Velanne Asset Management as of Dec. 31, 2018
Portfolio Holdings for Velanne Asset Management
Velanne Asset Management holds 22 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twenty-first Century Fox | 8.8 | $11M | 229k | 48.12 | |
| Alleghany Corporation | 8.0 | $10M | 16k | 623.29 | |
| Zimmer Holdings (ZBH) | 7.3 | $9.1M | 88k | 103.72 | |
| Discovery Communications | 6.9 | $8.6M | 348k | 24.74 | |
| Medtronic (MDT) | 6.8 | $8.5M | 94k | 90.95 | |
| Walt Disney Company (DIS) | 5.4 | $6.7M | 61k | 109.64 | |
| Berkshire Hathaway (BRK.B) | 5.2 | $6.5M | 32k | 204.19 | |
| Tribune Co New Cl A | 5.1 | $6.4M | 142k | 45.38 | |
| Franks Intl N V | 5.0 | $6.3M | 1.2M | 5.22 | |
| Schlumberger (SLB) | 4.7 | $5.9M | 163k | 36.08 | |
| NCR Corporation (VYX) | 4.5 | $5.6M | 244k | 23.08 | |
| Allergan | 4.5 | $5.6M | 42k | 133.65 | |
| Brightsphere Inv | 4.3 | $5.4M | 505k | 10.68 | |
| Altria (MO) | 4.2 | $5.3M | 107k | 49.39 | |
| Vistra Energy (VST) | 4.1 | $5.1M | 222k | 22.89 | |
| Legg Mason | 3.9 | $4.9M | 193k | 25.51 | |
| Halliburton Company (HAL) | 2.8 | $3.5M | 131k | 26.58 | |
| Artisan Partners (APAM) | 2.5 | $3.1M | 141k | 22.11 | |
| Anadarko Petroleum Corporation | 2.4 | $3.0M | 68k | 43.84 | |
| National-Oilwell Var | 1.9 | $2.4M | 92k | 25.70 | |
| Sealed Air (SEE) | 1.7 | $2.1M | 60k | 34.85 | |
| Takeda Pharmaceutical (TAK) | 0.1 | $88k | 5.3k | 16.76 |
