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
101
PFGCPERFORMANCE FOOD GROUP CO
44$00.00%
102
DDDUPONT DE NEMOURS INC
9,650$00.00%
103
IHSIHS HOLDING LIMITED
150,000$00.00%
104
AVYA 2.25 06/15/23AVAYA HLDGS CORP
500,000$00.00%
105
XLESELECT SECTOR SPDR TR
21,350$00.00%
106
VICIVICI PPTYS INC
42,450$00.00%
107
CWSTCASELLA WASTE SYS INC
500$00.00%
108
UHALU HAUL HOLDING COMPANY
4,670$00.00%
109
IWMISHARES TR
500$00.00%
110
NLSUSDNAUTILUS INC
165,786$00.00%
111
LRNSTRIDE INC
19,100$00.00%
112
LOVELOVESAC COMPANY
187,565$00.00%
113
PXDEURPIONEER NAT RES CO
11,500$00.00%
114
GEHCGE HEALTHCARE TECHNOLOGIES I
9,650$00.00%
115
MAMASTERCARD INC
1,375$00.00%
116
WMBWILLIAMS COS INC
194,450$00.00%
117
LUNA INNOVATIONS INC
92,653$00.00%
118
MCFTMASTERCRAFT BOAT HLDGS INC
113,750$00.00%
119
G2CEVERI HLDGS INC
65,450$00.00%
120
NDSNNORDSON CORP
600$00.00%
121
BCBRUNSWICK CORP
15,250$00.00%
122
CBOECBOE GLOBAL MKTS INC
70,890$00.00%
123
NEMNEWMONT CORP
33,825$00.00%
124
BLKCHFBLACKROCK INC
3,615$00.00%
125
ENSENERSYS
89,075$00.00%
126
GPKGRAPHIC PACKAGING HLDG CO
225,400$00.00%
127
WABWABTEC
91,125$00.00%
128
CMBMCAMBIUM NETWORKS CORP
30,500$00.00%
129
POWWAMMO INC
210,250$00.00%
130
UHAL/BU HAUL HOLDING COMPANY
30,820$00.00%
131
TRVCCITIGROUP INC
119,000$00.00%
132
MPMP MATERIALS CORP
333,125$00.00%
133
HOUSANYWHERE REAL ESTATE INC
104,650$00.00%
134
CI FINL CORP
97,450$00.00%
135
MKSIMKS INSTRS INC
4,000$00.00%
136
CTSOCYTOSORBENTS CORP
2,542,091$00.00%
137
RTXRAYTHEON TECHNOLOGIES CORP
71,608$00.00%
138
UNPUNION PAC CORP
272,590$00.00%
139
ARANTERO RESOURCES CORP
26,700$00.00%
140
CLARCLARUS CORP NEW
92,000$00.00%
141
SKINTHE BEAUTY HEALTH COMPANY
11,300$00.00%
142
8CWCROWN CASTLE INTL CORP NEW
272,080$00.00%
143
BRK/BBERKSHIRE HATHAWAY INC DEL
2,000$00.00%
144
CSGPCOSTAR GROUP INC
12,100$00.00%
145
BECNUSDBEACON ROOFING SUPPLY INC
322,425$00.00%
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