Skylands Capital, LLC Q3 2019 Filing
Filed October 29, 2019
Portfolio Value
$687.6M
Holdings
139
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (139 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | LITELUMENTUM HLDGS INC | 10,181 | $545K | 0.08% | |
| 102 | —CHARAH SOLUTIONS INC | 246,635 | $523K | 0.08% | |
| 103 | REZIRESIDEO TECHNOLOGIES INC | 35,300 | $507K | 0.07% | |
| 104 | REGIEURRENEWABLE ENERGY GROUP INC | 33,150 | $498K | 0.07% | |
| 105 | MAMASTERCARD INC | 1,500 | $407K | 0.06% | |
| 106 | MCDMCDONALDS CORP | 1,800 | $386K | 0.06% | |
| 107 | WRKUSDWESTROCK CO | 10,417 | $380K | 0.06% | |
| 108 | HDHOME DEPOT INC | 1,600 | $371K | 0.05% | |
| 109 | MTXMINERALS TECHNOLOGIES INC | 6,500 | $345K | 0.05% | |
| 110 | OZKBANK OZK | 11,400 | $311K | 0.05% | |
| 111 | SPOTSPOTIFY TECHNOLOGY S A | 2,623 | $299K | 0.04% | |
| 112 | CAKECHEESECAKE FACTORY INC | 6,941 | $289K | 0.04% | |
| 113 | UNVREURUNIVAR SOLUTIONS INC | 13,750 | $285K | 0.04% | |
| 114 | NDQINVESCO QQQ TR | 1,400 | $264K | 0.04% | |
| 115 | DNKNDUNKIN BRANDS GROUP INC | 3,200 | $254K | 0.04% | |
| 116 | CBPXEURCONTINENTAL BLDG PRODS INC | 8,700 | $237K | 0.03% | |
| 117 | GQ9SPDR GOLD TRUST | 1,650 | $229K | 0.03% | |
| 118 | CXOEURCONCHO RES INC | 3,000 | $204K | 0.03% | |
| 119 | SITESITEONE LANDSCAPE SUPPLY INC | 2,700 | $200K | 0.03% | |
| 120 | CCKCROWN HOLDINGS INC | 2,900 | $192K | 0.03% | |
| 121 | XLESELECT SECTOR SPDR TR | 3,200 | $189K | 0.03% | |
| 122 | MMM3M CO | 1,090 | $179K | 0.03% | |
| 123 | SHWSHERWIN WILLIAMS CO | 300 | $165K | 0.02% | |
| 124 | GDGENERAL DYNAMICS CORP | 875 | $160K | 0.02% | |
| 125 | UBERUBER TECHNOLOGIES INC | 5,000 | $152K | 0.02% | |
| 126 | SPYSPDR S&P 500 ETF TR | 400 | $119K | 0.02% | |
| 127 | CVETUSDCOVETRUS INC | 10,050 | $119K | 0.02% | |
| 128 | —RESTORATION ROBOTICS INC | 165,950 | $108K | 0.02% | |
| 129 | IWMISHARES TR | 700 | $106K | 0.02% | |
| 130 | NDSNNORDSON CORP | 650 | $95K | 0.01% | |
| 131 | DYHTARGET CORP | 800 | $86K | 0.01% | |
| 132 | SLBSCHLUMBERGER LTD | 2,290 | $78K | 0.01% | |
| 133 | EXASEXACT SCIENCES CORP | 550 | $50K | 0.01% | |
| 134 | SMGSCOTTS MIRACLE GRO CO | 300 | $31K | 0.00% | |
| 135 | ULTAULTA BEAUTY INC | 90 | $23K | 0.00% | |
| 136 | OXYOCCIDENTAL PETE CORP | 482 | $21K | 0.00% | |
| 137 | CORECORE MARK HOLDING CO INC | 175 | $6K | 0.00% | |
| 138 | AG8AGILENT TECHNOLOGIES INC | 75 | $6K | 0.00% | |
| 139 | CMICUMMINS INC | 25 | $4K | 0.00% |
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