Albar Capital Partners LLP Top Holdings and 13F Report (2025) About Albar Capital Partners LLPInvestment ActivityAlbar Capital Partners LLP has $219.93 million in total holdings as of March 31, 2025.Albar Capital Partners LLP owns shares of 15 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 49.83% of the portfolio was purchased this quarter.About 136.71% of the portfolio was sold this quarter.This quarter, Albar Capital Partners LLP has purchased 23 new stocks and bought additional shares in 1 stock.Albar Capital Partners LLP sold shares of 7 stocks and completely divested from 15 stocks this quarter.Largest Holdings Johnson Controls International $42,647,199Corteva $31,728,110Air Products and Chemicals $20,107,056RTX $17,982,902Freeport-McMoRan $16,368,468 Largest New Holdings this Quarter 35671D857 - Freeport-McMoRan $16,368,468 Holding032654105 - Analog Devices $14,524,072 Holding36266G107 - GE HealthCare Technologies $13,275,665 Holding260003108 - Dover $11,423,416 Holding26614N102 - DuPont de Nemours $10,210,847 Holding Largest Purchases this Quarter Johnson Controls International 399,096 shares (about $31.97M)Freeport-McMoRan 432,342 shares (about $16.37M)Analog Devices 72,019 shares (about $14.52M)GE HealthCare Technologies 164,486 shares (about $13.28M)Dover 65,024 shares (about $11.42M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 275,647 shares (about $45.76M)General Motors 559,642 shares (about $26.32M)Air Products and Chemicals 60,839 shares (about $17.94M)3M 70,561 shares (about $10.36M)Corteva 139,589 shares (about $8.78M) 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 PortfolioSectorJCIJohnson Controls International$42,647,199$31,971,580 ▲299.5%532,35819.4%ConstructionCTVACorteva$31,728,110$8,784,336 ▼-21.7%504,18114.4%Consumer StaplesAPDAir Products and Chemicals$20,107,056$17,942,638 ▼-47.2%68,1789.1%Basic MaterialsRTXRTX$17,982,902$4,299,519 ▼-19.3%135,7618.2%AerospaceFCXFreeport-McMoRan$16,368,468$16,368,468 ▲New Holding432,3427.4%Basic MaterialsADIAnalog Devices$14,524,072$14,524,072 ▲New Holding72,0196.6%Computer and TechnologyGEHCGE HealthCare Technologies$13,275,665$13,275,665 ▲New Holding164,4866.0%MedicalDOVDover$11,423,416$11,423,416 ▲New Holding65,0245.2%IndustrialsMMM3M$10,223,218$10,362,588 ▼-50.3%69,6124.6%Multi-Sector ConglomeratesDDDuPont de Nemours$10,210,847$10,210,847 ▲New Holding136,7284.6%Basic MaterialsTSMTaiwan Semiconductor Manufacturing$9,508,646$45,757,402 ▼-82.8%57,2814.3%Computer and TechnologyCRH PLC$9,094,427$6,631,795 ▼-42.2%103,3814.1%ORDSMURFIT WESTROCK PLC$7,345,276$7,345,276 ▲New Holding163,0113.3%SHSIWMiShares Russell 2000 ETF$4,473,563$4,473,563 ▲New Holding22,4252.0%FinanceGMGeneral Motors$1,019,846$26,319,975 ▼-96.3%21,6850.5%Auto/Tires/TrucksIFFInternational Flavors & Fragrances$0$37,328,994 ▼-100.0%00.0%Basic MaterialsAPTIV PLC$0$24,427,872 ▼-100.0%00.0%COM SHSETNEaton$0$24,320,097 ▼-100.0%00.0%IndustrialsNVDANVIDIA$0$23,061,085 ▼-100.0%00.0%Computer and TechnologyEMNEastman Chemical$0$12,930,273 ▼-100.0%00.0%Basic MaterialsAMZNAmazon.com$0$12,038,149 ▼-100.0%00.0%Retail/WholesaleEMREmerson Electric$0$10,564,785 ▼-100.0%00.0%IndustrialsCNH INDL N V$0$6,443,904 ▼-100.0%00.0%SHSHONHoneywell International$0$6,291,714 ▼-100.0%00.0%Multi-Sector ConglomeratesAVGOBroadcom$0$5,419,028 ▼-100.0%00.0%Computer and TechnologyCMICummins$0$4,800,571 ▼-100.0%00.0%Auto/Tires/TrucksNXPINXP Semiconductors$0$4,678,080 ▼-100.0%00.0%Computer and TechnologySPYSPDR S&P 500 ETF Trust$0$3,227,543 ▼-100.0%00.0%FinanceBWABorgWarner$0$2,925,252 ▼-100.0%00.0%Auto/Tires/TrucksMSFTMicrosoft$0$2,116,352 ▼-100.0%00.0%Computer and TechnologyShowing 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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