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 |