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
101
SPYSPDR S&P 500 ETF TR
100$00.00%
102
VNTVONTIER CORPORATION
149,950$00.00%
103
PFGCPERFORMANCE FOOD GROUP CO
44$00.00%
104
DDDUPONT DE NEMOURS INC
9,650$00.00%
105
IHSIHS HOLDING LIMITED
140,000$00.00%
106
SYMSYMBOTIC INC
32,000$00.00%
107
GSGOLDMAN SACHS GROUP INC
1,100$00.00%
108
XLESELECT SECTOR SPDR TR
36,100$00.00%
109
VICIVICI PPTYS INC
25,100$00.00%
110
CWSTCASELLA WASTE SYS INC
500$00.00%
111
UHALU HAUL HOLDING COMPANY
2,620$00.00%
112
IWMISHARES TR
450$00.00%
113
LOVELOVESAC COMPANY
175,515$00.00%
114
PXDEURPIONEER NAT RES CO
31,375$00.00%
115
GEHCGE HEALTHCARE TECHNOLOGIES I
6,600$00.00%
116
EAELECTRONIC ARTS INC
4,600$00.00%
117
MAMASTERCARD INC
1,350$00.00%
118
WMBWILLIAMS COS INC
230,850$00.00%
119
LUNA INNOVATIONS INC
81,653$00.00%
120
MCFTMASTERCRAFT BOAT HLDGS INC
110,100$00.00%
121
G2CEVERI HLDGS INC
16,250$00.00%
122
NDSNNORDSON CORP
600$00.00%
123
BCBRUNSWICK CORP
14,250$00.00%
124
CBOECBOE GLOBAL MKTS INC
55,725$00.00%
125
NEMNEWMONT CORP
45,025$00.00%
126
MATWMATTHEWS INTL CORP
7,450$00.00%
127
BLKCHFBLACKROCK INC
3,715$00.00%
128
ENSENERSYS
88,175$00.00%
129
GPKGRAPHIC PACKAGING HLDG CO
202,200$00.00%
130
WABWABTEC
93,475$00.00%
131
WF2WINTRUST FINL CORP
4,350$00.00%
132
CMBMCAMBIUM NETWORKS CORP
57,300$00.00%
133
UHAL/BU HAUL HOLDING COMPANY
25,170$00.00%
134
TRVCCITIGROUP INC
94,050$00.00%
135
MPMP MATERIALS CORP
332,350$00.00%
136
HOUSANYWHERE REAL ESTATE INC
101,150$00.00%
137
CI FINL CORP
21,600$00.00%
138
MKSIMKS INSTRS INC
4,000$00.00%
139
CTSOCYTOSORBENTS CORP
2,754,970$00.00%
140
JKHYHENRY JACK & ASSOC INC
2,700$00.00%
141
RTXRAYTHEON TECHNOLOGIES CORP
71,441$00.00%
142
UNPUNION PAC CORP
295,865$00.00%
143
CLARCLARUS CORP NEW
122,168$00.00%
144
8CWCROWN CASTLE INTL CORP NEW
271,905$00.00%
145
BRK/BBERKSHIRE HATHAWAY INC DEL
2,000$00.00%
146
CSGPCOSTAR GROUP INC
12,100$00.00%
147
BECNUSDBEACON ROOFING SUPPLY INC
306,825$00.00%
148
HLITHARMONIC INC
55,950$00.00%
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