Skylands Capital, LLC Q3 2023 Filing
Filed October 27, 2023
Portfolio Value
$661K
Holdings
149
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (149 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COHRCOHERENT CORP | 183,650 | $0 | 0.00% | |
| 2 | OGM1COGENT COMMUNICATIONS HLDGS | 105,025 | $0 | 0.00% | |
| 3 | EXASEXACT SCIENCES CORP | 550 | $0 | 0.00% | |
| 4 | CMCOCOLUMBUS MCKINNON CORP N Y | 235,489 | $0 | 0.00% | |
| 5 | BACBK OF AMERICA CORP | 126,750 | $0 | 0.00% | |
| 6 | GQ9SPDR GOLD TRUST | 42,750 | $0 | 0.00% | |
| 7 | ARCH1USDARCH RESOURCES INC | 280,315 | $0 | 0.00% | |
| 8 | MLMMARTIN MARIETTA MATLS INC | 7,930 | $0 | 0.00% | |
| 9 | AMZNAMAZON COM INC | 20,550 | $0 | 0.00% | |
| 10 | VVISA INC | 49,655 | $0 | 0.00% | |
| 11 | TKRTIMKEN CO | 10,550 | $0 | 0.00% | |
| 12 | HALHALLIBURTON CO | 74,050 | $0 | 0.00% | |
| 13 | TRGPTARGA RES CORP | 22,000 | $0 | 0.00% | |
| 14 | T7DTRANSDIGM GROUP INC | 980 | $0 | 0.00% | |
| 15 | METAMETA PLATFORMS INC | 18,210 | $0 | 0.00% | |
| 16 | BBYBEST BUY INC | 5,125 | $0 | 0.00% | |
| 17 | OCOWENS CORNING NEW | 111,250 | $0 | 0.00% | |
| 18 | WRKUSDWESTROCK CO | 3,417 | $0 | 0.00% | |
| 19 | IRDMIRIDIUM COMMUNICATIONS INC | 53,500 | $0 | 0.00% | |
| 20 | RJFRAYMOND JAMES FINL INC | 8,074 | $0 | 0.00% | |
| 21 | MTXMINERALS TECHNOLOGIES INC | 44,000 | $0 | 0.00% | |
| 22 | GDGENERAL DYNAMICS CORP | 750 | $0 | 0.00% | |
| 23 | NSCNORFOLK SOUTHN CORP | 56,525 | $0 | 0.00% | |
| 24 | ACCOACCO BRANDS CORP | 58,500 | $0 | 0.00% | |
| 25 | TMUST-MOBILE US INC | 115,950 | $0 | 0.00% | |
| 26 | MATXMATSON INC | 2,750 | $0 | 0.00% | |
| 27 | AEMAGNICO EAGLE MINES LTD | 75,075 | $0 | 0.00% | |
| 28 | SBACSBA COMMUNICATIONS CORP NEW | 15,500 | $0 | 0.00% | |
| 29 | BOOTBOOT BARN HLDGS INC | 22,734 | $0 | 0.00% | |
| 30 | LECOLINCOLN ELEC HLDGS INC | 22,970 | $0 | 0.00% | |
| 31 | KOPKOPPERS HOLDINGS INC | 25,850 | $0 | 0.00% | |
| 32 | NDQINVESCO QQQ TR | 750 | $0 | 0.00% | |
| 33 | SPGIS&P GLOBAL INC | 4,875 | $0 | 0.00% | |
| 34 | GKDGRAND CANYON ED INC | 93,377 | $0 | 0.00% | |
| 35 | ELANELANCO ANIMAL HEALTH INC | 417,450 | $0 | 0.00% | |
| 36 | KVYOKLAVIYO INC | 5,000 | $0 | 0.00% | |
| 37 | SHWSHERWIN WILLIAMS CO | 450 | $0 | 0.00% | |
| 38 | NPKINEWPARK RES INC | 130,955 | $0 | 0.00% | |
| 39 | ABXBARRICK GOLD CORP | 240,150 | $0 | 0.00% | |
| 40 | XPERXPERI INC | 116,450 | $0 | 0.00% | |
| 41 | GNRCGENERAC HLDGS INC | 26,620 | $0 | 0.00% | |
| 42 | SSNCSS&C TECHNOLOGIES HLDGS INC | 78,950 | $0 | 0.00% | |
| 43 | FCXFREEPORT-MCMORAN INC | 500 | $0 | 0.00% | |
| 44 | MSFTMICROSOFT CORP | 765 | $0 | 0.00% | |
| 45 | MCDMCDONALDS CORP | 850 | $0 | 0.00% | |
| 46 | WBAWALGREENS BOOTS ALLIANCE INC | 20,700 | $0 | 0.00% | |
| 47 | GMGENERAL MTRS CO | 772,375 | $0 | 0.00% | |
| 48 | QRHCQUEST RESOURCE HLDG CORP | 302,350 | $0 | 0.00% | |
| 49 | GTNGRAY TELEVISION INC | 298,200 | $0 | 0.00% | |
