Albar Capital as of June 30, 2020
Portfolio Holdings for Albar Capital
Albar Capital holds 34 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dupont De Nemours (DD) | 14.7 | $28M | 533k | 53.13 | |
| W.W. Grainger (GWW) | 8.6 | $17M | 53k | 314.16 | |
| Lam Research Corporation | 6.6 | $13M | 39k | 323.46 | |
| Element Solutions (ESI) | 5.8 | $11M | 1.0M | 10.85 | |
| Ashland (ASH) | 5.2 | $9.9M | 144k | 69.10 | |
| F M C Corp Com New (FMC) | 5.1 | $9.8M | 98k | 99.62 | |
| General Motors Company (GM) | 5.1 | $9.8M | 386k | 25.30 | |
| Intel Corporation (INTC) | 4.7 | $9.0M | 151k | 59.83 | |
| W.R. Grace & Co. | 4.7 | $9.0M | 177k | 50.81 | |
| BorgWarner (BWA) | 4.3 | $8.2M | 233k | 35.30 | |
| Stanley Black & Decker (SWK) | 3.0 | $5.7M | 41k | 139.39 | |
| Parker-Hannifin Corporation (PH) | 2.9 | $5.7M | 31k | 183.28 | |
| Colfax Corporation | 2.9 | $5.6M | 202k | 27.90 | |
| Winnebago Industries (WGO) | 2.8 | $5.4M | 81k | 66.63 | |
| Analog Devices (ADI) | 2.7 | $5.2M | 43k | 122.64 | |
| H.B. Fuller Company (FUL) | 2.4 | $4.7M | 105k | 44.60 | |
| Navistar International Corporation | 2.3 | $4.5M | 158k | 28.20 | |
| Southwest Airlines (LUV) | 1.9 | $3.7M | 107k | 34.18 | |
| Lear Corp Com New (LEA) | 1.8 | $3.5M | 32k | 109.03 | |
| Linde SHS | 1.8 | $3.4M | 16k | 212.12 | |
| Thor Industries (THO) | 1.7 | $3.2M | 30k | 106.53 | |
| Toll Brothers (TOL) | 1.6 | $3.1M | 95k | 32.59 | |
| Tesla Motors (TSLA) | 1.3 | $2.5M | 2.4k | 1079.73 | |
| Skyworks Solutions (SWKS) | 1.1 | $2.0M | 16k | 127.84 | |
| Dover Corporation (DOV) | 0.9 | $1.7M | 18k | 96.54 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.8 | $1.6M | 57k | 28.04 | |
| TransDigm Group Incorporated (TDG) | 0.8 | $1.5M | 3.3k | 442.11 | |
| Textron (TXT) | 0.6 | $1.2M | 37k | 32.92 | |
| Harley-Davidson (HOG) | 0.6 | $1.1M | 47k | 23.76 | |
| NVIDIA Corporation (NVDA) | 0.5 | $869k | 2.3k | 379.97 | |
| Fiat Chrysler Automobiles N SHS | 0.4 | $791k | 77k | 10.24 | |
| Acuity Brands (AYI) | 0.3 | $599k | 6.3k | 95.72 | |
| Polaris Industries (PII) | 0.1 | $278k | 3.0k | 92.67 | |
| Timken Company (TKR) | 0.1 | $121k | 2.7k | 45.51 |
