本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Pantechnicon Advisors LLP (CIK 2001766) reported $18.4M across 6 reported positions in its SEC 13F filing for 2024-03-31. Largest positions: RYAAY ($4.1M, 22.17%), OEC ($3.9M, 21.36%), EMR ($3.9M, 20.97%), TECK ($3.1M, 16.68%), TS ($2.4M, 12.81%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | RYAAY | RYANAIR HOLDINGS PLC | $4.1M | 22.17% | 28,000 | Trimmed |
| 2 | OEC | ORION S.A. | $3.9M | 21.36% | 167,000 | Trimmed |
| 3 | EMR | EMERSON ELEC CO | $3.9M | 20.97% | 34,000 | Trimmed |
| 4 | TECK | TECK RESOURCES LTD | $3.1M | 16.68% | 67,000 | Trimmed |
| 5 | TS | TENARIS S A | $2.4M | 12.81% | 60,000 | Trimmed |
| 6 | ROK | ROCKWELL AUTOMATION INC | $1.1M | 6.02% | 3,800 | New |
| 7 | DOV | DOVER CORP | $0 | 0.00% | 0 | Exited |
| 8 | FAST | FASTENAL CO | $0 | 0.00% | 0 | Exited |
| 9 | FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | Exited |
| 10 | HUBB | HUBBELL INC | $0 | 0.00% | 0 | Exited |
| 11 | LYB | LYONDELLBASELL INDUSTRIES N | $0 | 0.00% | 0 | Exited |
| 12 | MIR | MIRION TECHNOLOGIES INC | $0 | 0.00% | 0 | Exited |
| 13 | NBR | NABORS INDUSTRIES LTD | $0 | 0.00% | 0 | Exited |
| 14 | TER | TERADYNE INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2024-03-31