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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 (2016Q4)
Portfolio Summary: 182 holdings with a total value of $657,821,000.
#
Name
Shares
Value ($)
%
Options
Notes
101 UPLAND SOFTWARE INC 148,248 1,327,000 0.20%
102 CHUYS HLDGS INC COM 37,500 1,217,000 0.19%
103 RAYTHEON CO 8,550 1,214,000 0.18%
104 BANK OF THE OZARKS INC 22,600 1,189,000 0.18%
105 ORBITAL ATK INC 13,350 1,171,000 0.18%
106 R H 37,300 1,145,000 0.17%
107 REXNORD CORP NEW COM 55,644 1,090,000 0.17%
108 GMS INC COM 36,565 1,071,000 0.16%
109 BioTelemetry Inc 45,650 1,020,000 0.16%
110 PURECYCLE CORP 183,389 1,009,000 0.15%
111 PHI NON VTNG 48,750 878,000 0.13%
112 MGP INGREDIENTS INC NEW COM 17,400 870,000 0.13%
113 RAMBUS INC DEL 62,800 865,000 0.13%
114 MARCUS CORP DEL COM 27,120 854,000 0.13%
115 VISTA OUTDOOR INC 23,100 852,000 0.13%
116 KENNAMETAL INC 25,600 800,000 0.12%
117 BEACON ROOFING SUPPLY INC 16,900 779,000 0.12%
118 A O SMITH 16,000 758,000 0.12%
119 SENESTECH INC COM 92,000 750,000 0.11%
120 TOWNSQUARE MEDIA INC CL A 69,734 726,000 0.11%
121 LYONDELLBASELL INDUSTRIES N 8,450 725,000 0.11%
122 BRUNSWICK CORP 12,500 682,000 0.10%
123 SENSATA TECHNOLOGIES HLDG NV 17,250 672,000 0.10%
124 SPDR GOLD TR 6,010 659,000 0.10%
125 DULUTH HLDGS INC 25,000 635,000 0.10%
126 FLOTEK INDS INC DEL COM NEW 63,900 600,000 0.09%
127 CAPITOL FED FINL INC 33,900 558,000 0.08%
128 NCI BLDG SYS INC 33,400 523,000 0.08%
129 FMC 9,025 510,000 0.08%
130 SMITH & WESSON HLDG 24,000 506,000 0.08%
131 GEE GROUP INC 114,855 497,000 0.08%
132 POTBELLY CORP 38,500 497,000 0.08%
133 ZIMMER BIOMET HLDGS INC 4,800 495,000 0.08%
134 LL FLOORING HOLDINGS INC COM 31,450 495,000 0.08%
135 UNIQUE FABRICATING INC 32,816 479,000 0.07%
136 WABTEC CORP 5,600 465,000 0.07%
137 ULTA BEAUTY INC 1,800 459,000 0.07%
138 COLUMBIA BKG SYS INC COM 9,900 442,000 0.07%
139 AGILENT TECHNOLOGIES INC 9,650 440,000 0.07%
140 JASON INDS INC 223,300 402,000 0.06%
141 CDK GLOBAL INC 6,400 382,000 0.06%
142 ESCALADE INC 28,952 382,000 0.06%
143 NORDSON CORP 3,250 364,000 0.06%
144 CHEROKEE INC DEL NEW 33,450 351,000 0.05%
145 OCCIDENTAL PETE CORP DEL 4,300 306,000 0.05%
146 CROWN HOLDINGS INC 5,600 294,000 0.04%
147 ATRICURE INC 14,450 283,000 0.04%
148 HARMAN INTL INDS INC 2,500 278,000 0.04%
149 PHI INC COM STK 14,950 267,000 0.04%
150 MCDONALDS CORP 2,000 243,000 0.04%
Page 3 of 4

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0000891804-17-000046, filed 2017.01.19).

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.