Skylands Capital, LLC Q1 2024 Filing

Filed May 3, 2024

Portfolio Value

$723K

Holdings

152

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (152 positions)

#StockSharesValue% PortfolioType
1
COHRCOHERENT CORP
178,389$00.00%
2
ADEAADEIA INC
104,133$00.00%
3
OGM1COGENT COMMUNICATIONS HLDGS
82,900$00.00%
4
EXASEXACT SCIENCES CORP
500$00.00%
5
CMCOCOLUMBUS MCKINNON CORP N Y
243,396$00.00%
6
BACBK OF AMERICA CORP
90,250$00.00%
7
GQ9SPDR GOLD TRUST
31,375$00.00%
8
ARCH1USDARCH RESOURCES INC
253,005$00.00%
9
MLMMARTIN MARIETTA MATLS INC
7,410$00.00%
10
AMZNAMAZON COM INC
18,100$00.00%
11
VVISA INC
45,155$00.00%
12
TKRTIMKEN CO
1,600$00.00%
13
HALHALLIBURTON CO
99,400$00.00%
14
TRGPTARGA RES CORP
25,950$00.00%
15
METAMETA PLATFORMS INC
12,115$00.00%
16
T7DTRANSDIGM GROUP INC
965$00.00%
17
BBYBEST BUY INC
10,450$00.00%
18
OCOWENS CORNING NEW
99,895$00.00%
19
WRKUSDWESTROCK CO
2,867$00.00%
20
IRDMIRIDIUM COMMUNICATIONS INC
193,138$00.00%
21
SONYSONY GROUP CORP
23,700$00.00%
22
RJFRAYMOND JAMES FINL INC
7,387$00.00%
23
MTXMINERALS TECHNOLOGIES INC
42,300$00.00%
24
GDGENERAL DYNAMICS CORP
750$00.00%
25
NSCNORFOLK SOUTHN CORP
46,180$00.00%
26
ACCOACCO BRANDS CORP
34,740$00.00%
27
TMUST-MOBILE US INC
67,850$00.00%
28
AEMAGNICO EAGLE MINES LTD
59,925$00.00%
29
SBACSBA COMMUNICATIONS CORP NEW
26,550$00.00%
30
BOOTBOOT BARN HLDGS INC
25,634$00.00%
31
LECOLINCOLN ELEC HLDGS INC
18,580$00.00%
32
KOPKOPPERS HOLDINGS INC
33,600$00.00%
33
NDQINVESCO QQQ TR
750$00.00%
34
SPGIS&P GLOBAL INC
3,825$00.00%
35
GKDGRAND CANYON ED INC
63,027$00.00%
36
ELANELANCO ANIMAL HEALTH INC
252,500$00.00%
37
SHWSHERWIN WILLIAMS CO
450$00.00%
38
NPKINEWPARK RES INC
233,500$00.00%
39
ABXBARRICK GOLD CORP
273,400$00.00%
40
XPERXPERI INC
148,625$00.00%
41
GNRCGENERAC HLDGS INC
31,795$00.00%
42
SSNCSS&C TECHNOLOGIES HLDGS INC
67,425$00.00%
43
MSFTMICROSOFT CORP
745$00.00%
44
MCDMCDONALDS CORP
850$00.00%
45
WBAWALGREENS BOOTS ALLIANCE INC
38,500$00.00%
46
GMGENERAL MTRS CO
699,600$00.00%
47
QRHCQUEST RESOURCE HLDG CORP
257,634$00.00%
48
GTNGRAY TELEVISION INC
275,800$00.00%
49
HLLYHOLLEY INC
816,926$00.00%
50
NVEEUSDNV5 GLOBAL INC
12,675$00.00%
51
OSKOSHKOSH CORP
160,100$00.00%
52
WSCWILLSCOT MOBIL MINI HLDNG CO
100,475$00.00%
53
OXYOCCIDENTAL PETE CORP
60,234$00.00%
54
ONON SEMICONDUCTOR CORP
76,745$00.00%
55
DENNDENNYS CORP
106,300$00.00%
56
HB6HIBBETT INC
169,100$00.00%
57
CRWSCROWN CRAFTS INC
217,048$00.00%
58
ASTEASTEC INDS INC
24,200$00.00%
59
FDXFEDEX CORP
9,225$00.00%
60
FMCFMC CORP
205,150$00.00%
61
ICEINTERCONTINENTAL EXCHANGE IN
2,350$00.00%
62
TWINTWIN DISC INC
35,300$00.00%
63
ROCKGIBRALTAR INDS INC
1,300$00.00%
64
VTE1ASURE SOFTWARE INC
64,800$00.00%
65
CCKCROWN HLDGS INC
2,450$00.00%
66
JOUTJOHNSON OUTDOORS INC
112,700$00.00%
67
EXPEAGLE MATERIALS INC
43,105$00.00%
68
AAPLAPPLE INC
201,125$00.00%
69
JPMJPMORGAN CHASE & CO
49,315$00.00%
70
CMECME GROUP INC
4,675$00.00%
71
SPWHSPORTSMANS WHSE HLDGS INC
134,200$00.00%
72
BMYBRISTOL-MYERS SQUIBB CO
188,650$00.00%
73
GBXGREENBRIER COS INC
47,750$00.00%
74
GBCIGLACIER BANCORP INC NEW
7,600$00.00%
75
THE REAL GOOD FOOD COMPANY I
665,384$00.00%
76
SCHWSCHWAB CHARLES CORP
33,350$00.00%
77
BERYEURBERRY GLOBAL GROUP INC
8,650$00.00%
78
JYNTJOINT CORP
689,030$00.00%
79
DBIDESIGNER BRANDS INC
146,800$00.00%
80
UPSUNITED PARCEL SERVICE INC
19,425$00.00%
81
DBDDIEBOLD NIXDORF INC
203,100$00.00%
82
GOOGALPHABET INC
9,500$00.00%
83
DYHTARGET CORP
600$00.00%
84
PTENPATTERSON-UTI ENERGY INC
318,060$00.00%
85
ADMARCHER DANIELS MIDLAND CO
49,050$00.00%
86
QDELQUIDELORTHO CORP
133,300$00.00%
87
AG8AGILENT TECHNOLOGIES INC
25$00.00%
88
HDHOME DEPOT INC
150$00.00%
89
CSXCSX CORP
178,250$00.00%
90
GENKGEN RESTAURENT GROUP
147,400$00.00%
91
BTMDBIOTE CORP
118,116$00.00%
92
GOOGLALPHABET INC
180,825$00.00%
93
MODVQMODIVCARE INC
85,500$00.00%
94
OSISOSI SYSTEMS INC
23,299$00.00%
95
RTXRTX CORPORATION
98,783$00.00%
96
NATRNATURES SUNSHINE PRODS INC
40,520$00.00%
97
XOPSPDR SER TR
17,550$00.00%
98
SIMOSILICON MOTION TECHNOLOGY CO
38,900$00.00%
99
AMTAMERICAN TOWER CORP NEW
41,745$00.00%
100
WIREEURENCORE WIRE CORP
3,650$00.00%
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