Albar Capital Ltd Top Holdings and 13F Report (2021) → Are You Positioned For The New Energy Goldrush? (From Wealthpin Pro) (Ad) About Albar Capital LtdInvestment ActivityAlbar Capital Ltd has $588.53 million in total holdings as of September 30, 2021.Albar Capital Ltd owns shares of 30 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 68.29% of the portfolio was purchased this quarter.About 52.08% of the portfolio was sold this quarter.This quarter, Albar Capital Ltd has purchased 34 new stocks and bought additional shares in 5 stocks.Albar Capital Ltd sold shares of 11 stocks and completely divested from 18 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $89,322,267General Motors $64,897,483International Flavors & Fragrances $56,822,278Microsoft $50,145,617Freeport-McMoRan $39,146,125 Largest New Holdings this Quarter General Motors $64,897,483 HoldingInternational Flavors & Fragrances $56,822,278 HoldingASML $30,982,255 HoldingCRH PLC $24,892,480 HoldingTransDigm Group $21,852,279 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 600,876 shares (about $81.75M)General Motors 1,431,036 shares (about $64.90M)International Flavors & Fragrances 660,801 shares (about $56.82M)ASML 31,925 shares (about $30.98M)Freeport-McMoRan 648,096 shares (about $30.47M) Largest Sales this Quarter FedEx 77,509 shares (about $22.46M)Avery Dennison 70,477 shares (about $15.73M)Sherwin-Williams 41,772 shares (about $14.51M)Lennox International 29,577 shares (about $14.46M)Corteva 211,348 shares (about $12.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlbar Capital Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$89,322,267$81,749,180 ▲1,079.5%656,54015.2%Computer and TechnologyGMGeneral Motors$64,897,483$64,897,483 ▲New Holding1,431,03611.0%Auto/Tires/TrucksIFFInternational Flavors & Fragrances$56,822,278$56,822,278 ▲New Holding660,8019.7%Consumer StaplesMSFTMicrosoft$50,145,617$3,324,529 ▼-6.2%119,1908.5%Computer and TechnologyFCXFreeport-McMoRan$39,146,125$30,473,474 ▲351.4%832,5426.7%Basic MaterialsASMLASML$30,982,255$30,982,255 ▲New Holding31,9255.3%Computer and TechnologyESIElement Solutions$25,524,539$5,604,813 ▲28.1%1,021,7994.3%Basic MaterialsCRH PLC$24,892,480$24,892,480 ▲New Holding288,5754.2%ORDTDGTransDigm Group$21,852,279$21,852,279 ▲New Holding17,7433.7%AerospaceIWMiShares Russell 2000 ETF$19,825,191$4,669,291 ▲30.8%94,2713.4%FinanceOLEDUniversal Display$17,194,534$5,199,546 ▼-23.2%102,0752.9%Computer and TechnologyPHParker-Hannifin$15,836,680$15,836,680 ▲New Holding28,4942.7%Industrial ProductsTKRTimken$15,708,198$15,708,198 ▲New Holding179,6662.7%Industrial ProductsAVGOBroadcom$15,272,699$12,689,475 ▲491.2%11,5232.6%Computer and TechnologyCTVACorteva$15,063,923$12,188,439 ▼-44.7%261,2092.6%Consumer StaplesSHWSherwin-Williams$14,051,235$14,508,669 ▼-50.8%40,4552.4%ConstructionRSPInvesco S&P 500 Equal Weight ETF$13,924,416$6,099,522 ▼-30.5%82,2132.4%ETFALLEAllegion$11,545,455$11,545,455 ▲New Holding85,7062.0%Industrial ProductsSWKStanley Black & Decker$8,009,205$8,009,205 ▲New Holding81,7851.4%Industrial ProductsLIILennox International$5,652,998$14,456,054 ▼-71.9%11,5661.0%ConstructionDOVDover$5,515,748$5,515,748 ▲New Holding31,1290.9%Industrial ProductsNXPINXP Semiconductors$4,853,814$10,373,634 ▼-68.1%19,5900.8%Computer and TechnologyITTITT$4,338,813$4,338,813 ▲New Holding31,8960.7%Multi-Sector ConglomeratesEMREmerson Electric$4,301,000$2,163,373 ▼-33.5%37,9210.7%Industrial ProductsANETArista Networks$4,102,057$4,102,057 ▲New Holding14,1460.7%Computer and TechnologyFDXFedEx$3,389,089$22,457,459 ▼-86.9%11,6970.6%TransportationOSKOshkosh$2,125,308$5,348,563 ▼-71.6%17,0420.4%Auto/Tires/TrucksAVYAvery Dennison$2,029,566$15,733,992 ▼-88.6%9,0910.3%Industrial ProductsSPRSpirit AeroSystems$1,126,646$1,126,646 ▲New Holding31,2350.2%AerospaceXLPConsumer Staples Select Sector SPDR Fund$1,082,403$1,082,403 ▲New Holding14,1750.2%ETFNVDANVIDIA$0$29,554,234 ▼-100.0%00.0%Computer and TechnologyGEGeneral Electric$0$29,042,207 ▼-100.0%00.0%TransportationUNPUnion Pacific$0$22,308,928 ▼-100.0%00.0%TransportationBABoeing$0$17,587,512 ▼-100.0%00.0%AerospaceTECKTeck Resources$0$16,827,983 ▼-100.0%00.0%Basic MaterialsALVAutoliv$0$11,060,211 ▼-100.0%00.0%Auto/Tires/TrucksTRMBTrimble$0$8,954,198 ▼-100.0%00.0%Computer and TechnologyMRVLMarvell Technology$0$8,179,242 ▼-100.0%00.0%Business ServicesEMNEastman Chemical$0$7,690,748 ▼-100.0%00.0%Basic MaterialsVCVisteon$0$7,173,257 ▼-100.0%00.0%Auto/Tires/TrucksMUMicron Technology$0$6,192,356 ▼-100.0%00.0%Computer and TechnologyDDDuPont de Nemours$0$5,595,888 ▼-100.0%00.0%Basic MaterialsUPSUnited Parcel Service$0$5,486,541 ▼-100.0%00.0%TransportationGEHCGE HealthCare Technologies$0$4,523,143 ▼-100.0%00.0%MedicalPGProcter & Gamble$0$4,149,866 ▼-100.0%00.0%Consumer StaplesECLEcolab$0$4,008,058 ▼-100.0%00.0%Basic MaterialsHXLHexcel$0$3,491,473 ▼-100.0%00.0%AerospaceAMDAdvanced Micro Devices$0$2,815,826 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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