Stock Taper 
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/
Latest 13F filing data - Q1 2018
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Gentex Corporation | GNTX | 91.02K | $2.1M |
 Lesaka Technologies, Inc. | LSAK | 89.19K | $844K |
 Nutanix, Inc. | NTNX | 72.97K | $3.58M |
 Coeur Mining, Inc. | CDE | 61.62K | $493K |
 Olin Corporation | OLN | 57.54K | $1.75M |
 Ambarella, Inc. | AMBA | 38.92K | $1.91M |
 Uniti Group Inc. | UNIT | 37.44K | $608K |
 Applied Materials, Inc. | AMAT | 35.81K | $1.99M |
 Micron Technology, Inc. | MU | 33.95K | $1.77M |
 Veeva Systems Inc. | VEEV | 20.6K | $1.5M |
 Mitek Systems, Inc. | MITK | 17.48K | $129K |
 AT&T Inc. | T | 14.71K | $524K |
 GE Aerospace | GE | 13.9K | $187K |
 Western Digital Corporation | WDC | 13.26K | $1.22M |
 Weyerhaeuser Company | WY | 13.1K | $459K |
 Pfizer Inc. | PFE | 11.99K | $425K |
 Abbott Laboratories | ABT | 10.31K | $618K |
 Erie Indemnity Company | ERIE | 9.3K | $1.09M |
 Corning Inc | GLW | 9K | $251K |
 Chevron Corporation | CVX | 8K | $913K |