Skylands Capital, LLC Q2 2018 Filing

Filed July 24, 2018

Portfolio Value

$759.8M

Holdings

160

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (160 positions)

#StockSharesValue% PortfolioType
101
CP.TOCANADIAN PAC RY LTD
6,100$1.1M0.15%
102
SHWSHERWIN WILLIAMS CO
2,715$1.1M0.15%
103
JASNQJASON INDS INC
447,819$1.0M0.14%
104
ALBALBEMARLE CORP
10,000$943K0.12%
105
BACBANK AMER CORP
30,000$846K0.11%
106
EXTERRAN CORP
33,750$845K0.11%
107
CHARAH SOLUTIONS INC
70,490$771K0.10%
108
XRXCHFXEROX CORP
30,000$720K0.09%
109
CEVACEVA INC
23,600$713K0.09%
110
PCYOPURECYCLE CORP
73,936$706K0.09%
111
MTXMINERALS TECHNOLOGIES INC
9,245$697K0.09%
112
OVEROVERSTOCK COM INC DEL
20,000$673K0.09%
113
EASTSIDE DISTILLING INC
72,224$614K0.08%
114
BCBRUNSWICK CORP
8,950$577K0.08%
115
NXPINXP SEMICONDUCTORS N V
5,000$546K0.07%
116
WABWABTEC CORP
5,500$542K0.07%
117
DINDINE BRANDS GLOBAL INC
6,500$486K0.06%
118
CMACOMERICA INC
5,000$455K0.06%
119
COLBCOLUMBIA BKG SYS INC
10,800$442K0.06%
120
AG8AGILENT TECHNOLOGIES INC
6,550$404K0.05%
121
MAMASTERCARD INCORPORATED
2,000$393K0.05%
122
BUNGE LIMITED
5,000$349K0.05%
123
HCCWARRIOR MET COAL INC
12,400$342K0.05%
124
GEGENERAL ELECTRIC CO
25,000$340K0.04%
125
URBNURBAN OUTFITTERS INC
7,300$325K0.04%
126
TEAM INC
13,700$316K0.04%
127
UNVREURUNIVAR INC
12,000$315K0.04%
128
MCDMCDONALDS CORP
2,000$313K0.04%
129
7SUSUMMIT MATLS INC
11,721$308K0.04%
130
CLHCLEAN HARBORS INC
5,418$301K0.04%
131
CORECORE MARK HOLDING CO INC
12,500$284K0.04%
132
NDSNNORDSON CORP
2,125$273K0.04%
133
ULTAULTA BEAUTY INC
1,165$272K0.04%
134
MMM3M CO
1,340$264K0.03%
135
EVOP1EUREVO PMTS INC
12,700$261K0.03%
136
NDQINVESCO QQQ TR
1,400$240K0.03%
137
SPOTSPOTIFY TECHNOLOGY S A
1,380$232K0.03%
138
PPGPPG INDS INC
1,800$187K0.02%
139
NWLNEWELL BRANDS INC
7,195$186K0.02%
140
TESARO INC
4,100$182K0.02%
141
APCANADARKO PETE CORP
2,200$161K0.02%
142
GQ9SPDR GOLD TRUST
1,325$157K0.02%
143
SLBSCHLUMBERGER LTD
2,290$153K0.02%
144
UTIUNIVERSAL TECHNICAL INST INC
47,885$151K0.02%
145
PHI INC
14,350$151K0.02%
146
TJXTJX COS INC NEW
1,500$143K0.02%
147
PHI INC
13,920$142K0.02%
148
LTXBUSDLEGACY TEX FINL GROUP INC
3,600$140K0.02%
149
IWMISHARES TR
800$131K0.02%
150
SPYSPDR S&P 500 ETF TR
400$109K0.01%
151
SYMCEURSYMANTEC CORP
5,000$103K0.01%
152
DYHTARGET CORP
1,300$99K0.01%
153
POOLPOOL CORPORATION
414$63K0.01%
154
VNRXVOLITIONRX LTD
30,855$62K0.01%
155
CMICUMMINS INC
300$40K0.01%
156
J2AWILLDAN GROUP INC
1,200$37K0.00%
157
HALCON RES CORP
5,400$24K0.00%
158
IBMINTERNATIONAL BUSINESS MACHS
100$14K0.00%
159
PINNACLE ENTMT INC NEW
200$7K0.00%
160
GLPIGAMING & LEISURE PPTYS INC
85$3K0.00%
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