Skylands Capital, LLC Q1 2017 Filing

Filed April 17, 2017

Portfolio Value

$726.3M

Holdings

180

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (180 positions)

#StockSharesValue% PortfolioType
101
VTE1ASURE SOFTWARE INC
133,576$1.4M0.19%
102
DNKNDUNKIN BRANDS GROUP INC
24,600$1.3M0.19%
103
FRANKLIN FINL NETWORK INC
33,748$1.3M0.18%
104
RTN1USDRAYTHEON CO
8,550$1.3M0.18%
105
ORBITAL ATK INC
13,250$1.3M0.18%
106
DLTHDULUTH HLDGS INC
60,000$1.3M0.18%
107
GIGAMON INC
34,890$1.2M0.17%
108
RMBS*RAMBUS INC DEL
93,800$1.2M0.17%
109
MDTMEDTRONIC PLC
15,195$1.2M0.17%
110
DSW INC
58,650$1.2M0.17%
111
BANK OF THE OZARKS INC
22,600$1.2M0.16%
112
XPERI CORP
32,300$1.1M0.15%
113
OXYOCCIDENTAL PETE CORP DEL
16,600$1.1M0.14%
114
ATRCATRICURE INC
53,350$1.0M0.14%
115
UPLDUPLAND SOFTWARE INC
63,000$1.0M0.14%
116
PCYOPURECYCLE CORP
171,350$951K0.13%
117
KMTKENNAMETAL INC
23,900$938K0.13%
118
FLOTEK INDS INC DEL
73,150$936K0.13%
119
KSUEURKANSAS CITY SOUTHERN
10,700$918K0.13%
120
JOBGEE GROUP INC
184,963$916K0.13%
121
NCMIEURNATIONAL CINEMEDIA INC
70,700$893K0.12%
122
CLRUSDCONTINENTAL RESOURCES INC
18,361$834K0.11%
123
BECNUSDBEACON ROOFING SUPPLY INC
16,800$826K0.11%
124
AOSSMITH A O
14,900$762K0.10%
125
RHRH
16,100$745K0.10%
126
LYBLYONDELLBASELL INDUSTRIES N
7,300$666K0.09%
127
GTT COMMUNICATIONS INC
27,300$665K0.09%
128
MCSMARCUS CORP
20,700$664K0.09%
129
BCBRUNSWICK CORP
10,750$658K0.09%
130
PHI INC
54,650$655K0.09%
131
FMCF M C CORP
9,000$626K0.09%
132
STSENSATA TECHNOLOGIES HLDG NV
13,900$607K0.08%
133
DKSDICKS SPORTING GOODS INC
11,809$575K0.08%
134
AZZAZZ INC
9,550$568K0.08%
135
CVSCVS HEALTH CORP
7,150$561K0.08%
136
GPOR1EURGULFPORT ENERGY CORP
32,000$550K0.08%
137
AG8AGILENT TECHNOLOGIES INC
9,650$510K0.07%
138
FPIFARMLAND PARTNERS INC
44,900$502K0.07%
139
CFFNCAPITOL FED FINL INC
33,900$496K0.07%
140
RXNEURREXNORD CORP NEW
21,500$496K0.07%
141
MGPIMGP INGREDIENTS INC NEW
9,000$488K0.07%
142
NLSUSDNAUTILUS INC
26,400$482K0.07%
143
ULTAULTA BEAUTY INC
1,600$456K0.06%
144
WABWABTEC CORP
5,600$437K0.06%
145
CHUYUSDCHUYS HLDGS INC
13,900$414K0.06%
146
UNIQUE FABRICATING INC
32,816$395K0.05%
147
CDKCDK GLOBAL INC
6,000$390K0.05%
148
COLBCOLUMBIA BKG SYS INC
9,900$386K0.05%
149
HAINHAIN CELESTIAL GROUP INC
10,000$372K0.05%
150
XYZSQUARE INC
20,000$346K0.05%
151
CCKCROWN HOLDINGS INC
5,600$297K0.04%
152
SENESTECH INC
36,733$291K0.04%
153
NDSNNORDSON CORP
2,225$273K0.04%
154
JASNQJASON INDS INC
181,720$269K0.04%
155
MCDMCDONALDS CORP
2,000$259K0.04%
156
MMM3M CO
1,340$256K0.04%
157
MAMASTERCARD INCORPORATED
2,050$231K0.03%
158
PERFORMANCE SPORTS GROUP LTD
256,250$213K0.03%
159
GQ9SPDR GOLD TRUST
1,750$208K0.03%
160
NWLNEWELL BRANDS INC
4,295$203K0.03%
161
BOJANGLES INC
9,750$200K0.03%
162
SPYSPDR S&P 500 ETF TR
800$189K0.03%
163
POWERSHARES QQQ TRUST
1,400$185K0.03%
164
SLBSCHLUMBERGER LTD
2,290$179K0.02%
165
PHI INC
14,950$174K0.02%
166
RRCRANGE RES CORP
5,000$146K0.02%
167
APCANADARKO PETE CORP
2,225$138K0.02%
168
IWMISHARES TR
900$124K0.02%
169
JETPAY CORP
37,037$87K0.01%
170
DYHTARGET CORP
1,500$83K0.01%
171
CMICUMMINS INC
525$79K0.01%
172
GLWCORNING INC
2,200$59K0.01%
173
U.S. AUTO PARTS NETWORK INC
15,550$52K0.01%
174
POOLPOOL CORPORATION
414$49K0.01%
175
AMEAMETEK INC NEW
787$43K0.01%
176
IBMINTERNATIONAL BUSINESS MACHS
200$35K0.00%
177
ESCAESCALADE INC
1,374$18K0.00%
178
GLPIGAMING & LEISURE PPTYS INC
255$9K0.00%
179
PHPARKER HANNIFIN CORP
50$8K0.00%
180
PINNACLE ENTMT INC NEW
200$4K0.00%
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