-----BEGIN PRIVACY-ENHANCED MESSAGE----- Proc-Type: 2001,MIC-CLEAR Originator-Name: webmaster@www.sec.gov Originator-Key-Asymmetric: MFgwCgYEVQgBAQICAf8DSgAwRwJAW2sNKK9AVtBzYZmr6aGjlWyK3XmZv3dTINen TWSM7vrzLADbmYQaionwg5sDW3P6oaM5D3tdezXMm7z1T+B+twIDAQAB MIC-Info: RSA-MD5,RSA, P4FtUACMEY1fuA2+bUSNXXCOFwp2ofRyX9GlIXrmmWkxhR1dfbidrwD0khbhbZY3 714Alq4CYa9Aicme82k5mw== 0001106191-10-000008.txt : 20101115 0001106191-10-000008.hdr.sgml : 20101115 20101115141212 ACCESSION NUMBER: 0001106191-10-000008 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100930 FILED AS OF DATE: 20101115 DATE AS OF CHANGE: 20101115 EFFECTIVENESS DATE: 20101115 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: 101191200 BUSINESS ADDRESS: STREET 1: GMT CAPITAL CORP STREET 2: 2100 RIVEREDGE PARKWAY SUITE 840 CITY: ATLANTA STATE: GA ZIP: 30328 BUSINESS PHONE: 7709898261 MAIL ADDRESS: STREET 1: GMT CAPITAL CORP STREET 2: 2100 RIVEREDGE PARKWAY SUITE 840 CITY: ATLANTA STATE: GA ZIP: 30328 13F-HR 1 edgarfilingsept10.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F Form 13F Cover Page Report for the Calendar Year or Quarter Ended: September 30, 2010 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: 2100 RiverEdge Parkway, #840 Atlanta, GA 30328 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 August 16, 2010 [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: 138 Form 13F Information Table Value Total: $3,603,892 List of other Included Managers: None INSERT AXYS INFORMATION TABLE HERE: GMT Capital 13F Information Table September 30, 2010 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 226768 6555180 SH SOLE 6555180 Nexen COM 65334h102 70686 3513140 SH SOLE 3513140 8x8, Inc. COM 282914100 5317 2473036 SH SOLE 2473036 AAR Corp COM 000361105 34245 1835184 SH SOLE 1835184 AGCO Corp COM 001084102 5204 133400 SH SOLE 133400 Abbott Laboratories COM 002824100 30069 575600 SH SOLE 575600 Active Power COM 00504w100 100 75370 SH SOLE 75370 Albemarle COM 012653101 47882 1022900 SH SOLE 1022900 Alere Inc COM 01449j105 80364 2598250 SH SOLE 2598250 Alico COM 016230104 14999 645414 SH SOLE 645414 Altera Corp COM 021441100 7413 245800 SH SOLE 245800 American Axle COM 024061103 682 75600 SH SOLE 75600 American Dairy Inc COM 025334103 491 47000 SH SOLE 47000 Amerigon COM 03070L300 1160 112601 SH SOLE 112601 Anadarko Petroleum COM 032511107 161332 2827900 SH SOLE 2827900 Apache Corp COM 037411105 40463 413900 SH SOLE 413900 Apple Inc COM 037833100 5902 20800 SH SOLE 20800 Avnet Inc COM 053807103 90321 3344000 SH SOLE 3344000 Barrick Gold COM 067901108 59821 1292300 SH SOLE 1292300 Borders Group Inc COM 099709107 1036 870300 SH SOLE 870300 Boston Private Fncl COM 101119105 400 61200 SH SOLE 61200 Builders First Source COM 12008R107 2922 1281549 SH SOLE 1281549 Bunge Limited COM G16962105 20564 347600 SH SOLE 347600 Cabot Corp COM 127055101 39726 1219700 SH SOLE 1219700 Callaway Golf COM 131193104 13376 1910900 SH SOLE 1910900 Capital One Financial Co COM 14040H105 51644 1305800 SH SOLE 1305800 Capitol Bancorp COM 14056d105 32 28100 SH SOLE 28100 Cardiome Pharma Corporation COM 14159u202 6138 1006300 SH SOLE 1006300 Celanese Corp COM 