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13F-HR filed by Skylands Capital, LLC

Skylands Capital, LLC filed this 13F-HR for the quarter ended 2013-06-30, filed 2013-07-25, with 219 holding rows worth $834,510,000.

Accession
0000891804-13-000940
Filed
2013-07-25
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2013

A holdings report, 219 entries on the cover page, a total value of $834,510,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $834,509,000 with VALUE read as thousands by filing date, 13F file number 028-10937. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Union Pacific Corporation907818108COM507,200$78,251,000thousands by filing date
Crown Castle228227104COM929,600$67,294,000thousands by filing date
NORFOLK SOUTHN CORP COM655844108Stock472,650$34,338,000thousands by filing date
RYDER SYS INC COM783549108Stock453,150$27,547,000thousands by filing date
Apple Inc037833100COM59,515$23,599,000thousands by filing date
LIBBEY INC529898108COM850,900$20,396,000thousands by filing date
Covidien LtdG2554F105SHS282,600$17,759,000thousands by filing date
TILE SHOP HLDGS INC88677Q109COMMON STOCK586,200$16,976,000thousands by filing date
American Tower Corporation03027X100COM222,800$16,302,000thousands by filing date
SPY78462F103SHS95,325$15,292,000thousands by filing date
HEWLETT PACKARD CO428236103COM566,900$14,059,000thousands by filing date
ITT EDUCATIONAL SERVICES INC45068B109COM547,550$13,360,000thousands by filing date
ON SEMICONDUCTOR CORP COM682189105Stock1,580,300$12,769,000thousands by filing date
UPBOUND GROUP INC COM76009N100Stock304,975$11,452,000thousands by filing date
E M C CORP MASS268648102COM471,100$11,127,000thousands by filing date
JPMorgan Chase & Co46625H100COM206,200$10,885,000thousands by filing date
GATX CORP COM361448103Stock224,400$10,643,000thousands by filing date
TRANSDIGM GROUP INC COM893641100Stock61,400$9,626,000thousands by filing date
Visa Inc92826C839COM52,300$9,558,000thousands by filing date
SCHWEITZER-MAUDUIT INTL INC808541106COM191,450$9,550,000thousands by filing date
CSX Corporation126408103COM409,550$9,497,000thousands by filing date
OCCIDENTAL PETE CORP674599105COM102,185$9,118,000thousands by filing date
KENNEDY-WILSON HOLDINGS INC489398107COM545,600$9,079,000thousands by filing date
SENSATA TECHNOLOGIES HOLDINGN7902X106COMMON STOCK-FO244,800$8,544,000thousands by filing date
CORE-MARK HOLDING CO INC218681104COMMON STOCK132,700$8,426,000thousands by filing date
GENERAL MTRS CO COM37045V100Stock241,000$8,028,000thousands by filing date
HALLIBURTON CO COM406216101Stock189,200$7,893,000thousands by filing date
NATIONAL OILWELL VARCO INC637071101COM111,150$7,658,000thousands by filing date
OWENS CORNING NEW690742101COM192,375$7,518,000thousands by filing date
ENERSYS COM29275Y102Stock148,200$7,268,000thousands by filing date
IGNITE RESTAURANT GROUP INC451730105COM369,205$6,967,000thousands by filing date
Cisco Systems,Inc.17275R102COM285,450$6,946,000thousands by filing date
MRC GLOBAL INC55345K103COM232,250$6,415,000thousands by filing date
VERIFONE SYS INC92342Y109COM363,750$6,115,000thousands by filing date
TERADATA CORP DEL88076W103COM121,075$6,082,000thousands by filing date
ROCKET COMPANIES CLA A CLASS A772739207COM60,675$6,060,000thousands by filing date
FLOTEK INDS INC DEL343389102COM309,800$5,558,000thousands by filing date
