Skylands Capital, LLC Q1 2019 Filing

Filed April 30, 2019

Portfolio Value

$723.0M

Holdings

136

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (136 positions)

#StockSharesValue% PortfolioType
101
OZKBANK OZK
21,500$623K0.09%
102
NCMIEURNATIONAL CINEMEDIA INC
86,650$611K0.08%
103
TPICQTPI COMPOSITES INC
21,000$601K0.08%
104
LITELUMENTUM HLDGS INC
10,181$576K0.08%
105
HDHOME DEPOT INC
2,950$566K0.08%
106
GOOGALPHABET INC
475$557K0.08%
107
CBPXEURCONTINENTAL BLDG PRODS INC
19,200$476K0.07%
108
DNKNDUNKIN BRANDS GROUP INC
6,300$473K0.07%
109
MAMASTERCARD INCORPORATED
1,850$436K0.06%
110
CRWSCROWN CRAFTS INC
75,000$387K0.05%
111
MCDMCDONALDS CORP
2,000$380K0.05%
112
HALHALLIBURTON CO
9,950$292K0.04%
113
NVECNVE CORP
2,850$279K0.04%
114
MMM3M CO
1,340$278K0.04%
115
AG8AGILENT TECHNOLOGIES INC
3,150$253K0.03%
116
NDQINVESCO QQQ TR
1,400$252K0.03%
117
BKUBANKUNITED INC
7,100$237K0.03%
118
CTRNCITI TRENDS INC
11,050$213K0.03%
119
GQ9SPDR GOLD TRUST
1,600$195K0.03%
120
GOOSCANADA GOOSE HOLDINGS INC
3,796$182K0.03%
121
NDSNNORDSON CORP
1,325$176K0.02%
122
SHWSHERWIN WILLIAMS CO
325$140K0.02%
123
RESTORATION ROBOTICS INC
231,000$136K0.02%
124
GARDNER DENVER HLDGS INC
4,100$114K0.02%
125
SPYSPDR S&P 500 ETF TR
400$113K0.02%
126
DYHTARGET CORP
1,300$104K0.01%
127
SLBSCHLUMBERGER LTD
2,290$100K0.01%
128
IWMISHARES TR
600$92K0.01%
129
KWKENNEDY-WILSON HLDGS INC
4,300$92K0.01%
130
APCANADARKO PETE CORP
2,000$91K0.01%
131
ULTAULTA BEAUTY INC
240$84K0.01%
132
CMICUMMINS INC
250$39K0.01%
133
CORECORE MARK HOLDING CO INC
450$17K0.00%
134
IBMINTERNATIONAL BUSINESS MACHS
100$14K0.00%
135
COVIA HLDGS CORP
2,500$14K0.00%
136
JASON INDS INC
24,450$00.00%
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