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13F-HR filed by Skylands Capital, LLC

Skylands Capital, LLC filed this 13F-HR for the quarter ended 2013-09-30, filed 2013-10-22, with 225 holding rows worth $897,323,000.

Accession
0000891804-13-001291
Filed
2013-10-22
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2013

A holdings report, 225 entries on the cover page, a total value of $897,323,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $897,324,000 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 Corporation907818108COM493,550$76,668,000thousands by filing date
Crown Castle228227104COM918,300$67,063,000thousands by filing date
NORFOLK SOUTHN CORP COM655844108Stock498,800$38,582,000thousands by filing date
Apple Inc037833100COM61,575$29,356,000thousands by filing date
RYDER SYS INC COM783549108Stock445,150$26,575,000thousands by filing date
LIBBEY INC529898108COM856,822$20,375,000thousands by filing date
American Tower Corporation03027X100COM265,600$19,689,000thousands by filing date
GENERAL MTRS CO COM37045V100Stock537,700$19,341,000thousands by filing date
COVIDIEN PLCG2554F113SHS281,300$17,142,000thousands by filing date
TILE SHOP HLDGS INC88677Q109COMMON STOCK537,700$15,857,000thousands by filing date
ITT EDUCATIONAL SERVICES INC45068B109COM490,450$15,204,000thousands by filing date
SPY78462F103SHS76,250$12,811,000thousands by filing date
GATX CORP COM361448103Stock268,900$12,778,000thousands by filing date
JPMorgan Chase & Co46625H100COM219,050$11,323,000thousands by filing date
E M C CORP MASS268648102COM417,025$10,659,000thousands by filing date
CSX Corporation126408103COM400,550$10,310,000thousands by filing date
Visa Inc92826C839COM53,250$10,176,000thousands by filing date
HEWLETT PACKARD CO428236103COM483,400$10,147,000thousands by filing date
ON SEMICONDUCTOR CORP COM682189105Stock1,377,400$10,067,000thousands by filing date
OCCIDENTAL PETE CORP674599105COM105,335$9,853,000thousands by filing date
KENNEDY-WILSON HOLDINGS INC489398107COM525,400$9,751,000thousands by filing date
UPBOUND GROUP INC COM76009N100Stock244,600$9,322,000thousands by filing date
SENSATA TECHNOLOGIES HOLDINGN7902X106COMMON STOCK-FO230,800$8,833,000thousands by filing date
HALLIBURTON CO COM406216101Stock181,400$8,734,000thousands by filing date
NATIONAL OILWELL VARCO INC637071101COM108,300$8,459,000thousands by filing date
CORE-MARK HOLDING CO INC218681104COMMON STOCK126,950$8,435,000thousands by filing date
SCHWEITZER-MAUDUIT INTL INC808541106COM135,900$8,226,000thousands by filing date
ENERSYS COM29275Y102Stock135,016$8,186,000thousands by filing date
VERIFONE SYS INC92342Y109COM356,350$8,146,000thousands by filing date
FLOTEK INDS INC DEL343389102COM343,200$7,894,000thousands by filing date
OWENS CORNING NEW690742101COM197,875$7,515,000thousands by filing date
ISHARES464286848EXCHANGE TRADED618,100$7,368,000thousands by filing date
TRANSDIGM GROUP INC COM893641100Stock50,750$7,039,000thousands by filing date
BEACON ROOFING SUPPLY INC073685109COM180,750$6,664,000thousands by filing date
TRIUMPH GROUP INC NEW896818101COM94,800$6,657,000thousands by filing date
Cisco Systems,Inc.17275R102COM282,025$6,608,000thousands by filing date
MRC GLOBAL INC55345K103COM241,350$6,468,000thousands by filing date
CONSOLIDATED GRAPHICS INC209341106COMMON STOCK111,825$6,269,000thousands by filing date
IGNITE RESTAURANT GROUP INC451730105COM402,800$6,251,000thousands by filing date
