Skylands Capital, LLC Buys EnerSys, Urban Outfitters Inc, Avaya Holdings Corp, Sells IPG Photonics Corp, Eagle Materials Inc, Las Vegas Sands Corp

Milwaukee, WI, based Investment company Skylands Capital, LLC buys EnerSys, Urban Outfitters Inc, Avaya Holdings Corp, Royal Caribbean Cruises, Walgreens Boots Alliance Inc, Livent Corp, E*TRADE Financial Corp, Verso Corp, SPDR S&P Oil & Gas Explor & Product, Owens-Corning Inc, Bloomin Brands Inc, Realogy Holdings Corp, Apogee Enterprises Inc, Westinghouse Air Brake Technologies Corp, Columbus McKinnon Corp, Zayo Group Holdings Inc, Asure Software Inc, Jacobs Engineering Group Inc, Alphabet Inc, Brunswick Corp, CytoSorbents Corp, MasTec Inc, The Walt Disney Co, Veritex Holdings Inc, CME Group Inc, Tile Shop Holdings Inc, SPDR Select Sector Fund - Energy Select Sector, TPI Composites Inc, Control4 Corp, Iridium Communications Inc, NVE Corp, Citi Trends Inc, Canada Goose Holdings Inc, Pure Cycle Corp, Restoration Robotics Inc, sells IPG Photonics Corp, Eagle Materials Inc, Las Vegas Sands Corp, MKS Instruments Inc, MGM Resorts International, Kennedy-Wilson Holdings Inc, Carnival Corp, Designer Brands Inc, Dentsply Sirona Inc, Packaging Corp of America, ACCO Brands Corp, Arcosa Inc, TransDigm Group Inc, Nautilus Inc, Rayonier Advanced Materials Inc, The Scotts Miracle Gro Co, Xerox Corp, BankUnited Inc, Ulta Beauty Inc, Sportsman's Warehouse Holdings Inc, American Homes 4 Rent, Twin Disc Inc, Waitr Holdings Inc, EverQuote Inc, Agilent Technologies Inc, Crown Holdings Inc, Gardner Denver Holdings Inc, Lumentum Holdings Inc, NN Inc, Dun & Bradstreet Corp, Minerals Technologies Inc, Sherwin-Williams Co, Univar Inc during the 3-months ended 2019Q1, according to the most recent filings of the investment company, Skylands Capital, LLC. As of 2019Q1, Skylands Capital, LLC owns 136 stocks with a total value of $723 million. These are the details of the buys and sells.

For the details of Skylands Capital, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/skylands+capital%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of Skylands Capital, LLC
  1. Union Pacific Corp (UNP) - 425,125 shares, 9.83% of the total portfolio. Shares reduced by 3.41%
  2. Apple Inc (AAPL) - 317,200 shares, 8.33% of the total portfolio. Shares reduced by 3.1%
  3. Crown Castle International Corp (CCI) - 407,475 shares, 7.21% of the total portfolio. Shares reduced by 1.34%
  4. General Motors Co (GM) - 880,250 shares, 4.52% of the total portfolio. Shares added by 0.66%
  5. Arch Coal Inc (ARCH) - 297,550 shares, 3.76% of the total portfolio. Shares reduced by 3.2%
New Purchase: Royal Caribbean Cruises Ltd (RCL)

Skylands Capital, LLC initiated holding in Royal Caribbean Cruises Ltd. The purchase prices were between $92.55 and $120.98, with an estimated average price of $113.45. The stock is now traded at around $120.74. The impact to a portfolio due to this purchase was 0.43%. The holding were 27,050 shares as of .

New Purchase: Walgreens Boots Alliance Inc (WBA)

Skylands Capital, LLC initiated holding in Walgreens Boots Alliance Inc. The purchase prices were between $59.79 and $74.43, with an estimated average price of $68.44. The stock is now traded at around $53.60. The impact to a portfolio due to this purchase was 0.42%. The holding were 48,325 shares as of .

New Purchase: Livent Corp (LTHM)

Skylands Capital, LLC initiated holding in Livent Corp. The purchase prices were between $12.09 and $14.56, with an estimated average price of $13.04. The stock is now traded at around $10.91. The impact to a portfolio due to this purchase was 0.4%. The holding were 237,271 shares as of .

