Albar Capital as of Sept. 30, 2020
Portfolio Holdings for Albar Capital
Albar Capital holds 26 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visteon Corp Com New (VC) | 7.1 | $14M | 205k | 69.22 | |
| AGCO Corporation (AGCO) | 6.6 | $13M | 178k | 74.27 | |
| Stmicroelectronics N V Ny Registry (STM) | 6.5 | $13M | 424k | 30.69 | |
| F M C Corp Com New (FMC) | 6.0 | $12M | 114k | 105.91 | |
| Acuity Brands (AYI) | 5.9 | $12M | 116k | 102.35 | |
| Allegion Ord Shs (ALLE) | 5.8 | $12M | 118k | 98.91 | |
| Deere & Company (DE) | 5.7 | $12M | 52k | 221.63 | |
| Parker-Hannifin Corporation (PH) | 5.7 | $11M | 56k | 202.35 | |
| Ashland (ASH) | 5.4 | $11M | 153k | 70.92 | |
| Sherwin-Williams Company (SHW) | 4.8 | $9.6M | 14k | 696.75 | |
| Polaris Industries (PII) | 4.2 | $8.4M | 89k | 94.34 | |
| Tesla Motors (TSLA) | 3.7 | $7.4M | 17k | 429.01 | |
| Carrier Global Corporation (CARR) | 3.6 | $7.1M | 233k | 30.54 | |
| PPG Industries (PPG) | 3.5 | $7.0M | 57k | 122.07 | |
| Whirlpool Corporation (WHR) | 3.4 | $6.9M | 37k | 183.88 | |
| Texas Instruments Incorporated (TXN) | 3.0 | $6.0M | 42k | 142.79 | |
| 3M Company (MMM) | 2.9 | $5.8M | 36k | 160.18 | |
| Stanley Black & Decker (SWK) | 2.6 | $5.2M | 32k | 162.21 | |
| Dupont De Nemours (DD) | 2.6 | $5.2M | 94k | 55.48 | |
| Linde SHS | 2.6 | $5.2M | 22k | 238.11 | |
| Colfax Corporation | 2.0 | $3.9M | 125k | 31.36 | |
| Trane Technologies SHS (TT) | 1.9 | $3.8M | 32k | 121.26 | |
| Adient Ord Shs (ADNT) | 1.5 | $3.1M | 178k | 17.33 | |
| Cnh Indl N V SHS (CNH) | 1.3 | $2.5M | 323k | 7.82 | |
| Element Solutions (ESI) | 1.0 | $2.1M | 196k | 10.51 | |
| Lennox International (LII) | 0.6 | $1.3M | 4.7k | 272.67 |
