Skylands Capital, LLC Buys MKS Instruments Inc, Oshkosh Corp, MGM Resorts International, Sells Continental Building Products Inc, Walgreens Boots Alliance Inc, Cogent Communications Holdings Inc

Milwaukee, WI, based Investment company Skylands Capital, LLC buys MKS Instruments Inc, Oshkosh Corp, MGM Resorts International, Eagle Materials Inc, Bank OZK, BlackRock Inc, EchoStar Corp, Twitter Inc, Covia Holdings Corp, Owens-Corning Inc, sells Continental Building Products Inc, Walgreens Boots Alliance Inc, Cogent Communications Holdings Inc, DSW Inc, Kraton Corp during the 3-months ended 2018-09-30, according to the most recent filings of the investment company, Skylands Capital, LLC. As of 2018-09-30, Skylands Capital, LLC owns 160 stocks with a total value of $774 million. These are the details of the buys and sells.

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
  1. Union Pacific Corp (UNP) - 427,025 shares, 8.98% of the total portfolio. Shares reduced by 6.33%
  2. Apple Inc (AAPL) - 295,700 shares, 8.62% of the total portfolio. Shares reduced by 8.7%
  3. Crown Castle International Corp (CCI) - 421,200 shares, 6.06% of the total portfolio. Shares reduced by 6.88%
  4. Coherent Inc (COHR) - 218,500 shares, 4.86% of the total portfolio. Shares reduced by 1.89%
  5. General Motors Co (GM) - 928,700 shares, 4.04% of the total portfolio. Shares added by 1.06%
New Purchase: MGM Resorts International (MGM)

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.



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