Skylands Capital, LLC Q3 2017 Filing

Filed October 19, 2017

Portfolio Value

$752.2M

Holdings

168

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (168 positions)

#StockSharesValue% PortfolioType
101
TWINTWIN DISC INC
74,400$1.4M0.18%
102
RYAMRAYONIER ADVANCED MATLS INC
99,700$1.4M0.18%
103
STZCONSTELLATION BRANDS INC
6,600$1.3M0.17%
104
ZBRAZEBRA TECHNOLOGIES CORP
12,100$1.3M0.17%
105
OCLARO INC
144,000$1.2M0.17%
106
ATROASTRONICS CORP
36,948$1.1M0.15%
107
KNKNOWLES CORP
70,900$1.1M0.14%
108
QA4AGENTHERM INC
24,700$918K0.12%
109
GTNGRAY TELEVISION INC
53,200$835K0.11%
110
XERIUM TECHNOLOGIES INC
170,580$815K0.11%
111
7SUSUMMIT MATLS INC
24,850$796K0.11%
112
BOJANGLES INC
56,574$764K0.10%
113
SBACSBA COMMUNICATIONS CORP NEW
5,000$720K0.10%
114
UNVREURUNIVAR INC
23,000$665K0.09%
115
COLBCOLUMBIA BKG SYS INC
15,150$638K0.08%
116
PLYMPLYMOUTH INDL REIT INC
34,339$625K0.08%
117
U.S. AUTO PARTS NETWORK INC
211,300$611K0.08%
118
MGPIMGP INGREDIENTS INC NEW
9,000$546K0.07%
119
STSENSATA TECHNOLOGIES HLDG NV
11,100$534K0.07%
120
BCBRUNSWICK CORP
9,450$529K0.07%
121
JOBGEE GROUP INC
168,100$496K0.07%
122
DVADAVITA INC
8,250$490K0.07%
123
CHUYUSDCHUYS HLDGS INC
23,100$486K0.06%
124
PCYOPURECYCLE CORP
62,500$469K0.06%
125
GPOR1EURGULFPORT ENERGY CORP
32,000$459K0.06%
126
ELFE L F BEAUTY INC
20,220$456K0.06%
127
IWMISHARES TR
3,000$445K0.06%
128
BOINGO WIRELESS INC
20,650$441K0.06%
129
WABWABTEC CORP
5,600$424K0.06%
130
AG8AGILENT TECHNOLOGIES INC
6,550$420K0.06%
131
CLRUSDCONTINENTAL RESOURCES INC
10,320$398K0.05%
132
CDKCDK GLOBAL INC
6,000$379K0.05%
133
UTIUNIVERSAL TECHNICAL INST INC
108,000$375K0.05%
134
RRYDER SYS INC
4,400$372K0.05%
135
CCKCROWN HOLDINGS INC
5,600$334K0.04%
136
MCDMCDONALDS CORP
2,000$313K0.04%
137
MAMASTERCARD INCORPORATED
2,050$289K0.04%
138
ULTAULTA BEAUTY INC
1,265$286K0.04%
139
MMM3M CO
1,340$281K0.04%
140
MNSTMONSTER BEVERAGE CORP NEW
5,000$276K0.04%
141
UNIQUE FABRICATING INC
32,666$276K0.04%
142
BIOSCRIP INC
99,082$272K0.04%
143
AOSSMITH A O
4,500$267K0.04%
144
NDSNNORDSON CORP
2,125$252K0.03%
145
JASNQJASON INDS INC
155,020$246K0.03%
146
GQ9SPDR GOLD TRUST
1,750$213K0.03%
147
PHI INC
17,900$211K0.03%
148
POWERSHARES QQQ TRUST
1,400$204K0.03%
149
SPYSPDR S&P 500 ETF TR
800$201K0.03%
150
KSUEURKANSAS CITY SOUTHERN
1,750$190K0.03%
151
NWLNEWELL BRANDS INC
4,295$183K0.02%
152
PHI INC
14,950$179K0.02%
153
SENESTECH INC
87,483$162K0.02%
154
SLBSCHLUMBERGER LTD
2,290$160K0.02%
155
LYBLYONDELLBASELL INDUSTRIES N
1,300$129K0.02%
156
ESCAESCALADE INC
9,406$128K0.02%
157
APCANADARKO PETE CORP
2,200$107K0.01%
158
DYHTARGET CORP
1,500$89K0.01%
159
CMICUMMINS INC
525$88K0.01%
160
JETPAY CORP
37,037$69K0.01%
161
GLWCORNING INC
2,200$66K0.01%
162
AMEAMETEK INC NEW
787$52K0.01%
163
POOLPOOL CORPORATION
414$45K0.01%
164
IBMINTERNATIONAL BUSINESS MACHS
100$15K0.00%
165
PHPARKER HANNIFIN CORP
50$9K0.00%
166
PINNACLE ENTMT INC NEW
200$4K0.00%
167
VERIFONE SYS INC
150$3K0.00%
168
GLPIGAMING & LEISURE PPTYS INC
85$3K0.00%
PreviousPage 2 of 2