Albar Capital Ltd — Q2 2021 13F Holdings

Name: Albar Capital Ltd — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001732621

Total reported value

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	ALLE	Allegion plc	Stock-Industrials	14.72%	—	+289.24%
2	LIN	Linde plc	Stock-Materials	11.58%	—	—
3	RTX	Rtx CORP	Stock-Industrials	9.94%	—	+3.86%
4	ADI	Analog Devices INC	Stock-Tech	8.16%	—	—
5	OTIS	Otis Worldwide CORP	Stock-Industrials	6.13%	—	—
6	DOV	Dover CORP	Stock-Industrials	5.78%	—	—
7	AMAT	Applied Materials INC	Stock-Tech	4.15%	—	-62.85%
8	MRVL	Marvell Technology INC	Stock-Tech	4.07%	—	—
9	ASML	ASML Holding N.V.	Stock-Tech	4.01%	—	—
10	EMR	Emerson Electric Co	Stock-Industrials	3.85%	—	+25.64%
11	MPWR	Monolithic Power Systems INC	Stock-Tech	3.81%	—	—
12	IFF	Intl Flavors & Fragrances	Stock-Materials	3.68%	—	—
13	CNH	CNH Industrial N.V.	Stock-Industrials	3.37%	—	-16.49%
14	PH	Parker Hannifin CORP	Stock-Industrials	2.42%	—	-78.51%
15	HWM	Howmet Aerospace INC	Stock-Industrials	2.18%	—	-66.42%
16	ON	On Semiconductor	Stock-Tech	1.86%	—	-74.22%
17	XLE	Ss Energy Select Sector	ETF-Other	1.70%	—	—
18	NXPI	NXP Semiconductors N.V.	Stock-Tech	1.44%	—	—
19	F	Ford Motor Co	Stock-Consumer Disc	1.38%	—	—
20	6D8	Dupont De Nemours INC	Stock-Other	1.23%	—	—
21	NTR	Nutrien LTD	Stock-Materials	1.21%	—	—
22	OSK	Oshkosh CORP	Stock-Industrials	1.10%	—	-83.96%
23	DAL	Delta Air Lines INC	Stock-Industrials	0.91%	—	—
24	ALK	Alaska Air Group INC	Stock-Industrials	0.90%	—	—
25	AVGO	Broadcom INC	Stock-Tech	0.41%	—	—

Position changes disclosed by Albar Capital Ltd for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	ASH	Ashland INC	—	EXIT	Sold out
2	PH	Parker Hannifin CORP	—	EXIT	Sold out
3	AMAT	Applied Materials INC	—	EXIT	Sold out
4	CTVA	Corteva INC	—	EXIT	Sold out
5	AGCO	Agco CORP	—	EXIT	Sold out
6	RTX	Rtx CORP	—	EXIT	Sold out
7	ON	On Semiconductor	—	EXIT	Sold out
8	OSK	Oshkosh CORP	—	EXIT	Sold out
9	HWM	Howmet Aerospace INC	—	EXIT	Sold out
10	CNH	CNH Industrial N.V.	—	EXIT	Sold out
11	ALLE	Allegion plc	—	EXIT	Sold out
12	GT	Goodyear Tire & Rubber Co	—	EXIT	Sold out
13	LUV	Southwest Airlines Co	—	EXIT	Sold out
14	EMR	Emerson Electric Co	—	EXIT	Sold out
15	CAT	Caterpillar INC	—	EXIT	Sold out
16	TSM	Taiwan Semiconductor-sp Adr	—	EXIT	Sold out
17	ENOV	Enovis Corporation	—	EXIT	Sold out
18	MU	Micron Technology INC	—	EXIT	Sold out
19	OC	Owens Corning	—	EXIT	Sold out
20	ESI	Element Solutions INC	—	EXIT	Sold out