
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
