Skylands Capital Llc (1299910) Portfolio


Number of Companies: 149
Inflow: $40,811 K
Outflow: $-63,680 K
Net Flow: $-22,869 K
2016-06-30: Recent SEC Filing
2016-03-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
1010 25 Coherent Inc (COHR) Semiconductor Devices 49,300 Added More 37,700 $91.78 $3,460 $4,524
246 2 Scotts Miracle-Gro Co-Cl A (SMG) Home Improvement 114,800 Added More 44,650 $69.91 $3,121 $8,025
31 1 Signet Jewelers Ltd (SIG) Jewelry And Watch Stores 37,700 New Holding 37,700 $82.41 $3,106 $3,106
693 2 Kennedy-Wilson Holdings Inc (KW) Real Estate Owners And Developers 549,800 Added More 156,300 $18.96 $2,963 $10,424
3079 54 Apple Inc (AAPL) Communications Equipment 375,915 Added More 26,550 $95.60 $2,538 $35,937
106 1 Core-Mark Holding Co Inc (CORE) Food Products Wholesalers 114,300 Added More 49,300 $46.86 $2,310 $5,356
167 2 Comscore Inc (SCOR) Information Services 170,217 Added More 82,193 $23.88 $1,962 $4,064
2950 8 General Motors Co (GM) Automobiles 887,500 Added More 67,300 $28.30 $1,904 $25,116
151 1 Zebra Technologies Corp-Cl A (ZBRA) Office Electronics 28,000 New Holding 28,000 $50.10 $1,402 $1,402
2865 6 Norfolk Southern Corp (NSC) Rail Freight 176,200 Added More 16,350 $85.13 $1,391 $14,999
853 1 Casella Waste Systems Inc-A (CWST) Waste Management 1,589,712 Added More 173,062 $7.85 $1,358 $12,479
2314 20 Gentherm Inc (THRM) Auto Parts 132,000 Added More 33,450 $34.25 $1,145 $4,521
2921 14 Delta Air Lines Inc (DAL) Airlines 242,550 Added More 30,150 $36.43 $1,098 $8,836
3021 55 Celgene Corp (CELG) Biotech 39,475 Added More 11,075 $98.63 $1,092 $3,893
3072 34 Microsoft Corp (MSFT) Infrastructure Software 20,000 New Holding 20,000 $51.17 $1,023 $1,023
55 1 Home Bancshares Inc (HOMB) Banks 104,800 Added More 51,300 $19.79 $1,015 $2,073
2911 4 Cme Group Inc (CME) Security And Cmdty Exchanges 17,750 Added More 10,250 $97.40 $998 $1,728
1644 7 Allied Motion Technologies (AMOT) Measurement Instruments 40,800 New Holding 40,800 $23.26 $949 $949
668 6 Cepheid Inc (CPHD) Life Science Equipment 30,150 New Holding 30,150 $30.75 $927 $927
2225 16 Tennant Co (TNC) Industrial Machinery 15,398 New Holding 15,398 $53.87 $829 $829
2394 25 Atricure Inc (ATRC) Medical Devices 92,597 Added More 37,597 $14.13 $531 $1,308
3001 7 Raytheon Company (RTN) Defense Primes 8,550 Added More 3,850 $135.95 $523 $1,162
1999 42 Rambus Inc (RMBS) Semiconductor Devices 39,350 New Holding 39,350 $12.08 $475 $475
2764 31 Harman International (HAR) Auto Parts 6,425 New Holding 6,425 $71.82 $461 $461
191 1 Verifone Systems Inc (PAY) Transaction Mgmt Systems 182,100 Added More 19,300 $18.54 $357 $3,376
3032 17 Cvs Health Corp (CVS) Food And Drug Stores 18,550 Added More 3,650 $95.74 $349 $1,775
3060 21 Blackrock Inc (BLK) Investment Management 5,000 Added More 1,000 $342.53 $342 $1,712
