Gmt Capital Corp as of June 30, 2019
Portfolio Holdings for Gmt Capital Corp
Gmt Capital Corp holds 83 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Celanese Corporation (CE) | 12.9 | $370M | 3.4M | 107.80 | |
Entegris (ENTG) | 8.7 | $249M | 6.7M | 37.32 | |
Alphabet Cap Stk Cl C (GOOG) | 6.9 | $199M | 184k | 1080.91 | |
HudBay Minerals (HBM) | 5.7 | $163M | 30M | 5.43 | |
Gran Tierra Energy | 4.2 | $119M | 76M | 1.57 | |
Teck Resources CL B (TECK) | 3.5 | $99M | 4.3M | 23.06 | |
Athene Hldg Cl A | 3.2 | $92M | 2.1M | 43.06 | |
Delta Air Lines Inc Del Com New (DAL) | 2.8 | $79M | 1.4M | 56.75 | |
Summit Matls Cl A (SUM) | 2.5 | $73M | 3.8M | 19.25 | |
Biogen Idec (BIIB) | 2.5 | $72M | 307k | 233.87 | |
MGM Resorts International. (MGM) | 2.3 | $67M | 2.3M | 28.57 | |
Booking Holdings (BKNG) | 2.2 | $62M | 33k | 1874.71 | |
58 Spon Adr Rep A | 2.0 | $58M | 926k | 62.17 | |
Baidu Spon Adr Rep A (BIDU) | 1.9 | $55M | 464k | 117.36 | |
Arrow Electronics (ARW) | 1.9 | $54M | 752k | 71.27 | |
Cdw (CDW) | 1.9 | $53M | 479k | 111.00 | |
Capital One Financial (COF) | 1.8 | $51M | 565k | 90.74 | |
LKQ Corporation (LKQ) | 1.8 | $51M | 1.9M | 26.61 | |
Norwegian Cruise Line Hldg L SHS (NCLH) | 1.7 | $48M | 901k | 53.63 | |
TrueBlue (TBI) | 1.6 | $47M | 2.1M | 22.06 | |
Canadian Natural Resources (CNQ) | 1.6 | $45M | 1.7M | 27.02 | |
Whiting Pete Corp Com New | 1.5 | $43M | 2.3M | 18.68 | |
Liberty Oilfield Svcs Com Cl A (LBRT) | 1.5 | $42M | 2.6M | 16.18 | |
Eastman Chemical Company (EMN) | 1.4 | $40M | 516k | 77.83 | |
Citigroup Com New (C) | 1.3 | $38M | 544k | 70.03 | |
Viad Corp Com New (VVI) | 1.3 | $38M | 572k | 66.24 | |
Oasis Petroleum | 1.3 | $38M | 6.7M | 5.68 | |
Takeda Pharmaceutical Sponsored Ads (TAK) | 1.2 | $35M | 2.0M | 17.70 | |
Makemytrip Limited Mauritius SHS (MMYT) | 1.1 | $32M | 1.3M | 24.80 | |
Nomad Foods Usd Ord Shs (NOMD) | 1.1 | $30M | 1.4M | 21.36 | |
Facebook Cl A (META) | 1.0 | $30M | 153k | 193.00 | |
Installed Bldg Prods (IBP) | 1.0 | $29M | 494k | 59.22 | |
Sarepta Therapeutics (SRPT) | 0.7 | $19M | 125k | 151.95 | |
Lennar Corp Cl A (LEN) | 0.7 | $19M | 387k | 48.46 | |
National Beverage (FIZZ) | 0.6 | $18M | 413k | 44.63 | |
Lyon William Homes Cl A New | 0.6 | $18M | 996k | 18.23 | |
Macrogenics (MGNX) | 0.6 | $18M | 1.0M | 16.97 | |
Impinj (PI) | 0.6 | $18M | 612k | 28.62 | |
CRH Adr | 0.6 | $16M | 493k | 32.75 | |
