SKYLANDS CAPITAL, LLC Information

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

Report Date: 06/30/2015

Position Statistics

Total Positions 243
New Positions 19
Increased Positions 69
Decreased Positions 152
Positions with Activity 221
Sold Out Positions 14
Total Mkt Value (in $ millions) 916

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

Sector Weighting

Basic Materials 4.96%
Capital Goods 8.21%
Conglomerates 1.02%
Consumer Cyclical 7.6%
Consumer/Non-Cyclical 1.45%
Energy 2.3%
Financial 5.72%
Healthcare 3.53%
Services 23.92%
Technology 15.83%
Transportation 21.42%
Utilities

243 Positions as of 06/30/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNION PAC CORP COM 80,905 -1,343 (1.63) 828,100
CROWN CASTLE INTL CORP NEW COM 55,931 -1,369 (2.39) 686,525
NORFOLK SOUTHERN CORP COM 42,578 -1,133 (2.59) 496,250
APPLE INC COM 41,075 -1,964 (4.56) 335,665
AMERICAN TOWER CORP NEW COM 29,748 76 .26 313,300
GENERAL MTRS CO COM 27,371 -846 (3) 857,750
GATX CORP COM 21,722 2,134 10.90 415,250
AMERCO COM 21,433 -1,585 (6.89) 60,525
LIBBEY INC COM 18,904 -5,644 (22.99) 519,200
RYDER SYS INC COM 18,709 -2,964 (13.68) 203,425
LINCOLN ELEC HLDGS INC COM 17,571 -1,113 (5.96) 288,900
COGENT COMMUNICATIONS HLDGS IN COM NEW 16,247 871 5.66 517,750
KENNEDY-WILSON HLDGS INC COM 14,335 -264 (1.81) 572,500
TILE SHOP HLDGS INC COM 13,365 -2,215 (14.22) 958,725
CSX CORP COM 12,229 1,090 9.79 388,700
VISA INC COM CL A 11,251 -46 (0.41) 147,300
ON SEMICONDUCTOR CORP COM 10,881 -492 (4.33) 1,015,000
JPMORGAN CHASE & CO COM 10,819 -1,215 (10.1) 156,700
CORE MARK HOLDING CO INC COM 9,940 1,135 12.89 157,650
ROCK-TENN CO CL A 9,906 68 .69 159,850