Skylands Capital, LLC Q4 2023 Filing
Filed February 5, 2024
Portfolio Value
$679K
Holdings
144
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (144 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | COHRCOHERENT CORP | 190,964 | $0 | 0.00% | |
| 2 | OGM1COGENT COMMUNICATIONS HLDGS | 79,850 | $0 | 0.00% | |
| 3 | EXASEXACT SCIENCES CORP | 550 | $0 | 0.00% | |
| 4 | CMCOCOLUMBUS MCKINNON CORP N Y | 243,596 | $0 | 0.00% | |
| 5 | BACBK OF AMERICA CORP | 91,300 | $0 | 0.00% | |
| 6 | GQ9SPDR GOLD TRUST | 40,975 | $0 | 0.00% | |
| 7 | ARCH1USDARCH RESOURCES INC | 254,080 | $0 | 0.00% | |
| 8 | MLMMARTIN MARIETTA MATLS INC | 7,810 | $0 | 0.00% | |
| 9 | AMZNAMAZON COM INC | 18,650 | $0 | 0.00% | |
| 10 | VVISA INC | 48,530 | $0 | 0.00% | |
| 11 | TKRTIMKEN CO | 5,750 | $0 | 0.00% | |
| 12 | HALHALLIBURTON CO | 81,450 | $0 | 0.00% | |
| 13 | TRGPTARGA RES CORP | 24,200 | $0 | 0.00% | |
| 14 | METAMETA PLATFORMS INC | 17,515 | $0 | 0.00% | |
| 15 | T7DTRANSDIGM GROUP INC | 965 | $0 | 0.00% | |
| 16 | BBYBEST BUY INC | 7,400 | $0 | 0.00% | |
| 17 | OCOWENS CORNING NEW | 101,290 | $0 | 0.00% | |
| 18 | WRKUSDWESTROCK CO | 3,417 | $0 | 0.00% | |
| 19 | IRDMIRIDIUM COMMUNICATIONS INC | 92,150 | $0 | 0.00% | |
| 20 | RJFRAYMOND JAMES FINL INC | 7,474 | $0 | 0.00% | |
| 21 | MTXMINERALS TECHNOLOGIES INC | 35,800 | $0 | 0.00% | |
| 22 | GDGENERAL DYNAMICS CORP | 750 | $0 | 0.00% | |
| 23 | NSCNORFOLK SOUTHN CORP | 48,265 | $0 | 0.00% | |
| 24 | ACCOACCO BRANDS CORP | 50,500 | $0 | 0.00% | |
| 25 | TMUST-MOBILE US INC | 79,400 | $0 | 0.00% | |
| 26 | AEMAGNICO EAGLE MINES LTD | 63,125 | $0 | 0.00% | |
| 27 | SBACSBA COMMUNICATIONS CORP NEW | 12,250 | $0 | 0.00% | |
| 28 | BOOTBOOT BARN HLDGS INC | 32,384 | $0 | 0.00% | |
| 29 | LECOLINCOLN ELEC HLDGS INC | 19,630 | $0 | 0.00% | |
| 30 | KOPKOPPERS HOLDINGS INC | 45,399 | $0 | 0.00% | |
| 31 | NDQINVESCO QQQ TR | 750 | $0 | 0.00% | |
| 32 | SPGIS&P GLOBAL INC | 3,875 | $0 | 0.00% | |
| 33 | GKDGRAND CANYON ED INC | 63,227 | $0 | 0.00% | |
| 34 | ELANELANCO ANIMAL HEALTH INC | 353,950 | $0 | 0.00% | |
| 35 | SHWSHERWIN WILLIAMS CO | 450 | $0 | 0.00% | |
| 36 | NPKINEWPARK RES INC | 171,150 | $0 | 0.00% | |
| 37 | ABXBARRICK GOLD CORP | 236,450 | $0 | 0.00% | |
| 38 | XPERXPERI INC | 130,600 | $0 | 0.00% | |
| 39 | GNRCGENERAC HLDGS INC | 28,520 | $0 | 0.00% | |
| 40 | SSNCSS&C TECHNOLOGIES HLDGS INC | 69,900 | $0 | 0.00% | |
| 41 | MSFTMICROSOFT CORP | 745 | $0 | 0.00% | |
| 42 | MCDMCDONALDS CORP | 850 | $0 | 0.00% | |
| 43 | WBAWALGREENS BOOTS ALLIANCE INC | 18,500 | $0 | 0.00% | |
| 44 | GMGENERAL MTRS CO | 740,525 | $0 | 0.00% | |
| 45 | QRHCQUEST RESOURCE HLDG CORP | 280,624 | $0 | 0.00% | |
| 46 | GTNGRAY TELEVISION INC | 258,100 | $0 | 0.00% | |
| 47 | HLLYHOLLEY INC | 589,400 | $0 | 0.00% | |
| 48 | NVEEUSDNV5 GLOBAL INC | 13,870 | $0 | 0.00% | |
| 49 | OSKOSHKOSH CORP | 157,150 | $0 | 0.00% | |
