0001106191-15-000003.txt : 20150227 0001106191-15-000003.hdr.sgml : 20150227 20150227135621 ACCESSION NUMBER: 0001106191-15-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20141231 FILED AS OF DATE: 20150227 DATE AS OF CHANGE: 20150227 EFFECTIVENESS DATE: 20150227 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: 15656957 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 primary_doc.xml 13F-HR LIVE false false false 0001106191 XXXXXXXX 12-31-2014 12-31-2014 GMT CAPITAL CORP

GMT CAPITAL CORP 2300 WINDY RIDGE PARKWAY SUITE 550 SOUTH ATLANTA GA 30339

13F HOLDINGS REPORT 028-05497 N Philip J. Meyers 770-989-8263 /s/ Philip J. Meyers Atlanta GA 02-17-2015 0 80 4070887 false INFORMATION TABLE 2 GMT_13F_12_31_14.xml GMT 13F FILING 12.31.14 21Vianet Group, Inc. COM 90138a103 13177 732074 SH SOLE 732074 0 0 Alibaba Group Holding Ltd. COM 01609w102 2772 31200 SH SOLE 31200 0 0 Alico COM 016230104 22730 596581 SH SOLE 596581 0 0 American Axle COM 024061103 55013 3280470 SH SOLE 3280470 0 0 American International Group, COM 026874784 40531 750300 SH SOLE 750300 0 0 Anadarko Petroleum COM 032511107 27754 273600 SH SOLE 273600 0 0 Apollo Global Management, LLC COM 037612306 100606 4220044 SH SOLE 4220044 0 0 Arrow Electronics Inc COM 042735100 20680 373600 SH SOLE 373600 0 0 Avnet Inc COM 053807103 14214 342500 SH SOLE 342500 0 0 Baidu, Inc. COM 056752108 60886 279000 SH SOLE 279000 0 0 Bancolombia S.A. Adr COM 05968l102 14509 255800 SH SOLE 255800 0 0 Beazer Homes USA, Inc. COM 07556q881 24800 1477800 SH SOLE 1477800 0 0 Berkshire Hathaway Inc COM 084670702 101978 738220 SH SOLE 738220 0 0 Blackstone Group L.P. COM 09253u108 49096 1559600 SH SOLE 1559600 0 0 Bloomin' Brands Inc. COM 094235108 39341 1588900 SH SOLE 1588900 0 0 Canadian Natural Resources COM 2171573 118540 3044680 SH SOLE 3044680 0 0 Capital One Financial Co COM 14040H105 190349 2332130 SH SOLE 2332130 0 0 CDW Corporation of Delaware COM 12514g108 4702 133700 SH SOLE 133700 0 0 Celanese Corp COM 150870103 338276 5780520 SH SOLE 5780520 0 0 China Lodging Group Ltd. COM 16949n109 47870 1857597 SH SOLE 1857597 0 0 Cigna Corp COM 125509109 54232 598000 SH SOLE 598000 0 0 Citigroup Inc. COM 172967424 215787 4164173 SH SOLE 4164173 0 0 CNO Financial Group, Inc. COM 12621e103 33206 1957900 SH SOLE 1957900 0 0 Comcast Corporation COM 20030n200 5484 102500 SH SOLE 102500 0 0 Dean Foods Company COM 242370203 1257 94900 SH SOLE 94900 0 0 Delta Airlines Inc COM 247361702 201489 5573690 SH SOLE 5573690 0 0 Diana Shipping Inc. COM y2066g104 14212 1589734 SH SOLE 1589734 0 0 Direct TV Com COM 25490a309 62883 726800 SH SOLE 726800 0 0 Discovery Fincl Svcs COM 254709108 15789 245200 SH SOLE 245200 0 0 Eastman Chemical Company COM 277432100 33101 409200 SH SOLE 409200 0 0 Eaton Corp PLC COM g29183103 38491 607400 SH SOLE 607400 0 0 Ebay COM 278642103 40586 716700 SH SOLE 716700 0 0 Electronic Arts COM 285512109 830 23320 SH SOLE 23320 0 0 Entegris Inc COM 29362u104 181302 15765330 SH SOLE 15765330 0 0 Entropic Communications Inc COM 29384r105 50 18700 SH