Albar Capital as of Dec. 31, 2020
Portfolio Holdings for Albar Capital
Albar Capital holds 22 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Dow (DOW) | 9.2 | $19M | 349k | 55.50 | |
| Ashland (ASH) | 8.9 | $19M | 238k | 79.20 | |
| Howmet Aerospace (HWM) | 6.7 | $14M | 491k | 28.54 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.6 | $14M | 127k | 109.04 | |
| Nxp Semiconductors N V (NXPI) | 6.1 | $13M | 81k | 159.00 | |
| Visteon Corp Com New (VC) | 6.1 | $13M | 102k | 125.52 | |
| AGCO Corporation (AGCO) | 5.6 | $12M | 115k | 103.09 | |
| Parker-Hannifin Corporation (PH) | 5.6 | $12M | 43k | 272.42 | |
| Deere & Company (DE) | 4.8 | $10M | 38k | 269.04 | |
| Raytheon Technologies Corp (RTX) | 4.4 | $9.3M | 130k | 71.51 | |
| Fmc Corp Com New (FMC) | 3.9 | $8.3M | 72k | 114.92 | |
| Ford Motor Company (F) | 3.8 | $8.1M | 920k | 8.79 | |
| Textron (TXT) | 3.8 | $8.0M | 166k | 48.33 | |
| Aptiv SHS | 3.7 | $7.9M | 60k | 130.30 | |
| Alaska Air (ALK) | 3.6 | $7.6M | 146k | 52.00 | |
| Emerson Electric (EMR) | 3.5 | $7.5M | 93k | 80.37 | |
| Marvell Technology Group Ord | 3.4 | $7.1M | 150k | 47.54 | |
| Albemarle Corporation (ALB) | 2.7 | $5.7M | 39k | 147.52 | |
| Corteva (CTVA) | 2.4 | $5.0M | 128k | 38.72 | |
| Adient Ord Shs (ADNT) | 2.0 | $4.3M | 123k | 34.77 | |
| Micron Technology (MU) | 1.8 | $3.8M | 51k | 75.18 | |
| Huntsman Corporation (HUN) | 1.2 | $2.5M | 98k | 25.14 |