| 50 | WSCWILLSCOT MOBIL MINI HLDNG CO | 119,275 | $0 | 0.00% | |
| 51 | OXYOCCIDENTAL PETE CORP | 61,934 | $0 | 0.00% | |
| 52 | ONON SEMICONDUCTOR CORP | 76,745 | $0 | 0.00% | |
| 53 | DENNDENNYS CORP | 99,800 | $0 | 0.00% | |
| 54 | HB6HIBBETT INC | 184,150 | $0 | 0.00% | |
| 55 | CRWSCROWN CRAFTS INC | 290,697 | $0 | 0.00% | |
| 56 | ASTEASTEC INDS INC | 6,450 | $0 | 0.00% | |
| 57 | FDXFEDEX CORP | 6,975 | $0 | 0.00% | |
| 58 | FMCFMC CORP | 182,575 | $0 | 0.00% | |
| 59 | ICEINTERCONTINENTAL EXCHANGE IN | 3,450 | $0 | 0.00% | |
| 60 | TWINTWIN DISC INC | 57,407 | $0 | 0.00% | |
| 61 | ROCKGIBRALTAR INDS INC | 1,300 | $0 | 0.00% | |
| 62 | VTE1ASURE SOFTWARE INC | 78,000 | $0 | 0.00% | |
| 63 | CCKCROWN HLDGS INC | 2,450 | $0 | 0.00% | |
| 64 | JOUTJOHNSON OUTDOORS INC | 95,400 | $0 | 0.00% | |
| 65 | EXPEAGLE MATERIALS INC | 44,955 | $0 | 0.00% | |
| 66 | AAPLAPPLE INC | 204,860 | $0 | 0.00% | |
| 67 | JPMJPMORGAN CHASE & CO | 56,450 | $0 | 0.00% | |
| 68 | CMECME GROUP INC | 9,250 | $0 | 0.00% | |
| 69 | SPWHSPORTSMANS WHSE HLDGS INC | 77,300 | $0 | 0.00% | |
| 70 | BMYBRISTOL-MYERS SQUIBB CO | 179,025 | $0 | 0.00% | |
| 71 | SHIMSHIMMICK CORPORATION | 45,500 | $0 | 0.00% | |
| 72 | —GREENBRIER COS INC | 1,500,000 | $0 | 0.00% | |
| 73 | FTHMFATHOM HOLDINGS INC | 192,236 | $0 | 0.00% | |
| 74 | GBXGREENBRIER COS INC | 56,350 | $0 | 0.00% | |
| 75 | GBCIGLACIER BANCORP INC NEW | 7,600 | $0 | 0.00% | |
| 76 | —THE REAL GOOD FOOD COMPANY I | 1,278,984 | $0 | 0.00% | |
| 77 | SCHWSCHWAB CHARLES CORP | 38,350 | $0 | 0.00% | |
| 78 | BERYEURBERRY GLOBAL GROUP INC | 4,650 | $0 | 0.00% | |
| 79 | JYNTJOINT CORP | 603,640 | $0 | 0.00% | |
| 80 | DBIDESIGNER BRANDS INC | 242,300 | $0 | 0.00% | |
| 81 | UPSUNITED PARCEL SERVICE INC | 13,465 | $0 | 0.00% | |
| 82 | DBDDIEBOLD NIXDORF INC | 136,900 | $0 | 0.00% | |
| 83 | GOOGALPHABET INC | 9,500 | $0 | 0.00% | |
| 84 | DYHTARGET CORP | 600 | $0 | 0.00% | |
| 85 | PTENPATTERSON-UTI ENERGY INC | 361,685 | $0 | 0.00% | |
| 86 | QDELQUIDELORTHO CORP | 92,450 | $0 | 0.00% | |
| 87 | AG8AGILENT TECHNOLOGIES INC | 25 | $0 | 0.00% | |
| 88 | HDHOME DEPOT INC | 150 | $0 | 0.00% | |
| 89 | CSXCSX CORP | 196,450 | $0 | 0.00% | |
| 90 | GENKGEN RESTAURENT GROUP | 10,200 | $0 | 0.00% | |
| 91 | BTMDBIOTE CORP | 68,516 | $0 | 0.00% | |
| 92 | GOOGLALPHABET INC | 166,825 | $0 | 0.00% | |
| 93 | MODVQMODIVCARE INC | 30,300 | $0 | 0.00% | |
| 94 | OSISOSI SYSTEMS INC | 10,750 | $0 | 0.00% | |
| 95 | RTXRTX CORPORATION | 100,533 | $0 | 0.00% | |
| 96 | NATRNATURES SUNSHINE PRODS INC | 22,600 | $0 | 0.00% | |
| 97 | SIMOSILICON MOTION TECHNOLOGY CO | 42,100 | $0 | 0.00% | |
| 98 | AMTAMERICAN TOWER CORP NEW | 33,050 | $0 | 0.00% | |
| 99 | WIREEURENCORE WIRE CORP | 3,700 | $0 | 0.00% | |
| 100 | GATXGATX CORP | 4,270 | $0 | 0.00% |
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