| 50 | HLLYHOLLEY INC | 549,800 | $0 | 0.00% | |
| 51 | NVEEUSDNV5 GLOBAL INC | 24,705 | $0 | 0.00% | |
| 52 | OSKOSHKOSH CORP | 176,275 | $0 | 0.00% | |
| 53 | WSCWILLSCOT MOBIL MINI HLDNG CO | 118,075 | $0 | 0.00% | |
| 54 | OXYOCCIDENTAL PETE CORP | 248 | $0 | 0.00% | |
| 55 | ONON SEMICONDUCTOR CORP | 78,445 | $0 | 0.00% | |
| 56 | CSVCARRIAGE SVCS INC | 21,700 | $0 | 0.00% | |
| 57 | DENNDENNYS CORP | 94,075 | $0 | 0.00% | |
| 58 | HB6HIBBETT INC | 223,850 | $0 | 0.00% | |
| 59 | CRWSCROWN CRAFTS INC | 460,169 | $0 | 0.00% | |
| 60 | FDXFEDEX CORP | 4,450 | $0 | 0.00% | |
| 61 | FMCFMC CORP | 259,720 | $0 | 0.00% | |
| 62 | ICEINTERCONTINENTAL EXCHANGE IN | 3,900 | $0 | 0.00% | |
| 63 | TWINTWIN DISC INC | 102,221 | $0 | 0.00% | |
| 64 | ROCKGIBRALTAR INDS INC | 8,150 | $0 | 0.00% | |
| 65 | VTE1ASURE SOFTWARE INC | 69,350 | $0 | 0.00% | |
| 66 | CCKCROWN HLDGS INC | 2,450 | $0 | 0.00% | |
| 67 | JOUTJOHNSON OUTDOORS INC | 68,658 | $0 | 0.00% | |
| 68 | EXPEAGLE MATERIALS INC | 43,835 | $0 | 0.00% | |
| 69 | AAPLAPPLE INC | 222,270 | $0 | 0.00% | |
| 70 | JPMJPMORGAN CHASE & CO | 61,725 | $0 | 0.00% | |
| 71 | CMECME GROUP INC | 9,750 | $0 | 0.00% | |
| 72 | SPWHSPORTSMANS WHSE HLDGS INC | 136,500 | $0 | 0.00% | |
| 73 | BMYBRISTOL-MYERS SQUIBB CO | 196,900 | $0 | 0.00% | |
| 74 | —GREENBRIER COS INC | 1,525,000 | $0 | 0.00% | |
| 75 | FTHMFATHOM HOLDINGS INC | 148,853 | $0 | 0.00% | |
| 76 | GBXGREENBRIER COS INC | 66,650 | $0 | 0.00% | |
| 77 | GBCIGLACIER BANCORP INC NEW | 16,500 | $0 | 0.00% | |
| 78 | —THE REAL GOOD FOOD COMPANY I | 1,043,891 | $0 | 0.00% | |
| 79 | SCHWSCHWAB CHARLES CORP | 46,600 | $0 | 0.00% | |
| 80 | BERYEURBERRY GLOBAL GROUP INC | 4,950 | $0 | 0.00% | |
| 81 | JYNTJOINT CORP | 501,790 | $0 | 0.00% | |
| 82 | DBIDESIGNER BRANDS INC | 277,950 | $0 | 0.00% | |
| 83 | UPSUNITED PARCEL SERVICE INC | 13,430 | $0 | 0.00% | |
| 84 | DBDDIEBOLD NIXDORF INC | 116,700 | $0 | 0.00% | |
| 85 | GOOGALPHABET INC | 9,500 | $0 | 0.00% | |
| 86 | CYRXCRYOPORT INC | 84,950 | $0 | 0.00% | |
| 87 | DYHTARGET CORP | 600 | $0 | 0.00% | |
| 88 | PTENPATTERSON-UTI ENERGY INC | 389,723 | $0 | 0.00% | |
| 89 | QDELQUIDELORTHO CORP | 81,300 | $0 | 0.00% | |
| 90 | AG8AGILENT TECHNOLOGIES INC | 25 | $0 | 0.00% | |
| 91 | HDHOME DEPOT INC | 150 | $0 | 0.00% | |
| 92 | CSXCSX CORP | 131,950 | $0 | 0.00% | |
| 93 | GENKGEN RESTAURENT GROUP | 28,327 | $0 | 0.00% | |
| 94 | BTMDBIOTE CORP | 195,400 | $0 | 0.00% | |
| 95 | GOOGLALPHABET INC | 140,800 | $0 | 0.00% | |
| 96 | MODVQMODIVCARE INC | 13,850 | $0 | 0.00% | |
| 97 | RTXRTX CORPORATION | 97,524 | $0 | 0.00% | |
| 98 | NATRNATURES SUNSHINE PRODS INC | 33,500 | $0 | 0.00% | |
| 99 | SIMOSILICON MOTION TECHNOLOGY CO | 35,200 | $0 | 0.00% | |
| 100 | AMTAMERICAN TOWER CORP NEW | 51,025 | $0 | 0.00% |
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