0001821268-24-000026.txt : 20240205
0001821268-24-000026.hdr.sgml : 20240205
20240205102933
ACCESSION NUMBER: 0001821268-24-000026
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20231231
FILED AS OF DATE: 20240205
DATE AS OF CHANGE: 20240205
EFFECTIVENESS DATE: 20240205
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Skylands Capital, LLC
CENTRAL INDEX KEY: 0001299910
ORGANIZATION NAME:
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: 24594434
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
X0202
13F-HR
LIVE
false
false
false
0001299910
XXXXXXXX
12-31-2023
12-31-2023
false
Skylands Capital, LLC
1200 North Mayfair Road
Suite 250
Milwaukee
WI
53226
13F HOLDINGS REPORT
028-10937
000131183
N
Virginia E. Shaffar
Vice President & Treasurer
414-256-3380
/s/ Virginia E. Shaffar
Milwaukee
WI
02-05-2024
0
144
679318045
INFORMATION TABLE
2
infotable.xml
CAMBIUM NETWORKS CORP
SHS
G17766109
507000
84500
SH
SOLE
84500
0
0
ACCO BRANDS CORP
COM
00081T108
307040
50500
SH
SOLE
50500
0
0
AGILENT TECHNOLOGIES INC
COM
00846U101
3476
25
SH
SOLE
25
0
0
AGNICO EAGLE MINES LTD
COM
008474108
3462406
63125
SH
SOLE
63125
0
0
ALPHABET INC
CAP STK CL C
02079K107
1338835
9500
SH
SOLE
0
0
9500
ALPHABET INC
CAP STK CL A
02079K305
23303784
166825
SH
SOLE
140825
0
26000
AMAZON COM INC
COM
023135106
2833681
18650
SH
SOLE
18650
0
0
U HAUL HOLDING COMPANY
COM
023586100
168371
2345
SH
SOLE
2345
0
0
U HAUL HOLDING COMPANY
COM SER N
023586506
1464800
20795
SH
SOLE
0
0
20795
AMERICAN TOWER CORP NEW
COM
03027X100
7134834
33050
SH
SOLE
33050
0
0
APPLE INC
COM
037833100
39441696
204860
SH
SOLE
204860
0
0
ARCH RESOURCES INC
CL A
03940R107
42162035
254080
SH
SOLE
248080
0
6000
ASTEC INDS INC
COM
046224101
239940
6450
SH
SOLE
6450
0
0
ASURE SOFTWARE INC
COM
04649U102
742560
78000
SH
SOLE
78000
0
0
BK OF AMERICA CORP
COM
060505104
3074071
91300
SH
SOLE
91300
0
0
BARRICK GOLD CORP
COM
067901108
4277381
236450
SH
SOLE
236450
0
0
BEACON ROOFING SUPPLY INC
COM
073685109
20407408
234514
SH
SOLE
234514
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
713320
2000
SH
SOLE
2000
0
0
BERRY GLOBAL GROUP INC
COM
08579W103
313364
4650
SH
SOLE
4650
0
0
BEST BUY INC
COM
086516101
579272
7400
SH
SOLE
7400
0
0
BIO RAD LABS INC
CL A
090572207
694214
2150
SH
SOLE
900
0
1250
BIOTE CORP
CLASS A COM
090683103
338469
68516
SH
SOLE
68516
0
0
BLACKROCK INC
COM
09247X101
2049795
2525
SH
SOLE
1225
0
1300
BOOT BARN HLDGS INC
COM
099406100
2485796
32384
SH
SOLE
32384
0
0
BRISTOL-MYERS SQUIBB CO
COM
110122108
9185773
179025
SH
SOLE
179025
0
0
BRUNSWICK CORP
COM
117043109
902194
9325
SH
SOLE
9325
0
0
