0000891804-15-000257.txt : 20150416 0000891804-15-000257.hdr.sgml : 20150416 20150416091605 ACCESSION NUMBER: 0000891804-15-000257 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150416 DATE AS OF CHANGE: 20150416 EFFECTIVENESS DATE: 20150416 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: 15773408 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 03-31-2015 03-31-2015 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 04-16-2015 0 223 985367
INFORMATION TABLE 2 infotable.xml EATON CORP PLC SHS G29183103 3115 45850 SH SOLE 45850 0 0 MEDTRONIC PLC SHS G5960L103 5216 66886 SH SOLE 66886 0 0 MICHAEL KORS HLDGS LTD SHS G60754101 1091 16600 SH SOLE 16600 0 0 LYONDELLBASELL INDUSTRIES N SHS A N53745100 1565 17825 SH SOLE 17825 0 0 SENSATA TECHNOLOGIES HLDG BV SHS N7902X106 9907 172450 SH SOLE 147450 0 25000 AAC HLDGS INC COM 000307108 1021 33400 SH SOLE 13400 0 20000 AAR CORP COM 000361105 546 17800 SH SOLE 17800 0 0 ACCO BRANDS INC COM 00081T108 5 600 SH SOLE 600 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 881 21200 SH SOLE 21200 0 0 ALBEMARLE CORP COM 012653101 644 12184 SH SOLE 12184 0 0 ALLIANCE DATA SYSTEMS CORP COM 018581108 630 2125 SH SOLE 2125 0 0 ALLISON TRANSMISSION HLDGS INC COM 01973R101 818 25600 SH SOLE 25600 0 0 AMAZON COMMON INC COM 023135106 2140 5750 SH SOLE 3250 0 2500 AMBER RD INC COM 02318Y108 1025 110800 SH SOLE 110800 0 0 AMERCO COM 023586100 21476 65000 SH SOLE 52500 0 12500 AMERICAN TOWER CORP NEW COM 03027X100 29422 312500 SH SOLE 250000 0 62500 AMETEK INC COM 031100100 47 900 SH SOLE 900 0 0 ANADARKO PETROLEUM CORP COM 032511107 337 4075 SH SOLE 4075 0 0 APACHE CORP COM 037411105 1638 27150 SH SOLE 27150 0 0 APPLE INC COM 037833100 43764 351715 SH SOLE 251715 0 100000 ARAMARK COM 03852U106 1072 33900 SH SOLE 33900 0 0 ARIAD PHARMACEUTICALS INC COM 04033A100 1150 139600 SH SOLE 139600 0 0 ARMSTRONG WORLD INDS COM 04247X102 2178 37900 SH SOLE 37900 0 0 ASTRONICS CORP COM 046433108 2613 35450 SH SOLE 35450 0 0 ATRICURE INC COM 04963C209 1740 85000 SH SOLE 0 0 85000 AVID TECHNOLOGY INC COM 05367P100 3103 208250 SH SOLE 78250 0 130000 AVIS BUDGET GROUP COM 053774105 47 800 SH SOLE 800 0 0 AVNET INC COM 053807103 2370 53250 SH SOLE 53250 0 0 BANK AMER CORP COM 060505104 385 25000 SH SOLE 25000 0 0 BANK OF THE OZARKS COM 063904106 1529 41400 SH SOLE 41400 0 0 BANKUNITED INC COM 06652K103 3888 118750 SH SOLE 118750 0 0 BEACON ROOFING SUPPLY INC COM 073685109 689 22000 SH SOLE 22000 0 0 BED BATH & BEYOND INC COM 075896100 6881 89625 SH SOLE 89625 0 0 BLACKROCK INC COM 09247X101 2927 8000 SH SOLE 0 0 8000 BLOOMIN BRANDS INC COM 094235108 3489 143400 SH SOLE 143400 0 0 BOINGO WIRELESS INC COM 09739C102 965 127950 SH SOLE 52950 0 75000 BRIGHTCOVE INC COM 10921T101 1345 183500 SH SOLE 108500 0 75000 BRUNSWICK CORP COM 117043109 903 17550 SH SOLE 17550 0 0 CSX CORP COM 126408103 11726 354050 SH SOLE 354050 0 0 CVS