Velanne Asset Management as of Dec. 31, 2019
Portfolio Holdings for Velanne Asset Management
Velanne Asset Management holds 23 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zimmer Holdings (ZBH) | 8.7 | $15M | 98k | 149.68 | |
| Discovery Communications | 7.5 | $13M | 388k | 32.74 | |
| Medtronic (MDT) | 7.0 | $12M | 104k | 113.45 | |
| Walt Disney Company (DIS) | 6.5 | $11M | 76k | 144.64 | |
| Alleghany Corporation | 6.4 | $11M | 14k | 799.60 | |
| Fox Corp (FOXA) | 5.7 | $9.7M | 261k | 37.07 | |
| NCR Corporation (VYX) | 5.7 | $9.6M | 272k | 35.16 | |
| Allergan | 5.3 | $8.9M | 47k | 191.18 | |
| Berkshire Hathaway (BRK.B) | 4.7 | $8.0M | 35k | 226.51 | |
| Legg Mason | 4.5 | $7.7M | 215k | 35.91 | |
| Schlumberger (SLB) | 4.3 | $7.3M | 182k | 40.20 | |
| Franks Intl N V | 4.1 | $6.9M | 1.3M | 5.17 | |
| Vistra Energy (VST) | 4.0 | $6.8M | 294k | 22.99 | |
| Altria (MO) | 3.5 | $6.0M | 120k | 49.91 | |
| Takeda Pharmaceutical (TAK) | 3.5 | $6.0M | 303k | 19.73 | |
| Brightsphere Investment Group | 3.4 | $5.7M | 561k | 10.22 | |
| Wabtec Corporation (WAB) | 3.2 | $5.4M | 70k | 77.81 | |
| Artisan Partners (APAM) | 3.0 | $5.1M | 157k | 32.32 | |
| Stericycle (SRCL) | 2.8 | $4.8M | 76k | 63.80 | |
| Halliburton Company (HAL) | 2.5 | $4.3M | 176k | 24.47 | |
| Sealed Air (SEE) | 1.6 | $2.7M | 67k | 39.84 | |
| National-Oilwell Var | 1.5 | $2.6M | 103k | 25.05 | |
| Johnson & Johnson (JNJ) | 0.7 | $1.1M | 7.6k | 145.87 |
