SKYLANDS CAPITAL, LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 244
New Positions 19
Increased Positions 90
Decreased Positions 139
Positions with Activity 229
Sold Out Positions 21
Total Mkt Value (in $ millions) 942

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

Sector Weighting

Basic Materials 4.41%
Capital Goods 10.28%
Conglomerates 0.37%
Consumer Cyclical 5.97%
Consumer/Non-Cyclical 2.19%
Energy 6.79%
Financial 8%
Healthcare 3.67%
Services 25.15%
Technology 13.68%
Transportation 18.45%
Utilities

244 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNION PAC CORP COM 87,211 -6,361 (6.8) 460,000
CROWN CASTLE INTL CORP COM 72,552 4,672 6.88 981,500
NORFOLK SOUTHERN CORP COM 45,353 -2,667 (5.55) 471,100
RYDER SYS INC COM 30,650 -5,002 (14.03) 382,700
APPLE INC COM 26,693 -5,630 (17.42) 50,850
LIBBEY INC COM 25,062 1,747 7.50 921,041
GENERAL MTRS CO COM 23,040 4,769 26.10 678,050
AMERICAN TOWER CORP NEW COM 21,216 -736 (3.35) 256,700
COVIDIEN PLC SHS 18,003 -1,649 (8.39) 257,700
GATX CORP COM 16,471 -1,618 (8.94) 244,850
SENSATA TECHNOLOGIES HLDG BV A SHS 14,964 4,636 44.89 334,400
SPDR S&P 500 ETF TR TR UNIT 12,432 -1,780 (12.53) 66,700
JPMORGAN CHASE & CO COM 12,228 133 1.10 221,450
TILE SHOP HLDGS INC COM 12,221 4,559 59.49 857,600
VERIFONE SYS INC COM 12,017 382 3.28 368,050
ON SEMICONDUCTOR CORP COM 12,008 -1,160 (8.81) 1,256,050
HALLIBURTON CO COM 11,653 606 5.49 191,350
AMERCO COM 10,901 6,551 150.63 43,860
KENNEDY-WILSON HLDGS INC COM 10,644 -726 (6.39) 491,850
VISA INC COM CL A 10,616 -457 (4.13) 51,050