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SKYLANDS CAPITAL, LLC

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MILWAUKEE WI Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Skylands Capital is based out of Milwaukee. Skylands Capital is a hedge fund with 14 clients and discretionary assets under management (AUM) of $666,638,186 (Form ADV from 2023-04-26). Their last reported 13F filing for Q4 2023 included $679,318,057 in managed 13F securities and a top 10 holdings concentration of 41.45%. Skylands Capital's largest holding is Union Pacific Corp. with shares held of 220,375. Whalewisdom has at least 82 13F filings, and 14 13G filings

2023-12-31

Top Buys (13F)

Name % Change
GOOGL Alphabet Inc. Class 0.65%
OXY Occidental Petroleum 0.54%
XLE The Energy Select Se 0.41%
CSX CSX Corp 0.39%
GEHC GE HealthCare Techno 0.34%

2023-12-31

Top Sells (13F)

Name % Change
ARCH Arch Coal Inc 1.02%
FMC FMC Corp. (Food Mach 0.93%
TMUS T-Mobile US Inc 0.58%
LOPE Grand Canyon Educati 0.42%
WIRE Encore Wire Corp 0.4%

2023-12-31

13F Holdings Summary

Name $ Change
UNP Union Pacific Corp. 7.97%
ARCH Arch Coal Inc 6.21%
AAPL Apple Inc 5.81%
CCI Crown Castle Interna 4.45%
GM General Motors Co 3.92%

2023-12-31

13F Activity

Market Value $0.68b, Prior: $0.66b
New Purchases 4 stocks
Added To 43 stocks
Sold out of 9 stocks
Reduced holdings in 77 stocks
Top 10 Holdings % 41.45%
Turnover %[1] 9.03%
Turnover Alt %[2] 4.75%
Time Held Top 20 22.65 quarters
Time Held Top 10 25.7 quarters
Time Held All 25.88 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance