Albar Capital Partners LLP

13F filer · CIK 0002034565

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$767MU.S. long equity reported on 13F

Positions3721 new · 20 closed

Net flow last quarter+$32.4MBuys minus sells

Top 10 positions weight63.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 202637 positions
FCXFreeport-Mcmoran Inc	$86M	11.22%	0.10%	+124.6%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$77.2M	10.06%	0.00%	-26.8%	Q4 2024
DOVDOVER Corp	$68.5M	8.93%	0.23%	+45.2%	Q1 2025
CARRCARRIER GLOBAL Corp	$58M	7.56%	0.10%	-4.7%	Q4 2025
CRHCRH Public Ltd Co	$47.7M	6.23%	0.07%	+13.3%	Q4 2024
RTXRTX Corp	$34.4M	4.48%	0.01%	Not reported	Q4 2024
AMZNAmazon Com Inc	$31.2M	4.07%	0.00%	+55.2%	Q4 2024
TEXTerex Corp	$30.4M	3.96%	0.37%	New	Q2 2026
URIUnited Rentals, Inc.	$28.2M	3.67%	0.04%	New	Q2 2026
PCARPaccar Inc	$25.8M	3.37%	0.04%	New	Q2 2026
JCIJohnson Controls International plc	$25.6M	3.34%	0.03%	+303.4%	Q4 2024
CTVACorteva, Inc.	$24.8M	3.23%	0.04%	+87.1%	Q4 2024
ASMLAsml Holding NV	$22.3M	2.91%	0.00%	+17.7%	Q1 2026
BALLBALL Corp	$21M	2.74%	0.13%	New	Q2 2026
MMM3m Co	$19.9M	2.59%	0.02%	Not reported	Q4 2024
ADIAnalog Devices Inc	$18.5M	2.42%	0.01%	-29.1%	Q1 2025
MTArcelorMittal	$15.8M	2.06%	0.03%	+47.6%	Q4 2025
PPGPPG Industries Inc	$13.1M	1.71%	0.05%	New	Q2 2026
NVDANvidia Corp	$13M	1.69%	0.00%	-43.5%	Q4 2024
SWSmurfit Westrock plc	$9.98M	1.30%	0.04%	Not reported	Q1 2025
GEGeneral Electric Co	$9.51M	1.24%	0.00%	Not reported	Q2 2025
FASTFastenal Co	$9.33M	1.22%	0.02%	New	Q2 2026
APDAir Products & Chemicals, Inc.	$9.01M	1.17%	0.01%	-78.1%	Q4 2024
MASMasco Corp	$8.47M	1.10%	0.05%	+76.0%	Q1 2026
ALLEAllegion plc	$8.28M	1.08%	0.07%	New	Q2 2026
INTCIntel Corp	$6.84M	0.89%	0.00%	New	Q2 2026
STXSeagate Technology Holdings plc	$6.34M	0.83%	0.00%	New	Q2 2026
LINLinde PLC	$6.09M	0.79%	0.00%	+1068.4%	Q3 2025
IFFInternational Flavors & Fragrances Inc	$5.01M	0.65%	0.02%	Not reported	Q4 2024
SMTCSemtech Corp	$4.73M	0.62%	0.03%	New	Q2 2026
LITELumentum Holdings Inc.	$4.33M	0.56%	0.01%	New	Q2 2026
STMSTMicroelectronics N.V.	$4M	0.52%	0.01%	Not reported	Q2 2025
AMDAdvanced Micro Devices Inc	$2.76M	0.36%	0.00%	New	Q2 2026
AMCRAmcor plc	$2.51M	0.33%	0.01%	Not reported	Q4 2025
SXTSensient Technologies Corp	$2M	0.26%	0.04%	New	Q2 2026
PKGPackaging Corp of America	$2M	0.26%	0.01%	-90.6%	Q2 2025
AVYAvery Dennison Corp	$1.45M	0.19%	0.01%	New	Q2 2026
Q1 2026Reported May 15, 202636 positions
TSMTaiwan Semiconductor Manufacturing Co Ltd	$74.6M	12.07%	0.00%	+51.3%	Q4 2024
CARRCARRIER GLOBAL Corp	$46.7M	7.56%	0.10%	+1133.8%	Q4 2025
DOVDOVER Corp	$43.8M	7.09%	0.16%	+40.3%	Q1 2025
CRHCRH Public Ltd Co	$41.4M	6.70%	0.06%	+19.8%	Q4 2024
