Fund HoldingsGMT CAPITAL CORP

Total Portfolio Value
$2.66B
Total Bought
$329.36M
Total Sold
$423.76M
Net Transaction
-$94.41M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
WESCO INTL INC(WCC)01,043,500+1,043,5000181,4446.83%+181,444
BATH & BODY WORKS INC3,309,2003,728,800+419,600111,851160,9356.06%+49,084
HUDBAY MINERALS INC(HBM)38,436,82042,013,020+3,576,200187,920232,5918.76%+44,672
CELANESE CORP DEL(CE)1,253,5531,253,5530157,346194,7657.34%+37,419
DELTA AIR LINES INC DEL(DAL)06,798,000+6,798,0000273,48410.30%+273,484
ITAU UNIBANCO HLDG S A(ITUB)629,1004,718,200+4,089,1003,37832,7911.23%+29,413
KYNDRYL HLDGS INC(KD)964,7002,107,700+1,143,00014,56743,7981.65%+29,231
UBER TECHNOLOGIES INC(UBER)2,689,1002,379,700-309,400123,672146,5185.52%+22,846
GARRETT MOTION INC(GTX)2,145,8823,692,582+1,546,70016,91035,7071.34%+18,798
ROYALTY PHARMA PLC(RPRX)929,7001,558,300+628,60025,23243,7731.65%+18,541
SS&C TECHNOLOGIES HLDGS INC(SSNC)1,041,3001,129,800+88,50054,71069,0422.60%+14,332
EXPEDIA GROUP INC(EXPE)416,700349,700-67,00042,94953,0812.00%+10,132
ORION S.A.1,189,2771,189,277025,30832,9791.24%+7,671
TRAVEL PLUS LEISURE CO(TNL)04,144,841+4,144,8410162,0226.10%+162,022
ANNEXON INC(ANNX)2,810,4713,020,474+210,0036,63313,7130.52%+7,080
GRAPHIC PACKAGING HLDG CO(GPK)1,548,4001,622,900+74,50034,49840,0041.51%+5,506
MARINUS PHARMACEUTICALS INC1,722,6951,722,695013,86818,7260.71%+4,858
NEWAMSTERDAM PHARMA COMPANY
ORDINARY SHARES
1,383,8001,383,800012,80015,4570.58%+2,657
NEUMORA THERAPEUTICS INC.0140,666+140,66602,3980.09%+2,398
ALPHABET INC(GOOG)266,440266,440034,86637,2191.40%+2,353
HARTFORD FINL SVCS GROUP INC(HIG)015,700+15,70001,2620.05%+1,262
AMYLYX PHARMACEUTICALS INC(AMLX)576,300786,000+209,70010,55211,5700.44%+1,018
ROCKET PHARMACEUTICALS INC411,200306,500-104,7008,4259,1860.35%+760
ELECTRONIC ARTS INC(EA)23,32023,32002,8083,1900.12%+383
SKEENA RES LTD NEW(SKE)389,600389,60001,7901,9060.07%+116
MARVELL TECHNOLOGY INC(MRVL)5,6005,60003033380.01%+35
TIDEWATER INC NEW(TDW)3,1403,14002232260.01%+3
CAPSTONE GREEN ENERGY CORP27,4760-27,476190-19
APPHARVEST INC1,205,8000-1,205,800210-21
CIENA CORP(CIEN)9,4109,41004454240.02%-21
AWARE INC MASS24,6000-24,600340-34
TAIWAN SEMICONDUCTOR MFG LTD(TSM)321,400267,900-53,50027,93027,8621.05%-68
FORWARD INDS INC N Y91,8000-91,800700-70
22ND CENTY GROUP INC110,1660-110,1661080-108
META MATERIALS INC543,8000-543,8001150-115
CANAAN INC98,4000-98,4001790-179
STEREOTAXIS INC126,5810-126,5812000-200
TORONTO DOMINION BK ONT(TD)3,9600-3,9602390-239
ALPHABET INC(GOOG)752,500702,200-50,30099,21798,9613.73%-256
OBSIDIAN ENERGY LTD180,008180,00801,4801,2200.05%-259
EVERQUOTE INC(EVER)41,8000-41,8003020-302
IRONWOOD PHARMACEUTICALS INC461,200356,400-104,8004,4414,0770.15%-364
BLOOM ENERGY CORP31,3440-31,3444160-416
CHROMADEX CORP296,9050-296,9054330-433
SENSEONICS HLDGS INC729,3770-729,3774400-440
GAOTU TECHEDU INC177,9000-177,9004910-491
DIREXION SHS ETF TR36,0160-36,0165310-531