HEALTH CORP COM 126650100 1755 17000 SH SOLE 17000 0 0 CVSL INC COM NEW 12665T206 176 75000 SH SOLE 75000 0 0 CAMERON INTL CORP COM 13342B105 1146 25400 SH SOLE 25400 0 0 CAPITOL FEDERAL FINANCIAL INC COM 14057J101 1434 114700 SH SOLE 114700 0 0 CARE COM INC COM 141633107 852 112370 SH SOLE 112370 0 0 CARMIKE CINEMAS INC COM 143436400 5349 159200 SH SOLE 114200 0 45000 CARRIAGE SVCS INC COM 143905107 477 19994 SH SOLE 19994 0 0 CASELLA WASTE SYSTEMS INC CL A 147448104 2969 539900 SH SOLE 539900 0 0 CELGENE CORP COM 151020104 1925 16700 SH SOLE 16700 0 0 CENTURY CMNTYS INC COM 156504300 1532 79250 SH SOLE 79250 0 0 CEVA INC COM 157210105 586 27500 SH SOLE 0 0 27500 CHUYS HLDGS INC COM 171604101 5351 237500 SH SOLE 162500 0 75000 CISCO SYSTEMS INC COM 17275R102 5597 203300 SH SOLE 203300 0 0 COGENT COMMUNICATIONS COM 19239V302 17312 490000 SH SOLE 380000 0 110000 COHERENT INC COM 192479103 4476 68900 SH SOLE 68900 0 0 COLUMBIA BKG SYS INC COM 197236102 858 29600 SH SOLE 29600 0 0 CONSTELLATION BRANDS INC CL A 21036P108 2237 19250 SH SOLE 19250 0 0 CONTINENTAL BLDG PRODS INC COM 211171103 2736 121100 SH SOLE 121100 0 0 CONTINENTAL RESOURCES INC COM 212015101 911 20850 SH SOLE 20850 0 0 CONTROL4 CORP COM 21240D107 3565 297600 SH SOLE 212600 0 85000 CORE MARK HOLDINGS CO INC COM 218681104 8982 139650 SH SOLE 139650 0 0 CORNING INC COM 219350105 1946 85800 SH SOLE 85800 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 58052 703325 SH SOLE 703325 0 0 CROWN CRAFTS INC COM 228309100 369 47650 SH SOLE 47650 0 0 CROWN HOLDINGS INC COM 228368106 567 10500 SH SOLE 10500 0 0 CUMMINS INC COM 231021106 1958 14125 SH SOLE 14125 0 0 CUMULUS MEDIA INC CL A 231082108 1581 640000 SH SOLE 390000 0 250000 DXP ENTERPRISES INC NEW COM 233377407 5840 132450 SH SOLE 132450 0 0 DARLING INGREDIENTS INC COM 237266101 1487 106150 SH SOLE 106150 0 0 DELTA AIR LINES INC DEL COM NEW 247361702 5964 132650 SH SOLE 132650 0 0 DENNYS CORP COM 24869P104 3626 318100 SH SOLE 318100 0 0 DESTINATION MATERNITY CORP COM 25065D100 1261 83750 SH SOLE 83750 0 0 DIGITALGLOBE INC COM NEW 25389M877 3921 115100 SH SOLE 115100 0 0 EMC CORP MASS COM 268648102 8492 332250 SH SOLE 332250 0 0 ENERSYS INC COM 29275Y102 6040 94025 SH SOLE 94025 0 0 EXACT SCIENCES CORP COM 30063P105 7374 334900 SH SOLE 284900 0 50000 FEI CO COM 30241L109 565 7400 SH SOLE 7400 0 0 FMC CORP COM NEW 302491303 6117 106850 SH SOLE 106850 0 0 FTD COS INC COM 30267U108 1157 38650 SH SOLE 38650 0 0 FARO TECHNOLOGIES INC COM 311642102 1326 21350 SH SOLE 21350 0 0 FLOTEK INDUSTRIES INC COM 343389102 3208 217636 SH SOLE 217636 0 0 FOSTER L B CO COM 350060109 4670 98356 SH SOLE 83356 0 15000 FOX FACTORY HLDG CORP COM 35138V102 7477 487393 SH SOLE 452393 0 35000 GATX CORP COM 361448103 21711 374450 SH SOLE 309450 0 65000 GSI GROUP INC COM NEW 36191C205 2628 197300 SH SOLE 197300 0 0 GENERAL MOTORS CO COM 37045V100 33159 884250 SH SOLE 