Gca Investment Management as of Dec. 31, 2017
Portfolio Holdings for Gca Investment Management
Gca Investment Management holds 36 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rexnord | 5.4 | $29M | 1.1M | 26.02 | |
| Johnson Controls International Plc equity (JCI) | 5.1 | $28M | 728k | 38.11 | |
| Visteon Corporation (VC) | 5.1 | $28M | 220k | 125.14 | |
| Sealed Air (SEE) | 4.9 | $27M | 537k | 49.30 | |
| Sensata Technologies Hldg Bv | 4.7 | $26M | 501k | 51.11 | |
| Waste Connections (WCN) | 4.6 | $25M | 350k | 70.94 | |
| Roper Industries (ROP) | 4.3 | $23M | 90k | 259.00 | |
| Advanced Drain Sys Inc Del (WMS) | 4.3 | $23M | 972k | 23.85 | |
| Servicemaster Global | 4.1 | $22M | 429k | 51.27 | |
| Fortive (FTV) | 4.0 | $21M | 295k | 72.35 | |
| Hannon Armstrong (HASI) | 3.9 | $21M | 884k | 24.06 | |
| Myr (MYRG) | 3.6 | $20M | 550k | 35.73 | |
| American Railcar Industries | 3.6 | $20M | 470k | 41.64 | |
| Republic Services (RSG) | 3.5 | $19M | 283k | 67.61 | |
| Trimble Navigation (TRMB) | 3.5 | $19M | 462k | 40.64 | |
| Zebra Technologies (ZBRA) | 3.4 | $18M | 176k | 103.80 | |
| Rogers Corporation (ROG) | 3.3 | $18M | 110k | 161.92 | |
| A. O. Smith Corporation (AOS) | 3.1 | $17M | 275k | 61.28 | |
| Te Connectivity Ltd for (TEL) | 2.9 | $16M | 163k | 95.04 | |
| Watts Water Technologies (WTS) | 2.8 | $15M | 196k | 75.95 | |
| Nrg Yield | 2.8 | $15M | 787k | 18.90 | |
| Ecolab (ECL) | 2.7 | $15M | 110k | 134.18 | |
| Ingersoll-rand Co Ltd-cl A | 2.5 | $14M | 153k | 89.19 | |
| Gaslog | 2.4 | $13M | 572k | 22.25 | |
| TreeHouse Foods (THS) | 1.8 | $9.6M | 194k | 49.46 | |
| Manhattan Associates (MANH) | 1.7 | $9.4M | 190k | 49.54 | |
| Switch Inc cl a | 1.7 | $9.2M | 505k | 18.19 | |
| Mix Telematics Ltd - | 1.7 | $9.0M | 707k | 12.76 | |
| Veeco Instruments (VECO) | 1.3 | $7.3M | 489k | 14.85 | |
| Aquaventure Holdings | 0.7 | $3.7M | 239k | 15.52 | |
| Macquarie Infrastructure Company | 0.4 | $1.9M | 30k | 64.20 | |
| Gaslog Partners | 0.2 | $1.2M | 47k | 24.76 | |
| Rise Ed Cayman | 0.1 | $370k | 25k | 14.80 | |
| Four Seasons Ed Cayman | 0.1 | $342k | 38k | 9.00 | |
| Luxoft Holding Inc cmn | 0.0 | $217k | 3.9k | 55.64 | |
| China Rapid Fin Ltd equity | 0.0 | $200k | 35k | 5.71 |
