Institutions / Sandbar Asset Management LLP
Sandbar Asset Management LLP
CIK 1756870 · Institution · as of Sep 30, 2021
Portfolio value
$919.54M
Positions
55
As of
Sep 30, 2021
Portfolio trend
Portfolio value
$919.54M-0.6%Positions
55+1.9%Top holdings
Sep 30, 2021View all 55 →
| Company | Value | % of portfolio |
|---|---|---|
| Westrock Co | $46.01M | 5.0% |
| Louisiana-Pacific Corp | $45.44M | 4.9% |
| International Flavors & Fragrances Inc | $42.44M | 4.6% |
| Graphic Packaging Holding Co | $41.81M | 4.5% |
| Otis Worldwide Corp | $41.69M | 4.5% |
| General Motors Co | $39.08M | 4.2% |
| Sensient Technologies Corp | $38.16M | 4.1% |
| First Solar, Inc. | $34.89M | 3.8% |
| United Rentals, Inc. | $33.32M | 3.6% |
| Crown Holdings Inc | $29.92M | 3.3% |
| Vulcan Materials CO | $28.63M | 3.1% |
| OLIN Corp | $26.92M | 2.9% |
| TransDigm Group INC | $26.55M | 2.9% |
| CF Industries Holdings, Inc. | $25.86M | 2.8% |
| L3HARRIS Technologies, Inc. /De | $25.44M | 2.8% |
| Sealed Air CORP/DE | $24.70M | 2.7% |
| Raytheon Technologies Corp | $18.51M | 2.0% |
| Westlake CorpWLK | $18.39M | 2.0% |
| Howmet Aerospace Inc. | $17.77M | 1.9% |
| Aptiv PLC | $17.37M | 1.9% |
| Huntsman CORP | $17.07M | 1.9% |
| Sherwin Williams Co | $17.01M | 1.9% |
| Woodward, Inc. | $16.99M | 1.8% |
| Southwest Airlines Co | $16.83M | 1.8% |
| CARRIER GLOBAL Corp | $16.82M | 1.8% |
Activity
Sep 30, 2021
InsidersInstitutions
This fund's quarter-over-quarter position changes — what it's buying and selling.No quarter-over-quarter changes yet. Position changes appear once we have two consecutive quarterly reports for this manager. We currently hold 4 quarters of holdings.