0001528621-20-001550.txt : 20200729
0001528621-20-001550.hdr.sgml : 20200729
20200729110828
ACCESSION NUMBER: 0001528621-20-001550
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200630
FILED AS OF DATE: 20200729
DATE AS OF CHANGE: 20200729
EFFECTIVENESS DATE: 20200729
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: 201056269
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
06-30-2020
06-30-2020
false
Skylands Capital, LLC
1200 North Mayfair Road
Suite 250
Milwaukee
WI
53226
13F HOLDINGS REPORT
028-10937
N
Virginia E. Riesing
Vice President & Treasurer
414-256-3380
/s/ Virginia E. Riesing
Milwaukee
WI
07-29-2020
0
127
565870
INFORMATION TABLE
2
infotable.xml
ACCO BRANDS CORP
COM
00081T108
133
18800
SH
SOLE
18800
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
7
75
SH
SOLE
75
0
0
AKAMAI TECHNOLOGIES INC
COM
00971T101
1194
11150
SH
SOLE
7150
0
4000
ALLIANCE DATA SYSTEMS CORP
COM
018581108
262
5800
SH
SOLE
5800
0
0
ALPHABET INC
CAP STK CL C
02079K107
671
475
SH
SOLE
0
0
475
ALPHABET INC
CAP STK CL A
02079K305
8799
6205
SH
SOLE
4905
0
1300
AMAZON COM INC
COM
023135106
6221
2255
SH
SOLE
2255
0
0
AMERCO
COM
023586100
952
3150
SH
SOLE
2050
0
1100
AMERICAN TOWER CORP NEW
COM
03027X100
13560
52450
SH
SOLE
52450
0
0
APOGEE ENTERPRISES INC
COM
037598109
1506
65350
SH
SOLE
65350
0
0
APPLE INC
COM
037833100
57016
156295
SH
SOLE
147295
0
9000
ARCH RESOURCES INC
CL A
03940R107
11348
399450
SH
SOLE
364450
0
35000
ASURE SOFTWARE INC
COM
04649U102
1425
221600
SH
SOLE
221600
0
0
AVAYA HLDGS CORP
NOTE 2.250% 6/1
05351XAB7
511
625000
SH
SOLE
625000
0
0
BEACON ROOFING SUPPLY INC
COM
073685109
7740
293525
SH
SOLE
293525
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
267
1
SH
SOLE
0
0
1
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
741
4150
SH
SOLE
4150
0
0
BLACKROCK INC
COM
09247X101
5591
10275
SH
SOLE
6275
0
4000
BOOT BARN HLDGS INC
COM
099406100
949
44000
SH
SOLE
44000
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
8553
145460
SH
SOLE
145460
0
0
BRISTOL-MYERS SQUIBB CO
RIGHT 99/99/9999
110122157
196
54690
SH
SOLE
54690
0
0
BRUNSWICK CORP
COM
117043109
1029
16075
SH
SOLE
16075
0
0
CBOE GLOBAL MARKETS INC
COM
12503M108
5224
56000
SH
SOLE
36000
0
20000
CME GROUP INC
COM
12572Q105
4397
27050
SH
SOLE
14550
0
12500
CSX CORP
COM
126408103
1824
26150
SH
SOLE
26150
0
0
CASELLA WASTE SYS INC
CL A
147448104
2588
49650
SH
SOLE
49650
0
0
CITIGROUP INC
COM NEW
172967424
9599
187850
SH
SOLE
187850
0
0
COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
2818
36425
SH
SOLE
23925
0
12500
COHERENT INC
COM
192479103
5531
42225
SH
SOLE
42225
0
0
COLUMBUS MCKINNON CORP N Y
COM
199333105
3521
105250
SH
SOLE
105250
0
0
CORE MARK HOLDING CO INC
COM
218681104
2
100
SH
SOLE
100
0
0
CROWN CASTLE INTL CORP NEW
COM
22822V101
58724
350905
SH
SOLE
350905
0
0
CROWN HOLDINGS INC
COM
228368106
1661
25500
SH
SOLE
25500
0
0
CUBIC CORP
COM
229669106
29
600
SH
