Albar Capital as of Dec. 31, 2019
Portfolio Holdings for Albar Capital
Albar Capital holds 26 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hldgs (UAL) | 8.1 | $19M | 212k | 88.09 | |
| United Technologies Corporation | 7.3 | $17M | 113k | 149.76 | |
| Carnival Corporation (CCL) | 7.2 | $17M | 324k | 50.83 | |
| Element Solutions (ESI) | 6.6 | $15M | 1.3M | 11.68 | |
| Colfax Corporation | 6.6 | $15M | 414k | 36.38 | |
| Timken Company (TKR) | 5.5 | $13M | 224k | 56.31 | |
| Thor Industries (THO) | 5.2 | $12M | 159k | 74.29 | |
| FMC Corporation (FMC) | 5.0 | $12M | 115k | 99.82 | |
| Stanley Black & Decker (SWK) | 4.9 | $11M | 68k | 165.74 | |
| Copa Holdings Sa-class A (CPA) | 4.7 | $11M | 99k | 108.08 | |
| Masco Corporation (MAS) | 4.5 | $10M | 216k | 47.99 | |
| Caterpillar (CAT) | 4.0 | $9.1M | 61k | 147.67 | |
| Fiat Chrysler Auto | 3.9 | $9.0M | 610k | 14.69 | |
| Delphi Automotive Inc international | 3.5 | $8.1M | 86k | 94.97 | |
| W.R. Grace & Co. | 3.5 | $8.0M | 114k | 69.85 | |
| Huntsman Corporation (HUN) | 3.3 | $7.6M | 313k | 24.16 | |
| Axalta Coating Sys (AXTA) | 3.0 | $6.9M | 228k | 30.40 | |
| Fastenal Company (FAST) | 2.4 | $5.6M | 151k | 36.95 | |
| Oshkosh Corporation (OSK) | 2.0 | $4.6M | 49k | 94.65 | |
| Whirlpool Corporation (WHR) | 2.0 | $4.6M | 31k | 147.52 | |
| Tronox Holdings (TROX) | 1.5 | $3.5M | 304k | 11.42 | |
| Spirit Airlines | 1.4 | $3.3M | 82k | 40.31 | |
| Magna Intl Inc cl a (MGA) | 1.4 | $3.2M | 59k | 54.84 | |
| Asml Holding (ASML) | 1.1 | $2.6M | 8.7k | 295.97 | |
| John Bean Technologies Corporation (JBTM) | 1.0 | $2.2M | 20k | 112.66 | |
| Adient (ADNT) | 0.5 | $1.1M | 50k | 21.24 |
