0000891804-18-000460.txt : 20181022
0000891804-18-000460.hdr.sgml : 20181022
20181022091830
ACCESSION NUMBER: 0000891804-18-000460
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20180930
FILED AS OF DATE: 20181022
DATE AS OF CHANGE: 20181022
EFFECTIVENESS DATE: 20181022
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Skylands Capital, LLC
CENTRAL INDEX KEY: 0001299910
IRS NUMBER: 200775613
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-10937
FILM NUMBER: 181131668
BUSINESS ADDRESS:
STREET 1: 1200 NORTH MAYFAIR ROAD
STREET 2: SUITE 250
CITY: MILWAUKEE
STATE: WI
ZIP: 53226
BUSINESS PHONE: 414-256-3380
MAIL ADDRESS:
STREET 1: 1200 NORTH MAYFAIR ROAD
STREET 2: SUITE 250
CITY: MILWAUKEE
STATE: WI
ZIP: 53226
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001299910
XXXXXXXX
09-30-2018
09-30-2018
false
Skylands Capital, LLC
1200 North Mayfair Road
Suite 250
Milwaukee
WI
53226
13F HOLDINGS REPORT
028-10937
N
Rhonda K. Haight
Vice President & Treasurer
414-256-3380
/s/ Rhonda K. Haight
Milwaukee
WI
10-22-2018
0
160
773944
INFORMATION TABLE
2
infotable.xml
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ADESTO TECHNOLOGIES CORP
COM
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98000
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AGILENT TECHNOLOGIES INC
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461
6550
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6550
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AIRGAIN INC
COM
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221
16830
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16830
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ALLIANCE DATA SYSTEMS CORP
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ALPHABET INC
CAP STK CL A
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2450
SH
SOLE
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0
0
AMAZON COM INC
COM
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1250
SH
SOLE
1250
0
0
AMERICAN TOWER CORP NEW
COM
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88550
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ANADARKO PETE CORP
COM
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2200
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APOGEE ENTERPRISES INC
COM
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APPLE INC
COM
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ARCH COAL INC
CL A
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ASURE SOFTWARE INC
COM
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AVAYA HLDGS CORP
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COM
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BEACON ROOFING SUPPLY INC
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BLACKROCK INC
COM
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10550
0
4000
BLOOMIN BRANDS INC
COM
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202800
SH
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0
BRUNSWICK CORP
COM
117043109
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8250
SH
SOLE
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0
CME GROUP INC
COM CL A
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23350
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15000
CSX CORP
COM
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CANADIAN PAC RY LTD
COM
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4200
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4200
0
0
CASELLA WASTE SYS INC
CL A
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250800
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CELGENE CORP
COM
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CENTURY CASINOS INC
COM
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CENTURY CMNTYS INC
COM
156504300
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162650
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SOLE
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0
CIMAREX ENERGY CO
COM
171798101
1227
13200
SH
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13200
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0
CITIGROUP INC
COM NEW
172967424
13609
189700
SH
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189700
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0
COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
10452
187320
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177320
0
10000
COHERENT INC
COM
192479103
37624
218500
SH
SOLE
192500
0
26000
COLUMBUS MCKINNON CORP N Y
COM
199333105
6396
161750
SH
SOLE
161750
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
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5150
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0
0
CONTINENTAL BLDG PRODS INC
COM
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CONTROL4 CORP
COM
21240D107
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SH
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0
0
CORE MARK HOLDING CO INC
COM
218681104
17
500
SH
SOLE
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0
0
COVIA HLDGS CORP
COM
22305A103
2419
269700
SH
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169700
0
100000
CROWN CASTLE INTL CORP NEW
COM
22822V101
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SOLE
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0
CROWN CRAFTS INC
COM
228309100
428
75000
SH
SOLE
75000
0
0
CROWN HOLDINGS INC
COM
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SH
SOLE
32200
0
30000
CUMMINS INC
COM
231021106
37
250
SH
SOLE
250
0
0
CYTOSORBENTS CORP
COM NEW
23283X206
5909
458050
SH
SOLE
308050
0
150000
DSW INC
CL A
23334L102
7172
211700
SH
SOLE
211700
0
0
DELTA AIR LINES INC DEL
COM NEW
247361702
12361
213750
SH
SOLE
213750
0
0
DENNYS CORP
COM
24869P104
1286
87350
SH
SOLE
87350
0
0
DENTSPLY SIRONA INC
COM
24906P109
1483
39300
SH
SOLE
24300
0
15000
DULUTH HLDGS INC
COM CL B
26443V101
3624
115200
SH
SOLE
115200
0
0
DUN & BRADSTREET CORP DEL NE
COM
26483E100
456
3200
SH
SOLE
3200
0
0
DUNKIN BRANDS GROUP INC
COM
265504100
811
11000
SH
SOLE
11000
0
0
EAGLE MATERIALS INC
COM
26969P108
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EASTSIDE DISTILLING INC
COM PAR
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80989
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ECHOSTAR CORP
CL A
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SOLE
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25000
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COM
29275Y102
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EVERQUOTE INC
COM CL A
30041R108
1993
134100
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SOLE
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EXACT SCIENCES CORP
COM
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30935
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0
EXTERRAN CORP
COM
30227H106
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SH
SOLE
0
0
20000
F M C CORP
COM NEW
302491303
15365
176250
SH
SOLE
171250
0
5000
FIREEYE INC
COM
31816Q101
170
10000
SH
SOLE
10000
0
0
GATX CORP
COM
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0
GENERAL DYNAMICS CORP
COM
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SOLE
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GENERAL ELECTRIC CO
COM
369604103
169
15000
SH
SOLE
15000
0
0
GENERAL MTRS CO
COM
37045V100
31269
928700
SH
SOLE
903700
0
25000
GLACIER BANCORP INC NEW
COM
37637Q105
2809
65200
SH
SOLE
65200
0
0
GRAY TELEVISION INC
COM
389375106
4119
235350
SH
SOLE
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HALLIBURTON CO
COM
406216101
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103600
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SOLE
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HOME BANCSHARES INC
COM
436893200
2043
93300
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SOLE
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HOME DEPOT INC
COM
437076102
932
4500
SH
SOLE
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0
0
HORIZON GLOBAL CORP
COM
44052W104
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130000
SH
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INGEVITY CORP
COM
45688C107
846
8300
SH
SOLE
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INTERCONTINENTAL EXCHANGE IN
COM
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INTERNATIONAL BUSINESS MACHS
COM
459200101
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100
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INVESCO QQQ TR
UNIT SER 1
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IRIDIUM COMMUNICATIONS INC
COM
