Skylands Capital, LLC Q1 2018 Filing

Filed April 19, 2018

Portfolio Value

$758.5M

Holdings

165

Report Date

Q1 2018

Filing Type

13F-HR

All Holdings (165 positions)

#StockSharesValue% PortfolioType
101
SPWHSPORTSMANS WHSE HLDGS INC
317,450$1.3M0.17%
102
PPGPPG INDS INC
11,500$1.3M0.17%
103
CNTCENTURY CASINOS INC
155,400$1.2M0.15%
104
TWTRUSDTWITTER INC
37,646$1.1M0.14%
105
FLOTEK INDS INC DEL
174,100$1.1M0.14%
106
LAKELAKELAND INDS INC
72,045$933K0.12%
107
URBNURBAN OUTFITTERS INC
21,500$795K0.10%
108
HCCWARRIOR MET COAL INC
26,900$753K0.10%
109
TEAM INC
54,650$751K0.10%
110
OVEROVERSTOCK COM INC DEL
20,000$725K0.10%
111
CEVACEVA INC
20,000$724K0.10%
112
PCYOPURECYCLE CORP
73,936$699K0.09%
113
NCI BUILDING SYS INC
37,550$665K0.09%
114
XRXCHFXEROX CORP
20,000$576K0.08%
115
MTXMINERALS TECHNOLOGIES INC
8,400$562K0.07%
116
TJXTJX COS INC NEW
6,700$546K0.07%
117
BCBRUNSWICK CORP
9,150$543K0.07%
118
CMACOMERICA INC
5,550$532K0.07%
119
IWMISHARES TR
3,500$531K0.07%
120
PLYMPLYMOUTH INDL REIT INC
29,046$499K0.07%
121
FNDFLOOR & DECOR HLDGS INC
9,395$490K0.06%
122
EASTSIDE DISTILLING INC
69,745$488K0.06%
123
COLBCOLUMBIA BKG SYS INC
11,300$474K0.06%
124
SLPSIMULATIONS PLUS INC
32,000$472K0.06%
125
DINDINE BRANDS GLOBAL INC
7,000$459K0.06%
126
WABWABTEC CORP
5,500$448K0.06%
127
AG8AGILENT TECHNOLOGIES INC
6,550$437K0.06%
128
QA4AGENTHERM INC
12,100$411K0.05%
129
OSISOSI SYSTEMS INC
6,100$398K0.05%
130
7SUSUMMIT MATLS INC
12,329$373K0.05%
131
BUNGE LIMITED
5,000$370K0.05%
132
MAMASTERCARD INCORPORATED
2,050$359K0.05%
133
GEGENERAL ELECTRIC CO
25,000$337K0.04%
134
UNVREURUNIVAR INC
12,000$333K0.04%
135
FOUNDATION BLDG MATLS INC
21,717$324K0.04%
136
UTIUNIVERSAL TECHNICAL INST INC
108,000$318K0.04%
137
MCDMCDONALDS CORP
2,000$313K0.04%
138
MMM3M CO
1,340$294K0.04%
139
VNRXVOLITIONRX LTD
121,100$291K0.04%
140
CLARCLARUS CORP NEW
43,100$291K0.04%
141
NDSNNORDSON CORP
2,125$290K0.04%
142
NWLNEWELL BRANDS INC
10,595$270K0.04%
143
CLHCLEAN HARBORS INC
5,418$264K0.03%
144
ULTAULTA BEAUTY INC
1,265$258K0.03%
145
U.S. AUTO PARTS NETWORK INC
125,000$256K0.03%
146
CCKCROWN HOLDINGS INC
4,900$249K0.03%
147
POWERSHARES QQQ TRUST
1,400$224K0.03%
148
GQ9SPDR GOLD TRUST
1,750$220K0.03%
149
SPYSPDR S&P 500 ETF TR
800$211K0.03%
150
XERIUM TECHNOLOGIES INC
26,749$173K0.02%
151
LTXBUSDLEGACY TEX FINL GROUP INC
3,600$154K0.02%
152
PHI INC
14,950$152K0.02%
153
SLBSCHLUMBERGER LTD
2,290$148K0.02%
154
PHI INC
13,920$143K0.02%
155
APCANADARKO PETE CORP
2,200$133K0.02%
156
SYMCEURSYMANTEC CORP
5,000$129K0.02%
157
DYHTARGET CORP
1,300$90K0.01%
158
POOLPOOL CORPORATION
414$61K0.01%
159
SENESTECH INC
111,800$57K0.01%
160
CMICUMMINS INC
325$53K0.01%
161
CORECORE MARK HOLDING CO INC
1,200$26K0.00%
162
IBMINTERNATIONAL BUSINESS MACHS
100$15K0.00%
163
PINNACLE ENTMT INC NEW
200$6K0.00%
164
GLPIGAMING & LEISURE PPTYS INC
85$3K0.00%
165
VERIFONE SYS INC
150$2K0.00%
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