0001106191-14-000027.txt : 20141112 0001106191-14-000027.hdr.sgml : 20141111 20141112172108 ACCESSION NUMBER: 0001106191-14-000027 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140930 FILED AS OF DATE: 20141112 DATE AS OF CHANGE: 20141112 EFFECTIVENESS DATE: 20141112 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: 141215152 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 true 0001106191 XXXXXXXX 09-30-2014 09-30-2014 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 11-12-2014 0 125 4650063 false INFORMATION TABLE 2 GMT_13F_09_30_2014.xml 21Vianet Group, Inc. COM 90138a103 13177 732074 SH SOLE 732074 0 0 Active Power COM 00504w308 30 15074 SH SOLE 15074 0 0 Alibaba Group Holding Ltd. COM 01609w102 5331 60000 SH SOLE 60000 0 0 Alico COM 016230104 22730 596581 SH SOLE 596581 0 0 Alon USA Energy, Inc. COM 020520102 882 61400 SH SOLE 61400 0 0 American Axle COM 024061103 55302 3297700 SH SOLE 3297700 0 0 American International Group, COM 026874784 40531 750300 SH SOLE 750300 0 0 Anadarko Petroleum COM 032511107 113897 1122800 SH SOLE 1122800 0 0 AP Alternative Assets LP COM b15y0c5 9458 303734 SH SOLE 303734 0 0 Apache Corp COM 037411105 50021 532877 SH SOLE 532877 0 0 Apollo Global Management, LLC COM 037612306 110290 4626274 SH SOLE 4626274 0 0 Arrow Electronics Inc COM 042735100 5098 92100 SH SOLE 92100 0 0 Avnet Inc COM 053807103 14214 342500 SH SOLE 342500 0 0 Baidu, Inc. COM 056752108 70772 324300 SH SOLE 324300 0 0 Bancolombia S.A. Adr COM 05968l102 13749 242400 SH SOLE 242400 0 0 Beazer Homes USA, Inc. COM 07556q881 3546 211300 SH SOLE 211300 0 0 Berkshire Hathaway Inc COM 084670702 102431 741500 SH SOLE 741500 0 0 Blackstone Group L.P. COM 09253u108 58644 1862900 SH SOLE 1862900 0 0 Cameco Corp COM 13321l108 2933 166100 SH SOLE 166100 0 0 Canadian Natural Resources COM 2171573 282480 7255480 SH SOLE 7255480 0 0 Capital One Financial Co COM 14040H105 190991 2340000 SH SOLE 2340000 0 0 Cedar Fair, L.P. COM 150185106 1905 40291 SH SOLE 40291 0 0 Celanese Corp COM 150870103 347065 5930700 SH SOLE 5930700 0 0 Chase Corporation COM 16150r104 2391 76839 SH SOLE 76839 0 0 China Lodging Group Ltd. COM 16949n109 43327 1681297 SH SOLE 1681297 0 0 Cigna Corp COM 125509109 52110 574600 SH SOLE 574600 0 0 Citigroup Inc. COM 172967424 233490 4505793 SH SOLE 4505793 0 0 CNO Financial Group, Inc. COM 12621e103 39883 2351600 SH SOLE 2351600 0 0 Comcast Corporation COM 20030n200 8517 159200 SH SOLE 159200 0 0 Cosi Inc. COM 22122p200 748 332455 SH SOLE 332455 0 0 Crown Media COM 228411104 1497 467956 SH SOLE 467956 0 0 Cutera COM 232109108 680 67300 SH SOLE 67300 0 0 Dean Foods Company COM 242370203 24982 1885400 SH SOLE 1885400 0 0 DecisionPoint Systems Inc COM 24345a101 0 35165 SH SOLE 35165 0 0 Delta Airlines Inc COM 247361702 246474 6818100 SH SOLE 6818100 0 0 Diana Shipping Inc. COM y2066g104 14212 1589734 SH SOLE 1589734 0 0 Direct TV Com COM 25490a309 130325 1506300 SH SOLE 1506300 0 0 Discovery Fincl Svcs COM 254709108 27160 421800 SH SOLE 421800 0 0 Eastman Chemical Company COM 277432100 18686 231000 SH SOLE 231000 0 0 Eaton Corp PLC COM g29183103 48358 763100 SH SOLE 763100 0 0 Ebay COM 278642103 43888 775000 SH SOLE 775000 0 0 Electronic Arts COM 285512109 830 23320 SH SOLE 23320 0 0 Emcore Corp COM 290846104 157 27612 SH SOLE 27612 0 0 Emerald Oil Inc (formerly Voya COM 29101u100 175 28379 SH SOLE 28379 0 0 Entegris Inc COM 29362u104 172447 14995363 SH SOLE 14995363 0 0 Entropic Communications Inc COM 29384r105 50 18700 SH SOLE 18700 0 0 Fairway Group Holdings Corp. COM 30603d109 4020 1074888 SH SOLE 1074888 0 0 First Citizens BancShares, Inc COM 31946m103 6932 32000 SH SOLE 32000 0 0 First Solar Inc COM 336433107 4580 69600 SH SOLE 69600 0 0 Flextronics COM y2573f102 87533 8481900 SH SOLE 8481900 