Skylands Capital, LLC - Q4 2020 holdings

$690 Million is the total value of Skylands Capital, LLC's 128 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .

 Value Shares↓ Weighting
MP NewMP MATERIALS CORP$8,162,000253,700
+100.0%
1.18%
VNT NewVONTIER CORPORATION$2,425,00072,600
+100.0%
0.35%
SIMO NewSILICON MOTION TECHNOLOGY COsponsored adr$778,00016,150
+100.0%
0.11%
ABBV NewABBVIE INC$621,0005,800
+100.0%
0.09%
TWIN NewTWIN DISC INC$390,00049,650
+100.0%
0.06%
NewACHIEVE LIFE SCIENCES INC$223,00027,500
+100.0%
0.03%
MCAC NewMOUNTAIN CREST ACQUISITION C$137,00013,000
+100.0%
0.02%
OXYWS NewOCCIDENTAL PETE CORP*w exp 08/03/202$029
+100.0%
0.00%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-02-09
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
UNION PAC CORP42Q3 202310.2%
APPLE INC42Q3 202311.6%
GENERAL MTRS CO42Q3 20235.3%
NORFOLK SOUTHN CORP42Q3 20235.7%
AMERICAN TOWER CORP NEW42Q3 20233.5%
FMC CORP42Q3 20233.7%
OSHKOSH CORP42Q3 20233.4%
VISA INC42Q3 20232.7%
BEACON ROOFING SUPPLY INC42Q3 20233.3%
COGENT COMMUNICATIONS HLDGS42Q3 20232.8%

View Skylands Capital, LLC's complete holdings history.

Latest significant ownerships (13-D/G)
Skylands Capital, LLC Q4 2020 significant holdings filed using form 13D/G when ownership exceeds 5% of a company's total stock issue.
FiledShares Percentage
FAMOUS DAVES OF AMERICA INCJanuary 23, 201490,4291.2%
LIBBEY INCSold outJanuary 29, 200900.0%
SPORT SUPPLY GROUP INCSold outJanuary 29, 200900.0%
FACTORY CARD & PARTY OUTLET CORPJanuary 09, 2007189,6025.7%
AFC ENTERPRISES INCJanuary 08, 20071,195,4834.1%

View Skylands Capital, LLC's complete significant-ownership history.

Latest filings
TypeFiled
13F-HR2024-05-03
13F-HR2024-02-05
SC 13G2024-01-08
SC 13G2024-01-08
13F-HR2023-10-27
13F-HR2023-08-03
13F-HR2023-05-04
13F-HR2023-02-09
SC 13G2023-02-07
SC 13G2023-02-07

View Skylands Capital, LLC's complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (689501000.0 != 689506000.0)

Export Skylands Capital, LLC's holdings