Sandbar Asset Management

Sandbar Asset Management as of March 31, 2020

Portfolio Holdings for Sandbar Asset Management

Sandbar Asset Management holds 30 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Rentals (URI) 6.5 $9.5M 92k 102.90
General Motors Company (GM) 6.0 $8.8M 424k 20.78
Ecolab (ECL) 5.8 $8.5M 55k 155.82
International Flavors & Fragrances (IFF) 5.7 $8.4M 82k 102.08
Carlisle Companies (CSL) 5.7 $8.3M 66k 125.28
Sherwin-Williams Company (SHW) 5.3 $7.7M 17k 459.55
Home Depot (HD) 5.2 $7.7M 41k 186.72
Cooper Tire & Rubber Company 4.4 $6.4M 395k 16.30
L3harris Technologies (LHX) 3.6 $5.3M 30k 180.13
Meritor 3.4 $5.0M 374k 13.25
Westrock (WRK) 3.3 $4.8M 171k 28.26
Lear Corporation (LEA) 3.3 $4.8M 59k 81.25
Toro Company (TTC) 3.0 $4.5M 69k 65.09
Otis Worldwide Corp (OTIS) 3.0 $4.4M 88k 49.99
Ingersoll Rand (IR) 2.9 $4.3M 173k 24.80
Fastenal Company (FAST) 2.9 $4.3M 137k 31.25
Caterpillar (CAT) 2.9 $4.2M 37k 116.03
Air Products & Chemicals (APD) 2.7 $4.0M 20k 199.61
Southwest Airlines (LUV) 2.6 $3.9M 109k 35.61
Albemarle Corporation (ALB) 2.6 $3.8M 68k 56.37
United Technologies Corporation 2.5 $3.7M 39k 94.34
Kimberly-Clark Corporation (KMB) 2.4 $3.5M 27k 127.88
Trane Technologies (TT) 2.4 $3.5M 42k 82.60
Parker-Hannifin Corporation (PH) 2.3 $3.3M 26k 129.72
Boeing Company (BA) 2.1 $3.1M 21k 149.15
Crown Holdings (CCK) 2.0 $2.9M 50k 58.03
Daqo New Energy Corp- (DQ) 1.9 $2.7M 47k 57.92
A. O. Smith Corporation (AOS) 1.8 $2.6M 70k 37.82
Timken Company (TKR) 1.6 $2.3M 71k 32.33
Carrier Global Corporation (CARR) 0.3 $512k 30k 17.23