0000891804-13-000940.txt : 20130725 0000891804-13-000940.hdr.sgml : 20130725 20130725124932 ACCESSION NUMBER: 0000891804-13-000940 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130725 DATE AS OF CHANGE: 20130725 EFFECTIVENESS DATE: 20130725 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: 13985675 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 06-30-2013 06-30-2013 false Skylands Capital, LLC

1200 North Mayfair Road Suite 250 Milwaukee WI 53226

13F HOLDINGS REPORT 028-10937 N Charles A. Paquelet 414-256-3380 /s/ Charles A. Paquelet Milwaukee WI 07-25-2013 0 219 834510 INFORMATION TABLE 2 infotable.xml COVIDIEN PLC SHS G2554F105 17759 282600 SH SOLE 235600 0 47000 EATON CORP PLC SHS G29183103 2659 40400 SH SOLE 40400 0 0 FLEETMATICS GROUP PLC COM G35569105 352 10600 SH SOLE 10600 0 0 FOSTER WHEELER LTD SHS G36535139 870 40077 SH SOLE 40077 0 0 NOBLE CORP SHS G65722100 1441 38350 SH SOLE 38350 0 0 CORE LABORATORIES NV COM N22717107 758 5000 SH SOLE 0 0 5000 INTERXION HOLDING NV SHS N47279109 1333 51000 SH SOLE 0 0 51000 LYONDELLBASELL INDUSTRIES SHS A N53745100 1756 26500 SH SOLE 26500 0 0 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 8544 244800 SH SOLE 171800 0 73000 AAR CORP COM 000361105 2788 126850 SH SOLE 126850 0 0 ACCO BRANDS INC COM 00081T108 1128 177400 SH SOLE 177400 0 0 AFC ENTERPRISES INC COM 00104Q107 5373 149500 SH SOLE 149500 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 1454 34000 SH SOLE 34000 0 0 ALEXANDER & BALDWIN INC NEW COM 014482103 878 22100 SH SOLE 22100 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 620 3425 SH SOLE 3425 0 0 AMERICAN SOFTWARE INC CL A 029683109 1230 141500 SH SOLE 141500 0 0 AMERICAN TOWER CORP NEW COM 03027X100 16302 222800 SH SOLE 127800 0 95000 AMETEK INC COM 031100100 19 450 SH SOLE 450 0 0 ANADARKO PETROLEUM CORP COM 032511107 296 3450 SH SOLE 3450 0 0 APACHE CORP COM 037411105 1995 23800 SH SOLE 23800 0 0 APPLE INC COM 037833100 23599 59515 SH SOLE 46515 0 13000 ARMSTRONG WORLD INDS COM 04247X102 301 6300 SH SOLE 6300 0 0 ARROW ELECTRS INC COM 042735100 3383 84900 SH SOLE 84900 0 0 ASBURY AUTOMOTIVE GROUP COM 043436104 1265 31550 SH SOLE 31550 0 0 ASSOCIATED BANC CORP COM 045487105 764 49100 SH SOLE 49100 0 0 ASTRONICS CORP COM 046433108 1672 40900 SH SOLE 40900 0 0 ATRICURE INC COM 04963C209 1674 176200 SH SOLE 112500 0 63700 AVNET INC COM 053807103 5255 156400 SH SOLE 156400 0 0 BANK OF THE OZARKS COM 063904106 1109 25600 SH SOLE 25600 0 0 BANKUNITED INC COM 06652K103 3133 120450 SH SOLE 120450 0 0 BEACON ROOFING SUPPLY INC COM 073685109 5335 140850 SH SOLE 140850 0 0 BED BATH & BEYOND INC COM 075896100 3079 43400 SH SOLE 43400 0 0 BLACKROCK INC COM 09247X101 2560 9965 SH SOLE 3165 0 6800 BRIGHTCOVE COM 10921T101 232 26500 SH SOLE 26500 0 0 BRUNSWICK CORP COM 117043109 2527 79100 SH SOLE 79100 0 0 CSX CORP COM 126408103 9497 409550 SH