SC
GTT

Spitfire Capital’s GTT Communications, Inc. GTT Stock Holding History

Spitfire Capital’s Portfolio GTT Stock Details GTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$3.42M Buy
362,992
+112,547
+45% +$1.27M 4.43% 12
2019
Q2 		$4.41M Sell
250,445
-22,320
-8% -$690K 4.61% 13
2019
Q1 		$9.46M Buy
272,765
+18,000
+7% +$529K 9.89% 2
2018
Q4 		$6.03M Sell
254,765
-93,799
-27% -$3.16M 6.76% 4
2018
Q3 		$15.1M Buy
348,564
+10,000
+3% +$428K 7.86% 2
2018
Q2 		$15.2M Hold
338,564
– – 7.33% 2
2018
Q1 		$19.2M Sell
338,564
-164,314
-33% -$8.11M 9.04% 2
2017
Q4 		$23.6M Sell
502,878
-404,315
-45% -$15.4M 10.45% 2
2017
Q3 		$28.7M Hold
907,193
– – 11.98% 2
2017
Q2 		$28.7M Sell
907,193
-32,002
-3% -$948K 13.36% 1
2017
Q1 		$22.9M Sell
939,195
-158,760
-14% -$4.31M 11.2% 2
2016
Q4 		$31.6M Sell
1,097,955
-201,487
-16% -$4.97M 14.28% 1
2016
Q3 		$30.6M Sell
1,299,442
-65,390
-5% -$1.38M 13.61% 1
2016
Q2 		$25.2M Buy
1,364,832
+12,500
+0.9% +$211K 11.74% 1
2016
Q1 		$22.4M Hold
1,352,332
– – 10.33% 1
2015
Q4 		$23.1M Hold
1,352,332
– – 10.63% 1
2015
Q3 		$31.5M Sell
1,352,332
-29,100
-2% -$680K 13.51% 1
2015
Q2 		$33M Sell
1,381,432
-163,093
-11% -$3.32M 12.67% 1
2015
Q1 		$29.2M Hold
1,544,525
– – 12.18% 2
2014
Q4 		$20.4M Sell
1,544,525
-106,307
-6% -$1.36M 9.47% 2
2014
Q3 		$19.7M Sell
1,650,832
-95,278
-5% -$1.1M 9.9% 2
2014
Q2 		$17.8M Buy
1,746,110
+56,231
+3% +$586K 9.04% 2
2014
Q1 		$17.8M Sell
1,689,879
-82,673
-5% -$830K 10.33% 2
2013
Q4 		$12.9M Buy
+1,772,552
New +$9.93M 8.73% 3

Other funds holding GTT

SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
MP
MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Spitfire Capital's GTT Position: Q3 2019 in Review

Spitfire Capital increased its GTT Communications, Inc. (GTT) stake by 45% in Q3 2019, buying an estimated $1.27M and bringing the position to 362,992 shares worth $3.42M. The position accounts for 4.43% of the portfolio, ranked #12.

Spitfire Capital first reported a position in GTT in Q4 2013 and has held it in 24 quarters since. The position peaked at $33M in Q2 2015. 101 funds tracked by Wall St. Rank hold GTT as of Q3 2019.

  • Spitfire Capital held 362,992 shares of GTT Communications, Inc. worth $3.42M as of Q3 2019.
  • Spitfire Capital bought 112,547 GTT Communications, Inc. shares in Q3 2019, an estimated $1.27M.
  • GTT Communications, Inc. made up 4.43% of Spitfire Capital's portfolio in Q3 2019, its #12 holding.
  • Spitfire Capital first reported a position in GTT Communications, Inc. in Q4 2013 and has held it in 24 quarters since.
  • Spitfire Capital's GTT Communications, Inc. position peaked at $33M in Q2 2015.
  • 101 funds tracked by Wall St. Rank held GTT Communications, Inc. as of Q3 2019.

Based on Spitfire Capital's 13F filing for Q3 2019, filed 14 Nov 2019.