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Skylands Capital, LLC Buys Grand Canyon Education Inc, Owens-Corning Inc, T-Mobile US Inc, ...

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Milwaukee, WI, based Investment company Skylands Capital, LLC (Current Portfolio) buys Grand Canyon Education Inc, Owens-Corning Inc, T-Mobile US Inc, Citigroup Inc, Westinghouse Air Brake Technologies Corp, sells Encore Wire Corp, NV5 Global Inc, Immersion Corp, Akamai Technologies Inc, Insperity Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Skylands Capital, LLC. As of 2021Q4, Skylands Capital, LLC owns 136 stocks with a total value of $864 million. These are the details of the buys and sells.

  • New Purchases: TMUS, HIBB, BBY, IHS, TMDX, FLWS,

  • Added Positions: LOPE, OC, C, WAB, CMCO, FB, FTHM, GM, GBX, TWTR, OSIS, NEM, BMY, HLMN, RTX, JYNT, POWW, NWPX, SRCL, MATW, FDX, ACCO, VNT, VICI, CTSO, SCOR, QRHC, GTN, CRWS, TWIN, HLLY, VRS, DENN, LOVE, TUEM, RLGY, NVEC,

  • Reduced Positions: UNP, AAPL, WIRE, NVEE, IMMR, AKAM, NSC, OSK, CCI, GOOGL, CBOE, MKTX, NSP, ABBV, NLS, ROG, CME, ICE, BECN, WMB, PLBY, BRK.A, SMSI, MLM, WBA, SPGI, LVS, CWST, UHAL, WSC, ROCK, GATX, SBAC, BRK.B, NG, EXP, BOOT, SSNC, UPS, DBI, ON, FMC, BERY, RSVR, GPK, SIMO, WHLR, GOLD, TSC, MP, CCOI, BLK, CCK, NOVT, CSX, RJF, PCYO, ENS, SHW, HCKT, MSFT, GBCI, MKSI,

  • Sold Out: VIAC, BWMN, WYNN, CSCO, CPNG, PINS, VTNR, FCX, INFU, DNB, INNV, JRSH, ZIXI, TNC, BSY,


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) - 257,700 shares, 7.52% of the total portfolio. Shares reduced by 16.11%

  2. Apple Inc (AAPL) - 355,900 shares, 7.32% of the total portfolio. Shares reduced by 11.85%

  3. Crown Castle International Corp (CCI) - 264,805 shares, 6.40% of the total portfolio. Shares reduced by 3.53%

  4. General Motors Co (GM) - 772,675 shares, 5.24% of the total portfolio. Shares added by 5.27%

  5. Arch Resources Inc (ARCH) - 395,675 shares, 4.18% of the total portfolio. Shares added by 0.55%

New Purchase: T-Mobile US Inc (TMUS)

Skylands Capital, LLC initiated holding in T-Mobile US Inc. The purchase prices were between $106.72 and $125.46, with an estimated average price of $117.52. The stock is now traded at around $125.735000. The impact to a portfolio due to this purchase was 0.52%. The holding were 38,550 shares as of 2021-12-31.

New Purchase: Hibbett Inc (HIBB)

Skylands Capital, LLC initiated holding in Hibbett Inc. The purchase prices were between $65.34 and $99.69, with an estimated average price of $79.74. The stock is now traded at around $57.920000. The impact to a portfolio due to this purchase was 0.31%. The holding were 37,300 shares as of 2021-12-31.

New Purchase: Best Buy Co Inc (BBY)

Skylands Capital, LLC initiated holding in Best Buy Co Inc. The purchase prices were between $95.77 and $138, with an estimated average price of $113.76. The stock is now traded at around $99.170000. The impact to a portfolio due to this purchase was 0.24%. The holding were 20,650 shares as of 2021-12-31.

New Purchase: IHS Holding Ltd (IHS)

Skylands Capital, LLC initiated holding in IHS Holding Ltd. The purchase prices were between $12.8 and $17.43, with an estimated average price of $15.02. The stock is now traded at around $11.900000. The impact to a portfolio due to this purchase was 0.2%. The holding were 123,950 shares as of 2021-12-31.