SOLE
600
0
0
CUMMINS INC
COM
231021106
4
25
SH
SOLE
25
0
0
CYTOSORBENTS CORP
COM NEW
23283X206
11809
1192800
SH
SOLE
1007800
0
185000
DENNYS CORP
COM
24869P104
325
32200
SH
SOLE
32200
0
0
DENTSPLY SIRONA INC
COM
24906P109
803
18230
SH
SOLE
9730
0
8500
DESIGNER BRANDS INC
CL A
250565108
3357
495900
SH
SOLE
495900
0
0
DRAFTKINGS INC
COM CL A
26142R104
89
2684
SH
SOLE
2684
0
0
DUNKIN BRANDS GROUP INC
COM
265504100
411
6300
SH
SOLE
6300
0
0
DUOS TECHNOLOGIES GROUP INC
COM
266042407
136
29544
SH
SOLE
29544
0
0
EAGLE MATERIALS INC
COM
26969P108
5386
76700
SH
SOLE
76700
0
0
ENCORE WIRE CORP
COM
292562105
2270
46500
SH
SOLE
26500
0
20000
ENERSYS
COM
29275Y102
6908
107300
SH
SOLE
107300
0
0
EXACT SCIENCES CORP
COM
30063P105
48
550
SH
SOLE
550
0
0
F M C CORP
COM NEW
302491303
19144
192175
SH
SOLE
185675
0
6500
FACEBOOK INC
CL A
30303M102
4927
21700
SH
SOLE
15700
0
6000
GATX CORP
COM
361448103
1594
26140
SH
SOLE
26140
0
0
GENERAC HLDGS INC
COM
368736104
506
4150
SH
SOLE
4150
0
0
GENERAL DYNAMICS CORP
COM
369550108
126
850
SH
SOLE
850
0
0
GENERAL MTRS CO
COM
37045V100
16865
666600
SH
SOLE
661600
0
5000
GLACIER BANCORP INC NEW
COM
37637Q105
1533
43450
SH
SOLE
43450
0
0
GRAND CANYON ED INC
COM
38526M106
539
5950
SH
SOLE
2450
0
3500
GRAPHIC PACKAGING HLDG CO
COM
388689101
2612
186700
SH
SOLE
186700
0
0
GRAY TELEVISION INC
COM
389375106
3268
234250
SH
SOLE
234250
0
0
GREENBRIER COS INC
NOTE 2.875% 2/0
393657AK7
1564
1900000
SH
SOLE
1900000
0
0
GREENBRIER COS INC
COM
393657101
2797
122950
SH
SOLE
97950
0
25000
HD SUPPLY HLDGS INC
COM
40416M105
866
25000
SH
SOLE
25000
0
0
HILLENBRAND INC
COM
431571108
4222
155950
SH
SOLE
155950
0
0
HOME DEPOT INC
COM
437076102
50
200
SH
SOLE
200
0
0
INSPERITY INC
COM
45778Q107
4738
73200
SH
SOLE
68200
0
5000
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
5876
64150
SH
SOLE
34150
0
30000
INVESCO QQQ TR
UNIT SER 1
46090E103
347
1400
SH
SOLE
1400
0
0
IRIDIUM COMMUNICATIONS INC
COM
46269C102
577
22700
SH
SOLE
22700
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
344
2400
SH
SOLE
2400
0
0
JPMORGAN CHASE & CO
COM
46625H100
7532
80075
SH
SOLE
80075
0
0
JOINT CORP
COM
47973J102
11292
739500
SH
SOLE
739500
0
0
LINCOLN ELEC HLDGS INC
COM
533900106
3426
40675
SH
SOLE
40675
0
0
LOVESAC COMPANY
COM
54738L109
4695
179000
SH
SOLE
179000
0
0
MKS INSTRUMENT INC
COM
55306N104
3154
27850
SH
SOLE
27850
0
0
MARKETAXESS HLDGS INC
COM
57060D108
1240
2475
SH
SOLE
1325
0
1150
MARTIN MARIETTA MATLS INC
COM
573284106
5904
28580
SH
SOLE
28580
0
0
MASTEC INC
COM
576323109
40
900
SH
SOLE
900
0
0
MASTERCARD INC
CL A
57636Q104
444
1500
SH
SOLE
1500
0
0
MASTERCRAFT BOAT HLDGS INC
COM
57637H103
2960
155400
SH
SOLE
155400
0
0
MAXIMUS INC
COM
577933104
296
4200
SH
SOLE
4200
0
0
MCDONALDS CORP
COM
580135101
258
1400
SH
SOLE
1400
0
0
MCGRATH RENTCORP
COM
580589109
537
9950
SH
SOLE
4950
0
5000
MICHAELS COS INC
COM
59408Q106
3483
492700
SH
SOLE
492700
0
0
