Skylands Capital, LLC Buys Designer Brands Inc, Alphabet Inc, United Parcel Service Inc, Sells Apogee Enterprises Inc, Eagle Materials Inc, Casella Waste Systems Inc

Milwaukee, WI, based Investment company Skylands Capital, LLC (Current Portfolio) buys Designer Brands Inc, Alphabet Inc, United Parcel Service Inc, Urban Outfitters Inc, Brunswick Corp, sells Apogee Enterprises Inc, Eagle Materials Inc, Casella Waste Systems Inc, Duluth Holdings Inc, Control4 Corp during the 3-months ended 2019Q2, according to the most recent filings of the investment company, Skylands Capital, LLC. As of 2019Q2, Skylands Capital, LLC owns 135 stocks with a total value of $726 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/portfolioportfolio

These are the top 5 holdings of Skylands Capital, LLC
  1. Union Pacific Corp (UNP) - 409,050 shares, 9.53% of the total portfolio. Shares reduced by 3.78%
  2. Apple Inc (AAPL) - 303,850 shares, 8.29% of the total portfolio. Shares reduced by 4.21%
  3. Crown Castle International Corp (CCI) - 401,275 shares, 7.21% of the total portfolio. Shares reduced by 1.52%
  4. General Motors Co (GM) - 851,850 shares, 4.52% of the total portfolio. Shares reduced by 3.23%
  5. Arch Coal Inc (ARCH) - 312,600 shares, 4.06% of the total portfolio. Shares added by 5.06%
New Purchase: Charah Solutions Inc (CHRA)

Skylands Capital, LLC initiated holding in Charah Solutions Inc. The purchase prices were between $4.03 and $7.3, with an estimated average price of $5.8. The stock is now traded at around $5.41. The impact to a portfolio due to this purchase was 0.25%. The holding were 331,510 shares as of .

New Purchase: Quest Resource Holding Corp (QRHC)

Skylands Capital, LLC initiated holding in Quest Resource Holding Corp. The purchase prices were between $1.61 and $2.93, with an estimated average price of $2.3. The stock is now traded at around $2.55. The impact to a portfolio due to this purchase was 0.16%. The holding were 419,923 shares as of .

New Purchase: NV5 Global Inc (NVEE)

Skylands Capital, LLC initiated holding in NV5 Global Inc. The purchase prices were between $59.59 and $83.08, with an estimated average price of $71.33. The stock is now traded at around $81.96. The impact to a portfolio due to this purchase was 0.14%. The holding were 12,300 shares as of .

New Purchase: Greif Inc (GEF.B)

Skylands Capital, LLC initiated holding in Greif Inc. The purchase prices were between $41.69 and $50.03, with an estimated average price of $45.89. The stock is now traded at around $43.50. The impact to a portfolio due to this purchase was 0.08%. The holding were 12,727 shares as of .

New Purchase: At Home Group Inc (HOME)

Skylands Capital, LLC initiated holding in At Home Group Inc. The purchase prices were between $6.61 and $24.5, with an estimated average price of $17.84. The stock is now traded at around $6.10. The impact to a portfolio due to this purchase was 0.05%. The holding were 50,000 shares as of .

New Purchase: Covetrus Inc (CVET)

Skylands Capital, LLC initiated holding in Covetrus Inc. The purchase prices were between $22.88 and $33.27, with an estimated average price of $28.83. The stock is now traded at around $23.27. The impact to a portfolio due to this purchase was 0.05%. The holding were 16,100 shares as of .

Added: Designer Brands Inc (DBI)

Skylands Capital, LLC added to a holding in Designer Brands Inc by 435.37%. The purchase prices were between $17.76 and $23.24, with an estimated average price of $20.45. The stock is now traded at around $18.16. The impact to a portfolio due to this purchase was 0.62%. The holding were 289,100 shares as of .

Added: Alphabet Inc (GOOGL)

Skylands Capital, LLC added to a holding in Alphabet Inc by 44.54%. The purchase prices were between $1038.74 and $1296.2, with an estimated average price of $1158.78. The stock is now traded at around $1239.16. The impact to a portfolio due to this purchase was 0.35%. The holding were 7,480 shares as of .

Added: United Parcel Service Inc (UPS)

Skylands Capital, LLC added to a holding in United Parcel Service Inc by 76.05%. The purchase prices were between $92.92 and $114.49, with an estimated average price of $104.04. The stock is now traded at around $118.49. The impact to a portfolio due to this purchase was 0.33%. The holding were 54,400 shares as of .

Added: Urban Outfitters Inc (URBN)

Skylands Capital, LLC added to a holding in Urban Outfitters Inc by 40.29%. The purchase prices were between $22.47 and $33.95, with an estimated average price of $27.1. The stock is now traded at around $23.16. The impact to a portfolio due to this purchase was 0.32%. The holding were 353,875 shares as of .

Added: Brunswick Corp (BC)

Skylands Capital, LLC added to a holding in Brunswick Corp by 149.17%. The purchase prices were between $41.48 and $54.48, with an estimated average price of $48.29. The stock is now traded at around $47.97. The impact to a portfolio due to this purchase was 0.31%. The holding were 82,600 shares as of .

Added: Bloomin Brands Inc (BLMN)

Skylands Capital, LLC added to a holding in Bloomin Brands Inc by 21.66%. The purchase prices were between $18.23 and $21, with an estimated average price of $19.52. The stock is now traded at around $18.04. The impact to a portfolio due to this purchase was 0.24%. The holding were 516,550 shares as of .

Sold Out: Duluth Holdings Inc (DLTH)

Skylands Capital, LLC sold out a holding in Duluth Holdings Inc. The sale prices were between $13.2 and $24.41, with an estimated average price of $16.18.

Sold Out: Las Vegas Sands Corp (LVS)

Skylands Capital, LLC sold out a holding in Las Vegas Sands Corp. The sale prices were between $52.94 and $68.44, with an estimated average price of $61.97.

Sold Out: SPDR Select Sector Fund - Energy Select Sector (XLE)

Skylands Capital, LLC sold out a holding in SPDR Select Sector Fund - Energy Select Sector. The sale prices were between $58.77 and $68.61, with an estimated average price of $64.04.

Sold Out: Jacobs Engineering Group Inc (JEC)

Skylands Capital, LLC sold out a holding in Jacobs Engineering Group Inc. The sale prices were between $73.87 and $84.39, with an estimated average price of $77.98.

Sold Out: Canadian Pacific Railway Ltd (CP)

Skylands Capital, LLC sold out a holding in Canadian Pacific Railway Ltd. The sale prices were between $206.9 and $240.36, with an estimated average price of $223.17.

Sold Out: Veritex Holdings Inc (VBTX)

Skylands Capital, LLC sold out a holding in Veritex Holdings Inc. The sale prices were between $24.76 and $26.78, with an estimated average price of $25.92.



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