2289 28 Dunkin Brands Group Inc (DNKN) Restaurants 56,400 Added More 7,400 $43.62 $322 $2,460
3049 6 General Electric Co (GE) Electrical Power Equipment 10,000 New Holding 10,000 $31.48 $314 $314
4 1 Newell Rubbermaid Inc (NWL) Home And Office Furnishings 6,096 New Holding 6,096 $48.57 $296 $296
2054 12 Boingo Wireless Inc (WIFI) Internet Based Services 690,850 Added More 31,700 $8.92 $282 $6,162
1150 21 Phi Inc-Voting (PHII) Oil And Gas Services And Equip 14,950 New Holding 14,950 $16.67 $249 $249
504 20 Carbonite Inc (CARB) Application Software 25,350 New Holding 25,350 $9.73 $246 $246
3070 18 Home Depot Inc (HD) Home Products Stores 12,200 Added More 1,800 $127.69 $229 $1,557
2964 15 United Continental Holdings (UAL) Airlines 5,000 New Holding 5,000 $41.04 $205 $205
2993 54 Schlumberger Ltd (SLB) Oil And Gas Services And Equip 2,290 New Holding 2,290 $79.08 $181 $181
2623 14 Restoration Hardware Holding (RH) Home Products Stores 23,350 Added More 6,100 $28.68 $174 $669
2415 6 Kennametal Inc (KMT) Metalworking Machinery 22,750 Added More 7,750 $22.11 $171 $503
48 2 Beacon Roofing Supply Inc (BECN) Home Products Stores 22,700 Added More 3,550 $45.47 $161 $1,032
876 3 Escalade Inc (ESCA) Sporting Goods 34,700 Added More 15,350 $10.24 $157 $355
2266 17 Rexnord Corp (RXN) Industrial Machinery 70,600 Added More 3,900 $19.63 $76 $1,385
1170 23 Orbcomm Inc (ORBC) Telecom Carriers 587,150 Added More 6,300 $9.95 $62 $5,842
281 2 Headwaters Inc (HW) Non Wood Building Materials 111,250 Added More 1,900 $17.94 $34 $1,995
1319 5 Pinnacle Entertainment Inc (PNK) Casinos And Gaming 300 New Holding 300 $11.08 $3 $3
2954 29 Stryker Corp (SYK) Medical Devices 700 No Change 0 $119.83 $0 $83
2749 30 Gentex Corp (GNTX) Auto Parts 500 No Change 0 $15.45 $0 $7
175 2 3m Co (MMM) Containers And Packaging 1,340 No Change 0 $175.12 $0 $234
2971 79 Occidental Petroleum Corp (OXY) Exploration And Production 4,300 No Change 0 $75.56 $0 $324
729 5 Smith Ao Corp (AOS) Comml And Res Bldg Equip And Sys 11,000 No Change 0 $88.11 $0 $969
3037 33 Mastercard Inc-Class A (MA) Consumer Finance 2,050 No Change 0 $88.06 $0 $180
2994 16 Corning Inc (GLW) Electronics Components 2,200 No Change 0 $20.48 $0 $45
1988 1 Rent-A-Center Inc (RCII) Consumer Goods Rental 700 No Change 0 $12.28 $0 $8
2935 78 Anadarko Petroleum Corp (APC) Exploration And Production 2,275 No Change 0 $53.25 $0 $121
2656 18 Parker Hannifin Corp (PH) Flow Control Equipment 50 No Change 0 $108.05 $0 $5
2782 28 Agilent Technologies Inc (A) Life Science Equipment 9,750 No Change 0 $44.36 $0 $432
2640 15 Ametek Inc (AME) Measurement Instruments 787 No Change 0 $46.23 $0 $36
2558 14 Sba Communications Corp-Cl A (SBAC) Infrastructure Construction 30,000 No Change 0 $107.94 $0 $3,238
2996 7 Target Corp (TGT) Mass Merchants 1,500 No Change 0 $69.82 $0 $104
3071 42 Intl Business Machines Corp (IBM) It Services 240 No Change 0 $151.78 $0 $36
