Gca Investment Management as of March 31, 2018
Portfolio Holdings for Gca Investment Management
Gca Investment Management holds 36 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Rexnord | 6.2 | $33M | 1.1M | 29.68 | |
| Visteon Corporation (VC) | 5.0 | $27M | 241k | 110.24 | |
| Sensata Technolo (ST) | 4.9 | $26M | 501k | 51.83 | |
| Johnson Controls International Plc equity (JCI) | 4.8 | $26M | 728k | 35.24 | |
| Roper Industries (ROP) | 4.7 | $25M | 90k | 280.69 | |
| Waste Connections (WCN) | 4.7 | $25M | 350k | 71.74 | |
| Sealed Air (SEE) | 4.7 | $25M | 587k | 42.79 | |
| Zebra Technologies (ZBRA) | 4.6 | $25M | 176k | 139.19 | |
| Advanced Drain Sys Inc Del (WMS) | 4.6 | $24M | 941k | 25.90 | |
| American Railcar Industries | 4.4 | $24M | 627k | 37.41 | |
| Rogers Corporation (ROG) | 3.9 | $21M | 174k | 119.54 | |
| Switch Inc cl a | 3.7 | $20M | 1.3M | 15.91 | |
| TreeHouse Foods (THS) | 3.7 | $20M | 518k | 38.27 | |
| Nrg Yield | 3.6 | $19M | 1.1M | 17.00 | |
| Trimble Navigation (TRMB) | 3.4 | $18M | 503k | 35.88 | |
| Republic Services (RSG) | 3.4 | $18M | 270k | 66.23 | |
| Fortive (FTV) | 3.2 | $17M | 218k | 77.52 | |
| Te Connectivity Ltd for (TEL) | 3.1 | $16M | 163k | 99.90 | |
| Myr (MYRG) | 2.9 | $15M | 494k | 30.82 | |
| Watts Water Technologies (WTS) | 2.9 | $15M | 196k | 77.70 | |
| Ecolab (ECL) | 2.8 | $15M | 107k | 137.07 | |
| Servicemaster Global | 2.3 | $12M | 243k | 50.85 | |
| A. O. Smith Corporation (AOS) | 2.1 | $11M | 179k | 63.59 | |
| Mix Telematics Ltd - | 2.1 | $11M | 727k | 15.55 | |
| Hannon Armstrong (HASI) | 1.8 | $9.8M | 501k | 19.50 | |
| Ingersoll-rand Co Ltd-cl A | 1.7 | $9.2M | 108k | 85.51 | |
| Veeco Instruments (VECO) | 1.6 | $8.7M | 513k | 17.00 | |
| Manhattan Associates (MANH) | 1.5 | $7.9M | 190k | 41.88 | |
| Vivint Solar | 0.7 | $3.7M | 1.0M | 3.65 | |
| Aquaventure Holdings | 0.6 | $3.0M | 240k | 12.42 | |
| Gaslog Partners | 0.2 | $1.1M | 47k | 23.30 | |
| Rise Ed Cayman | 0.1 | $383k | 25k | 15.32 | |
| Gaslog | 0.1 | $247k | 15k | 16.47 | |
| Four Seasons Ed Cayman | 0.1 | $252k | 38k | 6.63 | |
| Luxoft Holding Inc cmn | 0.0 | $221k | 5.4k | 40.93 | |
| China Rapid Fin Ltd equity | 0.0 | $174k | 35k | 4.97 |
