Gca Investment Management as of Sept. 30, 2017
Portfolio Holdings for Gca Investment Management
Gca Investment Management holds 35 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Republic Services (RSG) | 5.8 | $30M | 450k | 66.06 | |
| Visteon Corporation (VC) | 5.6 | $28M | 229k | 123.77 | |
| Johnson Controls International Plc equity (JCI) | 5.5 | $28M | 695k | 40.29 | |
| Waste Connections (WCN) | 4.8 | $25M | 350k | 69.96 | |
| Ingersoll-rand Co Ltd-cl A | 4.8 | $24M | 272k | 89.17 | |
| Sensata Technologies Hldg Bv | 4.7 | $24M | 501k | 48.07 | |
| Sealed Air (SEE) | 4.5 | $23M | 537k | 42.72 | |
| Hannon Armstrong (HASI) | 4.5 | $23M | 932k | 24.37 | |
| Roper Industries (ROP) | 4.3 | $22M | 90k | 243.40 | |
| Rexnord | 4.3 | $22M | 863k | 25.41 | |
| Fortive (FTV) | 4.1 | $21M | 295k | 70.79 | |
| Servicemaster Global | 4.0 | $21M | 439k | 46.73 | |
| A. O. Smith Corporation (AOS) | 3.8 | $19M | 321k | 59.43 | |
| AECOM Technology Corporation (ACM) | 3.6 | $19M | 502k | 36.81 | |
| Advanced Drain Sys Inc Del (WMS) | 3.6 | $18M | 902k | 20.25 | |
| Myr (MYRG) | 3.4 | $18M | 601k | 29.14 | |
| Adient (ADNT) | 3.3 | $17M | 200k | 83.99 | |
| Ecolab (ECL) | 3.3 | $17M | 131k | 128.61 | |
| Zebra Technologies (ZBRA) | 3.3 | $17M | 155k | 108.58 | |
| Nrg Yield | 3.0 | $15M | 787k | 19.30 | |
| Watts Water Technologies (WTS) | 2.7 | $14M | 196k | 69.20 | |
| American Railcar Industries | 2.3 | $12M | 306k | 38.60 | |
| Gaslog | 2.0 | $10M | 572k | 17.45 | |
| Pattern Energy | 1.7 | $8.7M | 361k | 24.10 | |
| Mosaic (MOS) | 1.6 | $8.4M | 387k | 21.59 | |
| Tpi Composites (TPIC) | 1.4 | $6.9M | 309k | 22.34 | |
| Lennox International (LII) | 1.1 | $5.4M | 30k | 178.97 | |
| Mix Telematics Ltd - | 1.0 | $5.2M | 520k | 9.92 | |
| First Solar (FSLR) | 1.0 | $4.9M | 108k | 45.88 | |
| Aquaventure Holdings | 0.6 | $3.1M | 232k | 13.50 | |
| Macquarie Infrastructure Company | 0.3 | $1.6M | 22k | 72.18 | |
| Gaslog Partners | 0.2 | $1.1M | 47k | 23.24 | |
| China Rapid Fin Ltd equity | 0.1 | $231k | 35k | 6.60 | |
| HDFC Bank (HDB) | 0.0 | $75k | 2.7k | 27.78 | |
| Ryb Ed | 0.0 | $29k | 1.0k | 29.00 |
