- New Purchases: MGM, OZK, SATS, TWTR, CVIA, MTZ, EVER, NCR, RUSHA, XRAY,
- Added Positions: MKSI, OSK, EXP, BLK, FMC, OC, BECN, MTX, APOG, TWIN,
- Reduced Positions: CBPX, AAPL, UNP, WBA, CCOI, DSW, KRA, CCI, DLTH, SIG,
- Sold Out: FTD, ZBRA, ALB, CHRA, CEVA, CMA, COLB, DIN, CLH, EVOP,
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
These are the top 5 holdings of Skylands Capital, LLC- Union Pacific Corp (UNP) - 427,025 shares, 8.98% of the total portfolio. Shares reduced by 6.33%
- Apple Inc (AAPL) - 295,700 shares, 8.62% of the total portfolio. Shares reduced by 8.7%
- Crown Castle International Corp (CCI) - 421,200 shares, 6.06% of the total portfolio. Shares reduced by 6.88%
- Coherent Inc (COHR) - 218,500 shares, 4.86% of the total portfolio. Shares reduced by 1.89%
- General Motors Co (GM) - 928,700 shares, 4.04% of the total portfolio. Shares added by 1.06%
Skylands Capital, LLC initiated holding in MGM Resorts International. The purchase prices were between $26.75 and $31.52, with an estimated average price of $28.98. The stock is now traded at around $26.90. The impact to a portfolio due to this purchase was 0.52%. The holding were 143,400 shares as of 2018-09-30.
New Purchase: Bank OZK (OZK)Skylands Capital, LLC initiated holding in Bank OZK. The purchase prices were between $37.96 and $46.81, with an estimated average price of $41.11. The stock is now traded at around $26.02. The impact to a portfolio due to this purchase was 0.39%. The holding were 79,750 shares as of 2018-09-30.
New Purchase: EchoStar Corp (SATS)Skylands Capital, LLC initiated holding in EchoStar Corp. The purchase prices were between $44.3 and $49.3, with an estimated average price of $46.98. The stock is now traded at around $43.29. The impact to a portfolio due to this purchase was 0.35%. The holding were 57,700 shares as of 2018-09-30.
New Purchase: Twitter Inc (TWTR)Skylands Capital, LLC initiated holding in Twitter Inc. The purchase prices were between $28.46 and $46.65, with an estimated average price of $35.4. The stock is now traded at around $28.57. The impact to a portfolio due to this purchase was 0.32%. The holding were 87,450 shares as of 2018-09-30.
New Purchase: Covia Holdings Corp (CVIA)Skylands Capital, LLC initiated holding in Covia Holdings Corp. The purchase prices were between $8.97 and $18.56, with an estimated average price of $13.78. The stock is now traded at around $6.12. The impact to a portfolio due to this purchase was 0.31%. The holding were 269,700 shares as of 2018-09-30.
New Purchase: MasTec Inc (MTZ)Skylands Capital, LLC initiated holding in MasTec Inc. The purchase prices were between $40.65 and $53.2, with an estimated average price of $46.32. The stock is now traded at around $43.46. The impact to a portfolio due to this purchase was 0.26%. The holding were 45,382 shares as of 2018-09-30.
Added: MKS Instruments Inc (MKSI)Skylands Capital, LLC added to a holding in MKS Instruments Inc by 188.43%. The purchase prices were between $78.95 and $102.8, with an estimated average price of $91.35. The stock is now traded at around $73.85. The impact to a portfolio due to this purchase was 0.72%. The holding were 106,575 shares as of 2018-09-30.
Added: Oshkosh Corp (OSK)Skylands Capital, LLC added to a holding in Oshkosh Corp by 39.33%. The purchase prices were between $67.92 and $76.37, with an estimated average price of $71.99. The stock is now traded at around $58.60. The impact to a portfolio due to this purchase was 0.6%. The holding were 229,200 shares as of 2018-09-30.
Added: Eagle Materials Inc (EXP)Skylands Capital, LLC added to a holding in Eagle Materials Inc by 56.89%. The purchase prices were between $84.82 and $109.23, with an estimated average price of $97.15. The stock is now traded at around $72.48. The impact to a portfolio due to this purchase was 0.48%. The holding were 119,475 shares as of 2018-09-30.
Added: BlackRock Inc (BLK)Skylands Capital, LLC added to a holding in BlackRock Inc by 71.18%. The purchase prices were between $468.98 and $512.49, with an estimated average price of $486.09. The stock is now traded at around $401.65. The impact to a portfolio due to this purchase was 0.37%. The holding were 14,550 shares as of 2018-09-30.
Added: Owens-Corning Inc (OC)Skylands Capital, LLC added to a holding in Owens-Corning Inc by 39.76%. The purchase prices were between $54.27 and $66.89, with an estimated average price of $60.23. The stock is now traded at around $49.04. The impact to a portfolio due to this purchase was 0.3%. The holding were 147,975 shares as of 2018-09-30.
Added: Minerals Technologies Inc (MTX)Skylands Capital, LLC added to a holding in Minerals Technologies Inc by 271.01%. The purchase prices were between $65.75 and $77.75, with an estimated average price of $70.65. The stock is now traded at around $56.68. The impact to a portfolio due to this purchase was 0.22%. The holding were 34,300 shares as of 2018-09-30.
Sold Out: FTD Companies Inc (FTD)Skylands Capital, LLC sold out a holding in FTD Companies Inc. The sale prices were between $2.6 and $4.93, with an estimated average price of $3.68.
Sold Out: Zebra Technologies Corp (ZBRA)Skylands Capital, LLC sold out a holding in Zebra Technologies Corp. The sale prices were between $136.77 and $178.7, with an estimated average price of $160.21.
Sold Out: Albemarle Corp (ALB)Skylands Capital, LLC sold out a holding in Albemarle Corp. The sale prices were between $90.9 and $106.6, with an estimated average price of $96.75.
Sold Out: Charah Solutions Inc (CHRA)Skylands Capital, LLC sold out a holding in Charah Solutions Inc. The sale prices were between $5.45 and $11.46, with an estimated average price of $8.02.
Sold Out: CEVA Inc (CEVA)Skylands Capital, LLC sold out a holding in CEVA Inc. The sale prices were between $27.6 and $32.9, with an estimated average price of $30.16.
Sold Out: Dine Brands Global Inc (DIN)Skylands Capital, LLC sold out a holding in Dine Brands Global Inc. The sale prices were between $68.17 and $92.4, with an estimated average price of $77.56.
Here is the complete portfolio of Skylands Capital, LLC. Also check out:
1. Skylands Capital, LLC's Undervalued Stocks
2. Skylands Capital, LLC's Top Growth Companies, and
3. Skylands Capital, LLC's High Yield stocks
4. Stocks that Skylands Capital, LLC keeps buying