-----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, EpdSBO9fxdAGuiHTHUQNGNtZGQYKb/2azSCtyXyW08VVUO/6c1xjcLpns2jQDC73 h6tsjp3Ul8/KrOy4shl+0Q== 0001106191-11-000001.txt : 20110215 0001106191-11-000001.hdr.sgml : 20110215 20110215111617 ACCESSION NUMBER: 0001106191-11-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20101231 FILED AS OF DATE: 20110215 DATE AS OF CHANGE: 20110215 EFFECTIVENESS DATE: 20110215 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: 11612946 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 edgarfilingdec10.txt UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 Form 13F Form 13F Cover Page Report for the Calendar Year or Quarter Ended: December 31, 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 February 15, 2011 [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: 132 Form 13F Information Table Value Total: $4,122,732 List of other Included Managers: None INSERT AXYS INFORMATION TABLE HERE: GMT Capital 13F Information Table December 31, 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 292865 6590280 SH SOLE 6590280 Nexen COM 65334h102 81133 3551340 SH SOLE 3551340 AAR Corp COM 000361105 36319 1322131 SH SOLE 1322131 AGCO Corp COM 001084102 1059 20900 SH SOLE 20900 Abbott Laboratories COM 002824100 27577 575600 SH SOLE 575600 Albemarle COM 012653101 57057 1022900 SH SOLE 1022900 Alere Inc COM 01449j105 78981 2157950 SH SOLE 2157950 Alico COM 016230104 15241 639315 SH SOLE 639315 Altera Corp COM 021441100 6579 184900 SH SOLE 184900 American Axle COM 024061103 972 75600 SH SOLE 75600 American Express Company COM 025816109 13348 311000 SH SOLE 311000 AmerisourceBergen Corp COM 03073e105 5558 162900 SH SOLE 162900 Anadarko Petroleum COM 032511107 211154 2772500 SH SOLE 2772500 Apache Corp COM 037411105 116313 975537 SH SOLE 975537 Apple Inc COM 037833100 4064 12600 SH SOLE 12600 Archer-Daniels-Midland Co. COM 039483102 5044 167700 SH SOLE 167700 Avnet Inc COM 053807103 121768 3686600 SH SOLE 3686600 Barrick Gold COM 067901108 68725 1292300 SH SOLE 1292300 Boston Private Fncl COM 101119105 401 61200 SH SOLE 61200 Builders First Source COM 12008R107 2525 1281549 SH SOLE 1281549 Bunge Limited COM G16962105 20822 317800 SH SOLE 317800 Cabot Corp COM 127055101 51825 1376500 SH SOLE 1376500 Callaway Golf COM 131193104 15421 1910900 SH SOLE 1910900 Capital One Financial Co COM 14040H105 60112 1412400 SH SOLE 1412400 Capitol Bancorp COM 14056d105 15 28100 SH SOLE 28100 Celanese Corp COM 150870103 190436 4625600 SH SOLE 4625600 Chemtura Corp COM 163893209 2431 152100 SH SOLE 152100 Cisco Systems Inc. COM 17275R102 3858 190700 SH SOLE 190700 Citigroup Inc. COM 172967101 46306 9789952 SH SOLE 9789952 Clearwire Corp COM 18538q105 1127 218900 SH SOLE 218900 Coach COM 189754104 40681 735500 SH SOLE 735500 Comamtech Inc COM 199836107 60 35167 SH SOLE 35167 Comcast Corporation COM 20030n200 8553 411000 SH SOLE 411000 Corning Inc COM 219350105 28333 1466500 SH SOLE 1466500 Cott Corp COM 22163n106 16974 1883900 SH SOLE 1883900 Crocs Inc COM 227046109 1609 94000 SH SOLE 94000 Cumulus Media Inc. COM 231082108 2239 519440 SH SOLE 519440 Delta Airlines Inc COM 247361702 32484 2578100 SH SOLE 2578100 Dillards COM 254067101 1749 46090 SH SOLE 46090 Direct TV Com COM 25490a101 5730 143500 SH SOLE 143500 Discovery Fincl Svcs COM 254709108 26440 1426900 SH SOLE 1426900 DragonWave Inc COM 26144m103 4070 482284 SH SOLE 482284 EZ Corp Inc COM 302301106 38603 1422900 SH SOLE 1422900 Eagle Materials COM 26969p108 1133 40100 SH SOLE 40100 Eaton Corp COM 278058102 67859 668500 SH SOLE 668500 Ebay COM 278642103 15064 541300 SH SOLE 541300 Electronic Arts COM 285512109 382 23320 SH SOLE 23320 Emcore Corp COM 290846104 735 677031 SH SOLE 677031 Entegris Inc COM 29362u104 80636 10794700 SH SOLE 10794700 Expedia Inc COM 30212p105 38957 1552700 SH SOLE 1552700 Flextronics COM y2573f102 166257 21179200 SH SOLE 21179200 Fushi Copperweld Inc COM 36113e107 33759 3801643 SH SOLE 3801643 Gasco Energy COM 367220100 160 456000 SH SOLE 456000 GeoResources Inc COM 372476101 19135 861570 SH SOLE 861570 Goldman Sachs Group Inc COM 38141G104 13587 80800 SH SOLE 80800 Goodrich COM 382388106 43630 495400 SH SOLE 495400 Google Inc COM 38259p508 29467 49610 SH SOLE 49610 Gray Television COM 389375106 1044 558200 SH SOLE 558200 Guess COM 401617105 