150870103 136756 4260300 SH SOLE 4260300 Citigroup Inc. COM 172967101 34889 8923052 SH SOLE 8923052 Clearwire Corp COM 18538q105 1771 218900 SH SOLE 218900 Coach COM 189754104 31597 735500 SH SOLE 735500 Cogent COM 19239y108 6125 575670 SH SOLE 575670 Comcast Corporation COM 20030n200 12048 708300 SH SOLE 708300 Continental Airlines COM 210795308 107572 4330600 SH SOLE 4330600 Copernic Inc COM 21727w206 94 35167 SH SOLE 35167 Corning Inc COM 219350105 26808 1466500 SH SOLE 1466500 Cott Corp COM 22163n106 14789 1883900 SH SOLE 1883900 Crocs Inc COM 227046109 1222 94000 SH SOLE 94000 Cumulus Media Inc. COM 231082108 1460 519440 SH SOLE 519440 Delta Airlines Inc COM 247361702 21422 1840400 SH SOLE 1840400 Dillards COM 254067101 1090 46090 SH SOLE 46090 Direct TV Com COM 25490a101 5974 143500 SH SOLE 143500 Discovery Fincl Svcs COM 254709108 23801 1426900 SH SOLE 1426900 DragonWave Inc COM 26144m103 6357 897900 SH SOLE 897900 EZ Corp Inc COM 302301106 30491 1521500 SH SOLE 1521500 Eagle Materials COM 26969p108 950 40100 SH SOLE 40100 Eaton Corp COM 278058102 58279 706500 SH SOLE 706500 Ebay COM 278642103 30810 1262700 SH SOLE 1262700 Electronic Arts COM 285512109 384 23320 SH SOLE 23320 Emcore Corp COM 290846104 542 677031 SH SOLE 677031 Entegris Inc COM 29362u104 37057 7935200 SH SOLE 7935200 Expedia Inc COM 30212p105 43833 1552700 SH SOLE 1552700 Flextronics COM y2573f102 123604 20464200 SH SOLE 20464200 Fushi Copperweld Inc COM 36113e107 16685 1919984 SH SOLE 1919984 Gasco Energy COM 367220100 137 456000 SH SOLE 456000 GeoResources Inc COM 372476101 11955 751870 SH SOLE 751870 Goldman Sachs Group Inc COM 38141G104 11017 76200 SH SOLE 76200 Goodrich COM 382388106 45079 611400 SH SOLE 611400 Google Inc COM 38259p508 21137 40200 SH SOLE 40200 Gray Television COM 389375106 1122 558200 SH SOLE 558200 Guess COM 401617105 15764 388000 SH SOLE 388000 HNI Corp COM 404251100 1777 61800 SH SOLE 61800 Harris Corp COM 413875105 26477 597800 SH SOLE 597800 Hewlett Packard COM 428236103 25738 611800 SH SOLE 611800 Hythiam COM 44919f104 17 357000 SH SOLE 357000 Insteel Industries COM 45774w108 581 64700 SH SOLE 64700 Itau Unibanco Holding - ADR COM 465562106 61212 2531500 SH SOLE 2531500 JA Solar Hldgs COM 466090107 677 72600 SH SOLE 72600 JP Morgan Chase & Co COM 46625H100 46148 1212500 SH SOLE 1212500 Jet Blue COM 477143101 3382 505500 SH SOLE 505500 Kodiak Oil and Gas COM 50015q100 1713 505281 SH SOLE 505281 Kraton Performance Polymers COM 50077c106 68419 2520055 SH SOLE 2520055 LDK Solar Co ltd COM 50183l107 1542 150000 SH SOLE 150000 Level 3 Communications COM 52729n100 1203 1283900 SH SOLE 1283900 Liberty Global Series C COM 530555309 97121 3178031 SH SOLE 3178031 Life Technologies COM 53217v109 148801 3187000 SH SOLE 3187000 Lin TV Corp COM 532774106 827 186300 SH SOLE 186300 Lockheed Martin COM 539830109 18084 253700 SH SOLE 253700 Louisiana Pacific COM 546347105 1217 160800 SH SOLE 160800 Magal Security Systems COM m6786d104 139 46171 SH SOLE 46171 Manitowoc Inc COM 563571108 733 60500 SH SOLE 60500 Mariner Energy COM 56845t305 59395 2451300 SH SOLE 2451300 McClatchy Co Cl A COM 579489105 1656 421400 SH SOLE 421400 Metabolix