3030 69 Intel Corp (INTC) Semiconductor Devices 400 No Change 0 $32.80 $0 $13
260 1 Pool Corp (POOL) Other Wholesalers 414 No Change 0 $94.03 $0 $38
1856 11 Itt Educational Services Inc (ESI) Educational Services 110,800 Sold Some -1,200 $1.92 $-2 $212
2471 21 Albemarle Corp (ALB) Specialty Chemicals 0 Sold All -48 $79.31 $-3 $0
907 7 Marcus Corporation (MCS) Entertainment Facilities 40,500 Sold Some -200 $21.10 $-4 $854
2401 4 Harley-Davidson Inc (HOG) Automobiles 2,375 Sold Some -100 $45.30 $-4 $107
301 1 Brunswick Corp (BC) Recreational Vehicles 12,500 Sold Some -100 $45.32 $-4 $566
2246 244 Columbia Banking System Inc (COLB) Banks 20,300 Sold Some -200 $28.06 $-5 $569
2379 250 Bankunited Inc (BKU) Banks 82,750 Sold Some -300 $30.72 $-9 $2,542
554 3 Crown Holdings Inc (CCK) Containers And Packaging 5,600 Sold Some -200 $50.67 $-10 $283
3068 39 Mcdonalds Corp (MCD) Restaurants 2,000 Sold Some -125 $120.34 $-15 $240
2438 31 Wendys Cothe (WEN) Restaurants 118,850 Sold Some -1,700 $9.62 $-16 $1,143
2979 53 Cisco Systems Inc (CSCO) Communications Equipment 123,600 Sold Some -600 $28.69 $-17 $3,546
939 8 Destination Maternity Corp (DEST) Specialty Apparel Stores 73,000 Sold Some -4,000 $5.88 $-23 $429
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 1,415 Sold Some -35 $715.62 $-25 $1,012
331 4 Raymond James Financial Inc (RJF) Institutional Brokerage 51,400 Sold Some -550 $49.30 $-27 $2,534
1661 11 Xerium Technologies Inc (XRM) Industrial Machinery 589,580 Sold Some -5,020 $6.38 $-32 $3,761
2973 23 Constellation Brands Inc-A (STZ) Beverages 12,800 Sold Some -200 $165.40 $-33 $2,117
195 2 Eagle Materials Inc (EXP) Cement And Aggregates 37,600 Sold Some -550 $77.15 $-42 $2,900
489 31 Glacier Bancorp Inc (GBCI) Banks 85,750 Sold Some -1,700 $26.58 $-45 $2,279
1948 9 Nn Inc (NNBR) Flow Control Equipment 428,500 Sold Some -3,413 $13.99 $-47 $5,994
2832 19 Williams Cos Inc (WMB) Midstream Oil And Gas 7,200 Sold Some -2,250 $21.63 $-48 $155
2466 11 Fmc Corp (FMC) Agricultural Chemicals 14,175 Sold Some -1,300 $46.31 $-60 $656
118 5 Bank Of The Ozarks (OZRK) Banks 20,400 Sold Some -2,200 $37.52 $-82 $765
114 1 Armstrong World Industries (AWI) Home Improvement 27,500 Sold Some -2,600 $39.15 $-101 $1,076
1934 36 Phi Inc-Non Voting (PHIIK) Oil And Gas Services And Equip 67,545 Sold Some -5,900 $17.88 $-105 $1,207
2893 52 Halliburton Co (HAL) Oil And Gas Services And Equip 99,750 Sold Some -2,450 $45.29 $-110 $4,517
3052 34 Visa Inc-Class A Shares (V) Consumer Finance 122,200 Sold Some -1,500 $74.17 $-111 $9,063
38 3 Continental Resources Incok (CLR) Exploration And Production 5,070 Sold Some -2,700 $45.27 $-122 $229
2703 9 Owens Corning (OC) Non Wood Building Materials 104,225 Sold Some -2,450 $51.52 $-126 $5,369
2726 27 Lululemon Athletica Inc (LULU) Specialty Apparel Stores 0 Sold All -2,000 $73.86 $-147 $0