CMICummins Inc	$41.1M	6.64%	0.06%	Not reported	Q4 2024
APDAir Products & Chemicals, Inc.	$40.7M	6.59%	0.06%	Not reported	Q4 2024
FCXFreeport-Mcmoran Inc	$35.8M	5.79%	0.04%	-36.9%	Q1 2025
RRXRegal Rexnord Corp	$22M	3.55%	0.18%	-5.9%	Q4 2025
HUBBHubbell Inc	$21.4M	3.46%	0.08%	New	Q1 2026
ADIAnalog Devices Inc	$20.9M	3.39%	0.01%	+119.4%	Q1 2025
NVDANvidia Corp	$20M	3.24%	0.00%	Not reported	Q4 2024
AVGOBroadcom Inc.	$19.8M	3.20%	0.00%	Not reported	Q4 2024
PKGPackaging Corp of America	$18.9M	3.05%	0.00%	-51.6%	Q2 2025
AMZNAmazon Com Inc	$17.6M	2.84%	0.00%	Not reported	Q4 2024
LMTLockheed Martin Corp	$16.7M	2.70%	0.01%	New	Q1 2026
CTVACorteva, Inc.	$13.1M	2.12%	0.02%	-66.3%	Q4 2024
ASMLAsml Holding NV	$12.6M	2.04%	0.00%	New	Q1 2026
ROKRockwell Automation, Inc	$12.4M	2.01%	0.03%	New	Q1 2026
CATCaterpillar Inc	$10.7M	1.73%	0.00%	-71.1%	Q3 2025
FERGFerguson Enterprises Inc.	$10.4M	1.69%	0.02%	New	Q1 2026
MTArcelorMittal	$9.24M	1.50%	0.02%	+11.0%	Q4 2025
BWABorgwarner Inc	$8.55M	1.38%	0.08%	Not reported	Q4 2024
WCCWesco International Inc	$8.21M	1.33%	0.06%	New	Q1 2026
TKRTimken Co	$8.14M	1.32%	0.12%	Not reported	Q3 2025
WLKWestlake Corp	$5.7M	0.92%	0.04%	New	Q1 2026
JCIJohnson Controls International plc	$5.69M	0.92%	0.01%	Not reported	Q4 2024
NTRNutrien Ltd.	$5.38M	0.87%	0.01%	+1483.0%	Q4 2025
PHParker-Hannifin Corp	$4.54M	0.73%	0.00%	Not reported	Q2 2025
EMNEastman Chemical Co	$4.5M	0.73%	0.05%	Not reported	Q4 2024
TTTrane Technologies plc	$4.49M	0.73%	0.00%	New	Q1 2026
ONONOn Holding AG	$4.05M	0.66%	0.04%	-56.2%	Q4 2025
MASMasco Corp	$3.57M	0.58%	0.03%	New	Q1 2026
CCEPCOCA-COLA EUROPACIFIC PARTNERS plc	$2.21M	0.36%	0.01%	New	Q1 2026
CFCF Industries Holdings, Inc.	$1.69M	0.27%	0.01%	Not reported	Q3 2025
OCOwens Corning	$1.1M	0.18%	0.01%	New	Q1 2026
LINLinde PLC	$498K	0.08%	0.00%	-98.7%	Q3 2025
Q4 2025Reported Feb 17, 202631 positions
FCXFreeport-Mcmoran Inc	$49.1M	11.60%	0.07%	+73.0%	Q1 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$44.3M	10.48%	0.00%	-16.5%	Q4 2024
CRHCRH Public Ltd Co	$41M	9.70%	0.05%	-38.2%	Q4 2024
PKGPackaging Corp of America	$37.9M	8.96%	0.20%	+25.1%	Q2 2025
LINLinde PLC	$32.3M	7.64%	0.02%	+692.7%	Q3 2025
CTVACorteva, Inc.	$31.1M	7.36%	0.07%	+23.8%	Q4 2024
CATCaterpillar Inc	$29.8M	7.05%	0.01%	+51.4%	Q3 2025
DOVDOVER Corp	$29.3M	6.92%	0.11%	Not reported	Q1 2025
RRXRegal Rexnord Corp	$17.5M	4.13%	0.19%	New	Q4 2025
MSFTMicrosoft Corp	$13.9M	3.28%	0.00%	-15.1%	Q4 2024
ONONOn Holding AG	$12.6M	2.99%	0.09%	New	Q4 2025
OTISOtis Worldwide Corp	$11.8M	2.80%	0.03%	+249.0%	Q3 2025
GMGeneral Motors Co	$11.1M	2.63%	0.02%	-44.9%	Q4 2024
ADIAnalog Devices Inc	$8.14M	1.92%	0.01%	+84.5%	Q1 2025
