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
101
HLMNHILLMAN SOLUTIONS CORP
209,765$00.00%
102
SPYSPDR S&P 500 ETF TR
100$00.00%
103
VNTVONTIER CORPORATION
65,250$00.00%
104
PFGCPERFORMANCE FOOD GROUP CO
44$00.00%
105
DDDUPONT DE NEMOURS INC
9,650$00.00%
106
IHSIHS HOLDING LIMITED
75,000$00.00%
107
PYPLPAYPAL HLDGS INC
3,500$00.00%
108
XLESELECT SECTOR SPDR TR
39,450$00.00%
109
VICIVICI PPTYS INC
15,100$00.00%
110
CWSTCASELLA WASTE SYS INC
500$00.00%
111
UHALU HAUL HOLDING COMPANY
2,595$00.00%
112
IWMISHARES TR
450$00.00%
113
LOVELOVESAC COMPANY
174,515$00.00%
114
DPZDOMINOS PIZZA INC
3,800$00.00%
115
PXDEURPIONEER NAT RES CO
32,400$00.00%
116
GEHCGE HEALTHCARE TECHNOLOGIES I
12,850$00.00%
117
PTONPELOTON INTERACTIVE INC
20,000$00.00%
118
MAMASTERCARD INC
1,350$00.00%
119
WMBWILLIAMS COS INC
238,050$00.00%
120
LUNA INNOVATIONS INC
81,653$00.00%
121
MCFTMASTERCRAFT BOAT HLDGS INC
110,100$00.00%
122
G2CEVERI HLDGS INC
62,000$00.00%
123
NDSNNORDSON CORP
600$00.00%
124
BCBRUNSWICK CORP
14,250$00.00%
125
CBOECBOE GLOBAL MKTS INC
41,965$00.00%
126
NEMNEWMONT CORP
58,000$00.00%
127
MATWMATTHEWS INTL CORP
3,650$00.00%
128
BLKCHFBLACKROCK INC
2,990$00.00%
129
ENSENERSYS
75,300$00.00%
130
GPKGRAPHIC PACKAGING HLDG CO
199,400$00.00%
131
WABWABTEC
90,775$00.00%
132
WF2WINTRUST FINL CORP
20,950$00.00%
133
CMBMCAMBIUM NETWORKS CORP
108,350$00.00%
134
UHAL/BU HAUL HOLDING COMPANY
19,770$00.00%
135
TRVCCITIGROUP INC
87,950$00.00%
136
MPMP MATERIALS CORP
340,850$00.00%
137
CI FINL CORP
34,000$00.00%
138
MKSIMKS INSTRS INC
4,000$00.00%
139
CTSOCYTOSORBENTS CORP
2,793,470$00.00%
140
RTXRAYTHEON TECHNOLOGIES CORP
70,624$00.00%
141
GOGOGOGO INC
47,950$00.00%
142
UNPUNION PAC CORP
294,765$00.00%
143
CLARCLARUS CORP NEW
18,500$00.00%
144
8CWCROWN CASTLE INTL CORP NEW
297,960$00.00%
145
BRK/BBERKSHIRE HATHAWAY INC DEL
2,000$00.00%
146
CSGPCOSTAR GROUP INC
2,300$00.00%
147
BECNUSDBEACON ROOFING SUPPLY INC
274,350$00.00%
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