AFC ENTERPRISES INC00104Q107COM149,500$5,373,000thousands by filing date
BEACON ROOFING SUPPLY INC073685109COM140,850$5,335,000thousands by filing date
INGRAM MICRO INC457153104CL A278,600$5,291,000thousands by filing date
AVNET INC COM053807103Stock156,400$5,255,000thousands by filing date
LUFKIN INDS INC549764108COM58,575$5,182,000thousands by filing date
DRESSER-RAND GROUP INC261608103COM82,550$4,951,000thousands by filing date
CONSOLIDATED GRAPHICS INC209341106COMMON STOCK104,370$4,906,000thousands by filing date
WHITING PETE CORP NEW966387102COM105,975$4,884,000thousands by filing date
DENNYS CORP24869P104COM808,157$4,542,000thousands by filing date
PINNACLE ENTMT INC723456109COM219,400$4,316,000thousands by filing date
ECOLAB INC COM278865100Stock48,000$4,089,000thousands by filing date
TRIUMPH GROUP INC NEW896818101COM49,750$3,938,000thousands by filing date
FARO TECHNOLOGIES INC311642102COM107,100$3,622,000thousands by filing date
FAMOUS DAVE'S OF AMERICA307068106COM229,100$3,572,000thousands by filing date
DARLING INGREDIENTS INC COM237266101Stock190,950$3,563,000thousands by filing date
TRIMAS CORP896215209COM NEW95,500$3,560,000thousands by filing date
NORDSON CORP655663102COM51,175$3,547,000thousands by filing date
COGENT COMMUNICATIONS GROUP19239V302COM NEW125,600$3,536,000thousands by filing date
NWPX INFRASTRUCTURE INC667746101COM126,650$3,534,000thousands by filing date
CARMIKE CINEMAS INC143436400COMMON STOCK180,800$3,500,000thousands by filing date
PRAXAIR INC74005P104COM29,550$3,403,000thousands by filing date
ARROW ELECTRS INC042735100COM84,900$3,383,000thousands by filing date
Deere & Company244199105COM40,200$3,266,000thousands by filing date
BANKUNITED INC06652K103COM120,450$3,133,000thousands by filing date
CASELLA WASTE SYS INC147448104CL A715,700$3,085,000thousands by filing date
BED BATH & BEYOND INC075896100COM43,400$3,079,000thousands by filing date
CORNING INC219350105COM214,700$3,055,000thousands by filing date
WILLIAMS COS INC COM969457100Stock88,650$2,878,000thousands by filing date
Vaneck Vectors Gold Miners ETF57060u100COM115,575$2,830,000thousands by filing date
IRIDIUM COMMUNICATIONS INC46269C102COM363,700$2,822,000thousands by filing date
RAYMOND JAMES FINL INC COM754730109Stock65,300$2,807,000thousands by filing date
AAR CORP000361105COM126,850$2,788,000thousands by filing date
CVS Health Corporation126650100COM47,300$2,705,000thousands by filing date
PANERA BREAD CO69840W108CL A14,350$2,668,000thousands by filing date
Eaton Corp. PlcG29183103COM40,400$2,659,000thousands by filing date
CAPITOL FED FINL INC COM14057J101Stock217,000$2,635,000thousands by filing date
BLACKROCK INC CL A COM09247X101COM9,965$2,560,000thousands by filing date
JOS A BANK CLOTHIERS INC480838101COM61,565$2,544,000thousands by filing date
BRUNSWICK CORP117043109COM79,100$2,527,000thousands by filing date
Intel Corp458140100COM98,600$2,389,000thousands by filing date
International Business Machines Corporation459200101COM12,410$2,372,000thousands by filing date
GSI GROUP INC36191C205COM287,650$2,313,000thousands by filing date
COLUMBIA BKG SYS INC197236102COM96,000$2,286,000thousands by filing date
GRAHAM CORP384556106COM75,500$2,267,000thousands by filing date
GREENBRIER COS INC393657101COM92,400$2,252,000thousands by filing date
