SKYLANDS CAPITAL, LLC Information

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

Report Date: 12/31/2014

Position Statistics

Total Positions 269
New Positions 20
Increased Positions 96
Decreased Positions 156
Positions with Activity 252
Sold Out Positions 39
Total Mkt Value (in $ millions) 980

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

Sector Weighting

Basic Materials 5.27%
Capital Goods 9.59%
Conglomerates 0.64%
Consumer Cyclical 8.79%
Consumer/Non-Cyclical 1.34%
Energy 2.88%
Financial 5.28%
Healthcare 2.85%
Services 22.79%
Technology 16.14%
Transportation 21.27%
Utilities

269 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNION PAC CORP COM 91,002 -409 (0.45) 840,200
CROWN CASTLE INTL CORP NEW COM 58,610 -18,375 (23.87) 710,075
NORFOLK SOUTHERN CORP COM 52,304 7,752 17.40 508,200
APPLE INC COM 43,330 -2,108 (4.64) 348,230
LIBBEY INC COM 34,592 -2,702 (7.25) 866,750
GENERAL MTRS CO COM 32,848 1,590 5.09 875,950
RYDER SYS INC COM 24,916 -2,569 (9.35) 262,575
AMERICAN TOWER CORP NEW COM 24,653 9,396 61.59 261,850
GATX CORP COM 20,774 5,688 37.70 358,300
AMERCO COM 20,756 726 3.62 62,822
LINCOLN ELEC HLDGS INC COM 19,715 6,044 44.21 301,500
ON SEMICONDUCTOR CORP COM 16,457 -1,308 (7.36) 1,358,950
TILE SHOP HLDGS INC COM 15,608 3,667 30.72 1,288,848
COGENT COMMUNICATIONS HLDGS IN COM NEW 14,796 -617 (4) 418,800
ROCK-TENN CO CL A 13,974 -722 (4.92) 216,650
KENNEDY-WILSON HLDGS INC COM 12,726 -372 (2.84) 486,850
CSX CORP COM 11,693 -1,984 (14.5) 353,050
JPMORGAN CHASE & CO COM 10,777 -839 (7.22) 177,900
SENSATA TECHNOLOGIES HLDG NV SHS 10,355 -2,631 (20.26) 180,250
PLUM CREEK TIMBER CO INC COM 10,315 -72 (0.69) 237,400


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