ROCKET COMPANIES CLA A CLASS A772739207COM60,675$6,145,000thousands by filing date
TERADATA CORP DEL88076W103COM109,000$6,043,000thousands by filing date
WHITING PETE CORP NEW966387102COM100,625$6,022,000thousands by filing date
AFC ENTERPRISES INC00104Q107COM133,900$5,837,000thousands by filing date
DRESSER-RAND GROUP INC261608103COM92,650$5,781,000thousands by filing date
AVNET INC COM053807103Stock113,400$4,730,000thousands by filing date
Intel Corp458140100COM204,700$4,692,000thousands by filing date
DENNYS CORP24869P104COM750,000$4,643,000thousands by filing date
ECOLAB INC COM278865100Stock46,950$4,637,000thousands by filing date
CARMIKE CINEMAS INC143436400COMMON STOCK198,300$4,378,000thousands by filing date
ARMSTRONG WORLD INDS INC NEW04247X102COM77,800$4,276,000thousands by filing date
COGENT COMMUNICATIONS GROUP19239V302COM NEW125,600$4,051,000thousands by filing date
TRIMAS CORP896215209COM NEW108,200$4,037,000thousands by filing date
BANKUNITED INC06652K103COM125,550$3,916,000thousands by filing date
PINNACLE ENTMT INC723456109COM151,500$3,795,000thousands by filing date
NORDSON CORP655663102COM51,075$3,761,000thousands by filing date
DARLING INGREDIENTS INC COM237266101Stock174,050$3,683,000thousands by filing date
PANERA BREAD CO69840W108CL A22,750$3,607,000thousands by filing date
BED BATH & BEYOND INC075896100COM45,450$3,516,000thousands by filing date
FARO TECHNOLOGIES INC311642102COM81,700$3,445,000thousands by filing date
NWPX INFRASTRUCTURE INC667746101COM104,600$3,439,000thousands by filing date
PRAXAIR INC74005P104COM28,450$3,420,000thousands by filing date
CASELLA WASTE SYS INC147448104CL A567,200$3,261,000thousands by filing date
WILLIAMS COS INC COM969457100Stock89,050$3,238,000thousands by filing date
U HAUL HOLDING COMPANY023586100COM17,500$3,222,000thousands by filing date
INGRAM MICRO INC457153104CL A135,300$3,119,000thousands by filing date
CORNING INC219350105COM213,500$3,115,000thousands by filing date
MANITEX INTL INC563420108COMMON STOCK284,300$3,107,000thousands by filing date
FAMOUS DAVE'S OF AMERICA307068106COM193,050$3,106,000thousands by filing date
Deere & Company244199105COM36,900$3,003,000thousands by filing date
ARROW ELECTRS INC042735100COM61,800$2,999,000thousands by filing date
International Business Machines Corporation459200101COM15,835$2,932,000thousands by filing date
CONSTELLATION BRANDS INC CL A21036P108Stock51,000$2,927,000thousands by filing date
RAYMOND JAMES FINL INC COM754730109Stock68,500$2,854,000thousands by filing date
BLACKROCK INC CL A COM09247X101COM10,515$2,846,000thousands by filing date
Mallinckrodt PlcG5785G107SHS63,062$2,780,000thousands by filing date
AVIS BUDGET GROUP INC053774105COM94,800$2,733,000thousands by filing date
CVS Health Corporation126650100COM47,100$2,673,000thousands by filing date
Eaton Corp. PlcG29183103COM37,800$2,602,000thousands by filing date
GSI GROUP INC36191C205COM270,900$2,584,000thousands by filing date
BRUNSWICK CORP117043109COM64,500$2,574,000thousands by filing date
IRIDIUM COMMUNICATIONS INC46269C102COM367,250$2,527,000thousands by filing date
DENBURY RES INC247916208COM NEW135,700$2,517,000thousands by filing date
Vaneck Vectors Gold Miners ETF57060u100COM99,585$2,492,000thousands by filing date
JOS A BANK CLOTHIERS INC480838101COM56,575$2,484,000thousands by filing date
APACHE CORP037411105COM28,950$2,465,000thousands by filing date