2925 29 Alliance Data Systems Corp (ADS) Consumer Finance 3,425 Sold Some -800 $195.92 $-156 $671
2661 28 Lyondellbasell Indu-Cl A (LYB) Basic And Diversified Chemicals 7,550 Sold Some -2,300 $74.42 $-171 $561
1589 2 Wabtec Corp (WAB) Railroad Rolling Stock 8,100 Sold Some -2,500 $70.23 $-175 $568
471 1 Nautilus Inc (NLS) Sporting Goods 43,550 Sold Some -11,250 $17.84 $-200 $776
674 18 Ceva Inc (CEVA) Semiconductor Devices 16,250 Sold Some -7,950 $27.17 $-216 $441
2788 12 Cummins Inc (CMI) Commercial Vehicles 600 Sold Some -2,250 $112.44 $-252 $67
2596 18 Community Health Systems Inc (CYH) Health Care Facilities 0 Sold All -26,800 $12.05 $-322 $0
2995 32 Tjx Companies Inc (TJX) Specialty Apparel Stores 25,750 Sold Some -4,300 $77.23 $-332 $1,988
1434 13 Ignite Restaurant Group Inc (IRG) Restaurants 860,920 Sold Some -215,300 $1.56 $-335 $1,343
827 7 Kirklands Inc (KIRK) Home Products Stores 36,800 Sold Some -24,900 $14.68 $-365 $540
2 1 Yahoo Inc (YHOO) Internet Media 25,000 Sold Some -10,000 $37.56 $-375 $939
909 4 Enersys (ENS) Renewable Energy Equipment 45,500 Sold Some -6,500 $59.47 $-386 $2,705
3034 27 Sherwin-Williams Cothe (SHW) Specialty Chemicals 6,780 Sold Some -1,430 $293.67 $-419 $1,991
2402 11 Lumber Liquidators Holdings (LL) Home Products Stores 46,450 Sold Some -27,250 $15.42 $-420 $716
856 8 Astronics Corp (ATRO) Aircraft And Parts 105,098 Sold Some -12,700 $33.26 $-422 $3,495
1913 20 Bloomin Brands Inc (BLMN) Restaurants 437,500 Sold Some -23,650 $17.87 $-422 $7,818
268 4 Triumph Group Inc (TGI) Aircraft And Parts 39,150 Sold Some -11,950 $35.50 $-424 $1,389
2237 13 Faro Technologies Inc (FARO) Measurement Instruments 46,200 Sold Some -13,650 $33.83 $-461 $1,562
2670 7 Oshkosh Corp (OSK) Construction And Mining Machinery 93,750 Sold Some -9,700 $47.71 $-462 $4,472
883 5 Sterling Construction Co (STRL) Infrastructure Construction 0 Sold All -96,082 $4.91 $-471 $0
2633 17 Emc Corpma (EMC) Computer Hardware And Storage 225,750 Sold Some -17,900 $27.17 $-486 $6,133
325 21 Capitol Federal Financial In (CFFN) Banks 36,900 Sold Some -35,900 $13.95 $-500 $514
2765 15 Hertz Global Holdings Inc (HTZ) Automotive Retailers 33,500 Sold Some -47,250 $11.07 $-523 $370
1808 10 Skullcandy Inc (SKUL) Consumer Electronics 0 Sold All -86,492 $6.14 $-531 $0
2037 22 Kona Grill Inc (KONA) Restaurants 0 Sold All -49,550 $10.72 $-531 $0
2655 2 Sensata Technologies Holding (ST) Factory Automation Equipment 72,600 Sold Some -15,800 $34.89 $-551 $2,533
19 1 Weyerhaeuser Co (WY) Reit 54,620 Sold Some -19,720 $29.77 $-587 $1,626
2547 15 Nordson Corp (NDSN) Flow Control Equipment 5,725 Sold Some -7,075 $83.61 $-591 $478
3057 15 Jpmorgan Chase And Co (JPM) Diversified Banks 127,350 Sold Some -9,700 $62.14 $-602 $7,913
62 2 Panera Bread Company-Class A (PNRA) Restaurants 17,000 Sold Some -2,925 $211.94 $-619 $3,602
