Skylands Capital, LLC Q1 2023 Filing

Filed May 4, 2023

Portfolio Value

$683K

Holdings

148

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (148 positions)

#StockSharesValue% PortfolioType
1
9KGNEXTIER OILFIELD SOLUTIONS
763,140$00.00%
2
COHRCOHERENT CORP
162,150$00.00%
3
OGM1COGENT COMMUNICATIONS HLDGS
113,375$00.00%
4
EXASEXACT SCIENCES CORP
550$00.00%
5
RSVRRESERVOIR MEDIA INC
48,800$00.00%
6
CMCOCOLUMBUS MCKINNON CORP N Y
235,684$00.00%
7
BACBK OF AMERICA CORP
138,650$00.00%
8
GQ9SPDR GOLD TRUST
49,075$00.00%
9
ARCH1USDARCH RESOURCES INC
320,165$00.00%
10
MLMMARTIN MARIETTA MATLS INC
10,430$00.00%
11
AMZNAMAZON COM INC
25,800$00.00%
12
VVISA INC
53,780$00.00%
13
HALHALLIBURTON CO
59,750$00.00%
14
METAMETA PLATFORMS INC
22,760$00.00%
15
T7DTRANSDIGM GROUP INC
980$00.00%
16
BBYBEST BUY INC
23,225$00.00%
17
GETYGETTY IMAGES HOLDINGS INC
200,250$00.00%
18
OCOWENS CORNING NEW
221,850$00.00%
19
WRKUSDWESTROCK CO
4,267$00.00%
20
RJFRAYMOND JAMES FINL INC
10,699$00.00%
21
MTXMINERALS TECHNOLOGIES INC
11,600$00.00%
22
GDGENERAL DYNAMICS CORP
750$00.00%
23
NSCNORFOLK SOUTHN CORP
48,270$00.00%
24
ACCOACCO BRANDS CORP
41,000$00.00%
25
TMUST-MOBILE US INC
96,125$00.00%
26
AEMAGNICO EAGLE MINES LTD
83,025$00.00%
27
SBACSBA COMMUNICATIONS CORP NEW
9,000$00.00%
28
CXTCRANE HLDGS CO
5,250$00.00%
29
BOOTBOOT BARN HLDGS INC
27,859$00.00%
30
LECOLINCOLN ELEC HLDGS INC
21,520$00.00%
31
NDQINVESCO QQQ TR
800$00.00%
32
SPGIS&P GLOBAL INC
4,975$00.00%
33
GKDGRAND CANYON ED INC
98,852$00.00%
34
ELANELANCO ANIMAL HEALTH INC
459,000$00.00%
35
SHWSHERWIN WILLIAMS CO
500$00.00%
36
ABXBARRICK GOLD CORP
188,500$00.00%
37
XPERXPERI INC
55,500$00.00%
38
GNRCGENERAC HLDGS INC
25,870$00.00%
39
IMMRIMMERSION CORP
300$00.00%
40
SSNCSS&C TECHNOLOGIES HLDGS INC
71,600$00.00%
41
MSFTMICROSOFT CORP
790$00.00%
42
MCDMCDONALDS CORP
950$00.00%
43
WBAWALGREENS BOOTS ALLIANCE INC
13,500$00.00%
44
NSPINSPERITY INC
1,700$00.00%
45
GMGENERAL MTRS CO
762,725$00.00%
46
QRHCQUEST RESOURCE HLDG CORP
328,975$00.00%
47
GTNGRAY TELEVISION INC
271,650$00.00%
48
HLLYHOLLEY INC
375,900$00.00%
49
NVEEUSDNV5 GLOBAL INC
18,330$00.00%
50
OSKOSHKOSH CORP
186,925$00.00%
51
WSCWILLSCOT MOBIL MINI HLDNG CO
125,900$00.00%
52
OXYOCCIDENTAL PETE CORP
248$00.00%
53
ONON SEMICONDUCTOR CORP
90,400$00.00%
54
DENNDENNYS CORP
32,000$00.00%
55
HB6HIBBETT INC
169,825$00.00%
56
CRWSCROWN CRAFTS INC
503,953$00.00%
57
FDXFEDEX CORP
9,475$00.00%
58
FMCFMC CORP
184,875$00.00%
59
ICEINTERCONTINENTAL EXCHANGE IN
3,900$00.00%
60
TWINTWIN DISC INC
211,537$00.00%
61
ROCKGIBRALTAR INDS INC
1,300$00.00%
62
CCKCROWN HLDGS INC
3,050$00.00%
63
JOUTJOHNSON OUTDOORS INC
26,800$00.00%
64
EXPEAGLE MATERIALS INC
49,210$00.00%
65
AAPLAPPLE INC
283,475$00.00%
66
AKAMAKAMAI TECHNOLOGIES INC
17,300$00.00%
67
JPMJPMORGAN CHASE & CO
64,850$00.00%
68
CMECME GROUP INC
10,600$00.00%
69
SPWHSPORTSMANS WHSE HLDGS INC
151,800$00.00%
70
BMYBRISTOL-MYERS SQUIBB CO
187,025$00.00%
71
GREENBRIER COS INC
1,650,000$00.00%
72
FTHMFATHOM HOLDINGS INC
312,001$00.00%
73
GBXGREENBRIER COS INC
131,800$00.00%
74
GBCIGLACIER BANCORP INC NEW
16,450$00.00%
75
SCHWSCHWAB CHARLES CORP
9,350$00.00%
76
BERYEURBERRY GLOBAL GROUP INC
7,000$00.00%
77
JYNTJOINT CORP
427,090$00.00%
78
DBIDESIGNER BRANDS INC
559,000$00.00%
79
UPSUNITED PARCEL SERVICE INC
14,030$00.00%
80
GOOGALPHABET INC
9,500$00.00%
81
CYRXCRYOPORT INC
62,100$00.00%
82
DYHTARGET CORP
700$00.00%
83
QDELQUIDELORTHO CORP
26,350$00.00%
84
AG8AGILENT TECHNOLOGIES INC
50$00.00%
85
HDHOME DEPOT INC
200$00.00%
86
CSXCSX CORP
54,350$00.00%
87
GOOGLALPHABET INC
161,975$00.00%
88
NATRNATURES SUNSHINE PRODS INC
146,273$00.00%
89
SIMOSILICON MOTION TECHNOLOGY CO
8,800$00.00%
90
AMTAMERICAN TOWER CORP NEW
35,550$00.00%
91
WIREEURENCORE WIRE CORP
23,825$00.00%
92
GATXGATX CORP
7,770$00.00%
93
ULTAULTA BEAUTY INC
90$00.00%
94
NWPXNORTHWEST PIPE CO
17,000$00.00%
95
HIHILLENBRAND INC
18,100$00.00%
96
DISDISNEY WALT CO
32,100$00.00%
97
MMM3M CO
400$00.00%
98
PCYOPURE CYCLE CORP
23,874$00.00%
99
PLABPHOTRONICS INC
236,350$00.00%
100
HLMNHILLMAN SOLUTIONS CORP
104,675$00.00%
Page 1 of 2Next