HoldingsChannel.com
Skylands Capital LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
APPLE INC 224,820 -58,605 $66,018
     AAPL224,820-58,605$66,018
UNION PAC CORP 325,760 -55,690 $58,894
     UNP325,760-55,690$58,894
CROWN CASTLE INTL CORP NEW 372,625 -23,200 $52,969
     CCI372,625-23,200$52,969
GENERAL MTRS CO 820,400 +6,000 $30,027
     GM820,400+6,000$30,027
ARCH COAL INC 365,850 +11,850 $26,246
     ARCH365,850+11,850$26,246
OSHKOSH CORP 234,550 -25,038 $22,200
     OSK234,550-25,038$22,200
DELTA AIR LINES INC DEL 358,750 +23,300 $20,980
     DAL358,750+23,300$20,980
F M C CORP 199,050 -4,000 $19,869
     FMC199,050-4,000$19,869
CITIGROUP INC 184,150 -2,950 $14,712
     C184,150-2,950$14,712
NORFOLK SOUTHERN CORP 74,950 -17,300 $14,550
     NSC74,950-17,300$14,550
VISA INC 75,650 -3,950 $14,215
     V75,650-3,950$14,215
AMERICAN TOWER CORP NEW 58,800 -3,500 $13,513
     AMT58,800-3,500$13,513
COHERENT INC 81,200 -31,825 $13,508
     COHR81,200-31,825$13,508
VERSO CORP 661,450 -54,950 $11,926
     VRS661,450-54,950$11,926
JOINT CORP 671,700 +135,600 $10,841
     JYNT671,700+135,600$10,841
JPMORGAN CHASE & CO 77,100 -10,400 $10,748
     JPM77,100-10,400$10,748
BEACON ROOFING SUPPLY INC 332,975 -18,650 $10,649
     BECN332,975-18,650$10,649
BLOOMIN BRANDS INC 478,200 -62,150 $10,554
     BLMN478,200-62,150$10,554
DESIGNER BRANDS INC 595,800 +98,400 $9,378
     DBI595,800+98,400$9,378
ROYAL CARIBBEAN CRUISES LTD 68,350 -15,950 $9,125
     RCL68,350-15,950$9,125
RAYTHEON CO 39,900 -9,575 $8,768
     RTN39,900-9,575$8,768
OWENS CORNING NEW 128,975 -12,400 $8,368
     OC128,975-12,400$8,368
ENERSYS 110,850 -14,500 $8,295
     ENS110,850-14,500$8,295
URBAN OUTFITTERS INC 295,900 -34,775 $8,217
     URBN295,900-34,775$8,217
ALPHABET INC 6,105 -1,150 $8,177
     GOOGL6,105-1,150$8,177
LOVESAC COMPANY 478,069 +163,669 $7,673
     LOVE478,069+163,669$7,673
WALGREENS BOOTS ALLIANCE INC 114,250 +18,350 $6,736
     WBA114,250+18,350$6,736
BLACKROCK INC 13,375 -2,350 $6,724
     BLK13,375-2,350$6,724
COLUMBUS MCKINNON CORP N Y 151,750 -41,472 $6,075
     CMCO151,750-41,472$6,075
EAGLE MATERIALS INC 66,200 -6,750 $6,002
     EXP66,200-6,750$6,002
GRAY TELEVISION INC 271,050 -27,150 $5,811
     GTN271,050-27,150$5,811
RAYMOND JAMES FINANCIAL INC 63,900 -11,450 $5,716
     RJF63,900-11,450$5,716
E TRADE FINANCIAL CORP 116,500 +4,800 $5,286
     ETFC116,500+4,800$5,286
TWITTER INC 160,300 +60,300 $5,138
     TWTR160,300+60,300$5,138
NCR CORP NEW 145,300 +6,500 $5,109
     NCR145,300+6,500$5,109
ON SEMICONDUCTOR CORP 207,800 -14,800 $5,066
     ON207,800-14,800$5,066
INTERCONTINENTAL EXCHANGE IN (ICE) 53,900 -2,900 $4,988
     ICE53,900-2,900$4,988
CME GROUP INC 24,100 +3,300 $4,837
     CME24,100+3,300$4,837
MICHAELS COS INC 581,548 +105,998 $4,705
     MIK581,548+105,998$4,705
COGENT COMMUNICATIONS HLDGS 69,025 -19,800 $4,543
     CCOI69,025-19,800$4,543
WILLIAMS COS INC DEL 188,650 +147,350 $4,475
     WMB188,650+147,350$4,475
MARTIN MARIETTA MATLS INC 15,960 -3,900 $4,463
     MLM15,960-3,900$4,463
AMAZON COM INC 2,400 +1,000 $4,435
     AMZN2,400+1,000$4,435
SOUTHWEST AIRLS CO 80,700 -8,800 $4,356
     LUV80,700-8,800$4,356
FACEBOOK INC 20,175 +3,825 $4,141
     FB20,175+3,825$4,141
HILLENBRAND INC 122,150 +103,250 $4,069
     HI122,150+103,250$4,069
S&P GLOBAL INC 14,000 -1,000 $3,823
     SPGI14,000-1,000$3,823
CASELLA WASTE SYS INC 78,726 -24,874 $3,624
     CWST78,726-24,874$3,624
ZAYO GROUP HLDGS INC 102,700 -51,100 $3,559
     ZAYO102,700-51,100$3,559
LINCOLN ELEC HLDGS INC 36,675 -23,000 $3,548
     LECO36,675-23,000$3,548

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 12/31/2019: $688,743
At 09/30/2019: $687,596

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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