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SH
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45000
ISHARES TR
RUSSELL 2000 ETF
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101
600
SH
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600
0
0
JPMORGAN CHASE & CO
COM
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JASON INDS INC
COM
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JASON INDS INC
*W EXP 06/30/201
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JOINT CORP
COM
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KENNAMETAL INC
COM
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KENNEDY-WILSON HLDGS INC
COM
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KRATON CORPORATION
COM
50077C106
382
8100
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SOLE
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0
0
LAS VEGAS SANDS CORP
COM
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1216
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SH
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0
10000
LINCOLN ELEC HLDGS INC
COM
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LOVESAC COMPANY
COM
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COM
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COM
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MARCUS CORP
COM
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MARTIN MARIETTA MATLS INC
COM
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MASTEC INC
COM
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CL A
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COM
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2000
SH
SOLE
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COM
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MINERALS TECHNOLOGIES INC
COM
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NCR CORP NEW
COM
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NN INC
COM
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NV5 GLOBAL INC
COM
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COM
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COM
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COM
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COM
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COM
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COM NEW
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COM
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COM
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COM
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COM
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OWENS CORNING NEW
COM
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PHI INC
COM VTG
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PHI INC
COM NON VTG
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PPG INDS INC
COM
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1800
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0
PURECYCLE CORP
COM NEW
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RPC INC
COM
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RAYMOND JAMES FINANCIAL INC
COM
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RAYONIER ADVANCED MATLS INC
COM
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RAYTHEON CO
COM NEW
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COM
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SH
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COM
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ROGERS CORP
COM
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CL A
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SH
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0
10000
S&P GLOBAL INC
COM
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3224
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SH
SOLE
6500
0
10000
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CL A
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2409
15000
SH
SOLE
0
0
15000
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TR UNIT
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116
400
SH
SOLE
400
0
0
SPDR GOLD TRUST
GOLD SHS
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186
1650
SH
SOLE
1650
0
0
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COM
806857108
140
2290
SH
SOLE
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0
0
SCOTTS MIRACLE GRO CO
CL A
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SH
SOLE
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0
0
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COM
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291
640
SH
SOLE
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0
0
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COM
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SH
SOLE
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0
0
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COM
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SH
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0
0
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COM
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SOLE
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0
0
STIFEL FINL CORP
COM
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SH
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15000
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CL A
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SOLE
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0
50000
SYMANTEC CORP
COM
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319
15000
SH
SOLE
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0
0
TPI COMPOSITES INC
COM
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SH
SOLE
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0
15000
TARGET CORP
COM
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115
1300
SH
SOLE
1300
0
0
TEAM INC
COM
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277
12300
SH
SOLE
12300
0
0
TESARO INC
COM
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160
4100
SH
SOLE
4100
0
0
3M CO
COM
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282
1340
SH
SOLE
1340
0
0
TILE SHOP HLDGS INC
COM
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SH
SOLE
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0
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TRANSDIGM GROUP INC
COM
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SH
SOLE
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0
0
TWIN DISC INC
COM
901476101
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SH
SOLE
134800
0
5900
TWITTER INC
COM
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SH
SOLE
57450
0
30000
U S CONCRETE INC
COM NEW
90333L201
1265
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SH
SOLE
27600
0
0
ULTA BEAUTY INC
COM
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1165
SH
SOLE
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0
0
UNION PAC CORP
COM
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SH
SOLE
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0
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UNITED PARCEL SERVICE INC
CL B
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3003
25725
SH
SOLE
25725
0
0
UNIVAR INC
COM
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37
1200
SH
SOLE
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0
0
URBAN OUTFITTERS INC
COM
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SH
SOLE
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0
0
VERSO CORP
CL A
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12251
363850
SH
SOLE
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0
72500
VISA INC
COM CL A
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98000
SH
SOLE
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0
20000
WABTEC CORP
COM
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336
3200
SH
SOLE
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0
0
WALGREENS BOOTS ALLIANCE INC
COM
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SH
SOLE
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0
0
WARRIOR MET COAL INC
COM
93627C101
170
6300
SH
SOLE
6300
0
0
WESTROCK CO
COM
96145D105
4884
91400
SH
SOLE
86400
0
5000
WEYERHAEUSER CO
COM
962166104
1023
31700
SH
SOLE
31700
0
0
WILLDAN GROUP INC
COM
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39
1144
SH
SOLE
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0
0
XEROX CORP
COM NEW
984121608
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SH
SOLE
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0
0