SC
Skylands Capital Portfolio holdings
AUM
$690M
This Quarter Return
-3%
1 Year Return
+8.85%
3 Year Return
+42.24%
5 Year Return
+122.08%
10 Year Return
+299.33%
AUM
$931M
AUM Growth
+$931M
(-5.5%)
Cap. Flow
-$20M
Cap. Flow
% of AUM
-2.15%
Top 10 Holdings %
Top 10 Hldgs %
38.5%
Holding
242
New
19
Increased
52
Reduced
137
Closed
13
Top Buys
| 1 |
ZAYO
Zayo Group Holdings, Inc.
ZAYO
|
$3.19M |
| 2 |
NN Inc
NNBR
|
$3.1M |
| 3 |
WIFI
Boingo Wireless, Inc.
WIFI
|
$3.02M |
| 4 |
CBPX
CONTINENTAL BUILDING PRODUCTS, INC.
CBPX
|
$2.38M |
| 5 |
GATX Corp
GATX
|
$2.17M |
Top Sells
| 1 |
LBY
Libbey, Inc.
LBY
|
$6.41M |
| 2 |
PNRA
Panera Bread Co
PNRA
|
$3.34M |
| 3 |
Ryder
R
|
$2.82M |
| 4 |
CHUY
Chuy's Holdings, Inc. Common Stock
CHUY
|
$2.33M |
| 5 |
Tile Shop Holdings
TTSH
|
$2.25M |
Sector Composition
| 1 | Industrials | 33.14% |
| 2 | Consumer Discretionary | 16.76% |
| 3 | Technology | 13.35% |
| 4 | Real Estate | 11.99% |
| 5 | Financials | 5.07% |
