Pantechnicon Advisors as of March 31, 2023
Portfolio Holdings for Pantechnicon Advisors
Pantechnicon Advisors holds 18 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Orion Engineered Carbons (OEC) | 8.7 | $22M | 825k | 26.09 | |
| Flowserve Corporation (FLS) | 8.5 | $21M | 615k | 34.00 | |
| Teck Resources CL B (TECK) | 8.4 | $21M | 570k | 36.50 | |
| Dover Corporation (DOV) | 7.8 | $19M | 127k | 151.94 | |
| Baker Hughes Company Cl A (BKR) | 7.0 | $17M | 595k | 28.86 | |
| MasTec (MTZ) | 6.5 | $16M | 170k | 94.44 | |
| Emerson Electric (EMR) | 6.0 | $15M | 170k | 87.14 | |
| Noble Corp Ord Shs A (NE) | 5.9 | $15M | 370k | 39.47 | |
| General Electric Com New (GE) | 5.8 | $14M | 150k | 95.60 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 5.4 | $13M | 785k | 16.92 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 5.2 | $13M | 135k | 94.29 | |
| Tenaris S A Sponsored Ads (TS) | 4.6 | $11M | 400k | 28.42 | |
| 4068594 Enphase Energy (ENPH) | 3.8 | $9.5M | 45k | 210.28 | |
| Technipfmc (FTI) | 3.7 | $9.2M | 675k | 13.65 | |
| Mirion Technologies Com Cl A (MIR) | 3.6 | $8.8M | 1.0M | 8.54 | |
| Tpi Composites (TPIC) | 3.5 | $8.5M | 655k | 13.05 | |
| Cameco Corporation (CCJ) | 3.4 | $8.5M | 325k | 26.17 | |
| Weatherford Intl Ord Shs (WFRD) | 2.2 | $5.3M | 90k | 59.35 |
