Albar Capital as of March 31, 2022
Portfolio Holdings for Albar Capital
Albar Capital holds 31 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ingersoll Rand (IR) | 10.9 | $26M | 519k | 50.35 | |
| Johnson Ctls Intl SHS (JCI) | 7.5 | $18M | 274k | 65.57 | |
| Fmc Corp Com New (FMC) | 7.1 | $17M | 130k | 131.57 | |
| W.W. Grainger (GWW) | 6.9 | $17M | 32k | 515.79 | |
| Albemarle Corporation (ALB) | 6.3 | $15M | 69k | 221.15 | |
| Corteva (CTVA) | 5.1 | $12M | 213k | 57.48 | |
| Emerson Electric (EMR) | 5.0 | $12M | 122k | 98.05 | |
| Allegion Ord Shs (ALLE) | 4.0 | $9.6M | 87k | 109.78 | |
| Element Solutions (ESI) | 3.8 | $9.1M | 418k | 21.90 | |
| Howmet Aerospace (HWM) | 3.7 | $8.9M | 247k | 35.94 | |
| Linde SHS | 3.5 | $8.3M | 26k | 319.42 | |
| Textron (TXT) | 3.5 | $8.3M | 112k | 74.38 | |
| Dow (DOW) | 3.0 | $7.2M | 114k | 63.72 | |
| Microchip Technology (MCHP) | 2.5 | $6.0M | 80k | 75.14 | |
| Honeywell International (HON) | 2.4 | $5.7M | 29k | 194.60 | |
| Oshkosh Corporation (OSK) | 2.3 | $5.5M | 55k | 100.64 | |
| United Rentals (URI) | 2.3 | $5.5M | 15k | 355.20 | |
| Marvell Technology (MRVL) | 2.3 | $5.4M | 75k | 71.71 | |
| Parker-Hannifin Corporation (PH) | 2.2 | $5.4M | 19k | 283.78 | |
| Apple (AAPL) | 2.2 | $5.2M | 30k | 174.62 | |
| Synaptics, Incorporated (SYNA) | 2.0 | $4.9M | 25k | 199.48 | |
| Eaton Corp SHS (ETN) | 2.0 | $4.7M | 31k | 151.75 | |
| AGCO Corporation (AGCO) | 1.6 | $3.7M | 10k | 361.12 | |
| NVIDIA Corporation (NVDA) | 1.6 | $3.7M | 14k | 272.89 | |
| Qualcomm (QCOM) | 1.4 | $3.4M | 22k | 152.81 | |
| Itt (ITT) | 1.3 | $3.2M | 43k | 75.21 | |
| Nutrien (NTR) | 1.1 | $2.6M | 25k | 103.99 | |
| General Electric Com New (GE) | 0.9 | $2.1M | 23k | 91.48 | |
| Stmicroelectronics N V Ny Registry (STM) | 0.9 | $2.1M | 48k | 43.22 | |
| Applied Materials (AMAT) | 0.6 | $1.5M | 11k | 131.82 | |
| CF Industries Holdings (CF) | 0.3 | $737k | 7.2k | 103.00 |
