Skylands Capital, LLC Q2 2024 Filing

Filed July 26, 2024

Portfolio Value

$705K

Holdings

156

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (156 positions)

#StockSharesValue% PortfolioType
101
XOPSPDR SER TR
24,250$00.00%
102
SIMOSILICON MOTION TECHNOLOGY CO
38,400$00.00%
103
AMTAMERICAN TOWER CORP NEW
46,395$00.00%
104
GATXGATX CORP
4,270$00.00%
105
ULTAULTA BEAUTY INC
7,090$00.00%
106
HIHILLENBRAND INC
8,800$00.00%
107
EWJISHARES INC
42,800$00.00%
108
SRCLSTERICYCLE INC
29,100$00.00%
109
BUWABIO RAD LABS INC
1,400$00.00%
110
DISDISNEY WALT CO
53,750$00.00%
111
PCYOPURE CYCLE CORP
18,602$00.00%
112
PLABPHOTRONICS INC
114,100$00.00%
113
XOMEXXON MOBIL CORP
53,948$00.00%
114
HLMNHILLMAN SOLUTIONS CORP
154,550$00.00%
115
APDAIR PRODS & CHEMS INC
1,200$00.00%
116
SPYSPDR S&P 500 ETF TR
100$00.00%
117
DOCUDOCUSIGN INC
4,000$00.00%
118
VNTVONTIER CORPORATION
23,200$00.00%
119
PFGCPERFORMANCE FOOD GROUP CO
44$00.00%
120
SYMSYMBOTIC INC
8,400$00.00%
121
GAUZGAUZY LTD
68,600$00.00%
122
PYPLPAYPAL HLDGS INC
3,000$00.00%
123
XLESELECT SECTOR SPDR TR
78,300$00.00%
124
CWSTCASELLA WASTE SYS INC
400$00.00%
125
CMPCOMPASS MINERALS INTL INC
103,300$00.00%
126
UHALU HAUL HOLDING COMPANY
2,345$00.00%
127
IWMISHARES TR
400$00.00%
128
LOVELOVESAC COMPANY
218,500$00.00%
129
CHWYCHEWY INC
1,904$00.00%
130
GEHCGE HEALTHCARE TECHNOLOGIES I
133,525$00.00%
131
PTONPELOTON INTERACTIVE INC
9,000$00.00%
132
EAELECTRONIC ARTS INC
2,200$00.00%
133
MAMASTERCARD INC
1,275$00.00%
134
WMBWILLIAMS COS INC
159,900$00.00%
135
LUNA INNOVATIONS INC
265,835$00.00%
136
MCFTMASTERCRAFT BOAT HLDGS INC
43,500$00.00%
137
NDSNNORDSON CORP
600$00.00%
138
BCBRUNSWICK CORP
15,625$00.00%
139
CBOECBOE GLOBAL MKTS INC
17,500$00.00%
140
NEMNEWMONT CORP
64,200$00.00%
141
CCOCAMECO CORP
7,500$00.00%
142
MATWMATTHEWS INTL CORP
1,200$00.00%
143
BLKCHFBLACKROCK INC
1,200$00.00%
144
ENSENERSYS
77,930$00.00%
145
GPKGRAPHIC PACKAGING HLDG CO
207,800$00.00%
146
WABWABTEC
79,150$00.00%
147
WF2WINTRUST FINL CORP
9,100$00.00%
148
UHAL/BU HAUL HOLDING COMPANY
26,645$00.00%
149
TRVCCITIGROUP INC
118,350$00.00%
150
MPMP MATERIALS CORP
206,600$00.00%
151
CTSOCYTOSORBENTS CORP
2,840,778$00.00%
152
UNPUNION PAC CORP
218,450$00.00%
153
8CWCROWN CASTLE INTL CORP NEW
248,200$00.00%
154
BRK/BBERKSHIRE HATHAWAY INC DEL
1,950$00.00%
155
BECNUSDBEACON ROOFING SUPPLY INC
228,442$00.00%
156
HLITHARMONIC INC
228,900$00.00%
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