Albar Capital as of June 30, 2019
Portfolio Holdings for Albar Capital
Albar Capital holds 27 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Kimberly-Clark Corporation (KMB) | 15.2 | $35M | 263k | 133.28 | |
| Alaska Air (ALK) | 8.9 | $21M | 320k | 63.91 | |
| Delta Air Lines Inc Del Com New (DAL) | 8.1 | $19M | 330k | 56.75 | |
| Ingersoll-rand SHS | 6.9 | $16M | 126k | 126.67 | |
| General Motors Company (GM) | 6.1 | $14M | 363k | 38.53 | |
| F M C Corp Com New (FMC) | 5.2 | $12M | 144k | 82.95 | |
| United Rentals (URI) | 5.1 | $12M | 89k | 132.63 | |
| Vulcan Materials Company (VMC) | 4.4 | $10M | 75k | 137.31 | |
| BorgWarner (BWA) | 4.3 | $9.9M | 236k | 41.98 | |
| Emerson Electric (EMR) | 3.3 | $7.7M | 115k | 66.72 | |
| Spirit Airlines | 3.3 | $7.6M | 160k | 47.73 | |
| Ford Motor Company (F) | 3.3 | $7.5M | 737k | 10.23 | |
| Visteon Corp Com New (VC) | 3.0 | $7.0M | 119k | 58.58 | |
| JetBlue Airways Corporation (JBLU) | 3.0 | $6.9M | 374k | 18.49 | |
| AGCO Corporation (AGCO) | 2.9 | $6.7M | 86k | 77.57 | |
| Celanese Corporation (CE) | 2.7 | $6.2M | 58k | 107.80 | |
| Flowserve Corporation (FLS) | 2.6 | $5.9M | 112k | 52.69 | |
| W.R. Grace & Co. | 2.5 | $5.7M | 75k | 76.11 | |
| Dana Holding Corporation (DAN) | 2.5 | $5.6M | 283k | 19.94 | |
| Select Sector Spdr Tr Sbi Materials (XLB) | 1.7 | $3.9M | 67k | 58.51 | |
| Itt (ITT) | 1.2 | $2.7M | 41k | 65.49 | |
| H.B. Fuller Company (FUL) | 1.0 | $2.3M | 50k | 46.41 | |
| Eastman Chemical Company (EMN) | 0.8 | $1.9M | 24k | 77.85 | |
| Allegion Pub Ord Shs (ALLE) | 0.6 | $1.4M | 12k | 110.55 | |
| Hawaiian Holdings | 0.5 | $1.2M | 43k | 27.44 | |
| PPG Industries (PPG) | 0.5 | $1.0M | 8.9k | 116.75 | |
| Lennar Corp Cl A (LEN) | 0.4 | $928k | 19k | 48.44 |