CITIZENS INC197,2950-197,2955620-562
INOVIO PHARMACEUTICALS INC1,513,5000-1,513,5005890-589
BIONANO GENOMICS INC530,260530,254-61,6071,0020.04%-605
NANO X IMAGING LTD
ORD SHS
94,8500-94,8506220-622
RITE AID CORP1,482,1010-1,482,1016640-664
ROOT INC79,8150-79,8157590-759
LIBERTY ENERGY INC(LBRT)150,974110,974-40,0002,7962,0130.08%-783
AMERICAN SUPERCONDUCTOR CORP108,0660-108,0668160-816
BURLINGTON STORES INC(BURL)6,3000-6,3008520-852
PRECIGEN INC(PGEN)668,8300-668,8309500-950
ROBINHOOD MKTS INC(HOOD)104,8000-104,8001,0280-1,028
OPTINOSE INC1,110,702240,917-869,7851,3663110.01%-1,055
RIOT PLATFORMS INC(RIOT)114,6000-114,6001,0690-1,069
META PLATFORMS INC(META)39,00029,600-9,40011,70810,4770.39%-1,231
OCUGEN INC3,922,198307,786-3,614,4121,5691770.01%-1,392
CLOVER HEALTH INVESTMENTS CO(CLOV)1,305,2000-1,305,2001,4100-1,410
ERO COPPER CORP(ERO)07,750,125+7,750,1250123,1344.64%+123,134
TD SYNNEX CORPORATION(SNX)000000
SYNCHRONY FINANCIAL(SYF)994,000749,500-244,50030,38728,6231.08%-1,763
HAMMERHEAD ENERGY INC150,7350-150,7351,7980-1,798
CONFLUENT INC62,8000-62,8001,8600-1,860
4D MOLECULAR THERAPEUTICS IN151,2000-151,2001,9250-1,925
UNITY SOFTWARE INC(U)73,1000-73,1002,2950-2,295
KINIKSA PHARMACEUTICALS LTD477,853341,553-136,3008,3005,9910.23%-2,309
STRUCTURE THERAPEUTICS INC113,20081,700-31,5005,7083,3300.13%-2,377
WARNER BROS DISCOVERY INC(WBD)1,598,7001,299,900-298,80017,36214,7930.56%-2,569
UNITED CMNTY BKS BLAIRSVLE G(UCB)104,8000-104,8002,6630-2,663
ZIM INTEGRATED SHIPPING SERV
SHS
262,1000-262,1002,7390-2,739
BAIDU INC347,727368,727+21,00046,71743,9121.65%-2,805
UNDER ARMOUR INC(UA)435,7800-435,7802,9850-2,985
TITAN MACHY INC114,3000-114,3003,0380-3,038
HAWAIIAN HOLDINGS INC480,9500-480,9503,0440-3,044
ENDEAVOR GROUP HLDGS INC157,2000-157,2003,1280-3,128
NIO INC(NIO)371,2000-371,2003,3560-3,356
UNDER ARMOUR INC(UA)617,8980-617,8983,9420-3,942
UNITED AIRLS HLDGS INC(UAL)02,188,100+2,188,100090,2813.40%+90,281
AMERICAN EXPRESS CO(AXP)27,2000-27,2004,0580-4,058
EASTMAN KODAK CO(KODK)981,4000-981,4004,1320-4,132
CLEAN ENERGY FUELS CORP1,090,3780-1,090,3784,1760-4,176
ROBLOX CORP(RBLX)150,4000-150,4004,3560-4,356
GRAN TIERRA ENERGY INC2,488,8312,269,600-219,23117,34112,8060.48%-4,535
CHEWY INC(CHWY)292,6000-292,6005,3430-5,343
XPENG INC(XPEV)311,4000-311,4005,7170-5,717
OUTSET MED INC540,7760-540,7765,8840-5,884
OKTA INC(OKTA)73,0000-73,0005,9500-5,950
NUTRIEN LTD(NTR)100,7000-100,7006,2190-6,219
ALIBABA GROUP HLDG LTD(BABA)1,116,7001,151,200+34,50096,86389,2303.36%-7,633
SIGNET JEWELERS LIMITED
SHS
1,121,700675,000-446,70080,54972,4012.73%-8,149
BERRY GLOBAL GROUP INC1,580,1761,317,576-262,60097,82988,7913.34%-9,037
ALLOVIR INC4,211,2830-4,211,2839,0540-9,054
VENTYX BIOSCIENCES INC280,6000-280,6009,7450-9,745
ABERCROMBIE & FITCH CO174,0000-174,0009,8080-9,808
MICROCHIP TECHNOLOGY INC.(MCHP)126,0000-126,0009,8340-9,834
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