CBOE GLOBAL MKTS INC
COM
12503M108
3462278
19390
SH
SOLE
16390
0
3000
CME GROUP INC
COM
12572Q105
1948050
9250
SH
SOLE
5250
0
4000
CSX CORP
COM
126408103
6810922
196450
SH
SOLE
141450
0
55000
CASELLA WASTE SYS INC
CL A
147448104
42730
500
SH
SOLE
500
0
0
CITIGROUP INC
COM NEW
172967424
6592036
128150
SH
SOLE
128150
0
0
COGENT COMMUNICATIONS HLDGS
COM NEW
19239V302
6073391
79850
SH
SOLE
79850
0
0
COHERENT CORP
COM
19247G107
8312663
190964
SH
SOLE
158464
0
32500
COLUMBUS MCKINNON CORP N Y
COM
199333105
9505116
243596
SH
SOLE
243596
0
0
QUIDELORTHO CORP
COM
219798105
6813565
92450
SH
SOLE
63450
0
29000
CROWN CASTLE INTL CORP NEW
COM
22822V101
30240255
262525
SH
SOLE
262525
0
0
CROWN CRAFTS INC
COM
228309100
1441857
290697
SH
SOLE
260697
0
30000
CROWN HLDGS INC
COM
228368106
225621
2450
SH
SOLE
2450
0
0
CYTOSORBENTS CORP
COM NEW
23283X206
3612176
3254213
SH
SOLE
3159213
0
95000
DENNYS CORP
COM
24869P104
1085824
99800
SH
SOLE
99800
0
0
DESIGNER BRANDS INC
CL A
250565108
2144355
242300
SH
SOLE
242300
0
0
DIEBOLD NIXDORF INC
COM SHS
253651202
3963255
136900
SH
SOLE
104400
0
32500
DISNEY WALT CO
COM
254687106
4311348
47750
SH
SOLE
29750
0
18000
EAGLE MATERIALS INC
COM
26969P108
9118672
44955
SH
SOLE
44955
0
0
ELANCO ANIMAL HEALTH INC
COM
28414H103
5273855
353950
SH
SOLE
353950
0
0
ELECTRONIC ARTS INC
COM
285512109
875584
6400
SH
SOLE
2400
0
4000
ENCORE WIRE CORP
COM
292562105
790320
3700
SH
SOLE
3700
0
0
ENERSYS
COM
29275Y102
8531625
84505
SH
SOLE
84505
0
0
EXACT SCIENCES CORP
COM
30063P105
40689
550
SH
SOLE
550
0
0
FMC CORP
COM NEW
302491303
11511354
182575
SH
SOLE
182575
0
0
META PLATFORMS INC
CL A
30303M102
6199609
17515
SH
SOLE
9515
0
8000
FATHOM HOLDINGS INC
COM
31189V109
690127
192236
SH
SOLE
192236
0
0
FEDEX CORP
COM
31428X106
1764466
6975
SH
SOLE
6975
0
0
GATX CORP
COM
361448103
513339
4270
SH
SOLE
4270
0
0
GE HEALTHCARE TECHNOLOGIES I
COMMON STOCK
36266G107
8663706
112050
SH
SOLE
89050
0
23000
GEN RESTAURENT GROUP
CL A COM
36870C104
79866
10200
SH
SOLE
10200
0
0
GENERAC HLDGS INC
COM
368736104
3685925
28520
SH
SOLE
28520
0
0
GENERAL DYNAMICS CORP
COM
369550108
194753
750
SH
SOLE
750
0
0
GENERAL MTRS CO
COM
37045V100
26599658
740525
SH
SOLE
733025
0
7500
GIBRALTAR INDS INC
COM
374689107
102674
1300
SH
SOLE
1300
0
0
GLACIER BANCORP INC NEW
COM
37637Q105
314032
7600
SH
SOLE
7600
0
0
GRAND CANYON ED INC
COM
38526M106
8348493
63227
SH
SOLE
63227
0
0
GRAPHIC PACKAGING HLDG CO
COM
388689101
5874095
238300
SH
SOLE
238300
0
0
GRAY TELEVISION INC
COM
389375106
2312576
258100
SH
SOLE
258100
0
0
GREENBRIER COS INC
NOTE 2.875% 2/0
393657AK7
1485000
1500000
SH
SOLE
1500000
0
0
