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Size ($ in 1000's)
At 12/31/2023: $138,079
At 09/30/2023: $231,482
Pantechnicon Advisors LLP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Pantechnicon Advisors LLP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Pantechnicon Advisors LLP top holdings by largest position size, as per the latest 13f filing made by Pantechnicon Advisors LLP.
In the Pantechnicon Advisors LLP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Pantechnicon Advisors LLP in that top holding, then the share count change between reporting periods, and finally the Pantechnicon Advisors LLP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| ORION S.A. |
655,000 |
-145,000 |
$18,163 | | OEC | 655,000 | -145,000 | $18,163 | | RYANAIR HOLDINGS PLC |
115,000 |
-70,000 |
$15,336 | | RYAAY | 115,000 | -70,000 | $15,336 | | EMERSON ELEC CO |
140,000 |
-9,000 |
$13,626 | | EMR | 140,000 | -9,000 | $13,626 | | MIRION TECHNOLOGIES INC |
1,200,000 |
-660,000 |
$12,300 | | MIR | 1,200,000 | -660,000 | $12,300 | | TENARIS S A |
330,000 |
-275,000 |
$11,471 | | TS | 330,000 | -275,000 | $11,471 | | FLOWSERVE CORP |
265,000 |
-187,000 |
$10,923 | | FLS | 265,000 | -187,000 | $10,923 | | TECK RESOURCES LTD |
255,000 |
-210,000 |
$10,779 | | TECK | 255,000 | -210,000 | $10,779 | | TERADYNE INC |
85,000 |
+85,000 |
$9,224 | | TER | 85,000 | +85,000 | $9,224 | | HUBBELL INC |
25,000 |
+25,000 |
$8,223 | | HUBB | 25,000 | +25,000 | $8,223 | | DOVER CORP |
52,000 |
-14,000 |
$7,998 | | DOV | 52,000 | -14,000 | $7,998 | | FASTENAL CO |
115,000 |
+115,000 |
$7,449 | | FAST | 115,000 | +115,000 | $7,449 | | LYONDELLBASELL INDUSTRIES N |
68,000 |
-99,000 |
$6,465 | | LYB | 68,000 | -99,000 | $6,465 |
See Full List: All Stocks Held By Pantechnicon Advisors LLP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
See Details: Top 10 Stocks Held By Pantechnicon Advisors LLP
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