ICON ADVISERS INC/CO

PrivateCIK: 1058470
Location

GREENWOOD VILLAGE, CO

📋 What this filing means

ICON ADVISERS INC/CO filed this quarterly 13F‑HR report disclosing 195 equity positions with a total reported market value of $531.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

195
Positions
$531.59M
Total AUM (reported)
15.36M
Total Shares

Allocation by class

TOTAL AUM$531.59M195 positions
COM$372.07M70.0%
CL A$34.11M6.4%
ORD SHS$20.78M3.9%
SPONSORED ADS$12.70M2.4%
COM NEW$11.69M2.2%
SHS$11.04M2.1%
COM SHS$9.30M1.7%

Portfolio Concentration

Top 37.6%4–1011.0%11–2518.6%Rest62.8%TOP 1018.5%0%100%
Top 3$40.24M7.6%
4–10$58.25M11.0%
11–25$99.13M18.6%
Rest$333.97M62.8%

Top 3 weight

7.6%

Top 10 weight

18.5%

Voting Authority Distribution

Total shares with voting rights: 15.36M

Sole

Full voting authority

1.47M

shares

% of voting shares9.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

13.89M

shares

% of voting shares90.4%

Investment Discretion (by position count)

Sole195
Shared0
Other0
Dominant voting typeNone · 90.4% of voting shares
Institutional Holdings195
Rows:

SEAGATE TECHNOLOGY HLDNGS PL

SOLE
ORD SHS
Shares18K
TypeSH
Market value$17.37M
3.27%
Sole
12.58K
Shared
0.00
None
5.42K

DOUGLAS DYNAMICS INC

SOLE
COM
Shares230.10K
TypeSH
Market value$12.41M
2.34%
Sole
64.35K
Shared
0.00
None
165.75K

AVNET INC

SOLE
COM
Shares117.72K
TypeSH
Market value$10.46M
1.97%
Sole
41.57K
Shared
0.00
None
76.15K

MSC INDL DIRECT INC

SOLE
CL A
Shares78.38K
TypeSH
Market value$9.32M
1.75%
Sole
28.63K
Shared
0.00
None
49.75K

CHEMOURS CO

SOLE
COM
Shares425.51K
TypeSH
Market value$8.73M
1.64%
Sole
126.61K
Shared
0.00
None
298.90K

KAISER ALUMINIUM CORPORATION

SOLE
COM PAR $0.01
Shares41.38K
TypeSH
Market value$8.10M
1.52%
Sole
25.38K
Shared
0.00
None
16K

AGNC INVT CORP

SOLE
COM
Shares741.93K
TypeSH
Market value$8.09M
1.52%
Sole
0.00
Shared
0.00
None
741.93K

CARPENTER TECHNOLOGY CORP

SOLE
COM
Shares13K
TypeSH
Market value$8.02M
1.51%
Sole
0.00
Shared
0.00
None
13K

MKS INC.

SOLE
COM
Shares18K
TypeSH
Market value$8.01M
1.51%
Sole
0.00
Shared
0.00
None
18K

LPL FINL HLDGS INC

SOLE
COM
Shares28.35K
TypeSH
Market value$7.99M
1.50%
Sole
17.24K
Shared
0.00
None
11.11K

JPMORGAN CHASE & CO

SOLE
COM
Shares23.68K
TypeSH
Market value$7.75M
1.46%
Sole
16.83K
Shared
0.00
None
6.85K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares15.70K
TypeSH
Market value$7.50M
1.41%
Sole
0.00
Shared
0.00
None
15.70K

HORACE MANN EDUCATORS CORP N

SOLE
COM
Shares145.04K
TypeSH
Market value$7.49M
1.41%
Sole
60.94K
Shared
0.00
None
84.10K

HF SINCLAIR CORP

SOLE
COM
Shares107.30K
TypeSH
Market value$7.47M
1.41%
Sole
42.30K
Shared
0.00
None
65K

NUVEEN FLOATING RATE INCOME

SOLE
COM
Shares971.10K
TypeSH
Market value$7.45M
1.40%
Sole
0.00
Shared
0.00
None
971.10K

PHILLIPS 66

SOLE
COM
Shares42.42K
TypeSH
Market value$7.17M
1.35%
Sole
9.32K
Shared
0.00
None
33.10K

KEARNY FINL CORP MD

SOLE
COM
Shares726.40K
TypeSH
Market value$6.87M
1.29%
Sole
314.30K
Shared
0.00
None
412.10K

STANLEY BLACK & DECKER INC

SOLE
COM
Shares69.55K
TypeSH
Market value$6.55M
1.23%
Sole
27.35K
Shared
0.00
None
42.20K

CENTURY ALUM CO

SOLE
COM
Shares140.50K
TypeSH
Market value$6.46M
1.22%
Sole
0.00
Shared
0.00
None
140.50K

WELLS FARGO & CO

SOLE
PERP PFD CNV A
Shares5.38K
TypeSH
Market value$6.23M
1.17%
Sole
0.00
Shared
0.00
None
5.38K

ZTO EXPRESS CAYMAN INC

SOLE
SPONSORED ADS A
Shares260K
TypeSH
Market value$5.82M
1.09%
Sole
0.00
Shared
0.00
None
260K

BROADCOM INC

SOLE
COM
Shares15.03K
TypeSH
Market value$5.68M
1.07%
Sole
6.82K
Shared
0.00
None
8.21K

BANK OF AMER CORP

SOLE
COM
Shares99.44K
TypeSH
Market value$5.67M
1.07%
Sole
66.95K
Shared
0.00
None
32.49K

ARISTA NETWORKS INC

SOLE
COM SHS
Shares32.50K
TypeSH
Market value$5.52M
1.04%
Sole
0.00
Shared
0.00
None
32.50K

EXTREME NETWORKS INC

SOLE
COM
Shares170K
TypeSH
Market value$5.50M
1.04%
Sole
0.00
Shared
0.00
None
170K
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