$524 Million is the total value of GCA INVESTMENT MANAGEMENT, LLC's 37 reported holdings in Q2 2017. The portfolio turnover from Q1 2017 to Q2 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SEE | New | SEALED AIR CORP | $19,614,000 | – | 438,200 | +100.0% | 3.75% | – |
| WMS | New | ADVANCED DRAINAGE SYSTEMS INC | $16,841,000 | – | 837,866 | +100.0% | 3.22% | – |
| MYRG | New | MYR GROUP INC | $15,355,000 | – | 495,011 | +100.0% | 2.93% | – |
| ZBRA | New | ZEBRA TECHNOLOGIES CORP | $12,189,000 | – | 121,264 | +100.0% | 2.33% | – |
| MOS | New | MOSAIC CO/THE | $8,105,000 | – | 355,000 | +100.0% | 1.55% | – |
| VSLR | New | VIVINT SOLAR INC | $4,556,000 | – | 778,742 | +100.0% | 0.87% | – |
| FSLR | New | FIRST SOLAR INC | $4,433,000 | – | 111,150 | +100.0% | 0.85% | – |
| MIXT | New | MIX TELEMATICS LTD | $521,000 | – | 66,122 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-08-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ServiceMaster Global Holdings Inc | 14 | Q4 2018 | 6.5% |
| Manhattan Associates Inc | 12 | Q2 2018 | 8.2% |
| SMITH A O | 12 | Q2 2018 | 7.5% |
| Rogers Corp | 12 | Q2 2018 | 6.4% |
| ECOLAB INC | 12 | Q2 2018 | 5.6% |
| Luxoft Holding Inc | 12 | Q2 2018 | 4.5% |
| Ingersoll-Rand PLC | 12 | Q2 2018 | 3.1% |
| WASTE CONNECTIONS INC | 11 | Q4 2018 | 6.0% |
| WATTS WATER TECHNOLOGIES INC | 11 | Q1 2018 | 5.4% |
| MACQUARIE INFRASTRUCTURE COR | 10 | Q4 2017 | 10.3% |
View GCA INVESTMENT MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2019-02-14 |
| 13F-HR | 2018-11-14 |
| 13F-HR | 2018-08-13 |
| 13F-HR | 2018-05-10 |
| 13F-HR | 2018-02-14 |
| 13F-HR | 2017-11-14 |
| 13F-HR | 2017-08-04 |
| 13F-HR | 2017-05-03 |
| 13F-HR | 2017-02-13 |
| 13F-HR | 2016-11-14 |
View GCA INVESTMENT MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.