834250 0 50000 GENTEX CORP COM 371901109 736 40196 SH SOLE 40196 0 0 GILEAD SCIENCES INC COM 375558103 2664 27150 SH SOLE 27150 0 0 GLACIER BANCORP INC NEW COM 37637Q105 2352 93500 SH SOLE 93500 0 0 GLOBAL POWER EQUIPMENT GRP INC COM PAR $0.01 37941P306 78 5874 SH SOLE 5874 0 0 GLOBAL BRASS & COPPR HLDGS INC COM 37953G103 2796 181000 SH SOLE 181000 0 0 GREENBRIER COMPANIES INC COM 393657101 1699 29300 SH SOLE 29300 0 0 HALLIBURTON CO COM 406216101 8296 189050 SH SOLE 189050 0 0 HARLEY DAVIDSON INC COM 412822108 73 1200 SH SOLE 1200 0 0 HERTZ GLOBAL HOLDINGS INC COM 42805T105 4106 189400 SH SOLE 189400 0 0 HEWLETT PACKARD CO COM 428236103 7002 224700 SH SOLE 224700 0 0 HILL INTERNATIONAL INC COM 431466101 3561 991966 SH SOLE 741966 0 250000 HOLOGIC INC COM 436440101 149 4500 SH SOLE 4500 0 0 HOME BANCSHARES INC COM 436893200 2482 73250 SH SOLE 73250 0 0 HOME DEPOT INC COM 437076102 1534 13500 SH SOLE 13500 0 0 HUNT J B TRANS SVCS INC COM 445658107 538 6300 SH SOLE 6300 0 0 ITT EDUCATIONAL SERVICES INC COM 45068B109 1293 190424 SH SOLE 190424 0 0 IBERIABANK CORP COM 450828108 1355 21500 SH SOLE 21500 0 0 IDEXX LABS INC COM 45168D104 216 1400 SH SOLE 1400 0 0 IGNITE RESTAURANT GROUP INC COM 451730105 5614 1157475 SH SOLE 932475 0 225000 INGRAM MICRO INC CL A 457153104 505 20100 SH SOLE 20100 0 0 INTEL CORP COM 458140100 866 27700 SH SOLE 27700 0 0 INTL BUSINESS MACHS CORP COM 459200101 343 2135 SH SOLE 2135 0 0 INTRALINKS HOLDINGS INC COM 46118H104 3425 331200 SH SOLE 331200 0 0 IRIDIUM COMMUNICATIONS INC COM 46269C102 2465 253873 SH SOLE 253873 0 0 ISHARES MSCI JAPAN ETF 464286848 708 56500 SH SOLE 56500 0 0 ISHARES RUSSELL 2000 ETF 464287655 199 1600 SH SOLE 1600 0 0 JDS UNIPHASE CORP COM PAR $0.001 46612J507 2312 176200 SH SOLE 176200 0 0 JP MORGAN CHASE & CO COM 46625H100 10489 174300 SH SOLE 174300 0 0 JTH HOLDING INC CL A 46637N103 3485 125221 SH SOLE 125221 0 0 JARDEN CORP COM 471109108 563 10650 SH SOLE 10650 0 0 JASON INDS INC COM 471172106 2259 319100 SH SOLE 279100 0 40000 JOINT CORP COM 47973J102 1451 184370 SH SOLE 184370 0 0 KENNEDY-WILSON HOLDINGS INC COM 489398107 15241 583050 SH SOLE 442050 0 141000 KIRKLANDS INC COM 497498105 739 31100 SH SOLE 31100 0 0 KONA GRILL INC COM 50047H201 3315 116650 SH SOLE 116650 0 0 KRISPY KREME DOUGHNUTS INC COM 501014104 3048 152500 SH SOLE 152500 0 0 LEMAITRE VASCULAR INC COM 525558201 480 57300 SH SOLE 57300 0 0 LIBBEY INC COM 529898108 26907 674200 SH SOLE 534200 0 140000 LIFETIME BRANDS INC COM 53222Q103 2063 135000 SH SOLE 135000 0 0 LINCOLN ELEC HOLDINGS INC COM 533900106 20088 307200 SH SOLE 262200 0 45000 LITTELFUSE INC COM 537008104 109 1100 SH SOLE 1100 0 0 LULULEMON ATHLETICA INC COM 550021109 557 8700 SH SOLE 8700 0 0 LUMBER LIQUIDATORS HLDGS INC COM 55003T107 3384 109950 SH SOLE 74950 0 35000 MRC GLOBAL INC COM 55345K103 883 74500 SH SOLE 74500 0 0 MANITEX INTL INC COM 563420108 969 99550 