FMC CORP COM NEW302491303Stock34,340$2,463,000thousands by filing date
WORLD WRESTLING ENTMT INC98156Q108CL A237,800$2,418,000thousands by filing date
SIRONA DENTAL SYSTEMS INC82966C103COM35,900$2,403,000thousands by filing date
COLUMBIA BKG SYS INC197236102COM95,800$2,366,000thousands by filing date
CAPITOL FED FINL INC COM14057J101Stock190,100$2,363,000thousands by filing date
IDEXX LABS INC COM45168D104Stock22,175$2,210,000thousands by filing date
ROCKWOOD HLDGS INC774415103COM32,725$2,189,000thousands by filing date
LYONDELLBASELL INDUSTRIES NV SHS - A -N53745100Stock28,600$2,094,000thousands by filing date
SPARK NETWORKS INC84651P100COM249,924$2,079,000thousands by filing date
PNC FINL SVCS GROUP INC COM693475105Stock28,600$2,072,000thousands by filing date
ASTRONICS CORP COM046433108Stock41,600$2,068,000thousands by filing date
JTH HLDG INC46637N103CL A108,967$2,065,000thousands by filing date
FOX FACTORY HLDG CORP35138V102COM105,050$2,024,000thousands by filing date
KAMAN CORP-CLASS A483548103COM53,450$2,024,000thousands by filing date
CASTLE AM & CO148411101COMMON STOCK124,600$2,006,000thousands by filing date
CAMERON INTERNATIONAL CORP13342B105COM34,000$1,985,000thousands by filing date
OMNOVA SOLUTIONS INC682129101COMMON STOCK230,500$1,971,000thousands by filing date
IPG PHOTONICS CORP44980X109COM34,850$1,964,000thousands by filing date
TEAM INC878155100COM48,975$1,947,000thousands by filing date
LINCOLN ELEC HLDGS INC533900106COM29,100$1,939,000thousands by filing date
HOME BANCSHARES INC COM436893200Stock62,100$1,887,000thousands by filing date
INTRALINKS HLDGS INC46118H104COM205,100$1,805,000thousands by filing date
CHEFS WHSE INC163086101COM77,350$1,787,000thousands by filing date
TITAN MACHY INC88830R101COM107,100$1,721,000thousands by filing date
CROSS (A.T.) COMPANY227478104COMMON STOCK88,252$1,679,000thousands by filing date
KONA GRILL INC50047H201COM144,229$1,676,000thousands by filing date
CHUY'S HOLDINGS INC171604101COMMON STOCK46,200$1,658,000thousands by filing date
ATRICURE INC04963C209COM149,918$1,646,000thousands by filing date
AGILENT TECHNOLOGIES INC COM00846U101Stock32,000$1,640,000thousands by filing date
EXONE CO302104104COM37,200$1,585,000thousands by filing date
DAVITA INC COM23918K108Stock27,750$1,579,000thousands by filing date
IBERIABANK CORP450828108COM29,900$1,552,000thousands by filing date
IHS INC451734107CL A13,500$1,541,000thousands by filing date
GREENBRIER COS INC393657101COM61,100$1,511,000thousands by filing date
CUMMINS INC COM231021106Stock11,315$1,503,000thousands by filing date
LEXMARK INTL NEW529771107CL A45,300$1,495,000thousands by filing date
EXACT SCIENCES CORP COM30063P105Stock124,100$1,464,000thousands by filing date
MCGRAW HILL FINL INC580645109COM22,300$1,463,000thousands by filing date
DEVON ENERGY CORP NEW COM25179M103Stock25,179$1,454,000thousands by filing date
GRAHAM CORP384556106COM40,100$1,449,000thousands by filing date
INTERXION HOLDING N.VN47279109SHS65,000$1,446,000thousands by filing date
U S G CORP903293405COM NEW50,500$1,443,000thousands by filing date
TEXAS CAP BANCSHARES INC88224Q107COM31,100$1,427,000thousands by filing date
VISHAY PRECISION GROUP INC92835K103COM97,650$1,421,000thousands by filing date
UNITED RENTALS INC COM911363109Stock24,150$1,408,000thousands by filing date
NEWMONT CORP651639106COM49,500$1,391,000thousands by filing date
