HoldingsChannel.com
Skylands Capital LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
CROWN CASTLE INTL CORP NEW 367,150 -5,475 $53,016
     CCI367,150-5,475$53,016
APPLE INC 205,800 -19,020 $52,333
     AAPL205,800-19,020$52,333
UNION PAC CORP 306,625 -19,135 $43,246
     UNP306,625-19,135$43,246
F M C CORP 189,850 -9,200 $15,509
     FMC189,850-9,200$15,509
OSHKOSH CORP 237,841 +3,291 $15,300
     OSK237,841+3,291$15,300
GENERAL MTRS CO 697,700 -122,700 $14,498
     GM697,700-122,700$14,498
NORFOLK SOUTHERN CORP 89,200 +14,250 $13,023
     NSC89,200+14,250$13,023
AMERICAN TOWER CORP NEW 57,550 -1,250 $12,532
     AMT57,550-1,250$12,532
VISA INC 74,395 -1,255 $11,987
     V74,395-1,255$11,987
VERSO CORP 793,900 +132,450 $8,955
     VRS793,900+132,450$8,955
ARCH COAL INC 305,250 -60,600 $8,822
     ARCH305,250-60,600$8,822
CYTOSORBENTS CORP 1,126,300 +310,431 $8,706
     CTSO1,126,300+310,431$8,706
COHERENT INC 76,350 -4,850 $8,124
     COHR76,350-4,850$8,124
JOINT CORP 737,200 +65,500 $7,999
     JYNT737,200+65,500$7,999
CITIGROUP INC 181,650 -2,500 $7,651
     C181,650-2,500$7,651
ALPHABET INC 6,580 +475 $7,646
     GOOGL6,580+475$7,646
JPMORGAN CHASE & CO 71,675 -5,425 $6,453
     JPM71,675-5,425$6,453
WALGREENS BOOTS ALLIANCE INC 128,750 +14,500 $5,890
     WBA128,750+14,500$5,890
WILLIAMS COS INC 413,950 +225,300 $5,857
     WMB413,950+225,300$5,857
OWENS CORNING NEW 143,525 +14,550 $5,570
     OC143,525+14,550$5,570
INTERCONTINENTAL EXCHANGE IN (ICE) 63,000 +9,100 $5,087
     ICE63,000+9,100$5,087
ENERSYS 99,650 -11,200 $4,935
     ENS99,650-11,200$4,935
BEACON ROOFING SUPPLY INC 287,125 -45,850 $4,749
     BECN287,125-45,850$4,749
AMAZON COM INC 2,350 -50 $4,582
     AMZN2,350-50$4,582
FACEBOOK INC 27,100 +6,925 $4,520
     FB27,100+6,925$4,520
BLACKROCK INC 10,175 -3,200 $4,477
     BLK10,175-3,200$4,477
TWITTER INC 168,800 +8,500 $4,146
     TWTR168,800+8,500$4,146
RAYTHEON CO 29,950 -9,950 $3,928
     RTN29,950-9,950$3,928
EAGLE MATERIALS INC 61,925 -4,275 $3,618
     EXP61,925-4,275$3,618
COGENT COMMUNICATIONS HLDGS 43,225 -25,800 $3,543
     CCOI43,225-25,800$3,543
HILLENBRAND INC 179,650 +57,500 $3,433
     HI179,650+57,500$3,433
CME GROUP INC 19,550 -4,550 $3,380
     CME19,550-4,550$3,380
UNITED PARCEL SERVICE INC 34,785 +19,685 $3,250
     UPS34,785+19,685$3,250
MARTIN MARIETTA MATLS INC 17,070 +1,110 $3,230
     MLM17,070+1,110$3,230
S&P GLOBAL INC 13,100 -900 $3,210
     SPGI13,100-900$3,210
COLUMBUS MCKINNON CORP N Y 116,850 -34,900 $2,921
     CMCO116,850-34,900$2,921
LOVESAC COMPANY 495,084 +17,015 $2,886
     LOVE495,084+17,015$2,886
ROGERS CORP 29,750 +7,850 $2,809
     ROG29,750+7,850$2,809
DESIGNER BRANDS INC 548,100 -47,700 $2,730
     DBI548,100-47,700$2,730
LINCOLN ELEC HLDGS INC 39,275 +2,600 $2,710
     LECO39,275+2,600$2,710
GRAY TELEVISION INC 248,500 -22,550 $2,669
     GTN248,500-22,550$2,669
BRISTOL MYERS SQUIBB CO      $2,551
     BMY41,990-250$2,341
     RIGHT 99 99 999955,290UNCH$210
INSPERITY INC 66,650 +28,475 $2,486
     NSP66,650+28,475$2,486
GREENBRIER COS INC 138,000 +57,300 $2,448
     GBX138,000+57,300$2,448
CASELLA WASTE SYS INC 59,150 -19,576 $2,310
     CWST59,150-19,576$2,310
NAUTILUS INC 866,079 +275,665 $2,260
     NLS866,079+275,665$2,260
ON SEMICONDUCTOR CORP 181,600 -26,200 $2,259
     ON181,600-26,200$2,259
ENCORE WIRE CORP 51,950 +51,950 $2,181
     WIRE51,950+51,950$2,181
NV5 GLOBAL INC 50,500 +5,150 $2,085
     NVEE50,500+5,150$2,085
MKS INSTRUMENT INC 23,850 +3,400 $1,943
     MKSI23,850+3,400$1,943

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 03/31/2020: $450,788
At 12/31/2019: $688,743

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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