Claar Advisors

Latest statistics and disclosures from Claar Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are GOOG, MSFT, GLD, AMZN, AMT, and represent 45.93% of Claar Advisors's stock portfolio.
  • Added to shares of these 10 stocks: GLD (+$7.1M), AVTR, KEYS, ICE, MDLZ, SYY, CHTR, CHH, DRI, A.
  • Started 4 new stock positions in AVTR, SYY, CHH, DRI.
  • Reduced shares in these 10 stocks: FE (-$8.2M), KMI (-$6.3M), FLT, XLU, MSFT, DUK, AMZN, SPGI, , IAA.
  • Sold out of its positions in IAA, SGMS, WMG.
  • Claar Advisors was a net seller of stock by $-18M.
  • Claar Advisors has $250M in assets under management (AUM), dropping by -1.42%.

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Portfolio Holdings for Claar Advisors

Companies in the Claar Advisors portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Alphabet Cap Stk Cl C (GOOG) 10.3 $26M 17k 1469.61
Microsoft Corporation (MSFT) 10.0 $25M -10% 119k 210.33
Spdr Gold Tr Gold Shs (GLD) 9.4 $24M +43% 133k 177.12
Amazon (AMZN) 8.8 $22M -9% 7.0k 3148.71
American Tower Reit (AMT) 7.4 $18M 76k 241.73
S&p Global (SPGI) 6.2 $16M -10% 43k 360.61
Alibaba Group Hldg Sponsored Ads (BABA) 5.3 $13M 45k 293.98
Agilent Technologies Inc C ommon (A) 4.9 $12M 121k 100.94
Copart (CPRT) 4.6 $12M 109k 105.16
Duke Energy Corp Com New (DUK) 4.3 $11M -20% 120k 88.56
Mastercard Incorporated Cl A (MA) 3.9 $9.7M 28k 350.36
Nomad Foods Usd Ord Shs (NOMD) 3.4 $8.4M 330k 25.48
Fidelity National Information Services (FIS) 2.9 $7.4M 50k 147.22
American Express Company (AXP) 2.8 $7.0M 70k 100.26

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Visa Com Cl A (V) 2.4 $6.0M 30k 199.97
Select Sector Spdr Tr Sbi Int-utils (XLU) 2.4 $5.9M -33% 100k 59.38
Keysight Technologies (KEYS) 2.4 $5.9M +42% 60k 98.78
Intercontinental Exchange (ICE) 2.2 $5.5M +37% 55k 100.05
Avantor (AVTR) 1.4 $3.4M NEW 150k 22.49
Ishares Tr Core S&p Ttl Stk (ITOT) 0.9 $2.3M 30k 75.50
Lyft Cl A Com (LYFT) 0.8 $2.1M 75k 27.55
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.7 $1.7M 34k 50.44
Mondelez Intl Cl A (MDLZ) 0.6 $1.5M +62% 26k 57.46
Charter Communications Inc N Cl A (CHTR) 0.4 $1.0M +40% 1.7k 624.40
Kinder Morgan (KMI) 0.4 $1.0M -85% 84k 12.33
International Seaways (INSW) 0.3 $731k 50k 14.62
FleetCor Technologies (FLT) 0.3 $629k -86% 2.6k 238.26
Scorpio Tankers SHS (STNG) 0.2 $554k 50k 11.08
FirstEnergy (FE) 0.2 $379k -95% 13k 28.71
SYSCO Corporation (SYY) 0.1 $336k NEW 5.4k 62.22
Choice Hotels International (CHH) 0.1 $258k NEW 3.0k 86.00
Darden Restaurants (DRI) 0.1 $242k NEW 2.4k 100.83

Past Filings by Claar Advisors

SEC 13F filings are viewable for Claar Advisors going back to 2013

View all past filings