SH SOLE 99550 0 0 MARCUS CORP COM 566330106 1037 48700 SH SOLE 48700 0 0 MARKET VECTORS ETF TR GOLD MINER ETF 57060U100 2563 140500 SH SOLE 140500 0 0 MARTIN MARIETTA MATLS INC COM 573284106 1468 10500 SH SOLE 10500 0 0 MASTERCARD INC CL A 57636Q104 203 2350 SH SOLE 2350 0 0 MCDONALDS CORP COM 580135101 236 2425 SH SOLE 2425 0 0 MCGRAW HILL COS INC COM 580645109 1990 19250 SH SOLE 19250 0 0 MICHAELS COS INC COM 59408Q106 3431 126800 SH SOLE 126800 0 0 MICROSOFT CORP COM 594918104 610 15000 SH SOLE 15000 0 0 MUELLER WTR PRODS INC COM SER A 624758108 773 78500 SH SOLE 78500 0 0 MULTI FINELINE ELECTRONIX INC COM 62541B101 1028 56250 SH SOLE 56250 0 0 NIC INC COM 62914B100 1230 69600 SH SOLE 69600 0 0 NN INC COM 629337106 1490 59400 SH SOLE 59400 0 0 NATIONAL OILWELL VARCO INC COM 637071101 1662 33250 SH SOLE 33250 0 0 NEWMONT MINING CORP COM 651639106 1790 82450 SH SOLE 82450 0 0 NOODLES & CO CL A 65540B105 392 22500 SH SOLE 22500 0 0 NORDSON CORP COM 655663102 3188 40700 SH SOLE 20700 0 20000 NORFOLK SOUTHERN CORP COM 655844108 52433 509450 SH SOLE 399450 0 110000 NORTHERN TECHNOLOGIES INTL COM 665809109 106 5598 SH SOLE 5598 0 0 NORTHWEST PIPE CO COM 667746101 1112 48441 SH SOLE 48441 0 0 NXSTAGE MEDICAL INC COM 67072V103 3047 176100 SH SOLE 176100 0 0 OCCIDENTAL PETROLEUM COM 674599105 2865 39250 SH SOLE 39250 0 0 OMNOVA SOLUTIONS INC COM 682129101 236 27700 SH SOLE 27700 0 0 ON SEMICONDUCTOR CORP COM 682189105 12847 1060900 SH SOLE 1060900 0 0 ORBCOMM INC COM 68555P100 1728 289481 SH SOLE 139481 0 150000 ORION MARINE GROUP INC COM 68628V308 771 87074 SH SOLE 87074 0 0 OSHKOSH CORP COM 688239201 4089 83800 SH SOLE 83800 0 0 OWENS CORNING INC COM 690742101 6222 143375 SH SOLE 143375 0 0 PANERA BREAD CO CL A 69840W108 10804 67525 SH SOLE 51525 0 16000 PARKER HANNIFIN CORP COM 701094104 6 50 SH SOLE 50 0 0 PEAK RESORTS INC COM 70469L100 328 53200 SH SOLE 53200 0 0 PERCEPTRON INC COM 71361F100 550 40700 SH SOLE 40700 0 0 PERFORMANCE SPORTS GROUP LTD COM 71377G100 7532 386250 SH SOLE 336250 0 50000 PINNACLE ENTMT INC COM 723456109 11 300 SH SOLE 300 0 0 PLUM CREEK TIMBER CO INC COM 729251108 10120 232900 SH SOLE 167900 0 65000 POOL CORP COM 73278L105 29 414 SH SOLE 414 0 0 POPEYES LA KITCHEN INC COM 732872106 7944 132800 SH SOLE 132800 0 0 POPULAR INC COM NEW 733174700 1592 46300 SH SOLE 11300 0 35000 POWERSHARES QQQ TRUST UNIT SER 1 73935A104 148 1400 SH SOLE 1400 0 0 PRECISION CASTPARTS CORP COM 740189105 683 3250 SH SOLE 3250 0 0 QUAKER CHEM CORP COM 747316107 659 7700 SH SOLE 7700 0 0 QUALITY DISTR INC FLA COM 74756M102 3828 370600 SH SOLE 370600 0 0 RALPH LAUREN CORP CL A 751212101 1184 9000 SH SOLE 9000 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 2425 42700 SH SOLE 42700 0 0 RENT A CENTER INC NEW COM 76009N100 788 28727 SH SOLE 28727 0 0 RENTRAK CORP COM 760174102 3817 68700 SH SOLE 38700 0 30000 REXNORD CORP NEW COM 76169B102 6706 251250 SH