FMC CORP COM NEW302491303Stock35,390$2,161,000thousands by filing date
ROCKWOOD HLDGS INC774415103COM32,825$2,102,000thousands by filing date
OMNOVA SOLUTIONS INC682129101COMMON STOCK261,314$2,093,000thousands by filing date
CAMERON INTERNATIONAL CORP13342B105COM34,200$2,092,000thousands by filing date
PNC FINL SVCS GROUP INC COM693475105Stock28,650$2,089,000thousands by filing date
LEXMARK INTL NEW529771107CL A68,275$2,087,000thousands by filing date
APACHE CORP037411105COM23,800$1,995,000thousands by filing date
CASTLE AM & CO148411101COMMON STOCK126,300$1,990,000thousands by filing date
KAMAN CORP-CLASS A483548103COM55,325$1,912,000thousands by filing date
MCDERMOTT INTL INC580037109COM230,400$1,885,000thousands by filing date
GSE HOLDING INC36191X100COM324,870$1,881,000thousands by filing date
MATERION CORP576690101COM66,350$1,797,000thousands by filing date
JTH HLDG INC46637N103CL A109,400$1,778,000thousands by filing date
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock26,500$1,756,000thousands by filing date
CROWN HLDGS INC COM228368106Stock42,150$1,734,000thousands by filing date
DAVITA INC COM23918K108Stock14,340$1,732,000thousands by filing date
LINCOLN ELEC HLDGS INC533900106COM29,550$1,692,000thousands by filing date
ATRICURE INC04963C209COM176,200$1,674,000thousands by filing date
ASTRONICS CORP COM046433108Stock40,900$1,672,000thousands by filing date
JARDEN CORP471109108COM37,087$1,623,000thousands by filing date
IBERIABANK CORP450828108COM30,100$1,614,000thousands by filing date
DENBURY RES INC247916208COM NEW93,150$1,613,000thousands by filing date
NUANCE COMMUNICATIONS INC67020Y100COM87,000$1,601,000thousands by filing date
EXONE CO302104104COM25,650$1,583,000thousands by filing date
INTRALINKS HLDGS INC46118H104COM214,700$1,559,000thousands by filing date
IDEXX LABS INC COM45168D104Stock17,100$1,534,000thousands by filing date
FOSTER LB CO A350060109COMMON STOCK34,900$1,507,000thousands by filing date
TEAM INC878155100COM38,575$1,460,000thousands by filing date
AGILENT TECHNOLOGIES INC COM00846U101Stock34,000$1,454,000thousands by filing date
NOBLE CORPG65722100SHS38,350$1,441,000thousands by filing date
CENTRAL GARDEN PET CO153527106COMMON STOCK199,600$1,417,000thousands by filing date
LITTELFUSE INC COM537008104Stock18,700$1,395,000thousands by filing date
WW GRAINGER INC COM384802104Stock5,525$1,393,000thousands by filing date
MICROCHIP TECHNOLOGY INC. COM595017104Stock36,950$1,376,000thousands by filing date
CONSTELLATION BRANDS INC CL A21036P108Stock26,100$1,360,000thousands by filing date
INTERXION HOLDING N.VN47279109SHS51,000$1,333,000thousands by filing date
HOME BANCSHARES INC COM436893200Stock50,600$1,314,000thousands by filing date
ASBURY AUTOMOTIVE GROUP INC COM043436104Stock31,550$1,265,000thousands by filing date
FORD MOTOR CO345370100COMMON STOCK81,700$1,264,000thousands by filing date
CHART INDS INC16115Q308COM13,100$1,233,000thousands by filing date
LOGILITY SUPPLY CHAIN SOLUTIONS029683109COMMON STOCK141,500$1,230,000thousands by filing date
TEXAS CAP BANCSHARES INC88224Q107COM27,100$1,202,000thousands by filing date
UNITED RENTALS INC COM911363109Stock24,000$1,198,000thousands by filing date
MCGRAW HILL FINL INC580645109COM22,300$1,186,000thousands by filing date
U S G CORP903293405COM NEW50,100$1,155,000thousands by filing date
