Claar Advisors

Claar Advisors as of June 30, 2019

Portfolio Holdings for Claar Advisors

Claar Advisors holds 30 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 11.0 $24M 180k 133.96
Air Products & Chemicals (APD) 9.2 $20M 90k 226.37
Vanguard Index Fds Total Stk Mkt (VTI) 8.3 $18M 123k 150.09
American Tower Reit (AMT) 7.6 $17M 82k 204.45
Kinder Morgan (KMI) 7.1 $16M 748k 20.88
W.R. Grace & Co. 5.7 $13M 166k 76.11
Alphabet Cap Stk Cl C (GOOG) 5.7 $13M 12k 1080.91
S&p Global (SPGI) 5.0 $11M 48k 227.79
Iaa 4.8 $11M 275k 38.78
Amazon (AMZN) 4.7 $10M 5.5k 1893.64
Comcast Corp Cl A (CMCSA) 4.2 $9.3M 220k 42.28
FirstEnergy (FE) 3.4 $7.4M 173k 42.81
Store Capital Corp reit 3.3 $7.2M 218k 33.19
Nomad Foods Usd Ord Shs (NOMD) 3.2 $7.0M 330k 21.36
Agnico (AEM) 3.0 $6.7M 130k 51.24
Vaneck Vectors Etf Tr Gold Miners Etf (GDX) 2.9 $6.4M 250k 25.56
Dxc Technology (DXC) 2.3 $5.0M 90k 55.16
Scientific Games (LNW) 1.3 $3.0M 150k 19.82
Vanguard Star Vg Tl Intl Stk F (VXUS) 1.3 $2.9M 55k 52.75
Hilton Worldwide Holdings (HLT) 1.1 $2.5M 25k 97.72
Lumber Liquidators Holdings (LLFLQ) 1.0 $2.3M 200k 11.55
Citizens Financial (CFG) 0.9 $1.9M 55k 35.36
Lyft Cl A Com (LYFT) 0.7 $1.5M 23k 65.72
Copart (CPRT) 0.7 $1.5M 20k 74.73
Vareit, Inc reits 0.4 $881k 98k 9.01
FleetCor Technologies 0.3 $688k 2.5k 280.82
Sempra Energy (SRE) 0.3 $669k 4.9k 137.43
Spdr Series Trust S&p Regl Bkg (KRE) 0.3 $572k 11k 53.39
Wright Express (WEX) 0.2 $510k 2.5k 208.16
KAR Auction Services (KAR) 0.0 $61k 2.5k 24.90