Skylands Capital, LLC Buys Beacon Roofing Supply Inc, United Parcel Service Inc, Oshkosh Corp, Sells Casella Waste Systems Inc, NN Inc, Amerco Inc

• New Purchases: UPS, REVG, HK, XEC, RES, BABY, DNB, AVYA, CNTY, TWTR,
• Added Positions: COHR, BECN, OSK, GM, ADSW, CMCO, FMC, KW, C, UNP,
• Reduced Positions: CWST, NNBR, UHAL, SBAC, CMA, GATX, UNVR, NCMI, ORBC, TJX,
• Sold Out: CNK, OA, ATRC, AQUA, BOJA, CISN, OAS, CERN, AOS, JOB,

For the details of Skylands Capital, LLC's stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=Skylands+Capital%2C+LLC

1. Union Pacific Corp (UNP) - 479,250 shares, 8.49% of the total portfolio. Shares added by 2.37%
2. Apple Inc (AAPL) - 339,075 shares, 7.5% of the total portfolio. Shares added by 0.51%
3. Crown Castle International Corp (CCI) - 454,800 shares, 6.57% of the total portfolio. Shares added by 0.43%
4. General Motors Co (GM) - 937,450 shares, 4.49% of the total portfolio. Shares added by 9.21%
5. Coherent Inc (COHR) - 177,875 shares, 4.39% of the total portfolio. Shares added by 19.78%

Skylands Capital, LLC initiated holding in United Parcel Service Inc. The purchase prices were between $101.66 and $134.09, with an estimated average price of $115.59. The stock is now traded at around $110.08. The impact to a portfolio due to this purchase was 0.46%. The holding were 33,450 shares as of 2018-03-31.

Skylands Capital, LLC initiated holding in REV Group Inc. The purchase prices were between $20.58 and $32.79, with an estimated average price of $27.16. The stock is now traded at around $18.67. The impact to a portfolio due to this purchase was 0.35%. The holding were 128,850 shares as of 2018-03-31.

Skylands Capital, LLC initiated holding in Halcon Resources Corp. The purchase prices were between $4.69 and $8.54, with an estimated average price of $6.76. The stock is now traded at around $5.31. The impact to a portfolio due to this purchase was 0.32%. The holding were 493,550 shares as of 2018-03-31.

Skylands Capital, LLC initiated holding in Cimarex Energy Co. The purchase prices were between $91.62 and $128.66, with an estimated average price of $107.01. The stock is now traded at around $100.23. The impact to a portfolio due to this purchase was 0.31%. The holding were 25,100 shares as of 2018-03-31.

Skylands Capital, LLC initiated holding in RPC Inc. The purchase prices were between $17.05 and $26.59, with an estimated average price of $20.96. The stock is now traded at around $18.98. The impact to a portfolio due to this purchase was 0.28%. The holding were 116,400 shares as of 2018-03-31.

Skylands Capital, LLC initiated holding in Natus Medical Inc. The purchase prices were between $28.15 and $38, with an estimated average price of $31.65. The stock is now traded at around $36.17. The impact to a portfolio due to this purchase was 0.24%. The holding were 53,094 shares as of 2018-03-31.

Skylands Capital, LLC added to a holding in Beacon Roofing Supply Inc by 40.85%. The purchase prices were between $52.09 and $66.08, with an estimated average price of $57.51. The stock is now traded at around $51.87. The impact to a portfolio due to this purchase was 0.65%. The holding were 320,500 shares as of 2018-03-31.

Skylands Capital, LLC added to a holding in Oshkosh Corp by 47.23%. The purchase prices were between $75.99 and $96.24, with an estimated average price of $85.22. The stock is now traded at around $81.16. The impact to a portfolio due to this purchase was 0.41%. The holding were 126,400 shares as of 2018-03-31.

Skylands Capital, LLC added to a holding in Advanced Disposal Services Inc by 50.81%. The purchase prices were between $21.62 and $24.43, with an estimated average price of $23.18. The stock is now traded at around $22.87. The impact to a portfolio due to this purchase was 0.35%. The holding were 349,900 shares as of 2018-03-31.

Skylands Capital, LLC added to a holding in Columbus McKinnon Corp by 72.60%. The purchase prices were between $34.65 and $44.42, with an estimated average price of $38.36. The stock is now traded at around $37.29. The impact to a portfolio due to this purchase was 0.3%. The holding were 149,900 shares as of 2018-03-31.

Skylands Capital, LLC added to a holding in FMC Corp by 28.43%. The purchase prices were between $73.11 and $98.17, with an estimated average price of $86.24. The stock is now traded at around $82.23. The impact to a portfolio due to this purchase was 0.25%. The holding were 114,300 shares as of 2018-03-31.

Skylands Capital, LLC added to a holding in Alliance Data Systems Corp by 36.28%. The purchase prices were between $212.86 and $276.37, with an estimated average price of $244.84. The stock is now traded at around $207.75. The impact to a portfolio due to this purchase was 0.15%. The holding were 20,340 shares as of 2018-03-31.

Skylands Capital, LLC sold out a holding in Cinemark Holdings Inc. The sale prices were between $33.73 and $43.31, with an estimated average price of $37.97.

Skylands Capital, LLC sold out a holding in Orbital ATK Inc. The sale prices were between $130.52 and $132.84, with an estimated average price of $132.

Skylands Capital, LLC sold out a holding in AtriCure Inc. The sale prices were between $15.05 and $21.03, with an estimated average price of $18.06.

Skylands Capital, LLC sold out a holding in Evoqua Water Technologies Corp. The sale prices were between $20.74 and $25.19, with an estimated average price of $23.

Skylands Capital, LLC sold out a holding in Bojangles Inc. The sale prices were between $11.6 and $14.9, with an estimated average price of $12.82.

Skylands Capital, LLC sold out a holding in Cision Ltd. The sale prices were between $11.34 and $12.67, with an estimated average price of $11.89.