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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 (2016Q1)
Portfolio Summary: 191 holdings with a total value of $625,337,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 XERIUM TECHNOLOGIES INC 594,600 3,104,000 0.50%
52 MEDTRONIC PLC 40,945 3,071,000 0.49%
53 SBA COMMUNICATIONS CORP 30,000 3,005,000 0.48%
54 ENERSYS 52,000 2,897,000 0.46%
55 BANKUNITED INC 83,050 2,860,000 0.46%
56 TRINITY BIOTECH PLC 244,350 2,849,000 0.46%
57 CELGENE CORP 28,400 2,843,000 0.45%
58 EAGLE MATERIALS INC 38,150 2,675,000 0.43%
59 COMSCORE INC 88,024 2,644,000 0.42%
60 WESTROCK CO 67,400 2,631,000 0.42%
61 BOJANGLES INC 147,400 2,507,000 0.40%
62 GILEAD SCIENCES INC 27,200 2,499,000 0.40%
63 RAYMOND JAMES FINANC 51,950 2,473,000 0.40%
64 MARTIN MARIETTA MATLS INC 14,975 2,389,000 0.38%
65 TJX COS INC NEW 30,050 2,354,000 0.38%
66 SHERWIN WILLIAMS CO 8,210 2,337,000 0.37%
67 CENTURY CMNTYS INC COM 136,400 2,328,000 0.37%
68 DUNKIN BRANDS GROUP INC COM 49,000 2,311,000 0.37%
69 WEYERHAEUSER CO 74,340 2,303,000 0.37%
70 GLACIER BANCORP INC NEW COM 87,450 2,223,000 0.36%
71 S&P GLOBAL INC 22,400 2,217,000 0.35%
72 HOME BANCSHARES INC 53,500 2,191,000 0.35%
73 HEADWATERS INC COM 109,350 2,170,000 0.35%
74 CHUYS HLDGS INC COM 67,300 2,091,000 0.33%
75 NOVANTA INC 144,950 2,052,000 0.33%
76 ULTA BEAUTY INC 10,300 1,996,000 0.32%
77 CONSTELLATION BRANDS INC 13,000 1,964,000 0.31%
78 FARO TECHNOLOGIES INC COM 59,850 1,928,000 0.31%
79 INTERCONTINENTAL EXCHANGE IN 7,800 1,834,000 0.29%
80 INTRALINKS HLDGS INC 222,650 1,754,000 0.28%
81 FLWS/1-800 FLOWERS CL A 216,300 1,704,000 0.27%
82 TRIUMPH GROUP INC NEW COM 51,100 1,609,000 0.26%
83 CVS HEALTH CORP 14,900 1,546,000 0.25%
84 TUMI HOLDINGS INC 55,300 1,483,000 0.24%
85 FLOTEK INDS INC DEL COM NEW 200,450 1,469,000 0.23%
86 ARMSTRONG WORLD INDS INC NEW COM 30,100 1,456,000 0.23%
87 HOME DEPOT INC 10,400 1,388,000 0.22%
88 PHI NON VTNG 73,445 1,387,000 0.22%
89 BLACKROCK INC 4,000 1,362,000 0.22%
90 REXNORD CORP NEW COM 66,700 1,349,000 0.22%
91 CKEC 2017-01-20 33.000 C A OPQ 44,150 1,326,000 0.21%
92 TOWNSQUARE MEDIA INC CL A 117,200 1,314,000 0.21%
93 WENDYS CO 120,550 1,313,000 0.21%
94 YAHOO INC 35,000 1,288,000 0.21%
95 KANSAS CITY SOUTHERN 15,000 1,282,000 0.21%
96 HILL INTERNATIONAL INC 364,816 1,229,000 0.20%
97 JASON INDS INC 336,500 1,178,000 0.19%
98 ORION GROUP HLDGS INC COM 226,500 1,173,000 0.19%
99 AAC HLDGS INC 56,150 1,111,000 0.18%
100 KIRKLANDS INC COM 61,700 1,080,000 0.17%
Page 2 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000891804-16-001285, filed 2016.04.14).

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.