SKYLANDS CAPITAL, LLC Information

1200 NORTH MAYFAIR ROAD, MILWAUKEE, Wisconsin, 53226, (414) 256-3380

Report Date: 09/30/2014

Position Statistics

Total Positions 273
New Positions 19
Increased Positions 94
Decreased Positions 153
Positions with Activity 247
Sold Out Positions 24
Total Mkt Value (in $ millions) 979

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 5.47%
Capital Goods 8.47%
Conglomerates 0.3%
Consumer Cyclical 7.57%
Consumer/Non-Cyclical 1.59%
Energy 3.81%
Financial 6.9%
Healthcare 5.02%
Services 15.56%
Technology 16.01%
Transportation 19.74%
Utilities

273 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNION PAC CORP COM 94,694 -2,278 (2.35) 843,975
CROWN CASTLE INTL CORP NEW COM 70,391 -4,355 (5.83) 932,700
NORFOLK SOUTHERN CORP COM 44,296 -901 (1.99) 432,875
APPLE INC COM 38,981 -6,192 (13.71) 365,175
LIBBEY INC COM 27,875 2,114 8.21 934,456
GENERAL MTRS CO COM 25,615 396 1.57 833,550
RYDER SYS INC COM 25,339 -2,135 (7.77) 289,650
COVIDIEN PLC SHS 21,160 -2,244 (9.59) 212,150
AMERCO COM 16,096 1,301 8.79 60,625
AMERICAN TOWER CORP NEW COM 15,521 -5,095 (24.72) 162,050
COGENT COMMUNICATIONS HLDGS IN COM NEW 14,793 3,167 27.24 436,250
CSX CORP COM 14,317 -61 (0.42) 412,940
ON SEMICONDUCTOR CORP COM 14,031 -1,276 (8.34) 1,466,950
GATX CORP COM 13,981 814 6.18 260,200
LINCOLN ELEC HLDGS INC COM 13,904 11,127 400.78 209,077
ROCK-TENN CO CL A 13,425 742 5.85 227,850
VISA INC COM CL A 12,943 -127 (0.97) 51,075
KENNEDY-WILSON HLDGS INC COM 12,427 -40 (0.32) 501,100
SENSATA TECHNOLOGIES HLDG NV SHS 11,388 -2,398 (17.39) 226,050
JPMORGAN CHASE & CO COM 11,204 -1,715 (13.28) 191,750