CROWN HLDGS INC COM228368106Stock32,350$1,368,000thousands by filing date
NOBLE CORPH5833N103COMMON STOCK-FO35,500$1,341,000thousands by filing date
ZALECORPNEW988858106COM87,700$1,333,000thousands by filing date
FOSTER LB CO A350060109COMMON STOCK29,100$1,331,000thousands by filing date
RIGNET INC766582100COM36,000$1,302,000thousands by filing date
POWERSECURE INTERNATIONAL IN73936N105COM79,600$1,278,000thousands by filing date
ZOETIS INC CL A98978V103Stock40,400$1,257,000thousands by filing date
TITAN INTERNATIONAL INC88830M102COMMON STOCK84,400$1,236,000thousands by filing date
BANK OF THE OZARKS063904106COM25,500$1,222,000thousands by filing date
WW GRAINGER INC COM384802104Stock4,625$1,210,000thousands by filing date
CHART INDS INC16115Q308COM9,800$1,206,000thousands by filing date
AAR CORP000361105COM44,000$1,203,000thousands by filing date
MCDERMOTT INTL INC580037109COM156,700$1,164,000thousands by filing date
MUELLER WTR PRODS INC COM SER A624758108Stock144,300$1,153,000thousands by filing date
CONTROL4 CORP21240D107COM66,350$1,149,000thousands by filing date
NUANCE COMMUNICATIONS INC67020Y100COM57,500$1,074,000thousands by filing date
NOBLE ENERGY INC655044105COM16,000$1,072,000thousands by filing date
ASBURY AUTOMOTIVE GROUP INC COM043436104Stock20,100$1,069,000thousands by filing date
LOGILITY SUPPLY CHAIN SOLUTIONS029683109COMMON STOCK121,700$1,039,000thousands by filing date
LITTELFUSE INC COM537008104Stock12,950$1,013,000thousands by filing date
ACCO BRANDS CORP COM00081T108Stock149,100$990,000thousands by filing date
WABTEC COM929740108Stock15,600$981,000thousands by filing date
AZZ INC COM002474104Stock22,700$950,000thousands by filing date
Hologic436440AA9CONV825,000$924,000thousands by filing date
ASCENT INDUSTRIES CO871565107COM55,000$901,000thousands by filing date
MARTIN MARIETTA MATLS INC COM573284106Stock9,125$896,000thousands by filing date
MATERION CORP576690101COM27,900$894,000thousands by filing date
CORE LABORATORIES N VN22717107COM5,000$846,000thousands by filing date
FOSTER WHEELER AGH27178104COM31,500$830,000thousands by filing date
MARCUS CORPORATION566330106COMMON STOCK56,995$828,000thousands by filing date
CONTINENTAL RES INC212015101COM7,700$826,000thousands by filing date
QUALITY DISTR INC FLA74756M102COM89,100$823,000thousands by filing date
JABIL INC COM466313103Stock37,300$809,000thousands by filing date
KBR INC COM48242W106Stock24,100$787,000thousands by filing date
FLEETMATICS GROUP PLCG35569105COM20,475$769,000thousands by filing date
M & T BK CORP COM55261F104Stock6,800$761,000thousands by filing date
ASSOCIATED BANC-CORP045487105COM48,900$757,000thousands by filing date
WEYERHAEUSER CO COM NEW962166104REIT25,450$729,000thousands by filing date
BREAD FINANCIAL HOLDINGS INC018581108COM3,325$703,000thousands by filing date
GRAFTECH INTERNATIONAL LTD384313102COMMON STOCK82,500$697,000thousands by filing date
JARDEN CORP471109108COM14,050$680,000thousands by filing date
COHERENT INC192479103COM11,000$675,000thousands by filing date
OM GROUP INC670872100COM19,900$672,000thousands by filing date
McDonalds Corporation580135101COM6,950$669,000thousands by filing date
SHARPS COMPLIANCE CORP820017101COM214,400$658,000thousands by filing date
Caterpillar Inc.149123101COM7,350$613,000thousands by filing date
QUAD / GRAPHICS INC747301109COM CL A19,200$583,000thousands by filing date
MIDSOUTH BANCORP INC598039105COMMON STOCK36,200$561,000thousands by filing date
