Skylands Capital, LLC Q2 2023 Filing

Filed August 3, 2023

Portfolio Value

$696K

Holdings

147

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (147 positions)

#StockSharesValue% PortfolioType
1
9KGNEXTIER OILFIELD SOLUTIONS
675,100$00.00%
2
COHRCOHERENT CORP
186,075$00.00%
3
OGM1COGENT COMMUNICATIONS HLDGS
103,975$00.00%
4
EXASEXACT SCIENCES CORP
550$00.00%
5
RSVRRESERVOIR MEDIA INC
12,000$00.00%
6
CMCOCOLUMBUS MCKINNON CORP N Y
222,284$00.00%
7
BACBK OF AMERICA CORP
147,450$00.00%
8
GQ9SPDR GOLD TRUST
41,925$00.00%
9
ARCH1USDARCH RESOURCES INC
324,765$00.00%
10
MLMMARTIN MARIETTA MATLS INC
8,005$00.00%
11
AMZNAMAZON COM INC
20,800$00.00%
12
VVISA INC
51,805$00.00%
13
HALHALLIBURTON CO
78,850$00.00%
14
TRGPTARGA RES CORP
13,500$00.00%
15
METAMETA PLATFORMS INC
17,410$00.00%
16
T7DTRANSDIGM GROUP INC
980$00.00%
17
BBYBEST BUY INC
8,525$00.00%
18
OCOWENS CORNING NEW
143,065$00.00%
19
WRKUSDWESTROCK CO
4,267$00.00%
20
RJFRAYMOND JAMES FINL INC
16,299$00.00%
21
MTXMINERALS TECHNOLOGIES INC
26,550$00.00%
22
GDGENERAL DYNAMICS CORP
750$00.00%
23
NSCNORFOLK SOUTHN CORP
47,960$00.00%
24
ACCOACCO BRANDS CORP
49,000$00.00%
25
TMUST-MOBILE US INC
122,200$00.00%
26
AEMAGNICO EAGLE MINES LTD
73,225$00.00%
27
SBACSBA COMMUNICATIONS CORP NEW
11,500$00.00%
28
BOOTBOOT BARN HLDGS INC
31,059$00.00%
29
LECOLINCOLN ELEC HLDGS INC
22,970$00.00%
30
NDQINVESCO QQQ TR
800$00.00%
31
SPGIS&P GLOBAL INC
4,875$00.00%
32
GKDGRAND CANYON ED INC
97,302$00.00%
33
ELANELANCO ANIMAL HEALTH INC
531,287$00.00%
34
SHWSHERWIN WILLIAMS CO
500$00.00%
35
ABXBARRICK GOLD CORP
212,850$00.00%
36
XPERXPERI INC
154,510$00.00%
37
GNRCGENERAC HLDGS INC
30,970$00.00%
38
SSNCSS&C TECHNOLOGIES HLDGS INC
68,150$00.00%
39
FCXFREEPORT-MCMORAN INC
500$00.00%
40
MSFTMICROSOFT CORP
765$00.00%
41
MCDMCDONALDS CORP
950$00.00%
42
WBAWALGREENS BOOTS ALLIANCE INC
13,300$00.00%
43
GMGENERAL MTRS CO
777,375$00.00%
44
QRHCQUEST RESOURCE HLDG CORP
331,150$00.00%
45
GTNGRAY TELEVISION INC
286,100$00.00%
46
HLLYHOLLEY INC
357,400$00.00%
47
NVEEUSDNV5 GLOBAL INC
27,705$00.00%
48
OSKOSHKOSH CORP
186,825$00.00%
49
WSCWILLSCOT MOBIL MINI HLDNG CO
127,575$00.00%
50
OXYOCCIDENTAL PETE CORP
248$00.00%
51
ONON SEMICONDUCTOR CORP
88,770$00.00%
52
DENNDENNYS CORP
32,000$00.00%
53
HB6HIBBETT INC
260,050$00.00%
54
CRWSCROWN CRAFTS INC
503,953$00.00%
55
FDXFEDEX CORP
4,450$00.00%
56
FMCFMC CORP
222,695$00.00%
57
ICEINTERCONTINENTAL EXCHANGE IN
3,900$00.00%
58
TWINTWIN DISC INC
155,667$00.00%
59
ROCKGIBRALTAR INDS INC
1,300$00.00%
60
CCKCROWN HLDGS INC
3,050$00.00%
61
JOUTJOHNSON OUTDOORS INC
36,800$00.00%
62
EXPEAGLE MATERIALS INC
47,460$00.00%
63
AAPLAPPLE INC
235,875$00.00%
64
AKAMAKAMAI TECHNOLOGIES INC
3,900$00.00%
65
JPMJPMORGAN CHASE & CO
63,250$00.00%
66
CMECME GROUP INC
10,450$00.00%
67
SPWHSPORTSMANS WHSE HLDGS INC
183,265$00.00%
68
BMYBRISTOL-MYERS SQUIBB CO
182,050$00.00%
69
GREENBRIER COS INC
1,525,000$00.00%
70
FTHMFATHOM HOLDINGS INC
177,207$00.00%
71
GBXGREENBRIER COS INC
113,350$00.00%
72
GBCIGLACIER BANCORP INC NEW
17,650$00.00%
73
THE REAL GOOD FOOD COMPANY I
43,891$00.00%
74
SCHWSCHWAB CHARLES CORP
25,750$00.00%
75
BERYEURBERRY GLOBAL GROUP INC
4,950$00.00%
76
JYNTJOINT CORP
402,890$00.00%
77
DBIDESIGNER BRANDS INC
346,700$00.00%
78
UPSUNITED PARCEL SERVICE INC
13,705$00.00%
79
GOOGALPHABET INC
9,500$00.00%
80
CYRXCRYOPORT INC
68,650$00.00%
81
DYHTARGET CORP
700$00.00%
82
QDELQUIDELORTHO CORP
60,700$00.00%
83
AG8AGILENT TECHNOLOGIES INC
50$00.00%
84
HDHOME DEPOT INC
175$00.00%
85
CSXCSX CORP
63,150$00.00%
86
GENKGEN RESTAURENT GROUP
50,000$00.00%
87
BTMDBIOTE CORP
254,906$00.00%
88
BOKFBOK FINL CORP
12,550$00.00%
89
GOOGLALPHABET INC
144,025$00.00%
90
NATRNATURES SUNSHINE PRODS INC
116,333$00.00%
91
SIMOSILICON MOTION TECHNOLOGY CO
24,000$00.00%
92
AMTAMERICAN TOWER CORP NEW
35,775$00.00%
93
WIREEURENCORE WIRE CORP
19,225$00.00%
94
GATXGATX CORP
4,220$00.00%
95
ULTAULTA BEAUTY INC
90$00.00%
96
HIHILLENBRAND INC
13,900$00.00%
97
DISDISNEY WALT CO
52,350$00.00%
98
MMM3M CO
100$00.00%
99
PCYOPURE CYCLE CORP
19,500$00.00%
100
PLABPHOTRONICS INC
191,300$00.00%
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