Pantechnicon Advisors as of Sept. 30, 2023
Portfolio Holdings for Pantechnicon Advisors
Pantechnicon Advisors holds 16 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Teck Resources CL B (TECK) | 8.7 | $20M | 465k | 43.09 | |
| Tenaris S A Sponsored Ads (TS) | 8.3 | $19M | 605k | 31.60 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 7.8 | $18M | 185k | 97.21 | |
| Flowserve Corporation (FLS) | 7.8 | $18M | 452k | 39.77 | |
| Orion Engineered Carbons (OEC) | 7.4 | $17M | 800k | 21.28 | |
| Cameco Corporation (CCJ) | 6.9 | $16M | 405k | 39.64 | |
| Lyondellbasell Industries N Shs - A - (LYB) | 6.8 | $16M | 167k | 94.70 | |
| Nabors Industries SHS (NBR) | 6.6 | $15M | 125k | 123.14 | |
| Emerson Electric (EMR) | 6.2 | $14M | 149k | 96.57 | |
| Magna Intl Inc cl a (MGA) | 6.2 | $14M | 268k | 53.61 | |
| Mirion Technologies Com Cl A (MIR) | 6.0 | $14M | 1.9M | 7.47 | |
| Ingersoll Rand (IR) | 5.4 | $13M | 197k | 63.72 | |
| MasTec (MTZ) | 4.7 | $11M | 152k | 71.97 | |
| Dover Corporation (DOV) | 4.0 | $9.2M | 66k | 139.51 | |
| Verra Mobility Corp Cl A Com Stk (VRRM) | 4.0 | $9.2M | 490k | 18.70 | |
| 4068594 Enphase Energy (ENPH) | 3.3 | $7.6M | 63k | 120.15 |