GREENBRIER COS INC
COM
393657101
2489543
56350
SH
SOLE
56350
0
0
HALLIBURTON CO
COM
406216101
2944418
81450
SH
SOLE
81450
0
0
HARMONIC INC
COM
413160102
1944264
149100
SH
SOLE
99100
0
50000
HIBBETT INC
COM
428567101
13262483
184150
SH
SOLE
184150
0
0
HILLENBRAND INC
COM
431571108
744068
15550
SH
SOLE
15550
0
0
HILLMAN SOLUTIONS CORP
COM
431636109
2002715
217450
SH
SOLE
217450
0
0
HOLLEY INC
COM
43538H103
2870378
589400
SH
SOLE
379400
0
210000
HOME DEPOT INC
COM
437076102
51983
150
SH
SOLE
150
0
0
INTERCONTINENTAL EXCHANGE IN
COM
45866F104
443084
3450
SH
SOLE
3450
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
307140
750
SH
SOLE
750
0
0
IRIDIUM COMMUNICATIONS INC
COM
46269C102
3792894
92150
SH
SOLE
52150
0
40000
ISHARES TR
RUSSELL 2000 ETF
464287655
80284
400
SH
SOLE
400
0
0
JPMORGAN CHASE & CO
COM
46625H100
9602145
56450
SH
SOLE
56450
0
0
JOHNSON OUTDOORS INC
CL A
479167108
5096268
95400
SH
SOLE
73900
0
21500
JOINT CORP
COM
47973J102
5800980
603640
SH
SOLE
603640
0
0
KOPPERS HOLDINGS INC
COM
50060P106
2325337
45399
SH
SOLE
27899
0
17500
LINCOLN ELEC HLDGS INC
COM
533900106
4268740
19630
SH
SOLE
19630
0
0
LOVESAC COMPANY
COM
54738L109
4572556
178965
SH
SOLE
178965
0
0
LUNA INNOVATIONS INC
COM
550351100
1593692
239653
SH
SOLE
159653
0
80000
MP MATERIALS CORP
COM CL A
553368101
5582813
281250
SH
SOLE
281250
0
0
MARTIN MARIETTA MATLS INC
COM
573284106
3896487
7810
SH
SOLE
7810
0
0
MASTERCARD INC
CL A
57636Q104
565126
1325
SH
SOLE
1325
0
0
MASTERCRAFT BOAT HLDGS INC
COM
57637H103
2025148
89450
SH
SOLE
89450
0
0
MATTHEWS INTL CORP
CL A
577128101
593730
16200
SH
SOLE
16200
0
0
MCDONALDS CORP
COM
580135101
252034
850
SH
SOLE
850
0
0
MICROSOFT CORP
COM
594918104
280150
745
SH
SOLE
745
0
0
MINERALS TECHNOLOGIES INC
COM
603158106
2552898
35800
SH
SOLE
35800
0
0
MODIVCARE INC
COM
60783X104
1332897
30300
SH
SOLE
30300
0
0
NV5 GLOBAL INC
COM
62945V109
1541234
13870
SH
SOLE
13870
0
0
NATURES SUNSHINE PRODS INC
COM
639027101
390754
22600
SH
SOLE
22600
0
0
NEWMONT CORP
COM
651639106
2041562
49325
SH
SOLE
49325
0
0
NEWPARK RES INC
COM PAR $.01NEW
651718504
1136436
171150
SH
SOLE
171150
0
0
NORDSON CORP
COM
655663102
158496
600
SH
SOLE
600
0
0
NORFOLK SOUTHN CORP
COM
655844108
11408881
48265
SH
SOLE
48265
0
0
OSI SYSTEMS INC
COM
671044105
1387288
10750
SH
SOLE
10750
0
0
OCCIDENTAL PETE CORP
COM
674599105
3698079
61934
SH
SOLE
51934
0
10000
ON SEMICONDUCTOR CORP
COM
682189105
6410510
76745
SH
SOLE
76745
0
0
OSHKOSH CORP
COM
688239201
17036632
157150
SH
SOLE
157150
0
0
OWENS CORNING NEW
COM
690742101
15014217
101290
SH
SOLE
101290
0
0
PATTERSON-UTI ENERGY INC
COM
703481101
3906198