MTArcelorMittal	$7.3M	1.73%	0.02%	New	Q4 2025
ESIElement Solutions Inc	$7.18M	1.70%	0.12%	-72.3%	Q2 2025
GOOGLAlphabet Inc.	$6.59M	1.56%	0.00%	New	Q4 2025
DALDelta Air Lines, Inc.	$5.34M	1.26%	0.01%	New	Q4 2025
TRMBTrimble Inc.	$5.28M	1.25%	0.03%	New	Q4 2025
CARRCARRIER GLOBAL Corp	$3.55M	0.84%	0.01%	New	Q4 2025
HONHoneywell International Inc	$3.32M	0.79%	0.00%	Not reported	Q4 2024
UALUnited Airlines Holdings, Inc.	$3.02M	0.71%	0.01%	-45.2%	Q3 2025
ONOn Semiconductor Corp	$2.15M	0.51%	0.01%	New	Q4 2025
VCVisteon Corp	$1.86M	0.44%	0.07%	+3.7%	Q2 2025
AXTAAxalta Coating Systems Ltd.	$1.74M	0.41%	0.03%	-1.6%	Q3 2025
APTVAptiv PLC	$1.7M	0.40%	0.01%	Not reported	Q4 2024
RPMRPM International Inc	$1.56M	0.37%	0.01%	New	Q4 2025
AMCRAmcor plc	$1.02M	0.24%	0.01%	New	Q4 2025
SHWSherwin Williams Co	$686K	0.16%	0.00%	New	Q4 2025
CSLCarlisle Companies Inc	$471K	0.11%	0.00%	New	Q4 2025
NTRNutrien Ltd.	$278K	0.07%	0.00%	New	Q4 2025
Q3 2025Reported Nov 14, 202530 positions
CRHCRH Public Ltd Co	$63.8M	14.53%	0.08%	+1.3%	Q4 2024
TSMTaiwan Semiconductor Manufacturing Co Ltd	$48.8M	11.12%	0.00%	-47.6%	Q4 2024
PKGPackaging Corp of America	$32M	7.29%	0.16%	+71.1%	Q2 2025
CCKCrown Holdings, Inc.	$30.4M	6.93%	0.27%	-40.8%	Q2 2025
NVDANvidia Corp	$27.8M	6.33%	0.00%	-57.7%	Q4 2024
ESIElement Solutions Inc	$26.1M	5.95%	0.43%	-1.5%	Q2 2025
CTVACorteva, Inc.	$25.4M	5.79%	0.06%	-40.0%	Q4 2024
FCXFreeport-Mcmoran Inc	$21.9M	4.99%	0.04%	-4.8%	Q1 2025
SWSmurfit Westrock plc	$20.2M	4.61%	0.09%	+187.8%	Q1 2025
MSFTMicrosoft Corp	$17.5M	3.99%	0.00%	+122.0%	Q4 2024
CATCaterpillar Inc	$16.4M	3.74%	0.01%	New	Q3 2025
GMGeneral Motors Co	$15.1M	3.45%	0.03%	Not reported	Q4 2024
TKRTimken Co	$14.1M	3.22%	0.27%	New	Q3 2025
CMICummins Inc	$13.3M	3.04%	0.02%	Not reported	Q4 2024
HSYHershey Co	$9.31M	2.12%	0.02%	New	Q3 2025
FDXFedex Corp	$7.21M	1.64%	0.01%	New	Q3 2025
ALVAutoliv Inc	$6.06M	1.38%	0.06%	-47.6%	Q2 2025
UALUnited Airlines Holdings, Inc.	$4.75M	1.08%	0.02%	New	Q3 2025
MMM3m Co	$4.75M	1.08%	0.01%	Not reported	Q4 2024
LINLinde PLC	$4.54M	1.04%	0.00%	New	Q3 2025
ADNTAdient plc	$4.35M	0.99%	0.23%	New	Q3 2025
ADIAnalog Devices Inc	$3.99M	0.91%	0.00%	-90.6%	Q1 2025
GEHCGE HealthCare Technologies Inc.	$3.74M	0.85%	0.01%	-69.2%	Q1 2025
OTISOtis Worldwide Corp	$3.55M	0.81%	0.01%	New	Q3 2025
CFCF Industries Holdings, Inc.	$3.43M	0.78%	0.02%	New	Q3 2025
AVGOBroadcom Inc.	$2.46M	0.56%	0.00%	-72.5%	Q4 2024
ORCLOracle Corp	$2.32M	0.53%	0.00%	New	Q3 2025
VCVisteon Corp	$2.26M	0.52%	0.07%	-62.6%	Q2 2025
CIENCiena Corp	$1.71M	0.39%	0.01%	New	Q3 2025
AXTAAxalta Coating Systems Ltd.	$1.57M	0.36%	0.03%	New	Q3 2025

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