Gca Investment Management

Companies in the Gca Investment Management portfolio as of June 2018 quarter

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Servicemaster Global 7.08 60500 52.51
MYR (MYRG) 5.67 87500 29.06
Rogers Corporation (ROG) 4.77 45000 47.58
A. O. Smith Corporation (AOS) 4.74 53887 39.47
Ecolab (ECL) 4.57 45101 45.45
Switch Inc cl a 4.55 62100 32.83
Rise Ed Cayman Ltd Sponsored Adr Added 4.50 47500 42.44
American Railcar Industries (ARII) 4.46 70000 28.56
Gaslog Partners 4.32 57963 33.44
Vivint Solar 4.15 13000 143.23
Manhattan Associates (MANH) 3.84 100000 17.20
Republic Services (RSG) 3.80 15277 111.47
Sealed Air (SEE) 3.66 135000 12.17
Waste Connections Inc Com stock 3.41 83612 18.30
Sensata Technolo 3.31 16500 90.06
Aquaventure Holdings 3.15 90656 15.58
Fortive 3.10 18000 77.11
Rexnord 3.08 5000 276.00
Visteon Corporation (VC) 2.90 16579 78.41
TreeHouse Foods (THS) 2.88 10000 129.20
Veeco Instruments (VECO) 2.81 16744 75.25
Trimble Navigation (TRMB) 2.66 240639 4.95
Roper Industries (ROP) 2.12 16000 59.50
Ingersoll-rand Co Ltd-cl A 1.57 15002 46.99
Mix Telematics Ltd - 1.53 10000 68.40
Gaslog Ltd shs 1.52 7600 89.74
Te Connectivity Ltd for 1.44 45300 14.26
Johnson Controls International Plc equity 1.20 30461 17.73
Luxoft Holding Inc cmn 1.09 13800 35.43
Nrg Yield 0.79 25000 14.12
Four Seasons Ed Cayman Inc adr 0.46 38000 5.42
Hannon Armstrong stock 0.44 5400 36.85
Advanced Drain Sys Inc Del 0.26 1000 116.00
China Rapid Fin Ltd equity 0.17 35000 2.17