Velanne Asset Management as of March 31, 2019
Portfolio Holdings for Velanne Asset Management
Velanne Asset Management holds 22 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zimmer Holdings (ZBH) | 8.1 | $12M | 92k | 127.70 | |
| Alleghany Corporation | 7.0 | $10M | 17k | 612.39 | |
| Discovery Communications | 6.8 | $9.8M | 362k | 27.02 | |
| Medtronic (MDT) | 6.1 | $8.9M | 97k | 91.08 | |
| Walt Disney Company (DIS) | 5.5 | $7.9M | 71k | 111.03 | |
| Franks Intl N V | 5.4 | $7.8M | 1.3M | 6.21 | |
| Schlumberger (SLB) | 5.1 | $7.4M | 169k | 43.57 | |
| Fox Corp (FOXA) | 4.9 | $7.1M | 195k | 36.71 | |
| Brightsphere Inv | 4.9 | $7.1M | 525k | 13.56 | |
| NCR Corporation (VYX) | 4.8 | $6.9M | 254k | 27.29 | |
| Tribune Co New Cl A | 4.7 | $6.8M | 147k | 46.14 | |
| Berkshire Hathaway (BRK.B) | 4.6 | $6.6M | 33k | 200.90 | |
| Altria (MO) | 4.4 | $6.4M | 112k | 57.43 | |
| Allergan | 4.4 | $6.4M | 44k | 146.41 | |
| Vistra Energy (VST) | 4.2 | $6.0M | 231k | 26.03 | |
| Takeda Pharmaceutical (TAK) | 4.0 | $5.7M | 282k | 20.37 | |
| Legg Mason | 3.8 | $5.5M | 201k | 27.37 | |
| Halliburton Company (HAL) | 2.8 | $4.0M | 136k | 29.30 | |
| Artisan Partners (APAM) | 2.5 | $3.7M | 147k | 25.17 | |
| Anadarko Petroleum Corporation | 2.2 | $3.2M | 71k | 45.48 | |
| Sealed Air (SEE) | 2.0 | $2.9M | 63k | 46.05 | |
| National-Oilwell Var | 1.8 | $2.6M | 96k | 26.64 |
