MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/
Latest 13F filing data - Q1 2018
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | GNTX | 91K | $2.10M |
 | LSAK | 89K | $844.00K |
 | NTNX | 73K | $3.58M |
 | CDE | 62K | $493.00K |
 | OLN | 58K | $1.75M |
 | AMBA | 39K | $1.91M |
 | UNIT | 37K | $608.00K |
 | AMAT | 36K | $1.99M |
 | MU | 34K | $1.77M |
 | VEEV | 21K | $1.50M |
 | MITK | 17K | $129.00K |
 | T | 15K | $524.00K |
 | GE | 14K | $187.00K |
 | WDC | 13K | $1.22M |
 | WY | 13K | $459.00K |
 | PFE | 12K | $425.00K |
 | ABT | 10K | $618.00K |
 | ERIE | 9K | $1.09M |
 | GLW | 9K | $251.00K |
 | CVX | 8K | $913.00K |
Gentex Corporation
GNTX
Shares Held
91K
Value
$2.10M
Lesaka Technologies, Inc.
LSAK
Shares Held
89K
Value
$844.00K
Nutanix, Inc.
NTNX
Shares Held
73K
Value
$3.58M
Coeur Mining, Inc.
CDE
Shares Held
62K
Value
$493.00K
Olin Corporation
OLN
Shares Held
58K
Value
$1.75M
Ambarella, Inc.
AMBA
Shares Held
39K
Value
$1.91M
Uniti Group Inc.
UNIT
Shares Held
37K
Value
$608.00K
Applied Materials, Inc.
AMAT
Shares Held
36K
Value
$1.99M
Micron Technology, Inc.
MU
Shares Held
34K
Value
$1.77M
Veeva Systems Inc.
VEEV
Shares Held
21K
Value
$1.50M
Mitek Systems, Inc.
MITK
Shares Held
17K
Value
$129.00K
AT&T Inc.
T
Shares Held
15K
Value
$524.00K
GE Aerospace
GE
Shares Held
14K
Value
$187.00K
Western Digital Corporation
WDC
Shares Held
13K
Value
$1.22M
Weyerhaeuser Company
WY
Shares Held
13K
Value
$459.00K
Pfizer Inc.
PFE
Shares Held
12K
Value
$425.00K
Abbott Laboratories
ABT
Shares Held
10K
Value
$618.00K
Erie Indemnity Company
ERIE
Shares Held
9K
Value
$1.09M
Corning Incorporated
GLW
Shares Held
9K
Value
$251.00K
Chevron Corporation
CVX
Shares Held
8K
Value
$913.00K