Velanne Asset Management Ltd - Q3 2019 holdings

$156 Million is the total value of Velanne Asset Management Ltd's 22 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 100.0% .

 Value Shares↓ Weighting
APC ExitANADARKO PETE CORP$0-36,883
-100.0%
-1.65%
BSIG ExitBRIGHTSPHERE INVESTMENT GRP P$0-533,856
-100.0%
-3.87%
TRCO ExitTRIBUNE MEDIA COcl a$0-133,172
-100.0%
-3.91%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2019-11-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
DISNEY WALT CO12Q3 202110.5%
ALLEGHANY CORP MD12Q3 20219.1%
VISTRA ENERGY CORP12Q3 20219.8%
NCR CORP NEW12Q3 20217.1%
BERKSHIRE HATHAWAY INC DEL12Q3 20215.8%
SCHLUMBERGER LTD12Q3 20216.6%
ARTISAN PARTNERS ASSET MGMT12Q3 20215.0%
FRANKS INTL N V12Q3 20215.4%
ZIMMER BIOMET HOLDINGS INC11Q2 202111.9%
FOX CORP11Q3 20216.2%

View Velanne Asset Management Ltd's complete holdings history.

Latest filings
TypeFiled
13F-HR2022-11-02
13F-HR2022-08-09
13F-HR2022-04-29
13F-HR2022-01-28
13F-HR2021-11-15
13F-HR2021-08-11
13F-HR2021-05-17
13F-HR2021-02-09
13F-HR2020-11-13
13F-HR2020-08-13

View Velanne Asset Management Ltd's complete filings history.

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