich C om 8 0.4 $2.6M 36k 73.38
Assurant 0.4 $2.7M 73k 36.27
Interdigital 0.4 $2.7M 66k 40.85
Ford Motor 0.4 $2.6M 188k 13.79
D Continental Resource S Inc Com Common Stock 2 0.3 $2.5M 38k 64.90
D National-oilwell Varco Inc Com Common Stock 6 0.3 $2.5M 32k 78.20
Assisted Living Concepts Inc cl a new 0 0.3 $2.5M 151k 16.78
Molycorp 0.3 $2.5M 41k 61.06
Mesabi Tr ctf ben int 5 0.3 $2.4M 72k 33.48
Davita 0.3 $2.4M 27k 86.61
Global Power Equipment Group 0.3 $2.3M 88k 26.52
Albany Intl Corp cl a 0.3 $2.3M 86k 26.39
Praxair 0.3 $2.2M 20k 108.37
Leggett & Platt 0.3 $2.1M 88k 24.38
Dresser-rand Group 0.3 $2.1M 39k 53.75
Cme Group Inc Co m 1 0.3 $2.1M 7.1k 291.59
Eaton Corp Co m 2 0.3 $2.1M 41k 51.45
Cummins 0.3 $2.1M 20k 103.49
Cogent Communications 0.3 $2.1M 121k 17.01
Littlefuse 0.3 $2.1M 36k 58.72
D Hunt J B Trans Svcs Inc Com St Common Stock 4 0.3 $2.0M 43k 47.08
D Mips Technologies In C Cl A Co Common Stock 6 0.3 $2.0M 287k 6.91
Meredith Corp 0.3 $2.0M 64k 31.14
Whiting Pete Corp 0.3 $1.9M 34k 56.92
Kaman Corp 0.3 $1.9M 55k 35.47
Arrow Elec 0.3 $1.8M 45k 41.50
Motorcar Pts Amer 0.3 $1.9M 124k 15.01
Willbros Group Inc Del 0.3 $1.9M 220k 8.54
Franklineleccoinccomstkusd0.10 C om 3 0.3 $1.9M 40k 46.94
Kaiser Aluminum Corp ....... C ommon stock 4 0.3 $1.9M 34k 54.62
Rush Enterprises Inc cl a 7 0.3 $1.8M 96k 19.03
Rockwood Holdings 0.2 $1.8M 33k 55.30
Marcus Corp 0.2 $1.8M 184k 9.88
Thermon Group Hldgs 0.2 $1.8M 152k 12.00
Cenovus Energy 0.2 $1.7M 46k 37.66
Clean Harbors 0.2 $1.7M 17k 103.27
Knology 0.2 $1.6M 111k 14.85
Omnicare 0.2 $1.6M 50k 31.89
D Advance Amer Cash Ad Vance Ctr Common Stock 0 0.2 $1.6M 229k 6.89
Agilent Technologies 0.2 $1.5M 30k 51.10
D Tupperware Brands Co Rporation Common Stock 8 0.2 $1.5M 23k 67.44
Peabody Energy Corp 0.2 $1.5M 26k 58.90
Dolan Media 0.2 $1.5M 178k 8.47
Xerium Technologies 0.2 $1.5M 80k 18.55
Timken 0.2 $1.4M 29k 50.38
Gatx Corp 0.2 $1.4M 38k 37.12
Baxter Intl Inc Com Stk 0.2 $1.4M 23k 59.70
Kar Auction Svcs 0.2 $1.3M 71k 18.91
Sensata Technologies Holding 0.2 $1.4M 37k 37.66
D Merit Medical System S Inc Com Common Stock 5 0.2 $1.3M 72k 17.97
D Regal Entertainment Group Cl A Common Stock 7 0.2 $1.3M 103k 12.35
Omnova Solutions 0.2 $1.3M 181k 6.96
Orion Marine Group 0.2 $1.3M 137k 9.41
Oshkosh Corp 0.2 $1.3M 45k 28.95
D Diamond Offshore Dri Lling Inc Common Stock 2 0.2 $1.2M 17k 70.40
Beacon Roof Suppl 0.2 $1.2M 55k 22.83
El Paso Corp 0.2 $1.2M 60k 20.20
Josabankclothierscomstkusd0.01 C om 4 0.2 $1.2M 24k 50.00
Sbacommunicationscomstkusd0.01 C om 7 0.2 $1.2M 32k 38.19
Asbury Automotive Group 0.2 $1.2M 66k 18.53
Compass Minerals Intl 0.2 $1.3M 15k 86.05
Ct Partners Executive Search 0.2 $1.2M 103k 11.95
Kensey Nash Corp 0.2 $1.2M 49k 25.23
Spdr Series Trust kbw regn bk 7 0.2 $1.2M 49k 25.46
Halliburton 0.2 $1.1M 22k 50.99
Big Lots 0.2 $1.2M 35k 33.15
Qlogic Corp 0.2 $1.2M 74k 15.91
Olympic Steel 0.2 $1.1M 41k 27.53
ALLIANCE DATA SYS CORP Com Stk 0.1 $1.0M 11k 94.11
D Casella Waste Sys In C Cl A Co Common Stock 1 0.1 $1.1M 181k 6.10
Ppg Inds 0.1 $1.0M 12k 90.82
Sharps Compliance Corp 0.1 $1.0M 249k 4.20
D Spdr Gold Trust us etf's - us tr 7 0.1 $982k 6.7k 146.02
Olin Corp 0.1 $981k 43k 22.66
Royal Gold 0.1 $1.0M 17k 58.59