0 0 Gasco Energy COM 367220100 0 407200 SH SOLE 407200 0 0 Genting Hong Kong Ltd. COM 6104144 11034 28660000 SH SOLE 28660000 0 0 Global Power Equipment COM 37941p306 1668 111969 SH SOLE 111969 0 0 Google Inc. - Cl A COM 38259p508 83651 142165 SH SOLE 142165 0 0 Google Inc. - Cl C COM 38259p706 92975 161035 SH SOLE 161035 0 0 Green Dot Corp COM 39304d102 5613 265500 SH SOLE 265500 0 0 Halliburton Co COM 406216101 23724 367750 SH SOLE 367750 0 0 Hertz Global Holdings Inc COM 42805t105 45159 1778600 SH SOLE 1778600 0 0 Installed Building Products In COM 45780r101 25014 1780388 SH SOLE 1780388 0 0 JP Morgan Chase & Co COM 46625H100 98510 1635300 SH SOLE 1635300 0 0 Kior Inc COM 497217109 31 266500 SH SOLE 266500 0 0 KKR & Co. L.P. COM 48248m102 114816 5148700 SH SOLE 5148700 0 0 KVH Industries Inc COM 482738101 7756 685125 SH SOLE 685125 0 0 Lands' End, Inc. COM 51509f105 1524 37060 SH SOLE 37060 0 0 Live Nation Entertainment, Inc COM 538034109 43219 1799300 SH SOLE 1799300 0 0 Luxfer Holdings PLC COM 550678106 42305 2451018 SH SOLE 2451018 0 0 Lydall, Inc. COM 550819106 23423 867181 SH SOLE 867181 0 0 LyondellBasell Industries NV COM n53745100 55427 510100 SH SOLE 510100 0 0 Magnum Hunter Resources Corp COM 55973b102 392 70450 SH SOLE 70450 0 0 McClatchy Co Cl A COM 579489105 1416 421400 SH SOLE 421400 0 0 MDC Partners Inc. COM 552697104 59718 3111957 SH SOLE 3111957 0 0 Meru Networks COM 59047q103 1420 372596 SH SOLE 372596 0 0 Mistras Group, Inc. COM 60649t107 30722 1505980 SH SOLE 1505980 0 0 Nutri Systems COM 67069d108 647 42100 SH SOLE 42100 0 0 Oclaro Inc COM 67555n206 194 135400 SH SOLE 135400 0 0 Oppenheimer Hldgs COM 683797104 14273 704848 SH SOLE 704848 0 0 Overstock. com COM 690370101 924 54800 SH SOLE 54800 0 0 Owens Corning Inc. COM 690742101 1457 45900 SH SOLE 45900 0 0 Penn Virginia Group COM 707882106 7459 586900 SH SOLE 586900 0 0 PGT Inc COM 69336V101 584 62613 SH SOLE 62613 0 0 Precision Castparts COM 740189105 20016 84500 SH SOLE 84500 0 0 Priceline.com Incorporated COM 741503403 32637 28170 SH SOLE 28170 0 0 Quiksilver, Inc. COM 74838c106 4939 2871500 SH SOLE 2871500 0 0 RF Micro Devices COM 749941100 2265 196293 SH SOLE 196293 0 0 Rock-Tenn Co COM 772739207 40368 848432 SH SOLE 848432 0 0 SFX Entertainment Inc COM 784178303 1152 229400 SH SOLE 229400 0 0 Sigma Design COM 826565103 263 61000 SH SOLE 61000 0 0 Silver Springs Network COM 82817q103 1518 157300 SH SOLE 157300 0 0 Starwood Hotels & Resorts COM 85590A401 8246 99100 SH SOLE 99100 0 0 Stereotaxis COM 85916J102 296 127481 SH SOLE 127481 0 0 Superior Energy Services Inc COM 868157108 6364 193600 SH SOLE 193600 0 0 Taser International Inc COM 87651b104 2009 130100 SH SOLE 130100 0 0 Teradyne Inc COM 880770102 22886 1180300 SH SOLE 1180300 0 0 The Hartford Financial Service COM 416515104 39109 1049900 SH SOLE 1049900 0 0 The Marcus Corporation COM 566330106 18001 1139311 SH SOLE 1139311 0 0 Time Warner Inc COM 887317303 65749 874211 SH SOLE 874211 0 0 TRW Automotive Holdings Corp COM 87264s106 215379 2127200 SH SOLE 2127200 0 0 Unilife Corp COM 90478e103 44 19298 SH SOLE 19298 0 0 United Continental Holdings In COM 910047109 384274 8212730 SH SOLE 8212730 0 0 Valeant Pharmaceuticals Intern COM 91911k102 11270 85900 SH SOLE 85900 0 0 Vision Sciences Inc. Delaware COM 927912105 74 76800 SH SOLE 76800 0 0 Voltari Corp COM 92870x309 124 82051 SH SOLE 82051 0 0 Walgreen COM 931422109 16003 270000 SH SOLE 270000 0 0 Wave Systems COM 943526301 256 239692 SH SOLE 239692 0 0 Whiting Petroleum Corp COM 966387102 146011 1882800 SH SOLE 1882800 0 0 World Wrestling Entertainment, COM 98156q108 4654 338000 SH SOLE 338000 0 0 Yahoo COM 984332106 75893 1862400 SH SOLE 1862400 0 0 Yingli Green Energy Holding Co COM 98584b103 6279 2018900 SH SOLE 2018900 0 0