New Purchase: TransMedics Group Inc (TMDX)

Skylands Capital, LLC initiated holding in TransMedics Group Inc. The purchase prices were between $19.16 and $32.05, with an estimated average price of $24.86. The stock is now traded at around $15.315000. The impact to a portfolio due to this purchase was 0.11%. The holding were 51,200 shares as of 2021-12-31.

New Purchase: 1-800-Flowers.com Inc (FLWS)

Skylands Capital, LLC initiated holding in 1-800-Flowers.com Inc. The purchase prices were between $21.84 and $35.27, with an estimated average price of $28.98. The stock is now traded at around $16.000000. The impact to a portfolio due to this purchase was 0.05%. The holding were 16,800 shares as of 2021-12-31.

Added: Grand Canyon Education Inc (LOPE)

Skylands Capital, LLC added to a holding in Grand Canyon Education Inc by 62.75%. The purchase prices were between $70.22 and $92.07, with an estimated average price of $82.36. The stock is now traded at around $83.700000. The impact to a portfolio due to this purchase was 0.92%. The holding were 239,526 shares as of 2021-12-31.

Added: Owens-Corning Inc (OC)

Skylands Capital, LLC added to a holding in Owens-Corning Inc by 41.21%. The purchase prices were between $84.26 and $97.7, with an estimated average price of $90.8. The stock is now traded at around $90.680000. The impact to a portfolio due to this purchase was 0.7%. The holding were 228,650 shares as of 2021-12-31.

Added: Citigroup Inc (C)

Skylands Capital, LLC added to a holding in Citigroup Inc by 40.74%. The purchase prices were between $58.28 and $72.53, with an estimated average price of $66.33. The stock is now traded at around $67.210000. The impact to a portfolio due to this purchase was 0.52%. The holding were 254,000 shares as of 2021-12-31.

Added: Westinghouse Air Brake Technologies Corp (WAB)

Skylands Capital, LLC added to a holding in Westinghouse Air Brake Technologies Corp by 51.10%. The purchase prices were between $86.81 and $97.12, with an estimated average price of $91.79. The stock is now traded at around $90.075000. The impact to a portfolio due to this purchase was 0.39%. The holding were 106,675 shares as of 2021-12-31.

Added: Columbus McKinnon Corp (CMCO)

Skylands Capital, LLC added to a holding in Columbus McKinnon Corp by 55.53%. The purchase prices were between $42.75 and $53.25, with an estimated average price of $48.24. The stock is now traded at around $45.660000. The impact to a portfolio due to this purchase was 0.37%. The holding were 192,859 shares as of 2021-12-31.

Added: Meta Platforms Inc (FB)

Skylands Capital, LLC added to a holding in Meta Platforms Inc by 66.10%. The purchase prices were between $306.84 and $347.56, with an estimated average price of $332.02. The stock is now traded at around $219.100000. The impact to a portfolio due to this purchase was 0.36%. The holding were 23,420 shares as of 2021-12-31.

Sold Out: ViacomCBS Inc (VIAC)

Skylands Capital, LLC sold out a holding in ViacomCBS Inc. The sale prices were between $28.68 and $39.84, with an estimated average price of $34.3.

Sold Out: Bowman Consulting Group Ltd (BWMN)

Skylands Capital, LLC sold out a holding in Bowman Consulting Group Ltd. The sale prices were between $13.37 and $22.19, with an estimated average price of $17.17.

Sold Out: Wynn Resorts Ltd (WYNN)

Skylands Capital, LLC sold out a holding in Wynn Resorts Ltd. The sale prices were between $76.06 and $98.05, with an estimated average price of $88.64.

Sold Out: Cisco Systems Inc (CSCO)

Skylands Capital, LLC sold out a holding in Cisco Systems Inc. The sale prices were between $53.25 and $63.96, with an estimated average price of $57.22.

Sold Out: Coupang Inc (CPNG)

Skylands Capital, LLC sold out a holding in Coupang Inc. The sale prices were between $25.69 and $30.45, with an estimated average price of $28.18.

Sold Out: Pinterest Inc (PINS)

Skylands Capital, LLC sold out a holding in Pinterest Inc. The sale prices were between $34.93 and $62.68, with an estimated average price of $44.17.



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 buyingThis article first appeared on GuruFocus.