0001106191-12-000003.txt : 20120515
0001106191-12-000003.hdr.sgml : 20120515
20120514175819
ACCESSION NUMBER: 0001106191-12-000003
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20120331
FILED AS OF DATE: 20120515
DATE AS OF CHANGE: 20120514
EFFECTIVENESS DATE: 20120515
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: GMT CAPITAL CORP
CENTRAL INDEX KEY: 0001106191
IRS NUMBER: 582021147
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05497
FILM NUMBER: 12840118
BUSINESS ADDRESS:
STREET 1: GMT CAPITAL CORP
STREET 2: 2300 WINDY RIDGE PARKWAY SUITE 550 SOUTH
CITY: ATLANTA
STATE: GA
ZIP: 30339
BUSINESS PHONE: 7709898250
MAIL ADDRESS:
STREET 1: GMT CAPITAL CORP
STREET 2: 2300 WINDY RIDGE PARKWAY SUITE 550 SOUTH
CITY: ATLANTA
STATE: GA
ZIP: 30339
13F-HR
1
edgarfilingmar12txt.txt
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, DC 20549
Form 13F
Form 13F Cover Page
Report for the Calendar Year or Quarter Ended:
March 31, 2012
Check here if Amendment []; Amendment Number:
This Amendment (check one only): [] is a restatement,
[] adds new holding
entries
Institutional Investment Manager filing this report:
Name: GMT Capital Corp
Address: 2300 Windy Ridge Parkway, #550S
Atlanta, GA 30339
Form 13F File Number: 28-05497
The institutional investment manager filing this report
and the person by whom it is signed hereby represent
that the person signing the report is authorized to
submit it, that all information contained herein is
true, correct and complete, and that it is understood
that all required items, statements, schedules, lists and tables, are
considered integral parts of this form.
Person signing this report on behalf of reporting manager:
Name: George E. Case III
Title: Vice President
Phone: 770-989-8261
Signature, Place, and Date of Signing
George E. Case, III Atlanta, GA May 15, 2012
[X] 13F Holding Report
[ ] 13F Notice
[ ] 13F Combination Report
Form 13F SUMMARY PAGE
Report Summary:
Number of Other Included Mangers: None
Form 13F Information Table Entry Total: 103
Form 13F Information Table Value Total: $4,196,292
List of other Included Managers: None
INSERT AXYS INFORMATION TABLE HERE:
GMT Capital
13F Information Table
March 31, 2012
FORM 13F INFORMATION TABLE
VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE
------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- --------
Canadian Natural Resources COM 2171573 268988 8113580 SH SOLE 8113580
Nexen COM 65334h102 19912 1085640 SH SOLE 1085640
Abbott Laboratories COM 002824100 2924 47700 SH SOLE 47700
Active Power COM 00504w100 59 75370 SH SOLE 75370
Albemarle COM 012653101 95969 1501400 SH SOLE 1501400
Alico COM 016230104 14105 610330 SH SOLE 610330
American Axle COM 024061103 70612 6030100 SH SOLE 6030100
American Express Company COM 025816109 91222 1576600 SH SOLE 1576600
American Superconductor Corp COM 030111108 1124 272742 SH SOLE 272742
AmerisourceBergen Corp COM 03073e105 11961 301600 SH SOLE 301600
Anadarko Petroleum COM 032511107 170154 2172000 SH SOLE 2172000
Apache Corp COM 037411105 87437 870537 SH SOLE 870537
Apollo Global Management, LLC COM 037612306 24971 1748692 SH SOLE 1748692
Apple Inc COM 037833100 1859 3100 SH SOLE 3100
Applied Materials Inc COM 038222105 9499 763300 SH SOLE 763300
Arch Coal Inc COM 039380100 2459 229600 SH SOLE 229600
Avnet Inc COM 053807103 141364 3884700 SH SOLE 3884700
Barrick Gold COM 067901108 75264 1731000 SH SOLE 1731000
Berkshire Hathaway Inc COM 084670702 5413 66700 SH SOLE 66700
Blackstone Group L.P. COM 09253u108 2197 137800 SH SOLE 137800
Boston Private Fncl COM 101119105 606 61200 SH SOLE 61200
Cabot Corp COM 127055101 88774 2080000 SH SOLE 2080000
Capital One Financial Co COM 14040H105 132873 2383800 SH SOLE 2383800
Capitol Bancorp New COM 14056d105 129 379627 SH SOLE 379627
Celanese Corp COM 150870103 287821 6232600 SH SOLE 6232600
Cigna Corp COM 125509109 43975 892900 SH SOLE 892900
Citigroup Inc. COM 172967424 80560 2204093 SH SOLE 2204093
Coach COM 189754104 43354 561000 SH SOLE 561000
Coeur D' Alene Mines Corp COM 192108504 33834 1425200 SH SOLE 1425200
Corning Inc COM 219350105 15433 1096100 SH SOLE 1096100
Crown Media COM 228411104 458 288151 SH SOLE 288151
DecisionPoint Systems Inc COM 24345a101 18 11813 SH SOLE 11813
