Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

Velanne Asset Management Ltd 13F Holdings -- Portfolio & Top Positions (2021-09-30)

Name: Velanne Asset Management Ltd 13F Holdings (2021-09-30)
Creator: ko.io

Velanne Asset Management Ltd (CIK 1766802) reported $193.0M across 18 reported positions in its SEC 13F filing for 2021-09-30. Largest positions: RTX ($20.3M, 10.50%), VST ($18.8M, 9.76%), GRFS ($15.8M, 8.21%), DIS ($15.5M, 8.02%), BSIG ($14.7M, 7.62%). Source: SEC Form 13F.

Rank	Ticker	Company	Value	% Portfolio	Shares	Action
1	RTX	RAYTHEON TECHNOLOGIES CORP	$20.3M	10.50%	235,848	Trimmed
2	VST	VISTRA CORP	$18.8M	9.76%	1.1M	Trimmed
3	GRFS	GRIFOLS S A	$15.8M	8.21%	1.1M	Added
4	DIS	DISNEY WALT CO	$15.5M	8.02%	91,529	Trimmed
5	BSIG	BRIGHTSPHERE INVT GROUP INC	$14.7M	7.62%	562,941	Trimmed
6	Y	ALLEGHANY CORP MD	$13.4M	6.95%	21,480	Trimmed
7	SLB	SCHLUMBERGER LTD	$12.8M	6.62%	430,946	Trimmed
8	VYX	NCR CORP NEW	$12.1M	6.28%	312,668	Added
9	BRK/B	BERKSHIRE HATHAWAY INC DEL	$11.1M	5.77%	40,826	Trimmed
10	JNJ	JOHNSON & JOHNSON	$10.6M	5.50%	65,701	Trimmed
11	WAB	WABTEC	$10.0M	5.19%	116,268	Trimmed
12	HII	HUNTINGTON INGALLS INDS INC	$9.8M	5.09%	50,919	Trimmed
13	BUR	BURFORD CAP LTD	$8.6M	4.46%	783,074	Trimmed
14	APAM	ARTISAN PARTNERS ASSET MGMT	$7.7M	3.99%	157,379	Trimmed
15	HWM	HOWMET AEROSPACE INC	$4.9M	2.54%	157,291	Trimmed
16	ARGO	ARGO GROUP INTL HLDGS LTD	$3.6M	1.88%	69,533	Trimmed
17	XPRO	FRANKS INTL N V	$1.9M	1.01%	662,667	Trimmed
18	FOXA	FOX CORP	$1.2M	0.60%	29,047	Trimmed
19	ZBH	ZIMMER BIOMET HOLDINGS INC	$0	0.00%	0	Exited
20	SRCL	STERICYCLE INC	$0	0.00%	0	Exited

Source: SEC Form 13F filings · as of 2021-09-30