COM 591018809 1013 80500 SH SOLE 80500 Micron Technologies COM 595112103 33521 4649200 SH SOLE 4649200 Microsoft COM 594918104 28569 1166561 SH SOLE 1166561 Millicom Intl Cellular A shrs COM L6388F110 106571 1110690 SH SOLE 1110690 NBTY Inc COM 628782104 5789 105300 SH SOLE 105300 NGas Resources COM 62912t103 19 22400 SH SOLE 22400 NII Holdings COM 62913f201 207201 5041378 SH SOLE 5041378 Neenah Paper Inc COM 640079109 10239 673600 SH SOLE 673600 Net Servicos De Comunicacao SA COM 64109t201 94424 7246633 SH SOLE 7246633 NeuroMetrix COM 641255104 150 250600 SH SOLE 250600 Nike Inc COM 654106103 5842 72900 SH SOLE 72900 Nutri Systems COM 67069d108 810 42100 SH SOLE 42100 Omnicom Group COM 681919106 14371 364000 SH SOLE 364000 Oppenheimer Hldgs COM 683797104 25539 913733 SH SOLE 913733 Outdoor Channel COM 690027206 780 141000 SH SOLE 141000 Owens Illinois Inc COM 690768403 88400 3150400 SH SOLE 3150400 PGT Inc COM 69336V101 908 398201 SH SOLE 398201 Patriot Coal Corp COM 70336t104 1308 114600 SH SOLE 114600 Pfizer Inc COM 717081103 2266 131988 SH SOLE 131988 Photronics COM 719405102 31492 5953200 SH SOLE 5953200 Precision Castparts COM 740189105 29800 234000 SH SOLE 234000 RF Micro Devices COM 749941100 1205 196293 SH SOLE 196293 Red Robin Gourmet Burger COM 75689m101 1639 83600 SH SOLE 83600 Revlon Inc COM 761525609 2486 196990 SH SOLE 196990 Rock-Tenn Co COM 772739207 51853 1041016 SH SOLE 1041016 SL Green Realty COM 78440x101 2413 38100 SH SOLE 38100 Sigma Design COM 826565103 701 61000 SH SOLE 61000 Sohu.com Inc COM 83408w103 33489 581200 SH SOLE 581200 Spansion COM 84649r101 0 470800 SH SOLE 470800 Spirit Aerosystems COM 848574109 7561 379400 SH SOLE 379400 St Joe COM 790148100 8727 350900 SH SOLE 350900 Sulphco COM 865378103 115 320100 SH SOLE 320100 Sunoco COM 86764p109 1617 44300 SH SOLE 44300 TRW Automotive Holdings Corp COM 87264s106 51401 1236800 SH SOLE 1236800 Taiwan Seminconductor Mfg ADR COM 874039100 38382 3785198 SH SOLE 3785198 Taser International Inc COM 87651b104 2023 521500 SH SOLE 521500 Teradyne Inc COM 880770102 19779 1775500 SH SOLE 1775500 Teva Pharmaceuticals COM 881624209 11436 216800 SH SOLE 216800 Texas Instruments Inc COM 882508104 6402 235900 SH SOLE 235900 The Travelers Cos COM 89417E109 18766 360200 SH SOLE 360200 Thermo Fisher COM 883556102 22705 474200 SH SOLE 474200 Time Warner Inc COM 887317303 34908 1138911 SH SOLE 1138911 Trident Microsystems COM 895919108 128 75100 SH SOLE 75100 US Bancorp COM 902973304 54333 2513100 SH SOLE 2513100 USG Corp COM 903293405 2894 219400 SH SOLE 219400 Varian Semiconductor Equipment COM 922207105 2492 86600 SH SOLE 86600 Viacom Inc - Class B COM 92553p201 47369 1308900 SH SOLE 1308900 Vishay Intertechnology COM 928298108 3879 400700 SH SOLE 400700 Vision Sciences Inc. Delaware COM 927912105 91 76800 SH SOLE 76800 Vodafone Group plc ADR COM 92857w209 13593 547900 SH SOLE 547900 Voyager Oil & Gas Inc COM 92911k100 622 180312 SH SOLE 180312 Winnebago Inds COM 974637100 2522 242000 SH SOLE 242000 YRC Worldwide COM 984249102 499 1996759 SH SOLE 1996759 Zales Corp COM 988858106 313 149200 SH SOLE 149200
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