Stock Taper

SANDBAR ASSET MANAGEMENT LLP

Latest 13F filing data - Q3 2023

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Microsoft CorporationMSFT767$242K
CACI International IncCACI820$257K
Albemarle CorporationALB827$141K
TransDigm Group IncorporatedTDG898$757K
Palo Alto Networks, Inc.PANW1.07K$252K
Cheniere Energy, Inc.LNG1.67K$277K
Oracle CorporationORCL2.35K$249K
The Sherwin-Williams CompanySHW2.38K$607K
Advanced Micro Devices, Inc.AMD2.56K$264K
NIKE, Inc.NKE2.76K$264K
Taiwan Semiconductor Manufacturing Company LimitedTSM3.02K$262K
Parker-Hannifin CorporationPH3.41K$1.33M
CF Industries Holdings, Inc.CF3.43K$294K
Owens CorningOC3.75K$512K
International Flavors & Fragrances Inc.IFF3.78K$258K
Lennox International Inc.LII4.24K$1.59M
Occidental Petroleum CorporationOXY4.72K$306K
Union Pacific CorporationUNP5.18K$1.06M
L3Harris Technologies, Inc.LHX6.18K$1.08M
DuPont de Nemours, Inc.DD6.53K$487K