Albar Capital Partners LLP
Albar Capital Partners LLP reported 38 holdings worth US$767M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Albar Capital Partners LLP reported 38 holdings worth US$767M as of Jun 30, 2026. Largest: Freeport-mcmoran, Inc., Taiwan Semiconductor Manufacturing Co., Ltd. and Dover Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 38
- Value as reported
- US$767M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Freeport-mcmoran, Inc. | 1.37M | US$86M | 11.2% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 162K | US$77.2M | 10.1% |
| Dover Corporation | 305K | US$68.5M | 8.9% |
| Carrier Global Corporation | 791K | US$58M | 7.6% |
| Rtx Corporation | 181K | US$34.4M | 4.5% |
| Amazon.com, Inc. | 131K | US$31.2M | 4.1% |
| Terex Corporation | 419K | US$30.4M | 4.0% |
| United Rentals, Inc. | 24,863 | US$28.2M | 3.7% |
| Paccar Inc. | 215K | US$25.8M | 3.4% |
| Corteva, Inc. | 293K | US$24.8M | 3.2% |
| Asml Holding Nv | 11,212 | US$22.3M | 2.9% |
| Ball Corporation | 336K | US$21M | 2.7% |
| 3m Company | 123K | US$19.9M | 2.6% |
| Analog Devices, Inc. | 46,694 | US$18.5M | 2.4% |
| Arcelormittal Sa | 262K | US$15.8M | 2.1% |
| Ppg Industries, Inc. | 108K | US$13.1M | 1.7% |
| Nvidia Corporation | 64,892 | US$13M | 1.7% |
| Ge Aerospace | 25,447 | US$9.51M | 1.2% |
| Fastenal Company | 194K | US$9.33M | 1.2% |
| Air Products And Chemicals, Inc. | 30,720 | US$9.01M | 1.2% |
| Masco Corporation | 104K | US$8.47M | 1.1% |
| Intel Corporation | 48,962 | US$6.84M | 0.89% |
| International Flavors & Fragrances, Inc. | 63,290 | US$5.01M | 0.65% |
| Semtech Corporation | 29,224 | US$4.73M | 0.62% |
| Lumentum Holdings Inc. | 5,043 | US$4.33M | 0.56% |
| Stmicroelectronics Nv | 53,467 | US$4M | 0.52% |
| Advanced Micro Devices Inc | 4,756 | US$2.76M | 0.36% |
| Sensient Technologies Corporation | 16,248 | US$2M | 0.26% |
| Packaging Corporation Of America | 8,379 | US$2M | 0.26% |
| Avery Dennison Corporation | 8,937 | US$1.45M | 0.19% |
| Westlake Corporation | 0 | US$0 | 0.00% |
| Borgwarner Inc. | 0 | US$0 | 0.00% |
| Broadcom Inc. | 0 | US$0 | 0.00% |
| Caterpillar, Inc. | 0 | US$0 | 0.00% |
| Cf Industries Holdings, Inc. | 0 | US$0 | 0.00% |
| Cummins Inc. | 0 | US$0 | 0.00% |
| Eastman Chemical Company | 0 | US$0 | 0.00% |
| Ferguson Enterprises Inc. | 0 | US$0 | 0.00% |
| Hubbell Inc | 0 | US$0 | 0.00% |
| Lockheed Martin Corporation | 0 | US$0 | 0.00% |
| Nutrien Ltd. | 0 | US$0 | 0.00% |
| Owens Corning Inc | 0 | US$0 | 0.00% |
| Parker-hannifin Corporation | 0 | US$0 | 0.00% |
| Regal Rexnord Corporation | 0 | US$0 | 0.00% |
| Rockwell Automation, Inc. | 0 | US$0 | 0.00% |
| Timken Company (the) | 0 | US$0 | 0.00% |
| Wesco International, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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