SOLE 251250 0 0 RIGNET INC COM 766582100 146 5100 SH SOLE 5100 0 0 ROCK TENN CO CL A 772739207 10239 158750 SH SOLE 158750 0 0 ROGERS CORP COM 775133101 9183 111700 SH SOLE 111700 0 0 RYDER SYSTEM INC COM 783549108 22361 235650 SH SOLE 235650 0 0 SBA COMMUNICATIONS CORP COM 78388J106 3513 30000 SH SOLE 0 0 30000 SPDR S&P 500 ETF TR TR UNIT 78462F103 599 2900 SH SOLE 2900 0 0 SPDR GOLD TRUST GOLD SHS 78463V107 2385 20985 SH SOLE 20985 0 0 SP PLUS CORP COM 78469C103 2666 122000 SH SOLE 97000 0 25000 SCOTTS MIRACLE GRO CO CL A 810186106 1961 29200 SH SOLE 14200 0 15000 SHARPS COMPLIANCE CORP COM 820017101 509 80200 SH SOLE 80200 0 0 SIRONA DENTAL SYSTEMS INC COM 82966C103 2189 24325 SH SOLE 24325 0 0 SMITH A O COM 831865209 506 7700 SH SOLE 7700 0 0 STRYKER CORP COM 863667101 74 800 SH SOLE 800 0 0 TJX COS INC NEW COM 872540109 3191 45550 SH SOLE 45550 0 0 TANGOE INC COM 87582Y108 3077 222985 SH SOLE 137985 0 85000 TARGET CORP COM 87612E106 82 1000 SH SOLE 1000 0 0 TERADATA CORP COM 88076W103 1130 25600 SH SOLE 25600 0 0 TEXAS CAPITAL BANCSHARES INC COM 88224Q107 1082 22250 SH SOLE 22250 0 0 3M CO COM 88579Y101 221 1340 SH SOLE 1340 0 0 TIDEWATER INC COM 886423102 96 5000 SH SOLE 5000 0 0 TILE SHOP HLDGS INC COM 88677Q109 13534 1117600 SH SOLE 952600 0 165000 TOWNSQUARE MEDIA INC CL A 892231101 1793 139500 SH SOLE 39500 0 100000 TRANSDIGM GROUP INC COM 893641100 6512 29775 SH SOLE 29775 0 0 TRIMAS CORP COM 896215209 784 25450 SH SOLE 25450 0 0 TRINITY BIOTECH PLC SPON ADR NEW 896438306 4274 222050 SH SOLE 222050 0 0 TRINITY INDS INC COM 896522109 2566 72250 SH SOLE 72250 0 0 TRISTATE CAP HLDGS INC COM 89678F100 850 81200 SH SOLE 81200 0 0 TRIUMPH GROUP INC NEW COM 896818101 5333 89300 SH SOLE 89300 0 0 TUMI HLDGS INC COM 89969Q104 3690 150850 SH SOLE 100850 0 50000 U S G CORP COM 903293405 1089 40800 SH SOLE 40800 0 0 U S CONCRETE INC COM NEW 90333L201 1591 46950 SH SOLE 46950 0 0 ULTA SALON COSMETCS & FRAG INC COM 90384S303 1942 12875 SH SOLE 12875 0 0 UNION PAC CORP COM 907818108 91181 841850 SH SOLE 731850 0 110000 UPLAND SOFTWARE INC COM 91544A109 1715 244700 SH SOLE 74700 0 170000 VAALCO ENERGY INC COM NEW 91851C201 368 150000 SH SOLE 0 0 150000 VERACYTE INC COM 92337F107 192 26320 SH SOLE 26320 0 0 VERIFONE SYS INC COM 92342Y109 7238 207450 SH SOLE 207450 0 0 VINCE HLDG CORP COM 92719W108 3570 192450 SH SOLE 102450 0 90000 VIRGIN AMER INC COM VTG 92765X208 443 14582 SH SOLE 14582 0 0 VISA INC CL A 92826C839 9674 147900 SH SOLE 107900 0 40000 WSI INDS INC COM 92932Q102 124 21109 SH SOLE 21109 0 0 WABTEC CORP COM 929740108 1273 13400 SH SOLE 13400 0 0 WILLIAMS COS INC COM 969457100 157 3100 SH SOLE 3100 0 0 XERIUM TECHNOLOGIES INC COM NEW 98416J118 1401 86400 SH SOLE 46400 0 40000 XOOM CORP COM 98419Q101 1541 104900 SH SOLE 44900 0 60000 YAHOO INC COM 984332106 1155 26000 SH SOLE 11000 0 15000 ZIMMER HOLDINGS INC COM 98956P102 59 500 SH SOLE 500 0 0