SOLE 409550 0 0 CVS CAREMARK CORP COM 126650100 2705 47300 SH SOLE 47300 0 0 CAMERON INTL CORP COM 13342B105 2092 34200 SH SOLE 34200 0 0 CAPITOL ACQUISITION CORP II UNIT 14056V204 484 47900 SH SOLE 47900 0 0 CAPITOL FEDERAL FINANCIAL INC COM 14057J101 2635 217000 SH SOLE 217000 0 0 CARMIKE CINEMAS INC COM 143436400 3500 180800 SH SOLE 180800 0 0 CASELLA WASTE SYSTEMS INC CL A 147448104 3085 715700 SH SOLE 593400 0 122300 CASTLE AM & CO COM 148411101 1990 126300 SH SOLE 95300 0 31000 CATERPILLAR INC COM 149123101 573 6950 SH SOLE 6950 0 0 CENOVUS ENERGY INC COM 15135U109 585 20500 SH SOLE 20500 0 0 CENTRAL GARDEN & PET CO COM 153527106 1417 199600 SH SOLE 199600 0 0 CHART INDUSTRIES INC COM 16115Q308 1233 13100 SH SOLE 13100 0 0 CHEFS WAREHOUSE INC COM 163086101 991 57615 SH SOLE 57615 0 0 CHUYS HLDGS INC COM 171604101 955 24900 SH SOLE 9900 0 15000 CINEMARK HOLDINGS COM 17243V102 290 10400 SH SOLE 10400 0 0 CISCO SYSTEMS INC COM 17275R102 6946 285450 SH SOLE 226450 0 59000 CITRIX SYS INC COM 177376100 1014 16800 SH SOLE 6800 0 10000 CLIFFS NAT RES INC COM 18683K101 49 3000 SH SOLE 3000 0 0 COGENT COMMUNICATIONS COM 19239V302 3536 125600 SH SOLE 57100 0 68500 COLUMBIA BKG SYS INC COM 197236102 2286 96000 SH SOLE 96000 0 0 CONSOL ENERGY INC COM 20854P109 341 12600 SH SOLE 12600 0 0 CONSOLIDATED GRAPHICS INC COM 209341106 4906 104370 SH SOLE 104370 0 0 CONSTELLATION BRANDS INC CL A 21036P108 1360 26100 SH SOLE 26100 0 0 CONTINENTAL RESOURCES INC COM 212015101 787 9150 SH SOLE 9150 0 0 CORE MARK HOLDINGS CO INC COM 218681104 8426 132700 SH SOLE 132700 0 0 CORNING INC COM 219350105 3055 214700 SH SOLE 214700 0 0 COVANTA HLDG CORP NOTE 22282EAC6 258 200000 SH SOLE 200000 0 0 CROSS A T CO CL A 227478104 1153 68000 SH SOLE 32900 0 35100 CROWN CASTLE INTL CORP COM 228227104 67294 929600 SH SOLE 816600 0 113000 CROWN HOLDINGS INC COM 228368106 1734 42150 SH SOLE 42150 0 0 CRUMBS BAKE SHOP INC COM 228803102 224 188500 SH SOLE 188500 0 0 CT PARTNERS EXECUTIVE SEARCH COM 22945C105 499 113822 SH SOLE 113822 0 0 CUMMINS INC COM 231021106 1140 10515 SH SOLE 10515 0 0 DARLING INTL INC COM 237266101 3563 190950 SH SOLE 190950 0 0 DAVITA INC COM 23918K108 1732 14340 SH SOLE 14340 0 0 DEERE & CO COM 244199105 3266 40200 SH SOLE 40200 0 0 DENBURY RESOURCES INC COM 247916208 1613 93150 SH SOLE 93150 0 0 DENNYS CORP COM 24869P104 4542 808157 SH SOLE 808157 0 0 DEVON ENERGY CORP NEW COM 25179M103 762 14679 SH SOLE 14679 0 0 DIAMOND OFFSHORE DRILLING INC COM 25271C102 114 1650 SH SOLE 1650 0 0 DRESSER RAND GROUP INC COM 261608103 4951 82550 SH SOLE 62550 0 20000 EMC CORP MASS COM 268648102 11127 471100 SH SOLE 371100 0 100000 ECOLAB INC COM 278865100 4089 48000 SH SOLE 28000 0 20000 ENERSYS INC COM 29275Y102 7268 148200 SH SOLE 148200 0 0 EXONE CO COM 302104104 1583 25650 SH SOLE 16150 0 9500 FMC CORP COM NEW 302491303 2161 35390 SH SOLE 35390 0 0 