CROSS (A.T.) COMPANY227478104COMMON STOCK68,000$1,153,000thousands by filing date
CUMMINS INC COM231021106Stock10,515$1,140,000thousands by filing date
NEWMONT CORP651639106COM37,725$1,130,000thousands by filing date
ACCO BRANDS CORP COM00081T108Stock177,400$1,128,000thousands by filing date
BANK OF THE OZARKS063904106COM25,600$1,109,000thousands by filing date
M & T BK CORP COM55261F104Stock9,800$1,095,000thousands by filing date
RIGNET INC766582100COM41,100$1,047,000thousands by filing date
CITRIX SYSTEMS INC177376100COM16,800$1,014,000thousands by filing date
CHEFS WHSE INC163086101COM57,615$991,000thousands by filing date
WOODWARD INC COM980745103Stock24,500$980,000thousands by filing date
TITAN MACHY INC88830R101COM49,200$966,000thousands by filing date
TRIANGLE PETROLEUM NEW89600b102COM137,300$962,000thousands by filing date
NOBLE ENERGY INC655044105COM16,000$961,000thousands by filing date
MUELLER WTR PRODS INC COM SER A624758108Stock138,700$958,000thousands by filing date
TITAN INTERNATIONAL INC88830M102COMMON STOCK56,600$955,000thousands by filing date
CHUY'S HOLDINGS INC171604101COMMON STOCK24,900$955,000thousands by filing date
GRAFTECH INTERNATIONAL LTD384313102COMMON STOCK130,200$948,000thousands by filing date
FORTINET INC COM34959E109Stock52,000$910,000thousands by filing date
Hologic436440AA9CONV900,000$901,000thousands by filing date
ALEXANDER & BALDWIN INC014482103COMMON STOCK22,100$878,000thousands by filing date
FOSTER WHEELER LTDG36535139SHS40,077$870,000thousands by filing date
McDonalds Corporation580135101COM8,700$861,000thousands by filing date
WABTEC COM929740108Stock15,600$834,000thousands by filing date
KBR INC COM48242W106Stock25,000$813,000thousands by filing date
ZALECORPNEW988858106COM88,700$807,000thousands by filing date
MERIT MED SYS INC COM589889104Stock70,700$788,000thousands by filing date
CONTINENTAL RES INC212015101COM9,150$787,000thousands by filing date
QUAD / GRAPHICS INC747301109COM CL A31,950$770,000thousands by filing date
ASSOCIATED BANC-CORP045487105COM49,100$764,000thousands by filing date
DEVON ENERGY CORP NEW COM25179M103Stock14,679$762,000thousands by filing date
VISHAY PRECISION GROUP INC92835K103COM50,350$762,000thousands by filing date
CORE LABORATORIES N VN22717107COM5,000$758,000thousands by filing date
SPARK NETWORKS INC84651P100COM85,000$718,000thousands by filing date
TANGOE INC/CT87582Y108COM44,900$693,000thousands by filing date
NATUS MEDICAL INC639050103COM48,700$665,000thousands by filing date
HARMAN INTL INDS INC413086109COM12,200$661,000thousands by filing date
MARCUS CORPORATION566330106COMMON STOCK51,800$659,000thousands by filing date
TIMKEN CO887389104COM11,250$633,000thousands by filing date
BREAD FINANCIAL HOLDINGS INC018581108COM3,425$620,000thousands by filing date
CENOVUS ENERGY INC15135U109COM20,500$585,000thousands by filing date
Caterpillar Inc.149123101COM6,950$573,000thousands by filing date
FUTUREFUEL CORP36116M106COMMON STOCK40,000$567,000thousands by filing date
RAND LOGISTICS INC752182105COM109,705$563,000thousands by filing date
KONA GRILL INC50047H201COM47,200$553,000thousands by filing date
SHARPS COMPLIANCE CORP820017101COM209,100$548,000thousands by filing date
NORTHERN TECHNOLOGIES INTL C665809109COM48,400$542,000thousands by filing date
MIDSOUTH BANCORP INC598039105COMMON STOCK34,000$528,000thousands by filing date
