Gca Investment Management as of June 30, 2017
Portfolio Holdings for Gca Investment Management
Gca Investment Management holds 37 positions in its portfolio as reported in the June 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Republic Services (RSG) | 5.5 | $29M | 450k | 63.73 | |
| Johnson Controls International Plc equity (JCI) | 5.0 | $26M | 599k | 43.36 | |
| Ingersoll-rand Co Ltd-cl A | 4.9 | $26M | 283k | 91.39 | |
| Visteon Corporation (VC) | 4.5 | $23M | 229k | 102.06 | |
| Waste Connections (WCN) | 4.3 | $23M | 350k | 64.42 | |
| Hannon Armstrong (HASI) | 4.2 | $22M | 967k | 22.87 | |
| Roper Industries (ROP) | 4.1 | $22M | 93k | 231.53 | |
| Sensata Technologies Hldg Bv | 4.1 | $21M | 501k | 42.72 | |
| A. O. Smith Corporation (AOS) | 4.0 | $21M | 373k | 56.33 | |
| Rexnord | 3.8 | $20M | 863k | 23.25 | |
| Sealed Air (SEE) | 3.8 | $20M | 438k | 44.76 | |
| Fortive (FTV) | 3.7 | $20M | 309k | 63.35 | |
| Adient (ADNT) | 3.5 | $18M | 281k | 65.38 | |
| Ecolab (ECL) | 3.3 | $17M | 131k | 132.75 | |
| Advanced Drain Sys Inc Del (WMS) | 3.2 | $17M | 838k | 20.10 | |
| BorgWarner (BWA) | 3.1 | $16M | 384k | 42.36 | |
| AECOM Technology Corporation (ACM) | 3.1 | $16M | 502k | 32.33 | |
| Servicemaster Global | 3.1 | $16M | 414k | 39.19 | |
| Myr (MYRG) | 2.9 | $15M | 495k | 31.02 | |
| Mobileye | 2.7 | $14M | 225k | 62.80 | |
| Nrg Yield | 2.6 | $14M | 785k | 17.60 | |
| Watts Water Technologies (WTS) | 2.4 | $12M | 196k | 63.20 | |
| Zebra Technologies (ZBRA) | 2.3 | $12M | 121k | 100.52 | |
| Pattern Energy | 2.0 | $11M | 444k | 23.84 | |
| Macquarie Infrastructure Company | 1.8 | $9.2M | 117k | 78.40 | |
| Gaslog | 1.7 | $8.7M | 572k | 15.25 | |
| Mosaic (MOS) | 1.6 | $8.1M | 355k | 22.83 | |
| Lennox International (LII) | 1.4 | $7.3M | 40k | 183.65 | |
| Granite Construction (GVA) | 1.3 | $6.9M | 143k | 48.24 | |
| Xylem (XYL) | 1.3 | $6.7M | 120k | 55.43 | |
| Tpi Composites (TPIC) | 1.1 | $5.9M | 318k | 18.48 | |
| Mueller Water Products (MWA) | 1.0 | $5.1M | 438k | 11.68 | |
| Vivint Solar | 0.9 | $4.6M | 779k | 5.85 | |
| First Solar (FSLR) | 0.8 | $4.4M | 111k | 39.88 | |
| Aquaventure Holdings | 0.7 | $3.6M | 240k | 15.23 | |
| Gaslog Partners | 0.2 | $1.1M | 47k | 22.64 | |
| Mix Telematics Ltd - | 0.1 | $521k | 66k | 7.88 |