FAMOUS DAVES OF AMERICA COM 307068106 3572 229100 SH SOLE 229100 0 0 FARO TECHNOLOGIES INC COM 311642102 3622 107100 SH SOLE 74100 0 33000 FLOTEK INDUSTRIES INC COM 343389102 5558 309800 SH SOLE 242800 0 67000 FORD MOTOR CO COM 345370100 1264 81700 SH SOLE 81700 0 0 FORTINET INC COM 34959E109 910 52000 SH SOLE 52000 0 0 FOSTER L B CO COM 350060109 1507 34900 SH SOLE 34900 0 0 FUTUREFUEL CORP COM 36116M106 567 40000 SH SOLE 40000 0 0 GATX CORP COM 361448103 10643 224400 SH SOLE 183900 0 40500 GSI GROUP INC COM NEW 36191C205 2313 287650 SH SOLE 287650 0 0 GSE HOLDING INC COM 36191X100 1881 324870 SH SOLE 324870 0 0 GENERAL MOTORS CO COM 37045V100 8028 241000 SH SOLE 241000 0 0 GENOMED INC COM 37243C102 485 28782 SH SOLE 28782 0 0 GLOBAL POWER EQUIPMENT GRP I COM PAR $0.01 37941P306 480 29801 SH SOLE 29801 0 0 GRAFTECH INTL LTD COM 384313102 948 130200 SH SOLE 130200 0 0 GRAHAM CORP COM 384556106 2267 75500 SH SOLE 75500 0 0 GRAINGER WW INC COM 384802104 1393 5525 SH SOLE 2025 0 3500 GREENBRIER COMPANIES INC COM 393657101 2252 92400 SH SOLE 92400 0 0 HALLIBURTON CO COM 406216101 7893 189200 SH SOLE 189200 0 0 HARLEY DAVIDSON INC COM 412822108 38 700 SH SOLE 700 0 0 HARMAN INTL INDS INC COM 413086109 661 12200 SH SOLE 12200 0 0 HEWLETT PACKARD CO COM 428236103 14059 566900 SH SOLE 506900 0 60000 HOLOGIC INC FRNT 2.000@12/1 436440AA9 901 900000 SH SOLE 900000 0 0 HOME BANCSHARES INC COM 436893200 1314 50600 SH SOLE 50600 0 0 HORSEHEAD HLDG CORP COM 440694305 7 509 SH SOLE 509 0 0 IPG PHOTONICS CORP COM 44980X109 322 5300 SH SOLE 5300 0 0 ITT EDUCATIONAL SERVICES INC COM 45068B109 13360 547550 SH SOLE 478550 0 69000 IBERIABANK CORP COM 450828108 1614 30100 SH SOLE 30100 0 0 IDEXX LABS INC COM 45168D104 1534 17100 SH SOLE 7600 0 9500 IGNITE RESTAURANT GROUP INC COM 451730105 6967 369205 SH SOLE 266705 0 102500 IHS INC CL A 451734107 313 3000 SH SOLE 3000 0 0 INGRAM MICRO INC CL A 457153104 5291 278600 SH SOLE 278600 0 0 INTEL CORP COM 458140100 2389 98600 SH SOLE 98600 0 0 INTL BUSINESS MACHS CORP COM 459200101 2372 12410 SH SOLE 3410 0 9000 INTRALINKS HOLDINGS INC COM 46118H104 1559 214700 SH SOLE 214700 0 0 IRIDIUM COMMUNICATIONS INC COM 46269C102 2822 363700 SH SOLE 363700 0 0 I SHARES TR RUSSELL 2000 464287655 97 1000 SH SOLE 1000 0 0 JP MORGAN CHASE & CO COM 46625H100 10885 206200 SH SOLE 206200 0 0 JTH HOLDING INC CL A 46637N103 1778 109400 SH SOLE 109400 0 0 JARDEN CORP COM 471109108 1623 37087 SH SOLE 37087 0 0 JOS A BANK CLOTHIERS INC COM 480838101 2544 61565 SH SOLE 61565 0 0 KBR INC COM 48242W106 813 25000 SH SOLE 25000 0 0 KAMAN CORP COM 483548103 1912 55325 SH SOLE 55325 0 0 KENNEDY-WILSON HOLDINGS INC COM 489398107 9079 545600 SH SOLE 431100 0 114500 KONA GRILL INC COM 50047H201 553 47200 SH SOLE 47200 0 0 LEXMARK INTL CL A 529771107 2087 68275 SH SOLE 68275 0 0 LIBBEY INC COM 529898108 20396 850900 SH SOLE 670900 0 180000 