HoldingsChannel.com
Skylands Capital LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
APPLE INC 283,425 -20,425 $63,479
     AAPL283,425-20,425$63,479
UNION PAC CORP 381,450 -27,600 $61,787
     UNP381,450-27,600$61,787
CROWN CASTLE INTL CORP NEW 395,825 -5,450 $55,024
     CCI395,825-5,450$55,024
GENERAL MTRS CO 814,400 -37,450 $30,524
     GM814,400-37,450$30,524
ARCH COAL INC 354,000 +41,400 $26,267
     ARCH354,000+41,400$26,267
OSHKOSH CORP 259,588 -5,037 $19,677
     OSK259,588-5,037$19,677
DELTA AIR LINES INC DEL 335,450 +16,250 $19,322
     DAL335,450+16,250$19,322
F M C CORP 203,050 -18,650 $17,803
     FMC203,050-18,650$17,803
COHERENT INC 113,025 -34,375 $17,374
     COHR113,025-34,375$17,374
NORFOLK SOUTHERN CORP 92,250 +5,725 $16,574
     NSC92,250+5,725$16,574
AMERICAN TOWER CORP NEW 62,300 -4,500 $13,776
     AMT62,300-4,500$13,776
VISA INC 79,600 -3,500 $13,692
     V79,600-3,500$13,692
CITIGROUP INC 187,100 -6,375 $12,925
     C187,100-6,375$12,925
BEACON ROOFING SUPPLY INC 351,625 -30,350 $11,790
     BECN351,625-30,350$11,790
JPMORGAN CHASE & CO 87,500 -4,300 $10,298
     JPM87,500-4,300$10,298
BLOOMIN BRANDS INC 540,350 +23,800 $10,229
     BLMN540,350+23,800$10,229
JOINT CORP 536,100 -14,601 $9,977
     JYNT536,100-14,601$9,977
RAYTHEON CO 49,475 +3,725 $9,707
     RTN49,475+3,725$9,707
URBAN OUTFITTERS INC 330,675 -23,200 $9,289
     URBN330,675-23,200$9,289
ROYAL CARIBBEAN CRUISES LTD 84,300 +42,902 $9,132
     RCL84,300+42,902$9,132
OWENS CORNING NEW 141,375 -38,200 $8,935
     OC141,375-38,200$8,935
VERSO CORP 716,400 +100,000 $8,869
     VRS716,400+100,000$8,869
ALPHABET INC 7,255 -225 $8,859
     GOOGL7,255-225$8,859
DESIGNER BRANDS INC 497,400 +208,300 $8,515
     DBI497,400+208,300$8,515
ENERSYS 125,350 -25,906 $8,266
     ENS125,350-25,906$8,266
COLUMBUS MCKINNON CORP N Y 193,222 -20,778 $7,039
     CMCO193,222-20,778$7,039
BLACKROCK INC 15,725 +250 $7,008
     BLK15,725+250$7,008
EAGLE MATERIALS INC 72,950 -19,675 $6,566
     EXP72,950-19,675$6,566
CELGENE CORP 65,790 -1,100 $6,533
     CELG65,790-1,100$6,533
RAYMOND JAMES FINANCIAL INC 75,350 -825 $6,213
     RJF75,350-825$6,213
LOVESAC COMPANY 314,400 +152,652 $5,870
     LOVE314,400+152,652$5,870
MARTIN MARIETTA MATLS INC 19,860 -8,665 $5,444
     MLM19,860-8,665$5,444
WALGREENS BOOTS ALLIANCE INC 95,900 +15,250 $5,304
     WBA95,900+15,250$5,304
INTERCONTINENTAL EXCHANGE IN (ICE) 56,800 UNCH $5,241
     ICE56,800UNCH$5,241
ZAYO GROUP HLDGS INC 153,800 -21,300 $5,214
     ZAYO153,800-21,300$5,214
LINCOLN ELEC HLDGS INC 59,675 -8,844 $5,177
     LECO59,675-8,844$5,177
COGENT COMMUNICATIONS HLDGS 88,825 -29,125 $4,894
     CCOI88,825-29,125$4,894
E TRADE FINANCIAL CORP 111,700 +10,900 $4,880
     ETFC111,700+10,900$4,880
GRAY TELEVISION INC 298,200 +38,100 $4,867
     GTN298,200+38,100$4,867
SOUTHWEST AIRLS CO 89,500 -6,500 $4,834
     LUV89,500-6,500$4,834
MICHAELS COS INC 475,550 +89,350 $4,656
     MIK475,550+89,350$4,656
CASELLA WASTE SYS INC 103,600 -31,850 $4,449
     CWST103,600-31,850$4,449
CME GROUP INC 20,800 -3,400 $4,396
     CME20,800-3,400$4,396
NCR CORP NEW 138,800 +56,300 $4,381
     NCR138,800+56,300$4,381
ON SEMICONDUCTOR CORP 222,600 -20,200 $4,276
     ON222,600-20,200$4,276
TWITTER INC 100,000 -11,900 $4,120
     TWTR100,000-11,900$4,120
CYTOSORBENTS CORP 774,250 +93,650 $3,894
     CTSO774,250+93,650$3,894
S&P GLOBAL INC 15,000 -2,300 $3,675
     SPGI15,000-2,300$3,675
MKS INSTRUMENT INC 37,500 -44,725 $3,461
     MKSI37,500-44,725$3,461
ROGERS CORP 22,500 -350 $3,076
     ROG22,500-350$3,076

See Full List: All Stocks Held By Skylands Capital LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Skylands Capital LLC

Size ($ in 1000's)
At 09/30/2019: $687,596
At 06/30/2019: $727,019

Skylands Capital LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Skylands Capital LLC 13F filings. Link to 13F filings: SEC filings

Skylands Capital LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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