GMT Capital Corp
Latest statistics and disclosures from Gmt Capital Corp's latest quarterly 13F-HR filing:
- Top 5 stock holdings are HBM, DAL, ERO, JAZZ, UAL, and represent 59.32% of Gmt Capital Corp's stock portfolio.
- Added to shares of these 3 stocks: RRX (+$9.0M), CINT, SENS.
- Started 3 new stock positions in RRX, CINT, SENS.
- Reduced shares in these 10 stocks: HBM (-$69M), ERO (-$58M), MOS (-$32M), DAL (-$31M), JAZZ (-$26M), BIDU (-$26M), TNL (-$24M), GOOG (-$21M), RBLX (-$21M), C (-$21M).
- Sold out of its positions in AMC, AKAM, AMSC, AWRE, BYND, CAN, CGC, SAVA, CHPT, CIEN.
- Gmt Capital Corp was a net seller of stock by $-547M.
- Gmt Capital Corp has $1.9B in assets under management (AUM), dropping by -13.05%.
- Central Index Key (CIK): 0001106191
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Positions held by GMT Capital Corp consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio Holdings for Gmt Capital Corp
Gmt Capital Corp holds 38 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| HudBay Minerals (HBM) | 25.5 | $490M | -12% | 25M | 19.88 |
|
| Delta Air Lines Inc Del Com New (DAL) | 16.1 | $310M | -9% | 4.5M | 69.40 |
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| Ero Copper Corp (ERO) | 6.6 | $127M | -31% | 4.5M | 28.41 |
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| Jazz Pharmaceuticals Shs Usd (JAZZ) | 5.7 | $109M | -19% | 639k | 170.00 |
|
| Hldgs (UAL) | 5.4 | $103M | -15% | 921k | 111.82 |
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| Alphabet Cap Stk Cl C (GOOG) | 5.2 | $100M | -17% | 320k | 313.80 |
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| Travel Leisure Ord (TNL) | 5.1 | $98M | -19% | 1.4M | 70.53 |
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| Alamos Gold Com Cl A (AGI) | 4.0 | $78M | -14% | 2.0M | 38.66 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $73M | 232k | 313.00 |
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| Bath & Body Works In (BBWI) | 3.4 | $65M | -5% | 3.3M | 20.08 |
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| Ss&c Technologies Holding (SSNC) | 3.2 | $62M | -9% | 703k | 87.42 |
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| Cracker Barrel Old Country Store (CBRL) | 3.0 | $57M | -20% | 2.2M | 25.40 |
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| Kyndryl Hldgs Common Stock (KD) | 2.7 | $51M | -18% | 1.9M | 26.56 |
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| MGM Resorts International. (MGM) | 1.5 | $29M | -21% | 780k | 36.49 |
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| Mosaic (MOS) | 1.2 | $23M | -58% | 946k | 24.09 |
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| Compass Pathways Sponsored Ads (CMPS) | 1.0 | $20M | 2.8M | 6.90 |
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| Osisko Development Corp Com New (ODV) | 1.0 | $19M | 5.5M | 3.49 |
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| Uber Technologies (UBER) | 0.9 | $17M | -49% | 205k | 81.71 |
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| Equinox Gold Corp equities (EQX) | 0.8 | $16M | -33% | 1.1M | 14.04 |
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| Riot Blockchain (RIOT) | 0.5 | $9.9M | 784k | 12.67 |
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| Regal-beloit Corporation (RRX) | 0.5 | $9.0M | NEW | 64k | 140.32 |
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| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.4 | $8.4M | -49% | 1.2M | 7.16 |
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| Eastman Kodak Com New (KODK) | 0.4 | $8.3M | 981k | 8.46 |
|
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| Baidu Spon Adr Rep A (BIDU) | 0.4 | $7.9M | -76% | 60k | 130.66 |
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| Citigroup Com New (C) | 0.4 | $7.6M | -73% | 65k | 116.69 |
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| Electronic Arts (EA) | 0.2 | $4.8M | 23k | 204.33 |
|
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $4.5M | -81% | 31k | 146.58 |
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| Super Micro Computer | 0.1 | $2.7M | 93k | 29.27 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $2.1M | -33% | 7.0k | 303.89 |
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| Cresud S A C I F Y A Sponsored Adr (CRESY) | 0.1 | $2.1M | -84% | 165k | 12.63 |
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| Ci&t Com Cl A (CINT) | 0.1 | $1.8M | NEW | 439k | 4.07 |
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| Liberty Energy Com Cl A (LBRT) | 0.1 | $1.6M | 89k | 18.46 |
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| Microvision Inc Del Com New (MVIS) | 0.0 | $864k | 1.0M | 0.83 |
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| Marathon Digital Holdings In (MARA) | 0.0 | $753k | 84k | 8.98 |
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| Marvell Technology (MRVL) | 0.0 | $476k | 5.6k | 84.98 |
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| Gaotu Techedu Sponsored Ads (GOTU) | 0.0 | $413k | 178k | 2.32 |
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| Outset Med | 0.0 | $364k | 98k | 3.71 |
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| Senseonics Hldgs (SENS) | 0.0 | $201k | NEW | 37k | 5.52 |
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Past Filings by Gmt Capital Corp
SEC 13F filings are viewable for Gmt Capital Corp going back to 2010
- Gmt Capital Corp 2025 Q4 filed Feb. 13, 2026
- Gmt Capital Corp 2025 Q3 filed Nov. 14, 2025
- Gmt Capital Corp 2025 Q2 filed Aug. 14, 2025
- Gmt Capital Corp 2025 Q1 filed May 15, 2025
- Gmt Capital Corp 2024 Q4 filed Feb. 14, 2025
- Gmt Capital Corp 2024 Q3 filed Nov. 14, 2024
- Gmt Capital Corp 2024 Q2 filed Aug. 14, 2024
- Gmt Capital Corp 2024 Q1 filed May 13, 2024
- Gmt Capital Corp 2023 Q4 filed Feb. 12, 2024
- Gmt Capital Corp 2023 Q3 filed Nov. 13, 2023
- Gmt Capital Corp 2023 Q2 filed Aug. 10, 2023
- Gmt Capital Corp 2023 Q1 filed May 9, 2023
- Gmt Capital Corp 2022 Q4 filed Feb. 3, 2023
- Gmt Capital Corp 2022 Q3 filed Nov. 10, 2022
- Gmt Capital Corp 2022 Q2 filed Aug. 10, 2022
- Gmt Capital Corp 2022 Q1 filed May 11, 2022