Claar Advisors LLC
- SEC CIK
- 0001593410
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 38
- +1 vs. Q1 2021
- Portfolio value
- $335.3M
- +$48.1M (+16.8%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CVNACarvana Co. | CL A | 360 | $109.0K | <0.1% | +120+50.0% | Added | History |
| WFCWells Fargo & Company | Stock | 9,600 | $435.0K | 0.1% | +9,600 | New | History |
| PEPPepsiCo Inc | Stock | 4,800 | $711.0K | 0.2% | 00.0% | Unchanged | History |
| MCDMcDonalds Corp | Stock | 4,800 | $1.11M | 0.3% | 00.0% | Unchanged | History |
| MCOMoodys Corp | Stock | 3,600 | $1.30M | 0.4% | 00.0% | Unchanged | History |
| MDLZMondelez International, Inc. | Stock | 21,600 | $1.35M | 0.4% | 00.0% | Unchanged | History |
| Vanguard Ftse All-World Ex-US Index Fund922042775 | ETF | 34,000 | $2.15M | 0.6% | 00.0% | Unchanged | – |
| TWTRTwitter, Inc. | COM | 40,000 | $2.75M | 0.8% | +40,000 | New | History |
| iShares Tr464287150 | CORE S&P TTL STK | 30,000 | $2.96M | 0.9% | 00.0% | Unchanged | – |
| EXPEExpedia Group, Inc. | Stock | 18,500 | $3.03M | 0.9% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 23,800 | $3.25M | 1.0% | +7,600+46.9% | Added | History |
| SABRSabre Corp | COM | 305,000 | $3.81M | 1.1% | +70,000+29.8% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 9,000 | $4.54M | 1.4% | 00.0% | Unchanged | History |
| Pershing Square Tontine Hldg71531R109 | COM CL A | 215,000 | $4.89M | 1.5% | +215,000 | New | – |
| CSGPCostar Group, Inc. | COM | 61,750 | $5.11M | 1.5% | +61,750 | New | History |
| PHParker-Hannifin Corp | Stock | 16,667 | $5.12M | 1.5% | +16,667 | New | History |
| BKNGBooking Holdings Inc. | Stock | 2,710 | $5.93M | 1.8% | 00.0% | Unchanged | History |
| WMGWarner Music Group Corp. | COM CL A | 165,200 | $5.95M | 1.8% | +165,200 | New | History |
| ICEIntercontinental Exchange, Inc. | Stock | 55,000 | $6.53M | 1.9% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 30,000 | $7.01M | 2.1% | 00.0% | Unchanged | History |
| FISFidelity National Information Services, Inc. | Stock | 50,000 | $7.08M | 2.1% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 146,000 | $7.32M | 2.2% | +36,000+32.7% | Added | History |
| KEYSKeysight Technologies, Inc. | Stock | 50,000 | $7.72M | 2.3% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 12,680 | $9.15M | 2.7% | 00.0% | Unchanged | History |
| DUKDuke Energy CORP | Stock | 99,500 | $9.82M | 2.9% | −20,500−17.1% | Reduced | History |
| MAMastercard Inc | Stock | 28,380 | $10.4M | 3.1% | −120−0.4% | Reduced | History |
| AXPAmerican Express Co | Stock | 70,000 | $11.6M | 3.4% | 00.0% | Unchanged | History |
| AAPAdvance Auto Parts Inc | COM | 56,500 | $11.6M | 3.5% | +18,540+48.8% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 53,800 | $12.2M | 3.6% | +8,800+19.6% | Added | History |
| NOMDNomad Foods Ltd | USD ORD SHS | 440,000 | $12.4M | 3.7% | +70,000+18.9% | Added | History |
| AVTRAvantor, Inc. | COM | 395,800 | $14.1M | 4.2% | +99,400+33.5% | Added | History |
| CPRTCopart Inc | COM | 108,600 | $14.3M | 4.3% | 00.0% | Unchanged | History |
| AAgilent Technologies, Inc. | COM | 101,800 | $15.0M | 4.5% | −15,600−13.3% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 43,044 | $17.7M | 5.3% | 00.0% | Unchanged | History |
| AMTAmerican Tower Corp | REIT | 83,320 | $22.5M | 6.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 7,456 | $25.6M | 7.6% | +456+6.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 11,430 | $28.6M | 8.5% | −1,670−12.7% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 111,217 | $30.1M | 9.0% | −7,940−6.7% | Reduced | History |
Sold out since Q1 2021 (5)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| GRAW R Grace & Co | COM | 117,000 | $7.00M | 2.4% | History |
| LYFTLyft, Inc. | CL A COM | 57,300 | $3.62M | 1.3% | History |
| KMIKinder Morgan, Inc. | Stock | 62,400 | $1.04M | 0.4% | History |
| CHHChoice Hotels International Inc | COM | 3,120 | $335.0K | 0.1% | History |
| WOWWideOpenWest, Inc. | COM | 2,400 | $33.0K | <0.1% | History |