3051 57 Gilead Sciences Inc (GILD) Biotech 18,400 Sold Some -8,800 $83.42 $-734 $1,534
2612 12 Darling Ingredients Inc (DAR) Agricultural Producers 0 Sold All -49,314 $14.90 $-734 $0
880 2 Lincoln Electric Holdings (LECO) Metalworking Machinery 49,650 Sold Some -12,650 $59.08 $-747 $2,933
2975 25 Transdigm Group Inc (TDG) Aircraft And Parts 16,190 Sold Some -2,835 $263.69 $-747 $4,269
2923 7 Martin Marietta Materials (MLM) Cement And Aggregates 10,750 Sold Some -4,225 $192.00 $-811 $2,064
2102 24 Chuys Holdings Inc (CHUY) Restaurants 42,550 Sold Some -24,750 $34.61 $-856 $1,472
698 7 Trinity Biotech Plc (TRIB) Life Science Equipment 161,069 Sold Some -83,281 $11.34 $-944 $1,826
2482 22 Tumi Holdings Inc (TUMI) Apparel Footwear And Acc Design 19,100 Sold Some -36,200 $26.74 $-967 $510
717 2 1-800-Flowerscom Inc-Cl A (FLWS) Ecommerce Discretionary 107,300 Sold Some -109,000 $9.02 $-983 $967
2219 42 Flotek Industries Inc (FTK) Oil And Gas Services And Equip 121,100 Sold Some -79,350 $13.20 $-1,047 $1,598
328 3 Gatx Corp (GMT) Commercial Finance 242,182 Sold Some -24,018 $43.97 $-1,056 $10,648
407 4 Carmike Cinemas Inc (CKEC) Entertainment Facilities 8,900 Sold Some -35,250 $30.12 $-1,061 $268
1925 2 Rogers Corp (ROG) Rubber And Plastic 88,320 Sold Some -18,660 $61.10 $-1,140 $5,396
1810 10 Orion Marine Group Inc (ORN) Infrastructure Construction 0 Sold All -226,500 $5.31 $-1,202 $0
1819 39 Digitalglobe Inc (DGI) Telecom Carriers 135,150 Sold Some -59,600 $21.39 $-1,274 $2,890
2566 57 Cogent Communications Holdin (CCOI) Telecom Carriers 314,000 Sold Some -32,850 $40.06 $-1,315 $12,578
1749 11 Libbey Inc (LBY) Home Improvement 460,300 Sold Some -84,200 $15.89 $-1,337 $7,314
2831 5 Kansas City Southern (KSU) Rail Freight 0 Sold All -15,000 $90.09 $-1,351 $0
1833 15 Intralinks Holdings Inc (IL) Infrastructure Software 0 Sold All -222,650 $6.50 $-1,447 $0
1675 1 Hill International Inc (HIL) Construction Related Pro Svcs 0 Sold All -364,816 $4.07 $-1,484 $0
2933 13 Ulta Salon Cosmetics And Fragr (ULTA) Other Spec Retail Discr 3,800 Sold Some -6,500 $243.64 $-1,583 $925
2662 9 Ryder System Inc (R) Logistics Services 102,100 Sold Some -32,925 $61.14 $-2,013 $6,242
2617 3 Csx Corp (CSX) Rail Freight 372,300 Sold Some -85,400 $26.08 $-2,227 $9,709
1714 8 Amerco (UHAL) Commercial Finance 35,415 Sold Some -6,560 $374.55 $-2,457 $13,264
2112 7 Lifelock Inc (LOCK) Other Commercial Services 310,250 Sold Some -180,050 $15.81 $-2,846 $4,905
2046 9 Tile Shop Hldgs Inc (TTS) Home Products Stores 589,100 Sold Some -154,400 $19.88 $-3,069 $11,711
2565 32 Krispy Kreme Doughnuts Inc (KKD) Restaurants 61,200 Sold Some -147,500 $20.96 $-3,091 $1,282
2989 128 American Tower Corp (AMT) Reit 158,500 Sold Some -36,550 $113.61 $-4,152 $18,007
3019 8 Union Pacific Corp (UNP) Rail Freight 577,900 Sold Some -83,475 $87.25 $-7,283 $50,421