LINCOLN ELEC HOLDINGS INC COM 533900106 1692 29550 SH SOLE 29550 0 0 LITTELFUSE INC COM 537008104 1395 18700 SH SOLE 18700 0 0 LUFKIN INDS INC COM 549764108 5182 58575 SH SOLE 58575 0 0 M & T BANK CORP COM 55261F104 1095 9800 SH SOLE 9800 0 0 MRC GLOBAL INC COM 55345K103 6415 232250 SH SOLE 232250 0 0 MARCUS CORP COM 566330106 659 51800 SH SOLE 51800 0 0 MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 2830 115575 SH SOLE 115575 0 0 MARTIN MARIETTA MATLS INC COM 573284106 502 5100 SH SOLE 5100 0 0 MASTERCARD INC CL A 57636Q104 158 275 SH SOLE 275 0 0 MATERION CORP COM 576690101 1797 66350 SH SOLE 66350 0 0 MATRIX SERVICE CO COM 576853105 266 17100 SH SOLE 17100 0 0 MCDERMOTT INTL INC COM 580037109 1885 230400 SH SOLE 230400 0 0 MCDONALDS CORP COM 580135101 861 8700 SH SOLE 8700 0 0 MCGRAW HILL COS INC COM 580645109 1186 22300 SH SOLE 12300 0 10000 MERIDIAN BIOSCIENCE INC COM 589584101 318 14800 SH SOLE 14800 0 0 MERIT MEDICAL SYSTEMS INC COM 589889104 788 70700 SH SOLE 70700 0 0 MICROCHIP TECHNOLOGY INC COM 595017104 1376 36950 SH SOLE 16950 0 20000 MIDSOUTH BANCORP INC COM 598039105 528 34000 SH SOLE 34000 0 0 MUELLER WTR PRODS INC COM SER A 624758108 958 138700 SH SOLE 138700 0 0 NATIONAL OILWELL VARCO INC COM 637071101 7658 111150 SH SOLE 77650 0 33500 NATUS MEDICAL INC DEL COM 639050103 665 48700 SH SOLE 48700 0 0 NEWMONT MINING CORP COM 651639106 1130 37725 SH SOLE 37725 0 0 NEWPORT CORP COM 651824104 330 23700 SH SOLE 23700 0 0 NOBLE ENERGY CORP COM 655044105 961 16000 SH SOLE 0 0 16000 NORDSON CORP COM 655663102 3547 51175 SH SOLE 22175 0 29000 NORFOLK SOUTHERN CORP COM 655844108 34338 472650 SH SOLE 350650 0 122000 NORTHERN TECHNOLOGIES INTL COM 665809109 542 48400 SH SOLE 48400 0 0 NORTHWEST PIPE CO COM 667746101 3534 126650 SH SOLE 126650 0 0 NUANCE COMMUNICATIONS INC COM 67020Y100 1601 87000 SH SOLE 87000 0 0 NXSTAGE MEDICAL INC COM 67072V103 400 28000 SH SOLE 28000 0 0 OM GROUP INC COM 670872100 421 13600 SH SOLE 13600 0 0 OCCIDENTAL PETROLEUM COM 674599105 9118 102185 SH SOLE 87985 0 14200 OLYMPIC STEEL INC COM 68162K106 490 20000 SH SOLE 20000 0 0 OMNOVA SOLUTIONS INC COM 682129101 2093 261314 SH SOLE 261314 0 0 ON SEMICONDUCTOR CORP COM 682189105 12769 1580300 SH SOLE 1409300 0 171000 OSHKOSH CORP COM 688239201 42 1100 SH SOLE 1100 0 0 OWENS CORNING INC COM 690742101 7518 192375 SH SOLE 192375 0 0 PNC FINANCIAL SERVICES GROUP COM 693475105 2089 28650 SH SOLE 28650 0 0 PANERA BREAD CO CL A 69840W108 2668 14350 SH SOLE 1850 0 12500 PARKER HANNIFIN CORP COM 701094104 138 1450 SH SOLE 1450 0 0 PINNACLE ENTMT INC COM 723456109 4316 219400 SH SOLE 194400 0 25000 POLYONE CORP COM 73179P106 2 75 SH SOLE 75 0 0 POOL CORP COM 73278L105 22 414 SH SOLE 414 0 0 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 93 1300 SH SOLE 1300 0 0 POWERSECURE INTL INC COM 73936N105 418 27800 SH SOLE 27800 0 0 PRAXAIR INC COM 