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Institutional Investment Manager
Skylands Capital, LLC
Skylands Capital, LLC (CIK: 0001299910) incorporated in Wisconsin, located at 1200 North Mayfair Road, Milwaukee, WI. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q3)
Portfolio Summary: 218 holdings with a total value of $743,562,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 SCOTTS MIRACLE-GRO CO 52,250 3,178,000 0.43%
52 PLUM CREEK TIMBER 80,100 3,165,000 0.43%
53 HERTZ GLOBAL HOLDINGS INC COM 189,100 3,164,000 0.43%
54 WILLIAMS COS INC DEL 85,050 3,134,000 0.42%
55 DXP ENTERPRISES INC NEW COM NEW 114,350 3,121,000 0.42%
56 REXNORD CORP NEW COM 182,885 3,105,000 0.42%
57 BED BATH & BEYOND INC 54,350 3,099,000 0.42%
58 BANKUNITED INC 85,750 3,066,000 0.41%
59 KRISPY KREME DOUGHNT 208,700 3,053,000 0.41%
60 MICHAELS COS INC 131,500 3,038,000 0.41%
61 HILL INTERNATIONAL INC 923,316 3,028,000 0.41%
62 TJX COS INC NEW 41,550 2,968,000 0.40%
63 ORBCOMM INCORPORATED 531,350 2,965,000 0.40%
64 TRIUMPH GROUP INC NEW COM 70,400 2,962,000 0.40%
65 SBA COMMUNICATIONS CORP 25,000 2,619,000 0.35%
66 GILEAD SCIENCES INC 26,350 2,587,000 0.35%
67 INTRALINKS HLDGS INC 311,100 2,579,000 0.35%
68 RENTRAK CORP 46,600 2,519,000 0.34%
69 CELGENE CORP 23,000 2,488,000 0.33%
70 XERIUM TECHNOLOGIES INC 191,400 2,484,000 0.33%
71 LL FLOORING HOLDINGS INC COM 187,450 2,463,000 0.33%
72 ORION GROUP HLDGS INC COM 391,750 2,343,000 0.32%
73 GLACIER BANCORP INC NEW COM 88,100 2,325,000 0.31%
74 CHUYS HLDGS INC COM 80,400 2,283,000 0.31%
75 SPDR GOLD TR 20,360 2,176,000 0.29%
76 HOME BANCSHARES INC 53,700 2,173,000 0.29%
77 CONSTELLATION BRANDS INC 17,200 2,154,000 0.29%
78 RAYMOND JAMES FINANC 42,000 2,084,000 0.28%
79 SIRONA DENTAL SYS INC 22,125 2,065,000 0.28%
80 ASTRONICS CORP 49,898 2,018,000 0.27%
81 FTD GROUP INC 66,177 1,972,000 0.27%
82 OCCIDENTAL PETE CORP DEL 29,800 1,971,000 0.27%
83 NOVANTA INC 153,950 1,960,000 0.26%
84 S&P GLOBAL INC 21,600 1,868,000 0.25%
85 KANSAS CITY SOUTHERN 20,000 1,818,000 0.24%
86 ULTA BEAUTY INC 11,100 1,813,000 0.24%
87 FMC 53,325 1,808,000 0.24%
88 BLACKROCK INC 6,000 1,785,000 0.24%
89 KONA GRILL INC COM 112,850 1,777,000 0.24%
90 TRINITY BIOTECH PLC 155,746 1,777,000 0.24%
91 NXSTAGE MED INC COM 112,250 1,770,000 0.24%
92 LIFETIME BRANDS INC COM 123,041 1,723,000 0.23%
93 AVNET INC 39,850 1,701,000 0.23%
94 FARO TECHNOLOGIES INC COM 48,600 1,701,000 0.23%
95 CEVA Inc 90,000 1,671,000 0.22%
96 LIBERTY TAX INC 71,400 1,659,000 0.22%
97 HOME DEPOT INC 14,100 1,628,000 0.22%
98 NORDSON CORP 25,450 1,602,000 0.22%
99 FOSTER L B CO CL A 128,950 1,585,000 0.21%
100 YAHOO INC 54,800 1,584,000 0.21%
Page 2 of 5

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000891804-15-000750, filed 2015.10.14).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.