361685
SH
SOLE
361685
0
0
PERFORMANCE FOOD GROUP CO
COM
71377A103
3043
44
SH
SOLE
44
0
0
PHOTRONICS INC
COM
719405102
3425604
109200
SH
SOLE
109200
0
0
PIONEER NAT RES CO
COM
723787107
6538386
29075
SH
SOLE
29075
0
0
PURE CYCLE CORP
COM NEW
746228303
194763
18602
SH
SOLE
18602
0
0
QUEST RESOURCE HLDG CORP
COM NEW
74836W203
2056974
280624
SH
SOLE
280624
0
0
RAYMOND JAMES FINL INC
COM
754730109
833351
7474
SH
SOLE
7474
0
0
RTX CORPORATION
COM
75513E101
8458847
100533
SH
SOLE
100533
0
0
THE REAL GOOD FOOD COMPANY I
COM CL A
75601G109
1944056
1278984
SH
SOLE
1181284
0
97700
S&P GLOBAL INC
COM
78409V104
1707015
3875
SH
SOLE
3875
0
0
SBA COMMUNICATIONS CORP NEW
CL A
78410G104
3107703
12250
SH
SOLE
0
0
12250
SPDR S&P 500 ETF TR
TR UNIT
78462F103
47531
100
SH
SOLE
100
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
7833191
40975
SH
SOLE
40975
0
0
SS&C TECHNOLOGIES HLDGS INC
COM
78467J100
4271589
69900
SH
SOLE
54900
0
15000
SCHWAB CHARLES CORP
COM
808513105
2638480
38350
SH
SOLE
13350
0
25000
SELECT SECTOR SPDR TR
ENERGY
81369Y506
6749120
80500
SH
SOLE
80500
0
0
SHERWIN WILLIAMS CO
COM
824348106
140355
450
SH
SOLE
450
0
0
SHIMMICK CORPORATION
COM
82455M109
300300
45500
SH
SOLE
45500
0
0
SILICON MOTION TECHNOLOGY CO
SPONSORED ADR
82706C108
2579467
42100
SH
SOLE
42100
0
0
SPORTSMANS WHSE HLDGS INC
COM
84920Y106
329298
77300
SH
SOLE
77300
0
0
T-MOBILE US INC
COM
872590104
12730202
79400
SH
SOLE
69400
0
10000
TARGET CORP
COM
87612E106
85452
600
SH
SOLE
600
0
0
TARGA RES CORP
COM
87612G101
2102254
24200
SH
SOLE
13200
0
11000
3M CO
COM
88579Y101
10932
100
SH
SOLE
100
0
0
TIMKEN CO
COM
887389104
460863
5750
SH
SOLE
5750
0
0
TRANSDIGM GROUP INC
COM
893641100
976194
965
SH
SOLE
965
0
0
TWIN DISC INC
COM
901476101
927697
57407
SH
SOLE
57407
0
0
ULTA BEAUTY INC
COM
90384S303
44099
90
SH
SOLE
90
0
0
UNION PAC CORP
COM
907818108
54128508
220375
SH
SOLE
217375
0
3000
UNITED PARCEL SERVICE INC
CL B
911312106
2117102
13465
SH
SOLE
13465
0
0
VICI PPTYS INC
COM
925652109
95640
3000
SH
SOLE
3000
0
0
VISA INC
COM CL A
92826C839
12634786
48530
SH
SOLE
48530
0
0
VONTIER CORPORATION
COM
928881101
1088325
31500
SH
SOLE
31500
0
0
WABTEC
COM
929740108
10066343
79325
SH
SOLE
79325
0
0
WALGREENS BOOTS ALLIANCE INC
COM
931427108
483035
18500
SH
SOLE
18500
0
0
WESTROCK CO
COM
96145D105
141874
3417
SH
SOLE
3417
0
0
WILLIAMS COS INC
COM
969457100
7373511
211700
SH
SOLE
191700
0
20000
WILLSCOT MOBIL MINI HLDNG CO
COM CL A
971378104
5307738
119275
SH
SOLE
119275
0
0
WINTRUST FINL CORP
COM
97650W108
853300
9200
SH
SOLE
9200
0
0
XPERI INC
COMMON STOCK
98423J101
1439212
130600
SH
SOLE
130600
0
0