MARTIN MARIETTA MATLS INC COM573284106Stock5,100$502,000thousands by filing date
CTPARTNERS EXECUTIVE SEARCH IN22945C105COMM STK113,822$499,000thousands by filing date
OLYMPIC STEEL INC COM68162K106Stock20,000$490,000thousands by filing date
GENOMED INC37243C102COM28,782$485,000thousands by filing date
CAPITOL ACQUISITION CORP II14056V204UNIT47,900$484,000thousands by filing date
GLOBAL POWER EQUIPMENT GRP I37941P306COM PAR $0.0129,801$480,000thousands by filing date
OM GROUP INC670872100COM13,600$421,000thousands by filing date
POWERSECURE INTERNATIONAL IN73936N105COM27,800$418,000thousands by filing date
NXSTAGE MEDICAL INC67072V103COMMON STOCK28,000$400,000thousands by filing date
FLEETMATICS GROUP PLCG35569105COM10,600$352,000thousands by filing date
CONSOL ENERGY INC20854P109COM12,600$341,000thousands by filing date
NEWPORT CORP651824104COM23,700$330,000thousands by filing date
IPG PHOTONICS CORP44980X109COM5,300$322,000thousands by filing date
MERIDIAN BIOSCIENCE INC589584101COMMON STOCK14,800$318,000thousands by filing date
IHS INC451734107CL A3,000$313,000thousands by filing date
ARMSTRONG WORLD INDS INC NEW04247X102COM6,300$301,000thousands by filing date
ANADARKO PETROLEUM CORP032511107COM3,450$296,000thousands by filing date
CINEMARK HLDGS INC COM17243V102Stock10,400$290,000thousands by filing date
SPDR GOLD TR78463V107GOLD SHS2,415$288,000thousands by filing date
RENTECH INC COM760112102COM130,000$273,000thousands by filing date
Matrix Service Company576853105COM17,100$266,000thousands by filing date
TRUE RELIGION APPAREL INC89784N104COM8,300$263,000thousands by filing date
COVANTA HLDG CORP22282EAC6NOTE 3.250% 6/0200,000$258,000thousands by filing date
BRIGHTCOVE INC10921T101COM26,500$232,000thousands by filing date
CRUMBS BAKE SHOP228803102COM188,500$224,000thousands by filing date
SARATOGA RES INC803521103COM144,500$221,000thousands by filing date
MasterCard, Inc57636Q104COM275$158,000thousands by filing date
PARKER-HANNIFIN CORP COM701094104Stock1,450$138,000thousands by filing date
DIAMOND OFFSHORE DRILLING IN25271C102COM1,650$114,000thousands by filing date
iShares Russell 2000 ETF464287655SHS1,000$97,000thousands by filing date
PowerShares QQQ Trust Unit Ser73935A104COM1,300$93,000thousands by filing date
3M CO COM88579Y101Stock800$87,000thousands by filing date
CLIFFS NATURAL RESOURCES18683K101COMMON STOCK3,000$49,000thousands by filing date
OSHKOSH CORP COM688239201Stock1,100$42,000thousands by filing date
HARLEY DAVIDSON INC COM412822108Stock700$38,000thousands by filing date
Stryker Corporation863667101COM500$32,000thousands by filing date
SBA COMMUNICATIONS CORP78388J106COMMON STOCK400$30,000thousands by filing date
TARGET CORP COM87612E106Stock400$28,000thousands by filing date
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock300$22,000thousands by filing date
POOL CORP COM73278L105Stock414$22,000thousands by filing date
AMETEK INC COM031100100Stock450$19,000thousands by filing date
RANGE RES CORP COM75281A109Stock100$8,000thousands by filing date
HORSEHEAD HLDG CORP440694305COM509$7,000thousands by filing date
ROYAL GOLD INC780287108COM50$2,000thousands by filing date
POLYONE CORP73179P106COM75$2,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000891804-13-000940this filing2013-07-25acceptance time not in the bulk data set