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Albar Capital Partners LLP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $766,844,410
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- FREEPORT MCMORAN INC · CL B · 35671D857 · shares: $86,016,665
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $77,163,850
- DOVER CORP · COM · 260003108 · shares: $68,488,832
- CARRIER GLOBAL CORPORATION · COM · 14448C104 · shares: $58,002,759
- CRH PLC · ORD · G25508105 · shares: $47,746,182
- RTX CORPORATION · COM · 75513E101 · shares: $34,369,400
- AMAZON COM INC · COM · 023135106 · shares: $31,189,411
- TEREX CORP NEW · COM · 880779103 · shares: $30,358,122
- UNITED RENTALS INC · COM · 911363109 · shares: $28,167,044
- PACCAR INC · COM · 693718108 · shares: $25,823,037
Reported holdings
38 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 1,367,732 shares | $86,016,665 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 161,576 shares | $77,163,850 |
| DOVER CORP | COM | 260003108 | — | 305,372 shares | $68,488,832 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 790,767 shares | $58,002,759 |
| CRH PLC | ORD | G25508105 | — | 446,226 shares | $47,746,182 |
| RTX CORPORATION | COM | 75513E101 | — | 181,149 shares | $34,369,400 |
| AMAZON COM INC | COM | 023135106 | — | 130,861 shares | $31,189,411 |
| TEREX CORP NEW | COM | 880779103 | — | 419,369 shares | $30,358,122 |
| UNITED RENTALS INC | COM | 911363109 | — | 24,863 shares | $28,167,044 |
| PACCAR INC | COM | 693718108 | — | 214,977 shares | $25,823,037 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 175,145 shares | $25,590,436 |
| CORTEVA INC | COM | 22052L104 | — | 292,825 shares | $24,799,349 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 11,212 shares | $22,305,601 |
| BALL CORP | COM | 058498106 | — | 336,409 shares | $20,991,922 |
| 3M CO | COM | 88579Y101 | — | 122,621 shares | $19,853,566 |
| ANALOG DEVICES INC | COM | 032654105 | — | 46,694 shares | $18,545,456 |
| ARCELORMITTAL SA LUXEMBOURG | NY REGISTRY SH | 03938L203 | — | 262,470 shares | $15,805,943 |
| PPG INDS INC | COM | 693506107 | — | 108,308 shares | $13,136,677 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 64,892 shares | $12,984,240 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 | — | 215,662 shares | $9,976,524 |
| GE AEROSPACE | COM NEW | 369604301 | — | 25,447 shares | $9,510,307 |
| FASTENAL CO | COM | 311900104 | — | 194,290 shares | $9,331,749 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 30,720 shares | $9,006,490 |
| MASCO CORP | COM | 574599106 | — | 104,056 shares | $8,467,037 |
| ALLEGION PLC | ORD SHS | G0176J109 | — | 58,956 shares | $8,282,728 |
| INTEL CORP | COM | 458140100 | — | 48,962 shares | $6,836,564 |
| SEAGATE TECHNOLOGY HLDNGS PL | ORD SHS | G7997R103 | — | 6,575 shares | $6,344,875 |
| LINDE PLC | SHS | G54950103 | — | 11,731 shares | $6,087,685 |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | — | 63,290 shares | $5,013,834 |
| SEMTECH CORP | COM | 816850101 | — | 29,224 shares | $4,729,904 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 5,043 shares | $4,327,197 |
| STMICROELECTRONICS N V | NY REGISTRY | 861012102 | — | 53,467 shares | $4,004,144 |
| SPDR SERIES TRUST | SP O&G EXPL PRO | 78468R556 | — | 18,555 shares | $2,862,294 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 4,756 shares | $2,762,808 |
| AMCOR PLC | COM NEW | G0250X149 | — | 57,926 shares | $2,511,092 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | — | 16,248 shares | $2,003,216 |
| PACKAGING CORP AMER | COM | 695156109 | — | 8,379 shares | $1,996,548 |
| AVERY DENNISON CORP | COM | 053611109 | — | 8,937 shares | $1,450,922 |