Velanne Asset Management as of Dec. 31, 2020
Portfolio Holdings for Velanne Asset Management
Velanne Asset Management holds 18 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Walt Disney Company (DIS) | 10.5 | $18M | 98k | 181.18 | |
| Zimmer Holdings (ZBH) | 10.2 | $17M | 112k | 154.09 | |
| Discovery Com Ser A | 7.4 | $13M | 415k | 30.09 | |
| NCR Corporation (VYX) | 7.1 | $12M | 318k | 37.57 | |
| Howmet Aerospace (HWM) | 7.0 | $12M | 413k | 28.54 | |
| Vistra Energy (VST) | 6.9 | $12M | 593k | 19.66 | |
| Brightsphere Investment Group (BSIG) | 6.9 | $12M | 601k | 19.28 | |
| Alleghany Corporation | 6.0 | $10M | 17k | 603.71 | |
| Artisan Partners Asset Mgmt Cl A (APAM) | 5.0 | $8.5M | 168k | 50.34 | |
| Fox Corp Cl A Com (FOXA) | 4.8 | $8.1M | 279k | 29.12 | |
| Burford Cap Ord Shs (BUR) | 4.8 | $8.0M | 831k | 9.67 | |
| Johnson & Johnson (JNJ) | 4.6 | $7.7M | 49k | 157.37 | |
| Wabtec Corporation (WAB) | 4.5 | $7.6M | 104k | 73.20 | |
| Schlumberger (SLB) | 4.3 | $7.2M | 328k | 21.83 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $6.9M | 30k | 231.87 | |
| Franks Intl N V | 2.5 | $4.2M | 1.5M | 2.74 | |
| ARGO GROUP INTERNATIONAL Holdi Com Stk | 1.9 | $3.2M | 74k | 43.69 | |
| Stericycle (SRCL) | 1.6 | $2.6M | 38k | 69.34 |
