Albar Capital

Albar Capital as of Dec. 31, 2021

Portfolio Holdings for Albar Capital

Albar Capital holds 34 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Applied Materials (AMAT) 6.6 $21M 133k 157.36
Ingersoll Rand (IR) 6.0 $19M 304k 61.87
Cnh Indl N V SHS (CNH) 5.5 $17M 889k 19.43
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 5.3 $17M 140k 120.31
Element Solutions (ESI) 5.3 $17M 685k 24.28
Fmc Corp Com New (FMC) 5.2 $16M 150k 109.89
Qualcomm (QCOM) 5.2 $16M 90k 182.86
W.W. Grainger (GWW) 4.6 $14M 28k 518.25
Acuity Brands (AYI) 4.4 $14M 66k 211.72
FedEx Corporation (FDX) 4.3 $14M 53k 258.64
Marvell Technology (MRVL) 4.1 $13M 147k 87.49
Johnson Ctls Intl SHS (JCI) 3.7 $12M 144k 81.31
Raytheon Technologies Corp (RTX) 3.7 $12M 135k 86.06
Albemarle Corporation (ALB) 3.2 $10M 43k 233.76
Emerson Electric (EMR) 3.2 $10M 109k 92.97
CF Industries Holdings (CF) 3.1 $9.9M 140k 70.78
Dover Corporation (DOV) 2.6 $8.2M 45k 181.60
United Rentals (URI) 2.5 $8.0M 24k 332.29
Nutrien (NTR) 2.4 $7.7M 102k 75.20
Corteva (CTVA) 2.3 $7.4M 157k 47.28
Linde SHS 2.2 $7.1M 21k 346.42
Vertiv Holdings Com Cl A (VRT) 2.2 $7.0M 281k 24.97
Honeywell International (HON) 2.1 $6.8M 33k 208.51
Visteon Corp Com New (VC) 1.9 $5.9M 53k 111.13
Stellantis SHS (STLA) 1.5 $4.7M 251k 18.76
NVIDIA Corporation (NVDA) 1.2 $3.8M 13k 294.08
Howmet Aerospace (HWM) 1.2 $3.6M 114k 31.83
Broadcom (AVGO) 0.8 $2.6M 3.9k 665.30
Sociedad Quimica Y Minera De Spon Adr Ser B (SQM) 0.8 $2.5M 49k 50.43
ON Semiconductor (ON) 0.8 $2.4M 35k 67.92
Caterpillar (CAT) 0.7 $2.3M 11k 206.73
Paccar (PCAR) 0.6 $1.9M 22k 88.26
General Electric Com New (GE) 0.4 $1.2M 13k 94.44
Ford Motor Company (F) 0.4 $1.2M 57k 20.77