Skylands Capital, LLC Q4 2018 Filing

Filed February 7, 2019

Portfolio Value

$609.3M

Holdings

138

Report Date

Q4 2018

Filing Type

13F-HR

All Holdings (138 positions)

#StockSharesValue% PortfolioType
101
NCMIEURNATIONAL CINEMEDIA INC
87,650$568K0.09%
102
CBPXEURCONTINENTAL BLDG PRODS INC
20,200$514K0.08%
103
HDHOME DEPOT INC
2,950$507K0.08%
104
GOOGALPHABET INC
475$492K0.08%
105
BCBRUNSWICK CORP
9,750$453K0.07%
106
AG8AGILENT TECHNOLOGIES INC
6,550$442K0.07%
107
CRWSCROWN CRAFTS INC
75,000$405K0.07%
108
DNKNDUNKIN BRANDS GROUP INC
6,300$404K0.07%
109
AMHAMERICAN HOMES 4 RENT
20,000$397K0.07%
110
WAITR HLDGS INC
34,400$384K0.06%
111
MCDMCDONALDS CORP
2,000$355K0.06%
112
MAMASTERCARD INCORPORATED
1,850$349K0.06%
113
IRDMIRIDIUM COMMUNICATIONS INC
18,000$332K0.05%
114
HALHALLIBURTON CO
12,400$330K0.05%
115
WABWABTEC CORP
3,800$267K0.04%
116
GARDNER DENVER HLDGS INC
13,000$266K0.04%
117
MMM3M CO
1,340$255K0.04%
118
SHWSHERWIN WILLIAMS CO
625$246K0.04%
119
EVEREVERQUOTE INC
56,025$234K0.04%
120
NDQINVESCO QQQ TR
1,400$216K0.04%
121
GQ9SPDR GOLD TRUST
1,600$194K0.03%
122
VTE1ASURE SOFTWARE INC
37,309$190K0.03%
123
NDSNNORDSON CORP
1,325$158K0.03%
124
NNBRNN INC
20,500$138K0.02%
125
MTXMINERALS TECHNOLOGIES INC
2,500$128K0.02%
126
DUN & BRADSTREET CORP DEL NE
800$114K0.02%
127
SPYSPDR S&P 500 ETF TR
400$100K0.02%
128
APCANADARKO PETE CORP
2,000$88K0.01%
129
DYHTARGET CORP
1,300$86K0.01%
130
SLBSCHLUMBERGER LTD
2,290$83K0.01%
131
IWMISHARES TR
600$80K0.01%
132
UNVREURUNIVAR INC
3,800$67K0.01%
133
CMICUMMINS INC
250$33K0.01%
134
RESTORATION ROBOTICS INC
76,500$33K0.01%
135
CORECORE MARK HOLDING CO INC
500$12K0.00%
136
IBMINTERNATIONAL BUSINESS MACHS
100$11K0.00%
137
COVIA HLDGS CORP
2,500$9K0.00%
138
JASON INDS INC
24,450$00.00%
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