Intl Business Machines 0.1 $960k 5.6k 171.58
Americas Car Mart 0.1 $931k 28k 33.01
Universal Stainless & Alloy 0.1 $913k 20k 46.76
D Nuance Communication S Inc Com Common Stock 6 0.1 $857k 40k 21.48
Reliance Steel & Aluminum 0.1 $869k 18k 49.66
Vishay Precision Group 0.1 $847k 50k 16.87
Silganhldgsinccommonstkusd0.01 C om 8 0.1 $834k 20k 40.98
Eqt Corp 0.1 $895k 17k 52.49
Hypercom Corp 0.1 $865k 88k 9.83
Koppers Holdings 0.1 $846k 22k 37.94
ALLIANT TECHSYSTEMS INC Com Stk 0.1 $820k 12k 71.30
D General Dynamics Cor P Com Stk Common Stock 3 0.1 $806k 11k 74.49
D Lincoln Elec Hldgs I Nc Com St Common Stock 5 0.1 $788k 22k 35.86
Alexander & Bald 0.1 $775k 16k 48.14
Abbott Labs 0.1 $766k 15k 52.65
Graham Corp 0.1 $751k 37k 20.39
Mitek Systems 0.1 $684k 95k 7.20
Monotype Imaging Holdings 0.1 $728k 52k 14.14
National Health Invs 0.1 $698k 16k 44.46
D Mcdermott Internatio Nal Inc C Common Stock 5 0.1 $632k 32k 19.81
Apple Computer 0.1 $638k 1.9k 335.79
Stryker Corp Co m 8 0.1 $677k 12k 58.67
Ecolab Inc C om 2 0.1 $643k 11k 56.40
Cameco Corp 0.1 $624k 24k 26.33
Ferro Corp 0.1 $614k 46k 13.44
Wabtec Corp 0.1 $644k 9.8k 65.71
ARM HOLDINGS PLC Cambridge 0.1 $570k 20k 28.43
Hologic 0.1 $607k 30k 20.17
Kbr 0.1 $562k 15k 37.72
Foster Lb 0.1 $550k 17k 32.93
Lender Processing Svcs 0.1 $592k 28k 20.92
Nordson Corp 0.1 $595k 11k 54.84
Anadarko Pete Corp 0.1 $486k 6.3k 76.84
Noble Energy Inc Co m 6 0.1 $538k 6.0k 89.67
Baja Mining Corp. 0.1 $537k 493k 1.09
57th Street General Acq Corp 0.1 $506k 39k 13.01
Deere & Company 0.1 $396k 4.8k 82.50
Englobal Corp 0.1 $435k 144k 3.03
Donnelley R R & Sons 0.1 $465k 24k 19.62
Globe Specialty Metals 0.1 $444k 20k 22.42
Lemaitre Vascular 0.1 $464k 66k 7.06
Powersecure Intl 0.1 $437k 61k 7.22
Questar Corp 0.1 $427k 24k 17.72
Plains Exploration & Prodtn 0.1 $324k 8.5k 38.12
Staar Surgical Co C om par $0.01 8 0.1 $389k 73k 5.30
D Td Ameritrade Hldg C Orp Com S Common Stock 8 0.0 $293k 15k 19.53
D H And E Equipment Services Inc Common Stock 4 0.0 $293k 21k 13.97
Acco Brands 0.0 $316k 40k 7.84
Generac Holdings 0.0 $254k 13k 19.39
Kraton Performance Polymers 0.0 $282k 7.2k 39.17
Polyone Corp 0.0 $300k 19k 15.46
Devon Energy Corp Co m 2 0.0 $199k 2.5k 78.72
Providencesvccorpcmstkusd0.001 C om 7 0.0 $215k 17k 12.62
Sirona Dental Systems 0.0 $200k 3.8k 52.98
3m Co Co m 8 0.0 $127k 1.3k 94.78
Owens Illinois Inc Common Stoc 0.0 $129k 5.0k 25.80
Kmg Chemicals 0.0 $172k 10k 16.89
Nic 0.0 $141k 11k 13.43
Encana Corp 0.0 $46k 1.5k 30.67
Exxon Mobil Corp 0.0 $57k 700.00 81.43
Measurement Specialties 0.0 $57k 1.6k 35.62
United Parcel Service Inc Co m 9 0.0 $80k 1.1k 72.73
Mettler-toledointlcmstkusd0.01 C om 5 0.0 $51k 300.00 170.00
Harley-davidson Inc C ommon stock 4 0.0 $66k 1.6k 41.25
Lufkin Industries 0.0 $73k 850.00 85.88
Mts Systems Corp 0.0 $101k 2.4k 42.00
Us Bancorp Del 0.0 $26k 1.0k 26.00
GROUP LTD Mattel 0.0 $27k 1.0k 27.00
Target Corp 0.0 $33k 700.00 47.14
Zimmer Hldgs 0.0 $32k 500.00 64.00
Ametek 0.0 $27k 600.00 45.00
Google Inc Co m 3 0.0 $25k 50.00 500.00
Range Res Corp 0.0 $6.0k 100.00 60.00
Pool Corporation 0.0 $12k 414.00 28.99
Teekay Tankers Ltd cl a y 0.0 $31k 1.0k 31.00
Korn Ferry Intl 0.0 $22k 1.0k 22.00