Claar Advisors as of Dec. 31, 2017
Portfolio Holdings for Claar Advisors
Claar Advisors holds 33 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Altaba | 11.5 | $46M | 652k | 69.85 | |
| Vareit, Inc reits | 7.1 | $28M | 3.6M | 7.79 | |
| Macquarie Infrastructure Company | 5.4 | $21M | 333k | 64.20 | |
| Microsoft Corporation (MSFT) | 5.3 | $21M | 247k | 85.54 | |
| Mondelez Int (MDLZ) | 5.3 | $21M | 490k | 42.80 | |
| Praxair | 4.9 | $19M | 125k | 154.68 | |
| Aercap Holdings Nv Ord Cmn (AER) | 4.4 | $17M | 330k | 52.61 | |
| Kinder Morgan (KMI) | 4.2 | $17M | 912k | 18.07 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 3.7 | $15M | 43k | 335.96 | |
| Comcast Corporation (CMCSA) | 3.6 | $14M | 360k | 40.05 | |
| Time Warner | 3.6 | $14M | 154k | 91.47 | |
| Royal Dutch Shell | 3.4 | $14M | 203k | 66.71 | |
| Allergan | 3.2 | $13M | 78k | 163.58 | |
| Us Foods Hldg Corp call (USFD) | 3.0 | $12M | 375k | 31.93 | |
| Citizens Financial (CFG) | 3.0 | $12M | 281k | 41.98 | |
| FleetCor Technologies | 2.9 | $12M | 60k | 192.43 | |
| Alphabet Inc Class C cs (GOOG) | 2.9 | $12M | 11k | 1046.39 | |
| Flextronics International Ltd Com Stk (FLEX) | 2.5 | $10M | 556k | 17.99 | |
| Citigroup (C) | 2.4 | $9.4M | 126k | 74.41 | |
| iStar Financial | 2.4 | $9.3M | 825k | 11.30 | |
| Bank of America Corporation (BAC) | 2.3 | $9.2M | 310k | 29.52 | |
| Herman Miller (MLKN) | 2.0 | $8.0M | 200k | 40.05 | |
| Dycom Industries (DY) | 2.0 | $7.8M | 70k | 111.43 | |
| Nomad Foods (NOMD) | 1.9 | $7.6M | 450k | 16.91 | |
| Dxc Technology (DXC) | 1.9 | $7.6M | 80k | 94.90 | |
| Granite Pt Mtg Tr (GPMT) | 1.7 | $6.9M | 388k | 17.74 | |
| CenturyLink | 1.5 | $5.8M | 350k | 16.68 | |
| Vanguard FTSE All-World ex-US ETF (VEU) | 0.8 | $3.1M | 57k | 54.71 | |
| Hilton Worldwide Holdings (HLT) | 0.5 | $2.0M | 25k | 79.86 | |
| Liberty Tripadvisor Hldgs (LTRPA) | 0.4 | $1.6M | 175k | 9.42 | |
| Copart (CPRT) | 0.4 | $1.4M | 33k | 43.21 | |
| Park Hotels & Resorts Inc-wi (PK) | 0.1 | $372k | 13k | 28.73 | |
| American Tower Reit (AMT) | 0.1 | $278k | 2.0k | 142.56 |