New Purchase: SPDR S&P Oil & Gas Explor & Product (XOP)

Skylands Capital, LLC initiated holding in SPDR S&P Oil & Gas Explor & Product. The purchase prices were between $26.53 and $31.61, with an estimated average price of $30.07. The stock is now traded at around $31.03. The impact to a portfolio due to this purchase was 0.3%. The holding were 70,700 shares as of .

New Purchase: Jacobs Engineering Group Inc (JEC)

Skylands Capital, LLC initiated holding in Jacobs Engineering Group Inc. The purchase prices were between $57.3 and $75.19, with an estimated average price of $67.86. The stock is now traded at around $78.13. The impact to a portfolio due to this purchase was 0.16%. The holding were 15,550 shares as of .

New Purchase: The Walt Disney Co (DIS)

Skylands Capital, LLC initiated holding in The Walt Disney Co. The purchase prices were between $106.33 and $115.25, with an estimated average price of $111.74. The stock is now traded at around $137.21. The impact to a portfolio due to this purchase was 0.12%. The holding were 8,000 shares as of .

Added: EnerSys (ENS)

Skylands Capital, LLC added to a holding in EnerSys by 265.78%. The purchase prices were between $62.8 and $88.66, with an estimated average price of $75.76. The stock is now traded at around $69.48. The impact to a portfolio due to this purchase was 0.97%. The holding were 147,225 shares as of .

Added: Urban Outfitters Inc (URBN)

Skylands Capital, LLC added to a holding in Urban Outfitters Inc by 259.33%. The purchase prices were between $27.92 and $33.71, with an estimated average price of $30.85. The stock is now traded at around $29.69. The impact to a portfolio due to this purchase was 0.74%. The holding were 252,250 shares as of .

Added: Avaya Holdings Corp (AVYA)

Skylands Capital, LLC added to a holding in Avaya Holdings Corp by 314.00%. The purchase prices were between $13.21 and $17.75, with an estimated average price of $15.65. The stock is now traded at around $18.94. The impact to a portfolio due to this purchase was 0.5%. The holding were 285,450 shares as of .

Added: E*TRADE Financial Corp (ETFC)

Skylands Capital, LLC added to a holding in E*TRADE Financial Corp by 140.80%. The purchase prices were between $43.4 and $50.66, with an estimated average price of $47.6. The stock is now traded at around $50.70. The impact to a portfolio due to this purchase was 0.34%. The holding were 90,300 shares as of .

Added: Verso Corp (VRS)

Skylands Capital, LLC added to a holding in Verso Corp by 24.90%. The purchase prices were between $18.47 and $25.8, with an estimated average price of $23.13. The stock is now traded at around $22.17. The impact to a portfolio due to this purchase was 0.33%. The holding were 564,500 shares as of .

Added: Bloomin Brands Inc (BLMN)

Skylands Capital, LLC added to a holding in Bloomin Brands Inc by 29.18%. The purchase prices were between $17.89 and $21.97, with an estimated average price of $19.89. The stock is now traded at around $20.04. The impact to a portfolio due to this purchase was 0.27%. The holding were 424,600 shares as of .

Sold Out: MGM Resorts International (MGM)

Skylands Capital, LLC sold out a holding in MGM Resorts International. The sale prices were between $24.26 and $29.75, with an estimated average price of $27.41.

Sold Out: Carnival Corp (CCL)

Skylands Capital, LLC sold out a holding in Carnival Corp. The sale prices were between $47.37 and $58.85, with an estimated average price of $55.33.

Sold Out: Packaging Corp of America (PKG)

Skylands Capital, LLC sold out a holding in Packaging Corp of America. The sale prices were between $82.89 and $101.06, with an estimated average price of $94.86.

Sold Out: ACCO Brands Corp (ACCO)

Skylands Capital, LLC sold out a holding in ACCO Brands Corp. The sale prices were between $6.78 and $9.33, with an estimated average price of $8.72.

Sold Out: Arcosa Inc (ACA)

Skylands Capital, LLC sold out a holding in Arcosa Inc. The sale prices were between $27.69 and $34.88, with an estimated average price of $30.5.

Sold Out: Xerox Corp (XRX)

Skylands Capital, LLC sold out a holding in Xerox Corp. The sale prices were between $19.69 and $32.91, with an estimated average price of $28.03.



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