SKYLANDS CAPITAL, LLC Information

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

Report Date: 06/30/2014

Position Statistics

Total Positions 270
New Positions 42
Increased Positions 107
Decreased Positions 119
Positions with Activity 226
Sold Out Positions 18
Total Mkt Value (in $ millions) 990

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

Sector Weighting

Basic Materials 4.9%
Capital Goods 8.06%
Conglomerates 0.48%
Consumer Cyclical 5.91%
Consumer/Non-Cyclical 1.57%
Energy 6.1%
Financial 7.31%
Healthcare 4.31%
Services 23.83%
Technology 15.89%
Transportation 19.67%
Utilities

270 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNION PAC CORP COM 93,705 -3,429 (3.53) 864,275
CROWN CASTLE INTL CORP COM 79,757 471 .59 990,400
NORFOLK SOUTHERN CORP COM 49,291 -1,306 (2.58) 441,675
APPLE INC COM 42,636 -1,957 (4.39) 423,185
RYDER SYS INC COM 28,255 -4,656 (14.15) 314,050
GENERAL MTRS CO COM 26,212 342 1.32 820,650
LIBBEY INC COM 22,678 -1,103 (4.64) 863,600
COVIDIEN PLC SHS 20,300 -1,791 (8.11) 234,650
AMERICAN TOWER CORP NEW COM 20,154 -3,460 (14.65) 215,250
AMERCO COM 14,594 327 2.30 55,725
ON SEMICONDUCTOR CORP COM 14,308 1,329 10.24 1,600,400
GATX CORP COM 14,304 1,068 8.07 245,050
JPMORGAN CHASE & CO COM 13,319 -9 (0.07) 221,100
CSX CORP COM 13,295 519 4.06 414,690
SENSATA TECHNOLOGIES HLDG NV SHS 12,186 -931 (7.1) 273,650
KENNEDY-WILSON HLDGS INC COM 12,045 367 3.14 502,700
HALLIBURTON CO COM 11,728 -613 (4.97) 181,800
COGENT COMMUNICATIONS HLDGS IN COM NEW 11,523 5,452 89.79 342,850
VISA INC COM CL A 11,005 331 3.10 51,575
VERIFONE SYS INC COM 10,484 -851 (7.51) 304,950


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