Pantechnicon Advisors as of Dec. 31, 2022
Portfolio Holdings for Pantechnicon Advisors
Pantechnicon Advisors holds 15 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Orion Engineered Carbons (OEC) | 10.8 | $20M | 1.1M | 17.81 | |
| Teck Resources CL B (TECK) | 10.6 | $20M | 524k | 37.82 | |
| Parker-Hannifin Corporation (PH) | 10.0 | $19M | 64k | 291.00 | |
| Dover Corporation (DOV) | 9.3 | $17M | 128k | 135.41 | |
| MasTec (MTZ) | 9.1 | $17M | 198k | 85.33 | |
| Fastenal Company (FAST) | 8.9 | $17M | 352k | 47.32 | |
| Flowserve Corporation (FLS) | 8.0 | $15M | 485k | 30.68 | |
| Baker Hughes Company Cl A (BKR) | 7.1 | $13M | 448k | 29.53 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 5.8 | $11M | 145k | 74.76 | |
| WESCO International (WCC) | 5.0 | $9.4M | 75k | 125.20 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 4.6 | $8.6M | 620k | 13.83 | |
| Noble Corp Ord Shs A (NE) | 4.3 | $8.1M | 214k | 37.71 | |
| Weatherford Intl Ord Shs (WFRD) | 2.8 | $5.1M | 101k | 50.92 | |
| Technipfmc (FTI) | 2.6 | $4.8M | 396k | 12.19 | |
| Tpi Composites (TPIC) | 1.2 | $2.2M | 215k | 10.14 |
