Standard Investments as of Dec. 31, 2023
Portfolio Holdings for Standard Investments
Standard Investments holds 17 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shell Spon Ads (SHEL) | 23.3 | $378M | 5.8M | 65.80 | |
| Wabtec Corporation (WAB) | 12.5 | $203M | 1.6M | 126.90 | |
| Ptc (PTC) | 12.5 | $202M | 1.2M | 174.96 | |
| Amazon (AMZN) | 9.8 | $160M | 1.1M | 151.94 | |
| Quanta Services (PWR) | 8.8 | $142M | 660k | 215.80 | |
| Autodesk (ADSK) | 7.2 | $117M | 480k | 243.48 | |
| Methanex Corp (MEOH) | 5.8 | $94M | 2.0M | 47.36 | |
| Crown Holdings (CCK) | 5.2 | $84M | 915k | 92.09 | |
| Evercommerce (EVCM) | 4.2 | $67M | 6.1M | 11.03 | |
| Flex Ord (FLEX) | 3.7 | $59M | 2.0M | 30.46 | |
| Nextracker Class A Com (NXT) | 2.6 | $42M | 900k | 46.85 | |
| Ashland (ASH) | 2.5 | $41M | 490k | 84.31 | |
| Cdw (CDW) | 1.9 | $32M | 139k | 227.32 | |
| Archer Aviation *w Exp 09/16/202 (ACHR.WS) | 0.0 | $608k | 417k | 1.46 | |
| Solid Power *w Exp 12/08/202 (SLDPW) | 0.0 | $51k | 267k | 0.19 | |
| Churchill Capital Corp Vii *w Exp 02/29/202 (CVIIW) | 0.0 | $49k | 300k | 0.16 | |
| Tritium Dcfc *w Exp 01/13/202 (DCFWQ) | 0.0 | $19k | 233k | 0.08 |