74005P104 3403 29550 SH SOLE 11050 0 18500 QUAD GRAPHICS INC CL A 747301109 770 31950 SH SOLE 31950 0 0 RAND LOGISTICS INC COM 752182105 563 109705 SH SOLE 109705 0 0 RANGE RES CORP COM 75281A109 8 100 SH SOLE 100 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 2807 65300 SH SOLE 65300 0 0 RENT A CENTER INC NEW COM 76009N100 11452 304975 SH SOLE 289975 0 15000 RENTECH INC COM 760112102 273 130000 SH SOLE 130000 0 0 RIGNET INC COM 766582100 1047 41100 SH SOLE 26100 0 15000 ROCK TENN CO CL A 772739207 6060 60675 SH SOLE 60675 0 0 ROCKWOOD HOLDINGS INC COM 774415103 2102 32825 SH SOLE 32825 0 0 ROYAL GOLD INC COM 780287108 2 50 SH SOLE 50 0 0 RYDER SYSTEM INC COM 783549108 27547 453150 SH SOLE 411650 0 41500 SBA COMMUNICATIONS CORP COM 78388J106 30 400 SH SOLE 400 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 15292 95325 SH SOLE 95325 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 288 2415 SH SOLE 2415 0 0 SARATOGA RES INC TEX COM 803521103 221 144500 SH SOLE 144500 0 0 SCHWEITZER MAUDUIT INTL INC COM 808541106 9550 191450 SH SOLE 191450 0 0 SHARPS COMPLIANCE CORP COM 820017101 548 209100 SH SOLE 209100 0 0 SPARK NETWORKS INC COM 84651P100 718 85000 SH SOLE 50000 0 35000 STRYKER CORP COM 863667101 32 500 SH SOLE 500 0 0 TANGOE INC COM 87582Y108 693 44900 SH SOLE 44900 0 0 TARGET CORP COM 87612E106 28 400 SH SOLE 400 0 0 TEAM INC COM 878155100 1460 38575 SH SOLE 38575 0 0 TERADATA CORP COM 88076W103 6082 121075 SH SOLE 104075 0 17000 TEXAS CAPITAL BANCSHARES INC COM 88224Q107 1202 27100 SH SOLE 27100 0 0 3M CO COM 88579Y101 87 800 SH SOLE 800 0 0 TILE SHOP HLDGS INC COM 88677Q109 16976 586200 SH SOLE 486200 0 100000 TIMKEN CO COM 887389104 633 11250 SH SOLE 11250 0 0 TITAN INTL INC ILL COM 88830M102 955 56600 SH SOLE 56600 0 0 TITAN MACHINERY INC COM 88830R101 966 49200 SH SOLE 49200 0 0 TRANSDIGM GROUP INC COM 893641100 9626 61400 SH SOLE 50900 0 10500 TRIANGLE PETROLEUM CORP COM 89600B102 962 137300 SH SOLE 137300 0 0 TRIMAS CORP COM 896215209 3560 95500 SH SOLE 95500 0 0 TRIUMPH GROUP INC NEW COM 896818101 3938 49750 SH SOLE 49750 0 0 TRUE RELIGION APPAREL INC COM 89784N104 263 8300 SH SOLE 8300 0 0 U S G CORP COM 903293405 1155 50100 SH SOLE 50100 0 0 UNION PAC CORP COM 907818108 78251 507200 SH SOLE 440700 0 66500 UNITED RENTALS INC COM 911363109 1198 24000 SH SOLE 24000 0 0 VERIFONE HOLDINGS INC COM 92342Y109 6115 363750 SH SOLE 327750 0 36000 VISA INC CL A 92826C839 9558 52300 SH SOLE 40100 0 12200 VISHAY PRECISION GROUP COM 92835K103 762 50350 SH SOLE 50350 0 0 WABTEC CORP COM 929740108 834 15600 SH SOLE 15600 0 0 WHITING PETROLEUM CORP COM 966387102 4884 105975 SH SOLE 105975 0 0 WILLIAMS COS INC COM 969457100 2878 88650 SH SOLE 38650 0 50000 WOODWARD INC COM 980745103 980 24500 SH SOLE 24500 0 0 ZALE CORP NEW COM 988858106 807 88700 SH SOLE 88700 0 0 ZIMMER HOLDINGS INC COM 98956P102 22 300 SH SOLE 300 0 0