MICROSOFT CORP
COM
594918104
585
2875
SH
SOLE
2875
0
0
NCR CORP NEW
COM
62886E108
17
1000
SH
SOLE
1000
0
0
NVE CORP
COM NEW
629445206
421
6803
SH
SOLE
6803
0
0
NV5 GLOBAL INC
COM
62945V109
3700
72800
SH
SOLE
72800
0
0
NAUTILUS INC
COM
63910B102
7159
772300
SH
SOLE
772300
0
0
NORDSON CORP
COM
655663102
123
650
SH
SOLE
650
0
0
NORFOLK SOUTHERN CORP
COM
655844108
15122
86130
SH
SOLE
86130
0
0
NOVAGOLD RES INC
COM NEW
66987E206
1131
123200
SH
SOLE
123200
0
0
NOVANTA INC
COM
67000B104
666
6240
SH
SOLE
6240
0
0
OCCIDENTAL PETE CORP
COM
674599105
5
248
SH
SOLE
248
0
0
ON SEMICONDUCTOR CORP
COM
682189105
3294
166200
SH
SOLE
166200
0
0
OSHKOSH CORP
COM
688239201
16954
236716
SH
SOLE
236716
0
0
OWENS CORNING NEW
COM
690742101
9051
162325
SH
SOLE
162325
0
0
PRIMORIS SVCS CORP
COM
74164F103
484
27250
SH
SOLE
27250
0
0
PURECYCLE CORP
COM NEW
746228303
963
104800
SH
SOLE
104800
0
0
QUEST RESOURCE HLDG CORP
COM NEW
74836W203
660
488654
SH
SOLE
488654
0
0
RAYMOND JAMES FINANCIAL INC
COM
754730109
835
12125
SH
SOLE
12125
0
0
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
4511
73200
SH
SOLE
73200
0
0
REALOGY HLDGS CORP
COM
75605Y106
1126
151950
SH
SOLE
151950
0
0
ROGERS CORP
COM
775133101
3517
28225
SH
SOLE
28225
0
0
S&P GLOBAL INC
COM
78409V104
6021
18275
SH
SOLE
10775
0
7500
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
1936
6500
SH
SOLE
0
0
6500
SPDR S&P 500 ETF TR
TR UNIT
78462F103
123
400
SH
SOLE
400
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
3117
18625
SH
SOLE
18625
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
3821
67650
SH
SOLE
45150
0
22500
SHERWIN WILLIAMS CO
COM
824348106
1488
2575
SH
SOLE
1075
0
1500
SMITH A O CORP
COM
831865209
174
3700
SH
SOLE
3700
0
0
STERICYCLE INC
COM
858912108
521
9300
SH
SOLE
4300
0
5000
TARGET CORP
COM
87612E106
96
800
SH
SOLE
800
0
0
TENNANT CO
COM
880345103
1134
17450
SH
SOLE
17450
0
0
TERADATA CORP DEL
COM
88076W103
208
10000
SH
SOLE
10000
0
0
3M CO
COM
88579Y101
162
1040
SH
SOLE
1040
0
0
TIFFANY & CO NEW
COM
886547108
482
3950
SH
SOLE
1450
0
2500
TRANSDIGM GROUP INC
COM
893641100
698
1580
SH
SOLE
1580
0
0
TRISTATE CAP HLDGS INC
COM
89678F100
2668
169800
SH
SOLE
149800
0
20000
TWITTER INC
COM
90184L102
6350
213150
SH
SOLE
150650
0
62500
ULTA BEAUTY INC
COM
90384S303
18
90
SH
SOLE
90
0
0
UNION PAC CORP
COM
907818108
50217
297020
SH
SOLE
280520
0
16500
UNITED PARCEL SERVICE INC
CL B
911312106
4515
40610
SH
SOLE
40610
0
0
VERSO CORP
CL A
92531L207
7348
614400
SH
SOLE
459400
0
155000
VICI PPTYS INC
COM
925652109
1195
59200
SH
SOLE
39200
0
20000
VISA INC
COM CL A
92826C839
13733
71095
SH
SOLE
59095
0
12000
WABTEC
COM
929740108
835
14500
SH
SOLE
12000
0
2500
WALGREENS BOOTS ALLIANCE INC
COM
931427108
6356
149950
SH
SOLE
139950
0
10000
WESTROCK CO
COM
96145D105
300
10617
SH
SOLE
10617
0
0
WILLIAMS COS INC
COM
969457100
7898
415250
SH
SOLE
340250
0
75000
WILLSCOT CORP
COM
971375126
238
19400
SH
SOLE
19400
0
0