Pantechnicon Advisors as of June 30, 2023
Portfolio Holdings for Pantechnicon Advisors
Pantechnicon Advisors holds 18 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ryanair Holdings Sponsored Ads (RYAAY) | 8.5 | $19M | 168k | 110.60 | |
| Flowserve Corporation (FLS) | 7.7 | $17M | 452k | 37.15 | |
| Ingersoll Rand (IR) | 6.9 | $15M | 230k | 65.36 | |
| Emerson Electric (EMR) | 6.8 | $15M | 164k | 90.39 | |
| Orion Engineered Carbons (OEC) | 6.7 | $15M | 690k | 21.22 | |
| Tenaris S A Sponsored Ads (TS) | 6.7 | $15M | 485k | 29.95 | |
| Dover Corporation (DOV) | 6.5 | $14M | 96k | 147.65 | |
| Teck Resources CL B (TECK) | 6.4 | $14M | 332k | 42.10 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 5.8 | $13M | 640k | 19.72 | |
| Albemarle Corporation (ALB) | 5.6 | $12M | 55k | 223.09 | |
| MasTec (MTZ) | 5.1 | $11M | 95k | 117.97 | |
| Noble Corp Ord Shs A (NE) | 5.1 | $11M | 268k | 41.31 | |
| Mirion Technologies Com Cl A (MIR) | 4.7 | $10M | 1.2M | 8.45 | |
| Cameco Corporation (CCJ) | 4.5 | $9.7M | 310k | 31.33 | |
| Magna Intl Inc cl a (MGA) | 4.0 | $8.7M | 155k | 56.44 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 3.7 | $8.1M | 88k | 91.83 | |
| 4068594 Enphase Energy (ENPH) | 3.1 | $6.7M | 40k | 167.48 | |
| Tpi Composites (TPICQ) | 2.2 | $4.8M | 460k | 10.37 |
