Skylands Capital, LLC Q3 2022 Filing

Filed November 1, 2022

Portfolio Value

$608.6M

Holdings

144

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (144 positions)

#StockSharesValue% PortfolioType
101
BRK/BBERKSHIRE HATHAWAY INC DEL
2,000$534K0.09%
102
T7DTRANSDIGM GROUP INC
980$514K0.08%
103
DDDUPONT DE NEMOURS INC
9,700$489K0.08%
104
DENNDENNYS CORP
50,600$476K0.08%
105
ICEINTERCONTINENTAL EXCHANGE IN
5,200$470K0.08%
106
BACBK OF AMERICA CORP
15,000$453K0.07%
107
ROCKGIBRALTAR INDS INC
10,800$442K0.07%
108
XOMEXXON MOBIL CORP
5,000$437K0.07%
109
LUNA INNOVATIONS INC
92,653$411K0.07%
110
MAMASTERCARD INC
1,375$391K0.06%
111
CCKCROWN HLDGS INC
4,650$377K0.06%
112
XPERI HOLDING CORP
26,400$373K0.06%
113
NSPINSPERITY INC
3,200$327K0.05%
114
PCYOPURE CYCLE CORP
38,126$318K0.05%
115
AMDADVANCED MICRO DEVICES INC
5,000$317K0.05%
116
HLMNHILLMAN SOLUTIONS CORP
41,615$314K0.05%
117
MKSIMKS INSTRS INC
3,400$281K0.05%
118
NLSUSDNAUTILUS INC
165,786$270K0.04%
119
MCDMCDONALDS CORP
1,050$242K0.04%
120
NDQINVESCO QQQ TR
900$241K0.04%
121
DBDEURDIEBOLD NIXDORF INC
89,450$218K0.04%
122
AVYA 2.25 06/15/23AVAYA HLDGS CORP
500,000$214K0.04%
123
MSFTMICROSOFT CORP
790$184K0.03%
124
IWMISHARES TR
1,005$166K0.03%
125
GDGENERAL DYNAMICS CORP
750$159K0.03%
126
ESCAESCALADE INC
15,908$158K0.03%
127
WRKUSDWESTROCK CO
4,267$132K0.02%
128
NDSNNORDSON CORP
600$127K0.02%
129
SIMOSILICON MOTION TECHNOLOGY CO
1,925$125K0.02%
130
DYHTARGET CORP
700$104K0.02%
131
SHWSHERWIN WILLIAMS CO
500$102K0.02%
132
SKINTHE BEAUTY HEALTH COMPANY
6,400$75K0.01%
133
ABBVABBVIE INC
500$67K0.01%
134
HDHOME DEPOT INC
200$55K0.01%
135
MMM3M CO
500$55K0.01%
136
WWAYFAIR INC
1,500$49K0.01%
137
CWSTCASELLA WASTE SYS INC
500$38K0.01%
138
ULTAULTA BEAUTY INC
90$36K0.01%
139
SPYSPDR S&P 500 ETF TR
100$36K0.01%
140
EXASEXACT SCIENCES CORP
550$18K0.00%
141
PAHUSDELEMENT SOLUTIONS INC
1,000$16K0.00%
142
OXYOCCIDENTAL PETE CORP
248$15K0.00%
143
AG8AGILENT TECHNOLOGIES INC
50$6K0.00%
144
PFGCPERFORMANCE FOOD GROUP CO
44$2K0.00%
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