Delta Airlines Inc COM 247361702 78452 7912500 SH SOLE 7912500
Direct TV Com COM 25490a101 32071 650000 SH SOLE 650000
Discovery Fincl Svcs COM 254709108 30876 926100 SH SOLE 926100
EZ Corp Inc COM 302301106 65851 2029000 SH SOLE 2029000
Eastman Kodak Co COM 277461109 1056 3308800 SH SOLE 3308800
Eaton Corp COM 278058102 74919 1503500 SH SOLE 1503500
Electronic Arts COM 285512109 384 23320 SH SOLE 23320
Emcore Corp COM 290846104 132 27612 SH SOLE 27612
Endeavour International Corp COM 29259g200 50870 4292814 SH SOLE 4292814
Energy XXI (Bermuda) Ltd. COM g10082140 1231 34100 SH SOLE 34100
Entegris Inc COM 29362u104 130427 13964300 SH SOLE 13964300
Evergreen Solar COM 30033r306 21 422250 SH SOLE 422250
Expedia Inc COM 30212p105 14050 420150 SH SOLE 420150
Flextronics COM y2573f102 160327 22206000 SH SOLE 22206000
Fushi Copperweld Inc COM 36113e107 27566 3651152 SH SOLE 3651152
Gasco Energy COM 367220100 106 407200 SH SOLE 407200
GeoResources Inc COM 372476101 11121 339670 SH SOLE 339670
Goodrich COM 382388106 10085 80400 SH SOLE 80400
Google Inc COM 38259p508 120313 187625 SH SOLE 187625
Guess COM 401617105 5897 188700 SH SOLE 188700
Halliburton Co COM 406216101 30017 904400 SH SOLE 904400
Harris Corp COM 413875105 27093 601000 SH SOLE 601000
Hillenbrand Inc COM 431571108 7826 341000 SH SOLE 341000
InterXion Holding N.V. COM n47279109 23429 1305264 SH SOLE 1305264
Itau Unibanco Holding - ADR COM 465562106 60005 3126900 SH SOLE 3126900
JP Morgan Chase & Co COM 46625H100 75407 1640000 SH SOLE 1640000
KKR & Co. L.P. COM 48248m102 15844 1068400 SH SOLE 1068400
Key Energy Services Inc COM 492914106 14151 915900 SH SOLE 915900
Kraton Performance Polymers COM 50077c106 118706 4467655 SH SOLE 4467655
Lazard Ltd COM G54050102 11824 414000 SH SOLE 414000
Liberty Global Series C COM 530555309 23587 492531 SH SOLE 492531
Life Technologies COM 53217v109 47853 980200 SH SOLE 980200
LyondellBasell Industries NV COM n53745100 56688 1298700 SH SOLE 1298700
Marathon Petroleum Corp COM 56585a102 14896 343550 SH SOLE 343550
Marchex Inc COM 56624r108 2364 530076 SH SOLE 530076
McClatchy Co Cl A COM 579489105 1218 421400 SH SOLE 421400
Meru Networks COM 59047q103 2009 495993 SH SOLE 495993
Microsoft COM 594918104 8198 254161 SH SOLE 254161
Motricity Inc COM 620107102 224 203418 SH SOLE 203418
Mylan Laboratories COM 628530107 8484 361800 SH SOLE 361800
NII Holdings COM 62913f201 103563 5656078 SH SOLE 5656078
NeuroMetrix COM 641255203 31 41762 SH SOLE 41762
Omnicom Group COM 681919106 6904 136300 SH SOLE 136300
Oppenheimer Hldgs COM 683797104 17689 1019541 SH SOLE 1019541
Peabody Energy Corp COM 704549104 5175 178700 SH SOLE 178700
Photronics COM 719405102 25239 3795362 SH SOLE 3795362
Precision Castparts COM 740189105 31917 184600 SH SOLE 184600
Qihoo 360 Technology Co Ltd COM 74734m109 3484 142500 SH SOLE 142500
RF Micro Devices COM 749941100 978 196293 SH SOLE 196293
Rock-Tenn Co COM 772739207 60771 899516 SH SOLE 899516
Royal Dutch Shell Plc Class A COM 780259206 12651 180400 SH SOLE 180400
Sohu.com Inc COM 83408w103 24115 437100 SH SOLE 437100
Spirit Aerosystems COM 848574109 8537 349000 SH SOLE 349000
Stillwater Mining Co COM 86074q102 29957 2370000 SH SOLE 2370000
SunCoke Energy Inc COM 86722a103 334 23496 SH SOLE 23496
TRW Automotive Holdings Corp COM 87264s106 113166 2436300 SH SOLE 2436300
Taiwan Seminconductor Mfg ADR COM 874039100 14884 974076 SH SOLE 974076
Teradyne Inc COM 880770102 31250 1850200 SH SOLE 1850200
Teva Pharmaceuticals COM 881624209 48926 1085800 SH SOLE 1085800
The Timken Company COM 887389104 14121 278300 SH SOLE 278300
Thermo Fisher COM 883556102 13497 239400 SH SOLE 239400
Time Warner Inc COM 887317303 70268 1861413 SH SOLE 1861413
Tripadvisor Inc COM 896945201 7236 202850 SH SOLE 202850
US Bancorp COM 902973304 43329 1367700 SH SOLE 1367700
United Continental Holdings In COM 910047109 213326 9922130 SH SOLE 9922130
Vale SA - SP ADR COM 91912e105 2844 121900 SH SOLE 121900
Viacom Inc - Class B COM 92553p201 38039 801500 SH SOLE 801500
Vision Sciences Inc. Delaware COM 927912105 132 76800 SH SOLE 76800
Walgreen COM 931422109 2743 81900 SH SOLE 81900
Whiting Petroleum Corp COM 966387102 58954 1085700 SH SOLE 1085700
Winnebago Inds COM 974637100 1323 134990 SH SOLE 134990