Skylands Capital, LLC Q2 2019 Filing
Filed July 29, 2019
Portfolio Value
$727.0M
Holdings
136
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (136 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | HDHOME DEPOT INC | 2,400 | $499K | 0.07% | |
| 102 | SMGSCOTTS MIRACLE GRO CO | 4,950 | $488K | 0.07% | |
| 103 | CBPXEURCONTINENTAL BLDG PRODS INC | 17,950 | $477K | 0.07% | |
| 104 | CRWSCROWN CRAFTS INC | 100,588 | $473K | 0.07% | |
| 105 | MAMASTERCARD INCORPORATED | 1,750 | $463K | 0.06% | |
| 106 | MCDMCDONALDS CORP | 1,900 | $395K | 0.05% | |
| 107 | CVETUSDCOVETRUS INC | 16,100 | $394K | 0.05% | |
| 108 | OZKBANK OZK | 11,400 | $343K | 0.05% | |
| 109 | HOMEAT HOME GROUP INC | 50,000 | $333K | 0.05% | |
| 110 | JASNQJASON INDS INC | 508,055 | $330K | 0.05% | |
| 111 | —CUBIC CORP | 4,750 | $306K | 0.04% | |
| 112 | SITESITEONE LANDSCAPE SUPPLY INC | 3,800 | $263K | 0.04% | |
| 113 | NDQINVESCO QQQ TR | 1,400 | $261K | 0.04% | |
| 114 | MTXMINERALS TECHNOLOGIES INC | 4,850 | $260K | 0.04% | |
| 115 | GOOSCANADA GOOSE HOLDINGS INC | 5,796 | $224K | 0.03% | |
| 116 | GQ9SPDR GOLD TRUST | 1,600 | $213K | 0.03% | |
| 117 | HALHALLIBURTON CO | 9,350 | $213K | 0.03% | |
| 118 | CCKCROWN HOLDINGS INC | 3,400 | $208K | 0.03% | |
| 119 | 7SUSUMMIT MATLS INC | 10,000 | $193K | 0.03% | |
| 120 | MMM3M CO | 1,090 | $189K | 0.03% | |
| 121 | SHWSHERWIN WILLIAMS CO | 325 | $149K | 0.02% | |
| 122 | —GARDNER DENVER HLDGS INC | 4,100 | $142K | 0.02% | |
| 123 | —RESTORATION ROBOTICS INC | 231,000 | $141K | 0.02% | |
| 124 | APCANADARKO PETE CORP | 1,800 | $127K | 0.02% | |
| 125 | SPYSPDR S&P 500 ETF TR | 400 | $117K | 0.02% | |
| 126 | DYHTARGET CORP | 1,300 | $113K | 0.02% | |
| 127 | NDSNNORDSON CORP | 775 | $110K | 0.02% | |
| 128 | IWMISHARES TR | 700 | $109K | 0.01% | |
| 129 | SLBSCHLUMBERGER LTD | 2,290 | $91K | 0.01% | |
| 130 | ULTAULTA BEAUTY INC | 140 | $49K | 0.01% | |
| 131 | CMICUMMINS INC | 150 | $26K | 0.00% | |
| 132 | AG8AGILENT TECHNOLOGIES INC | 325 | $24K | 0.00% | |
| 133 | CORECORE MARK HOLDING CO INC | 375 | $15K | 0.00% | |
| 134 | —ERA GROUP INC | 1,814 | $15K | 0.00% | |
| 135 | IBMINTERNATIONAL BUSINESS MACHS | 100 | $14K | 0.00% | |
| 136 | —COVIA HLDGS CORP | 2,500 | $5K | 0.00% |
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