SKYLANDS CAPITAL, LLC Information

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

Report Date: 12/31/2016

Position Statistics

Total Positions 198
New Positions 18
Increased Positions 61
Decreased Positions 99
Positions with Activity 160
Sold Out Positions 17
Total Mkt Value (in $ millions) 694

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

Sector Weighting

Energy 2.77%
Basic Materials 3.93%
Industrials 25.3%
Consumer Cyclicals 19.78%
Consumer Non-Cyclicals 2.13%
Financials 17.92%
Healthcare 4.34%
Technology 18.68%
Telecommunication Services 5%
Utilities 0.14%

198 Positions as of 12/31/2016

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNION PAC CORP COM 51,819 -4,802 (8.48) 471,850
CROWN CASTLE INTL CORP NEW COM 48,488 -2,262 (4.46) 543,400
APPLE INC COM 47,742 -1,819 (3.67) 351,765
COHERENT INC COM 33,662 11,195 49.83 173,875
GENERAL MTRS CO COM 31,942 -849 (2.59) 858,200
COGENT COMMUNICATIONS HLDGS IN COM NEW 18,688 2,423 14.90 443,906
CASELLA WASTE SYS INC CL A 18,630 -684 (3.54) 1,637,100
AMERCO COM 14,443 590 4.26 37,888
NORFOLK SOUTHERN CORP COM 13,420 -7,219 (34.98) 109,300
AMERICAN TOWER CORP NEW COM 12,011 -3,795 (24.01) 111,100
KENNEDY-WILSON HLDGS INC COM 11,577 882 8.25 543,500
ARCH COAL INC CL A 11,204 11,204 New 147,252
VISA INC COM CL A 10,902 652 6.36 124,650
JPMORGAN CHASE & CO COM 10,385 -298 (2.79) 115,100
MICHAELS COS INC COM 9,789 6,078 163.78 471,100
TILE SHOP HLDGS INC COM 9,195 -1,622 (14.99) 519,474
EXACT SCIENCES CORP COM 8,659 1,657 23.66 434,900
DELTA AIR LINES INC DEL COM NEW 8,391 -651 (7.2) 163,800
CSX CORP COM 8,361 -5,798 (40.95) 172,250
BLOOMIN BRANDS INC COM 8,164 -280 (3.32) 432,850