Skylands Capital, LLC Q4 2022 Filing

Filed February 9, 2023

Portfolio Value

$631K

Holdings

145

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (145 positions)

#StockSharesValue% PortfolioType
1
9KGNEXTIER OILFIELD SOLUTIONS
265,950$00.00%
2
COHRCOHERENT CORP
170,250$00.00%
3
OGM1COGENT COMMUNICATIONS HLDGS
112,000$00.00%
4
EXASEXACT SCIENCES CORP
550$00.00%
5
RSVRRESERVOIR MEDIA INC
114,341$00.00%
6
CMCOCOLUMBUS MCKINNON CORP N Y
248,584$00.00%
7
BACBK OF AMERICA CORP
48,800$00.00%
8
GQ9SPDR GOLD TRUST
52,650$00.00%
9
ARCH1USDARCH RESOURCES INC
317,055$00.00%
10
MLMMARTIN MARIETTA MATLS INC
12,030$00.00%
11
AMZNAMAZON COM INC
26,200$00.00%
12
VVISA INC
55,080$00.00%
13
HALHALLIBURTON CO
52,350$00.00%
14
METAMETA PLATFORMS INC
42,800$00.00%
15
T7DTRANSDIGM GROUP INC
980$00.00%
16
BBYBEST BUY INC
23,800$00.00%
17
OCOWENS CORNING NEW
236,325$00.00%
18
WRKUSDWESTROCK CO
4,267$00.00%
19
IRDMIRIDIUM COMMUNICATIONS INC
21,800$00.00%
20
RJFRAYMOND JAMES FINL INC
8,199$00.00%
21
MTXMINERALS TECHNOLOGIES INC
7,200$00.00%
22
GDGENERAL DYNAMICS CORP
750$00.00%
23
LPROOPEN LENDING CORP
116,000$00.00%
24
NSCNORFOLK SOUTHN CORP
43,370$00.00%
25
ACCOACCO BRANDS CORP
58,800$00.00%
26
TMUST-MOBILE US INC
77,000$00.00%
27
AEMAGNICO EAGLE MINES LTD
65,475$00.00%
28
SBACSBA COMMUNICATIONS CORP NEW
7,000$00.00%
29
UPLDUPLAND SOFTWARE INC
230,000$00.00%
30
BOOTBOOT BARN HLDGS INC
34,359$00.00%
31
LECOLINCOLN ELEC HLDGS INC
21,520$00.00%
32
NDQINVESCO QQQ TR
900$00.00%
33
SPGIS&P GLOBAL INC
4,975$00.00%
34
GKDGRAND CANYON ED INC
107,452$00.00%
35
ELANELANCO ANIMAL HEALTH INC
208,450$00.00%
36
SHWSHERWIN WILLIAMS CO
500$00.00%
37
ABXBARRICK GOLD CORP
133,200$00.00%
38
GNRCGENERAC HLDGS INC
30,770$00.00%
39
IMMRIMMERSION CORP
158,700$00.00%
40
SSNCSS&C TECHNOLOGIES HLDGS INC
82,500$00.00%
41
MSFTMICROSOFT CORP
790$00.00%
42
MCDMCDONALDS CORP
1,050$00.00%
43
WBAWALGREENS BOOTS ALLIANCE INC
13,500$00.00%
44
NSPINSPERITY INC
1,700$00.00%
45
GMGENERAL MTRS CO
764,925$00.00%
46
QRHCQUEST RESOURCE HLDG CORP
331,825$00.00%
47
GTNGRAY TELEVISION INC
245,950$00.00%
48
HLLYHOLLEY INC
273,400$00.00%
49
NVEEUSDNV5 GLOBAL INC
15,930$00.00%
50
OSKOSHKOSH CORP
195,175$00.00%
51
WSCWILLSCOT MOBIL MINI HLDNG CO
128,400$00.00%
52
OXYOCCIDENTAL PETE CORP
248$00.00%
53
ONON SEMICONDUCTOR CORP
94,950$00.00%
54
DENNDENNYS CORP
35,200$00.00%
55
HB6HIBBETT INC
142,300$00.00%
56
CRWSCROWN CRAFTS INC
510,024$00.00%
57
FDXFEDEX CORP
16,075$00.00%
58
FMCFMC CORP
173,250$00.00%
59
ICEINTERCONTINENTAL EXCHANGE IN
3,900$00.00%
60
TWINTWIN DISC INC
200,420$00.00%
61
ROCKGIBRALTAR INDS INC
1,500$00.00%
62
CCKCROWN HLDGS INC
3,050$00.00%
63
JOUTJOHNSON OUTDOORS INC
14,500$00.00%
64
EXPEAGLE MATERIALS INC
49,385$00.00%
65
AAPLAPPLE INC
301,730$00.00%
66
AKAMAKAMAI TECHNOLOGIES INC
6,500$00.00%
67
JPMJPMORGAN CHASE & CO
64,850$00.00%
68
CMECME GROUP INC
14,200$00.00%
69
SPWHSPORTSMANS WHSE HLDGS INC
31,150$00.00%
70
BMYBRISTOL-MYERS SQUIBB CO
115,225$00.00%
71
GREENBRIER COS INC
1,650,000$00.00%
72
FTHMFATHOM HOLDINGS INC
286,871$00.00%
73
GBXGREENBRIER COS INC
136,350$00.00%
74
GBCIGLACIER BANCORP INC NEW
16,450$00.00%
75
BERYEURBERRY GLOBAL GROUP INC
3,700$00.00%
76
JYNTJOINT CORP
445,782$00.00%
77
DBIDESIGNER BRANDS INC
485,900$00.00%
78
UPSUNITED PARCEL SERVICE INC
14,080$00.00%
79
GOOGALPHABET INC
9,500$00.00%
80
CYRXCRYOPORT INC
97,324$00.00%
81
DYHTARGET CORP
700$00.00%
82
QDELQUIDELORTHO CORP
14,500$00.00%
83
AG8AGILENT TECHNOLOGIES INC
50$00.00%
84
HDHOME DEPOT INC
200$00.00%
85
CSXCSX CORP
54,350$00.00%
86
GOOGLALPHABET INC
149,850$00.00%
87
NATRNATURES SUNSHINE PRODS INC
191,773$00.00%
88
SIMOSILICON MOTION TECHNOLOGY CO
6,775$00.00%
89
AMTAMERICAN TOWER CORP NEW
35,650$00.00%
90
WIREEURENCORE WIRE CORP
31,025$00.00%
91
GATXGATX CORP
7,770$00.00%
92
ULTAULTA BEAUTY INC
90$00.00%
93
HIHILLENBRAND INC
18,100$00.00%
94
DISDISNEY WALT CO
35,400$00.00%
95
MMM3M CO
500$00.00%
96
PCYOPURE CYCLE CORP
38,126$00.00%
97
PLABPHOTRONICS INC
213,850$00.00%
98
HLMNHILLMAN SOLUTIONS CORP
87,265$00.00%
99
SPYSPDR S&P 500 ETF TR
100$00.00%
100
VNTVONTIER CORPORATION
156,450$00.00%
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