Skylands Capital, LLC Buys Beacon Roofing Supply Inc, Coherent Inc, Walgreens Boots Alliance Inc, Sells Advanced Disposal Services Inc, Amerco Inc, Cogent Communications Holdings Inc

• New Purchases: WBA, MKSI, SF, GOOGL, IRDM, LOVE, TPIC, ALB, EXTN, BAC,
• Added Positions: BECN, COHR, CCK, FMC, AVYA, OSK, RES, DAL, LUV, NSC,
• Reduced Positions: CCOI, CWST, CBPX, KW, SIG, KRA, UNP, NLS, NCMI, AAPL,
• Sold Out: ADSW, UHAL, REVG, BABY, AWI, FSB, FTK, TWTR, LAKE, NCS,

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) - 455,900 shares, 8.54% of the total portfolio. Shares reduced by 4.87%
2. Apple Inc (AAPL) - 323,875 shares, 7.93% of the total portfolio. Shares reduced by 4.48%
3. Crown Castle International Corp (CCI) - 452,300 shares, 6.45% of the total portfolio. Shares reduced by 0.55%
4. General Motors Co (GM) - 919,000 shares, 4.79% of the total portfolio. Shares reduced by 1.97%
5. Coherent Inc (COHR) - 222,700 shares, 4.61% of the total portfolio. Shares added by 25.20%

Skylands Capital, LLC initiated holding in Walgreens Boots Alliance Inc. The purchase prices were between $59.7 and $68, with an estimated average price of $64.41. The stock is now traded at around $66.01. The impact to a portfolio due to this purchase was 0.69%. The holding were 86,725 shares as of 2018-06-30.

Skylands Capital, LLC initiated holding in MKS Instruments Inc. The purchase prices were between $93.1 and $122.25, with an estimated average price of $109.01. The stock is now traded at around $101.50. The impact to a portfolio due to this purchase was 0.47%. The holding were 36,950 shares as of 2018-06-30.

Skylands Capital, LLC initiated holding in Stifel Financial Corp. The purchase prices were between $52.25 and $61.61, with an estimated average price of $58.53. The stock is now traded at around $54.63. The impact to a portfolio due to this purchase was 0.45%. The holding were 64,550 shares as of 2018-06-30.

Skylands Capital, LLC initiated holding in Alphabet Inc. The purchase prices were between $1009.95 and $1184.07, with an estimated average price of $1087.78. The stock is now traded at around $1261.91. The impact to a portfolio due to this purchase was 0.37%. The holding were 2,475 shares as of 2018-06-30.

Skylands Capital, LLC initiated holding in Iridium Communications Inc. The purchase prices were between $11.1 and $17.85, with an estimated average price of $13.58. The stock is now traded at around $18.08. The impact to a portfolio due to this purchase was 0.32%. The holding were 148,300 shares as of 2018-06-30.

Skylands Capital, LLC initiated holding in The Lovesac Co. The purchase prices were between $20.75 and $23.99, with an estimated average price of $22.02. The stock is now traded at around $20.88. The impact to a portfolio due to this purchase was 0.27%. The holding were 100,000 shares as of 2018-06-30.

Skylands Capital, LLC added to a holding in Beacon Roofing Supply Inc by 75.29%. The purchase prices were between $39.52 and $54.72, with an estimated average price of $46.11. The stock is now traded at around $42.85. The impact to a portfolio due to this purchase was 1.36%. The holding were 561,800 shares as of 2018-06-30.

Skylands Capital, LLC added to a holding in Coherent Inc by 25.20%. The purchase prices were between $149.61 and $185.98, with an estimated average price of $169.42. The stock is now traded at around $172.64. The impact to a portfolio due to this purchase was 0.93%. The holding were 222,700 shares as of 2018-06-30.

Skylands Capital, LLC added to a holding in Crown Holdings Inc by 2140.84%. The purchase prices were between $43.72 and $52.41, with an estimated average price of $46.9. The stock is now traded at around $42.88. The impact to a portfolio due to this purchase was 0.62%. The holding were 109,801 shares as of 2018-06-30.

Skylands Capital, LLC added to a holding in FMC Corp by 29.13%. The purchase prices were between $74.99 and $92.4, with an estimated average price of $85.54. The stock is now traded at around $87.06. The impact to a portfolio due to this purchase was 0.39%. The holding were 147,600 shares as of 2018-06-30.

Skylands Capital, LLC added to a holding in Avaya Holdings Corp by 212.06%. The purchase prices were between $19.52 and $23.49, with an estimated average price of $22.09. The stock is now traded at around $21.08. The impact to a portfolio due to this purchase was 0.36%. The holding were 200,655 shares as of 2018-06-30.

Skylands Capital, LLC added to a holding in Oshkosh Corp by 30.14%. The purchase prices were between $68.85 and $81.63, with an estimated average price of $74.75. The stock is now traded at around $73.37. The impact to a portfolio due to this purchase was 0.35%. The holding were 164,500 shares as of 2018-06-30.

Skylands Capital, LLC sold out a holding in Advanced Disposal Services Inc. The sale prices were between $22.04 and $24.97, with an estimated average price of $23.23.

Skylands Capital, LLC sold out a holding in Amerco Inc. The sale prices were between $331.78 and $362.5, with an estimated average price of $347.96.

Skylands Capital, LLC sold out a holding in REV Group Inc. The sale prices were between $14.52 and $20.63, with an estimated average price of $17.74.

Skylands Capital, LLC sold out a holding in Natus Medical Inc. The sale prices were between $31.95 and $37.6, with an estimated average price of $35.03.

Skylands Capital, LLC sold out a holding in Franklin Financial Network Inc. The sale prices were between $32 and $39.4, with an estimated average price of $35.32.

Skylands Capital, LLC sold out a holding in Armstrong World Industries Inc. The sale prices were between $54.95 and $64.9, with an estimated average price of $59.56.