NORTHERN TECHNOLOGIES INTL C665809109COM31,300$532,000thousands by filing date
TRINITY BIOTECH PLC896438306SPON ADR NEW24,400$531,000thousands by filing date
HARMAN INTL INDS INC413086109COM8,000$530,000thousands by filing date
CTPARTNERS EXECUTIVE SEARCH IN22945C105COMM STK111,022$524,000thousands by filing date
GSE HOLDING INC36191X100COM245,568$511,000thousands by filing date
GENOMED INC37243C102COM28,782$503,000thousands by filing date
NXSTAGE MEDICAL INC67072V103COMMON STOCK37,900$499,000thousands by filing date
ROGERS CORP COM775133101Stock7,862$468,000thousands by filing date
CAPITOL ACQUISITION CORP II14056V204UNIT43,400$444,000thousands by filing date
ALEXANDER & BALDWIN INC NEW014491104COM11,400$411,000thousands by filing date
TRIANGLE PETROLEUM NEW89600b102COM40,700$400,000thousands by filing date
PHI INC-NON VOTING69336T205COM10,500$396,000thousands by filing date
CARDIOVASCULAR SYSTEMS INC141619106COMMON STOCK18,795$377,000thousands by filing date
MERIT MED SYS INC COM589889104Stock29,800$361,000thousands by filing date
iShares Russell 2000 ETF464287655SHS3,200$341,000thousands by filing date
Matrix Service Company576853105COM16,900$332,000thousands by filing date
CINEMARK HLDGS INC COM17243V102Stock10,400$330,000thousands by filing date
TIMKEN CO887389104COM5,350$323,000thousands by filing date
CENOVUS ENERGY INC15135U109COM10,750$321,000thousands by filing date
UNITED ONLINE INC911268100COM40,200$320,000thousands by filing date
ANADARKO PETROLEUM CORP032511107COM3,425$318,000thousands by filing date
TANGOE INC/CT87582Y108COM12,950$309,000thousands by filing date
SPDR GOLD TR78463V107GOLD SHS2,400$308,000thousands by filing date
MICROCHIP TECHNOLOGY INC. COM595017104Stock7,300$294,000thousands by filing date
SARATOGA RES INC803521103COM109,000$259,000thousands by filing date
QUINPARIO ACQUISITION CORP74874R207UNIT25,000$254,000thousands by filing date
CONSOL ENERGY INC20854P109COM5,000$168,000thousands by filing date
PARKER-HANNIFIN CORP COM701094104Stock1,450$158,000thousands by filing date
MasterCard, Inc57636Q104COM195$131,000thousands by filing date
RAND LOGISTICS INC752182105COM23,100$113,000thousands by filing date
DIAMOND OFFSHORE DRILLING IN25271C102COM1,650$104,000thousands by filing date
PowerShares QQQ Trust Unit Ser73935A104COM1,300$103,000thousands by filing date
3M CO COM88579Y101Stock800$96,000thousands by filing date
OSHKOSH CORP COM688239201Stock1,100$54,000thousands by filing date
HARLEY DAVIDSON INC COM412822108Stock700$45,000thousands by filing date
Stryker Corporation863667101COM500$34,000thousands by filing date
OLYMPIC STEEL INC COM68162K106Stock1,200$33,000thousands by filing date
SBA COMMUNICATIONS CORP78388J106COMMON STOCK400$32,000thousands by filing date
TARGET CORP COM87612E106Stock400$26,000thousands by filing date
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock300$25,000thousands by filing date
POOL CORP COM73278L105Stock414$23,000thousands by filing date
CRUMBS BAKE SHOP228803102COM20,001$22,000thousands by filing date
AMETEK INC COM031100100Stock450$21,000thousands by filing date
RANGE RES CORP COM75281A109Stock100$8,000thousands by filing date
ROYAL GOLD INC780287108COM50$2,000thousands by filing date
POLYONE CORP73179P106COM75$2,000thousands by filing date

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000891804-13-001291this filing2013-10-22acceptance time not in the bulk data set