Albar Capital Partners LLP Top Holdings and 13F Report (2025) About Albar Capital Partners LLPInvestment ActivityAlbar Capital Partners LLP has $584.67 million in total holdings as of June 30, 2025.Albar Capital Partners LLP owns shares of 30 different stocks, but just 14 companies or ETFs make up 80% of its holdings.Approximately 67.50% of the portfolio was purchased this quarter.About 9.97% of the portfolio was sold this quarter.This quarter, Albar Capital Partners LLP has purchased 15 new stocks and bought additional shares in 6 stocks.Albar Capital Partners LLP sold shares of 5 stocks and completely divested from 4 stocks this quarter.Largest Holdings Taiwan Semiconductor Manufacturing $75,537,133NVIDIA $55,511,524Crown $54,735,827CRH PLC $48,196,469Corteva $46,627,757 Largest New Holdings this Quarter 67066G104 - NVIDIA $55,511,524 Holding228368106 - Crown $54,735,827 Holding28618M106 - Element Solutions $23,844,538 Holding695156109 - Packaging Corporation of America $16,180,882 Holding345370860 - Ford Motor $14,471,513 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 276,231 shares (about $62.56M)NVIDIA 351,361 shares (about $55.51M)Crown 531,519 shares (about $54.74M)CRH PLC 421,635 shares (about $38.71M)Element Solutions 1,052,739 shares (about $23.84M) Largest Sales this Quarter Johnson Controls International 139,240 shares (about $14.71M)RTX 53,722 shares (about $7.84M)Air Products and Chemicals 24,329 shares (about $6.86M)Dover 15,020 shares (about $2.75M)GE HealthCare Technologies 2,477 shares (about $183.47K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAlbar Capital Partners LLP Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTSMTaiwan Semiconductor Manufacturing$75,537,133$62,563,559 ▲482.2%333,51212.9%Computer and TechnologyNVDANVIDIA$55,511,524$55,511,524 ▲New Holding351,3619.5%Computer and TechnologyCCKCrown$54,735,827$54,735,827 ▲New Holding531,5199.4%IndustrialsCRH PLC$48,196,469$38,706,093 ▲407.8%525,0168.2%ORDCTVACorteva$46,627,757$9,051,147 ▲24.1%625,6248.0%Consumer StaplesJCIJohnson Controls International$41,521,123$14,706,529 ▼-26.2%393,1187.1%ConstructionADIAnalog Devices$40,948,247$23,806,285 ▲138.9%172,0377.0%Computer and TechnologyFCXFreeport-McMoRan$25,420,613$6,678,588 ▲35.6%586,4044.3%Basic MaterialsESIElement Solutions$23,844,538$23,844,538 ▲New Holding1,052,7394.1%Basic MaterialsPKGPackaging Corporation of America$16,180,882$16,180,882 ▲New Holding85,8632.8%IndustrialsFFord Motor$14,471,513$14,471,513 ▲New Holding1,333,7802.5%Auto/Tires/TrucksAPDAir Products and Chemicals$12,368,049$6,862,238 ▼-35.7%43,8492.1%Basic MaterialsGEHCGE HealthCare Technologies$12,000,007$183,471 ▼-1.5%162,0092.1%MedicalRTXRTX$11,979,335$7,844,487 ▼-39.6%82,0392.0%AerospaceALVAutoliv$10,467,797$10,467,797 ▲New Holding93,5461.8%Auto/Tires/TrucksSTMSTMicroelectronics$9,310,964$9,310,964 ▲New Holding306,1811.6%Computer and TechnologyDOVDover$9,162,233$2,752,115 ▼-23.1%50,0041.6%IndustrialsBWABorgWarner$8,991,824$8,991,824 ▲New Holding268,5731.5%Auto/Tires/TrucksPHParker-Hannifin$8,248,931$8,248,931 ▲New Holding11,8101.4%IndustrialsMSFTMicrosoft$7,572,072$7,572,072 ▲New Holding15,2231.3%Computer and TechnologyAVGOBroadcom$7,480,590$7,480,590 ▲New Holding27,1381.3%Computer and TechnologyETNEaton$7,285,095$7,285,095 ▲New Holding20,4071.2%IndustrialsGDGeneral Dynamics$7,190,294$7,190,294 ▲New Holding24,6531.2%AerospaceSMURFIT WESTROCK PLC$7,129,027$95,103 ▲1.4%165,2151.2%SHSHDHome Depot$5,392,908$5,392,908 ▲New Holding14,7090.9%Retail/WholesaleVCVisteon$4,711,930$4,711,930 ▲New Holding50,5030.8%Auto/Tires/TrucksAPTIV PLC$4,036,850$4,036,850 ▲New Holding59,1740.7%COM SHSATIATI$3,700,446$3,700,446 ▲New Holding42,8590.6%Basic MaterialsVRTVertiv$2,322,295$2,322,295 ▲New Holding18,0850.4%Computer and TechnologyGEGE Aerospace$2,320,886$2,320,886 ▲New Holding9,0170.4%AerospaceMMM3M$0$10,223,218 ▼-100.0%00.0%Multi-Sector ConglomeratesDDDuPont de Nemours$0$10,210,847 ▼-100.0%00.0%Basic MaterialsIWMiShares Russell 2000 ETF$0$4,473,563 ▼-100.0%00.0%FinanceGMGeneral Motors$0$1,019,846 ▼-100.0%00.0%Auto/Tires/TrucksShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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