17395 367600 SH SOLE 367600 HNI Corp COM 404251100 1928 61800 SH SOLE 61800 Harris Corp COM 413875105 27080 597800 SH SOLE 597800 Hewlett Packard COM 428236103 22359 531100 SH SOLE 531100 Hythiam COM 44919f104 38 357000 SH SOLE 357000 Infinera Corp COM 45667g103 1003 97100 SH SOLE 97100 Insteel Industries COM 45774w108 808 64700 SH SOLE 64700 Itau Unibanco Holding - ADR COM 465562106 62683 2610700 SH SOLE 2610700 JA Solar Hldgs COM 466090107 502 72600 SH SOLE 72600 JP Morgan Chase & Co COM 46625H100 55430 1306700 SH SOLE 1306700 Jet Blue COM 477143101 3341 505500 SH SOLE 505500 Kodiak Oil and Gas COM 50015q100 3335 505281 SH SOLE 505281 Kraton Performance Polymers COM 50077c106 99135 3203055 SH SOLE 3203055 LDK Solar Co ltd COM 50183l107 1518 150000 SH SOLE 150000 Level 3 Communications COM 52729n100 3775 3851800 SH SOLE 3851800 Liberty Global Series C COM 530555309 88908 2623431 SH SOLE 2623431 Life Technologies COM 53217v109 174226 3139200 SH SOLE 3139200 Lin TV Corp COM 532774106 987 186300 SH SOLE 186300 Lockheed Martin COM 539830109 17736 253700 SH SOLE 253700 Louisiana Pacific COM 546347105 1521 160800 SH SOLE 160800 Magal Security Systems COM m6786d104 144 46171 SH SOLE 46171 Manitowoc Inc COM 563571108 793 60500 SH SOLE 60500 McClatchy Co Cl A COM 579489105 1968 421400 SH SOLE 421400 Metabolix COM 591018809 980 80500 SH SOLE 80500 Micron Technologies COM 595112103 37897 4725300 SH SOLE 4725300 Microsoft COM 594918104 33069 1184861 SH SOLE 1184861 Millicom Intl Cellular A shrs COM L6388F110 103964 1087490 SH SOLE 1087490 NGas Resources COM 62912t103 13 22400 SH SOLE 22400 NII Holdings COM 62913f201 224005 5015778 SH SOLE 5015778 NXP Semiconductors COM n6596x109 1273 60800 SH SOLE 60800 Neenah Paper Inc COM 640079109 13256 673600 SH SOLE 673600 NetApp Inc COM 64110d104 216 3934 SH SOLE 3934 NeuroMetrix COM 641255104 170 250600 SH SOLE 250600 Nike Inc COM 654106103 5270 61700 SH SOLE 61700 Nutri Systems COM 67069d108 885 42100 SH SOLE 42100 Omnicom Group COM 681919106 11226 245100 SH SOLE 245100 Omnova Solutions COM 682129101 1837 219766 SH SOLE 219766 Oppenheimer Hldgs COM 683797104 24389 930533 SH SOLE 930533 Owens Illinois Inc COM 690768403 95084 3097200 SH SOLE 3097200 PGT Inc COM 69336V101 976 398201 SH SOLE 398201 Patriot Coal Corp COM 70336t104 3775 194900 SH SOLE 194900 Pfizer Inc COM 717081103 2311 131988 SH SOLE 131988 Photronics COM 719405102 35183 5953200 SH SOLE 5953200 Precision Castparts COM 740189105 28705 206200 SH SOLE 206200 RF Micro Devices COM 749941100 1443 196293 SH SOLE 196293 Rock-Tenn Co COM 772739207 56983 1056216 SH SOLE 1056216 SL Green Realty COM 78440x101 2572 38100 SH SOLE 38100 Sigma Design COM 826565103 864 61000 SH SOLE 61000 Sohu.com Inc COM 83408w103 27510 433300 SH SOLE 433300 Spirit Aerosystems COM 848574109 24993 1201000 SH SOLE 1201000 St Joe COM 790148100 7667 350900 SH SOLE 350900 Sulphco COM 865378103 54 320100 SH SOLE 320100 Sunoco COM 86764p109 1786 44300 SH SOLE 44300 TRW Automotive Holdings Corp COM 87264s106 70323 1334400 SH SOLE 1334400 Taiwan Seminconductor Mfg ADR COM 874039100 47466 3785198 SH SOLE 3785198 Taser International Inc COM 87651b104 2451 521500 SH SOLE 521500 Teradyne Inc COM 880770102 27556 1962700 SH SOLE 1962700 Teva Pharmaceuticals COM 881624209 29620 568200 SH SOLE 568200 Texas Instruments Inc COM 882508104 6659 204900 SH SOLE 204900 The Travelers Cos COM 89417E109 10195 183000 SH SOLE 183000 Thermo Fisher COM 883556102 24923 450200 SH SOLE 450200 Time Warner Inc COM 887317303 38106 1184515 SH SOLE 1184515 Trident Microsystems COM 895919108 134 75100 SH SOLE 75100 US Bancorp COM 902973304 69008 2558700 SH SOLE 2558700 United Continental Holdings In COM 910047109 121614 5105530 SH SOLE 5105530 Varian Semiconductor Equipment COM 922207105 6070 164200 SH SOLE 164200 Viacom Inc - Class B COM 92553p201 50542 1276000 SH SOLE 1276000 Vishay Intertechnology COM 928298108 4548 309800 SH SOLE 309800 Vision Sciences Inc. Delaware COM 927912105 107 76800 SH SOLE 76800 Vodafone Group plc ADR COM 92857w209 14486 547900 SH SOLE 547900 Voyager Oil & Gas Inc COM 92911k100 974 180312 SH SOLE 180312 Winnebago Inds COM 974637100 3678 242000 SH SOLE 242000 YRC Worldwide COM 984249300 297 79869 SH SOLE 79869 Zales Corp COM 988858106 636 149200 SH SOLE 149200
-----END PRIVACY-ENHANCED MESSAGE-----