# GCA INVESTMENT MANAGEMENT, LLC

> Institutional holdings reported to the SEC as of Q4 2018 on Form 13F. CIK 1655095. Source: https://holderbook.com/funds/1655095-gca-investment-management-llc/

- Reported value: $67.5M
- Positions: 24
- Weight of the ten largest: 62.8%
- Filed: 2019-02-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| GREEN PLAINS INC | [GPRE](https://holderbook.com/stocks/GPRE/) | $5.0M | 381,078 | 7.4% | 1 |
| MIX TELEMATICS LTD | [MIXT](https://holderbook.com/stocks/MIXT/) | $4.9M | 315,622 | 7.3% | 1 |
| DYCOM INDS INC | [DY](https://holderbook.com/stocks/DY/) | $4.7M | 86,700 | 6.9% | 1 |
| VIVINT SOLAR INC | [VSLR](https://holderbook.com/stocks/VSLR/) | $4.5M | 1,177,743 | 6.6% | 1 |
| ROGERS CORP | [ROG](https://holderbook.com/stocks/ROG/) | $4.2M | 42,408 | 6.2% | 1 |
| TRIMBLE INC | [TRMB](https://holderbook.com/stocks/TRMB/) | $4.2M | 127,400 | 6.2% | 1 |
| WASTE CONNECTIONS INC | [WCN](https://holderbook.com/stocks/WCN/) | $4.0M | 54,244 | 6.0% | 1 |
| EVOQUA WATER TECHNOLOGIES CO | [AQUA](https://holderbook.com/stocks/AQUA/) | $3.7M | 389,154 | 5.5% | 1 |
| TE CONNECTIVITY LTD | [TELXXXX](https://holderbook.com/stocks/TELXXXX/) | $3.6M | 48,104 | 5.4% | 1 |
| REXNORD CORP | [RXN](https://holderbook.com/stocks/RXN/) | $3.5M | 154,322 | 5.2% | 1 |
| ITRON INC | [ITRI](https://holderbook.com/stocks/ITRI/) | $3.3M | 69,904 | 4.9% | 1 |
| ROPER TECHNOLOGIES INC | [ROP](https://holderbook.com/stocks/ROP/) | $3.2M | 12,000 | 4.7% | 1 |
| ADVANCED DRAIN SYS INC DEL | [WMS](https://holderbook.com/stocks/WMS/) | $3.1M | 129,483 | 4.6% | 1 |
| DAQO NEW ENERGY CORP | [DQ](https://holderbook.com/stocks/DQ/) | $2.9M | 122,924 | 4.3% | 1 |
| SEALED AIR CORP NEW | [SEE](https://holderbook.com/stocks/SEE/) | $2.8M | 80,600 | 4.2% | 1 |
| GREENBRIER COS INC | [GBX](https://holderbook.com/stocks/GBX/) | $2.8M | 70,197 | 4.1% | 1 |
| FORTIVE CORP | [FTV](https://holderbook.com/stocks/FTV/) | $2.0M | 29,000 | 2.9% | 1 |
| BUNGE LIMITED | [BGXXXX](https://holderbook.com/stocks/BGXXXX/) | $1.6M | 30,000 | 2.4% | 1 |
| JUST ENERGY GROUP INC | [JEXXXX](https://holderbook.com/stocks/JEXXXX/) | $1.6M | 407,500 | 2.3% | 1 |
| JOHNSON CONTROLS INTERNATION | [JCI](https://holderbook.com/stocks/JCI/) | $1.2M | 42,000 | 1.8% | 1 |
| NOVA LJUBLJANSKA BANKA D.D., LJUBLJANA | - | $268.0K | 18,000 | 0.4% | 1 |
| RISE ED CAYMAN LTD | [REDU](https://holderbook.com/stocks/REDU/) | $135.0K | 17,000 | 0.2% | 1 |
| 58 COM INC | [WUBA](https://holderbook.com/stocks/WUBA/) | $130.0K | 2,400 | 0.2% | 1 |
| FOUR SEASONS ED CAYMAN INC | [FEDU](https://holderbook.com/stocks/FEDU/) | $94.0K | 38,000 | 0.1% | 1 |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q4 2018 | $67.5M | 24 |