SOLE 18700 0 0 First Citizens BancShares, Inc COM 31946m103 6932 32000 SH SOLE 32000 0 0 Flextronics COM y2573f102 87533 8481900 SH SOLE 8481900 0 0 Google Inc. - Cl A COM 38259p508 78573 133535 SH SOLE 133535 0 0 Google Inc. - Cl C COM 38259p706 92848 160815 SH SOLE 160815 0 0 Installed Building Products In COM 45780r101 28487 2027577 SH SOLE 2027577 0 0 Interoil Corporation COM 460951106 7782 159499 SH SOLE 159499 0 0 JP Morgan Chase & Co COM 46625H100 59420 986400 SH SOLE 986400 0 0 KKR & Co. L.P. COM 48248m102 127758 5729060 SH SOLE 5729060 0 0 KVH Industries Inc COM 482738101 8052 711228 SH SOLE 711228 0 0 Live Nation Entertainment, Inc COM 538034109 44084 1835300 SH SOLE 1835300 0 0 LKQ Corporation COM 501889208 3554 126400 SH SOLE 126400 0 0 Luxfer Holdings PLC COM 550678106 42305 2451018 SH SOLE 2451018 0 0 Lydall, Inc. COM 550819106 9849 364634 SH SOLE 364634 0 0 Market Vectors India Small-Cap COM 57061r551 17384 389000 SH SOLE 389000 0 0 MDC Partners Inc. COM 552697104 66163 3447799 SH SOLE 3447799 0 0 Michael Kors Holdings Limited COM g60754101 89433 1190850 SH SOLE 1190850 0 0 Mistras Group, Inc. COM 60649t107 39196 1921352 SH SOLE 1921352 0 0 New Oriental Education & Techn COM 647581107 6780 332200 SH SOLE 332200 0 0 NTELOS Holdings Corp COM 67020q305 6881 1642324 SH SOLE 1642324 0 0 Oppenheimer Hldgs COM 683797104 12600 622216 SH SOLE 622216 0 0 Owens Corning Inc. COM 690742101 1457 45900 SH SOLE 45900 0 0 Pandora Media Inc. COM 698354107 17086 958300 SH SOLE 958300 0 0 Ply Gem Holdings Inc. COM 72941w100 13291 950708 SH SOLE 950708 0 0 Precision Castparts COM 740189105 20016 84500 SH SOLE 84500 0 0 Priceline.com Incorporated COM 741503403 30552 26370 SH SOLE 26370 0 0 Rocket Fuel Inc. COM 773111109 753 46716 SH SOLE 46716 0 0 Rock-Tenn Co COM 772739207 40368 848432 SH SOLE 848432 0 0 Sandridge Energy COM 80007p307 16523 9078663 SH SOLE 9078663 0 0 Starwood Hotels & Resorts COM 85590A401 5808 69800 SH SOLE 69800 0 0 Stock Building Supply Holdings COM 86101x104 2891 188692 SH SOLE 188692 0 0 Teradyne Inc COM 880770102 17831 919600 SH SOLE 919600 0 0 The Hartford Financial Service COM 416515104 44921 1205930 SH SOLE 1205930 0 0 The Marcus Corporation COM 566330106 13758 870783 SH SOLE 870783 0 0 The Ryland Group, Inc. COM 783764103 19577 507700 SH SOLE 507700 0 0 Time Warner Inc COM 887317303 49895 663411 SH SOLE 663411 0 0 Towers Watson & Company COM 891894107 1279 11300 SH SOLE 11300 0 0 TRW Automotive Holdings Corp COM 87264s106 172216 1700900 SH SOLE 1700900 0 0 United Continental Holdings In COM 910047109 332892 7114590 SH SOLE 7114590 0 0 Valeant Pharmaceuticals Intern COM 91911k102 16308 124300 SH SOLE 124300 0 0 Viad Corp COM 92552r406 25038 939171 SH SOLE 939171 0 0 Vision Sciences Inc. Delaware COM 927912105 74 76800 SH SOLE 76800 0 0 Walgreens Boots Alliance Inc COM 931427108 20534 270000 SH SOLE 270000 0 0 Whiting Petroleum Corp COM 966387102 110524 1425200 SH SOLE 1425200 0 0 Yahoo COM 984332106 52460 1038600 SH SOLE 1038600 0 0 YY Inc COM 98426t106 22698 364100 SH SOLE 364100 0 0