Skylands Capital, LLC Q4 2019 Filing

Filed February 11, 2020

Portfolio Value

$688.7M

Holdings

132

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (132 positions)

#StockSharesValue% PortfolioType
101
BOOTBOOT BARN HLDGS INC
10,550$470K0.07%
102
—EASTSIDE DISTILLING INC
156,583$462K0.07%
103
MAMASTERCARD INC
1,500$448K0.07%
104
WRKUSDWESTROCK CO
10,417$447K0.06%
105
XRAYDENTSPLY SIRONA INC
7,600$430K0.06%
106
XOPUSDSPDR SERIES TRUST
15,750$373K0.05%
107
MCDMCDONALDS CORP
1,800$356K0.05%
108
CAKECHEESECAKE FACTORY INC
8,641$336K0.05%
109
—BOINGO WIRELESS INC
29,500$323K0.05%
110
NDQINVESCO QQQ TR
1,400$298K0.04%
111
OZKBANK OZK
9,400$287K0.04%
112
GQ9SPDR GOLD TRUST
1,650$236K0.03%
113
IPGPIPG PHOTONICS CORP
1,600$232K0.03%
114
MMM3M CO
1,090$192K0.03%
115
SHWSHERWIN WILLIAMS CO
300$175K0.03%
116
BMY-RBRISTOL MYERS SQUIBB CO
55,290$166K0.02%
117
GDGENERAL DYNAMICS CORP
875$154K0.02%
118
UBERUBER TECHNOLOGIES INC
5,000$149K0.02%
119
SPYSPDR S&P 500 ETF TR
400$129K0.02%
120
IWMISHARES TR
700$116K0.02%
121
NDSNNORDSON CORP
650$106K0.02%
122
DYHTARGET CORP
800$103K0.01%
123
CBPXEURCONTINENTAL BLDG PRODS INC
2,000$73K0.01%
124
SLBSCHLUMBERGER LTD
1,718$69K0.01%
125
EXASEXACT SCIENCES CORP
550$51K0.01%
126
HDHOME DEPOT INC
200$44K0.01%
127
SMGSCOTTS MIRACLE GRO CO
300$32K0.00%
128
ULTAULTA BEAUTY INC
90$23K0.00%
129
OXYOCCIDENTAL PETE CORP
482$20K0.00%
130
AG8AGILENT TECHNOLOGIES INC
75$6K0.00%
131
CORECORE MARK HOLDING CO INC
175$5K0.00%
132
CMICUMMINS INC
25$4K0.00%
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