Cigna Corp (CI) | 0.5 | $15M | 95k | 157.56 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $15M | 13k | 1082.78 | |
Centene Corporation (CNC) | 0.5 | $14M | 272k | 52.44 | |
R1 Rcm | 0.5 | $14M | 1.1M | 12.58 | |
Under Armour CL C (UA) | 0.5 | $14M | 625k | 22.20 | |
IAC/InterActive | 0.4 | $13M | 59k | 217.53 | |
Vmware Cl A Com | 0.4 | $12M | 74k | 167.21 | |
Nuance Communications | 0.4 | $12M | 764k | 15.97 | |
U S Concrete Com New | 0.4 | $12M | 245k | 49.69 | |
Builders FirstSource (BLDR) | 0.4 | $12M | 717k | 16.86 | |
Under Armour Cl A (UAA) | 0.4 | $11M | 443k | 25.35 | |
Westrock (WRK) | 0.4 | $11M | 294k | 36.47 | |
Kimco Realty Corporation (KIM) | 0.3 | $8.5M | 459k | 18.48 | |
Minerva Neurosciences | 0.2 | $6.7M | 1.2M | 5.63 | |
Westlake Chemical Corporation (WLK) | 0.2 | $6.5M | 93k | 69.46 | |
Shoe Carnival (SCVL) | 0.2 | $6.1M | 220k | 27.60 | |
Ali (ALCO) | 0.2 | $5.6M | 185k | 30.34 | |
InnerWorkings | 0.2 | $5.4M | 1.4M | 3.82 | |
Intrexon | 0.2 | $5.2M | 675k | 7.66 | |
American Superconductor Corp Shs New (AMSC) | 0.2 | $4.8M | 519k | 9.28 | |
Arcbest (ARCB) | 0.2 | $4.7M | 168k | 28.11 | |
Citigroup Global Mkts Hldgs Vlctyshs 3x Inv | 0.2 | $4.5M | 682k | 6.60 | |
Credit Suisse Nassau Brh Vlctyshs 3x Inv | 0.1 | $4.0M | 25k | 159.29 | |
St. Joe Company (JOE) | 0.1 | $3.4M | 196k | 17.28 | |
Red Robin Gourmet Burgers (RRGB) | 0.1 | $3.2M | 103k | 30.57 | |
Electronic Arts (EA) | 0.1 | $2.4M | 23k | 101.24 | |
Castlight Health CL B | 0.1 | $2.3M | 704k | 3.23 | |
3-d Sys Corp Del Com New (DDD) | 0.1 | $2.2M | 241k | 9.10 | |
Crocs (CROX) | 0.1 | $2.1M | 105k | 19.75 | |
Mcdermott International Inc mcdermott intl | 0.1 | $1.6M | 167k | 9.66 | |
Optinose (OPTN) | 0.1 | $1.5M | 209k | 7.08 | |
Plantronics | 0.0 | $970k | 26k | 37.02 | |
Millendo Therapeutics | 0.0 | $618k | 53k | 11.57 | |
Gamestop Corp Cl A (GME) | 0.0 | $516k | 94k | 5.47 | |
Ciena Corp Com New (CIEN) | 0.0 | $387k | 9.4k | 41.13 | |
Toronto Dominion Bk Ont Com New (TD) | 0.0 | $231k | 4.0k | 58.33 | |
Zix Corporation | 0.0 | $220k | 24k | 9.07 | |
Capstone Turbine Corp Com New | 0.0 | $216k | 275k | 0.79 | |
Obsidian Energy (OBE) | 0.0 | $214k | 180k | 1.19 | |
Natural Grocers By Vitamin C (NGVC) | 0.0 | $188k | 19k | 10.03 | |
Emcore Corp Com New | 0.0 | $90k | 27k | 3.28 | |
Aware (AWRE) | 0.0 | $82k | 25k | 3.33 | |
SeaChange International | 0.0 | $55k | 38k | 1.44 | |
Yield10 Bioscience Com New | 0.0 | $33k | 34k | 0.98 |