Albar Capital Partners LLP Top Holdings and 13F Report (2026)

About Albar Capital Partners LLP

Investment Activity

Albar Capital Partners LLP has $618.09 million in total holdings as of March 31, 2026.
Albar Capital Partners LLP owns shares of 36 different stocks, but just 17 companies or ETFs make up 80% of its holdings.
Approximately 60.84% of the portfolio was purchased this quarter.
About 34.86% of the portfolio was sold this quarter.
This quarter, Albar Capital Partners LLP has purchased 31 new stocks and bought additional shares in 7 stocks.
Albar Capital Partners LLP sold shares of 7 stocks and completely divested from 17 stocks this quarter.

Largest Holdings

Taiwan Semiconductor Manufacturing: $74,590,972
Carrier Global: $46,726,657
Dover: $43,834,117
CRH PLC: $41,384,798
Cummins: $41,067,067

Largest New Holdings this Quarter

231021106 - Cummins: $41,067,067 Holding
009158106 - Air Products and Chemicals: $40,743,256 Holding
443510607 - Hubbell: $21,368,292 Holding
67066G104 - NVIDIA: $20,023,387 Holding
11135F101 - Broadcom: $19,764,999 Holding

Largest Purchases this Quarter

Carrier Global: 762,554 shares (about $42.94M)
Cummins: 76,330 shares (about $41.07M)
Air Products and Chemicals: 140,257 shares (about $40.74M)
Taiwan Semiconductor Manufacturing: 74,798 shares (about $25.28M)
Hubbell: 43,543 shares (about $21.37M)

Largest Sales this Quarter

LINDE PLC: 74,818 shares (about $37.09M)
Caterpillar: 36,980 shares (about $26.20M)
Corteva: 308,104 shares (about $25.79M)
Freeport-McMoRan: 356,681 shares (about $20.97M)
Packaging Corporation of America: 94,808 shares (about $20.12M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
TSM Taiwan Semiconductor Manufacturing	$74,590,972	$25,277,984 â–²	51.3%	220,716	12.1%	Computer and Technology
CARR Carrier Global	$46,726,657	$42,939,415 â–²	1,133.8%	829,811	7.6%	Construction
DOV Dover	$43,834,117	$12,587,045 â–²	40.3%	210,286	7.1%	Industrials
CRH PLC	$41,384,798	$6,835,218 â–²	19.8%	393,691	6.7%	ORD
CMI Cummins	$41,067,067	$41,067,067 â–²	New Holding	76,330	6.6%	Auto/Tires/Trucks
APD Air Products and Chemicals	$40,743,256	$40,743,256 â–²	New Holding	140,257	6.6%	Basic Materials
FCX Freeport-McMoRan	$35,803,016	$20,965,709 â–¼	-36.9%	609,102	5.8%	Basic Materials
RRX Regal Rexnord	$21,950,617	$1,372,990 â–¼	-5.9%	117,220	3.6%	Industrials
HUBB Hubbell	$21,368,292	$21,368,292 â–²	New Holding	43,543	3.5%	Industrials
ADI Analog Devices	$20,939,975	$11,396,729 â–²	119.4%	65,820	3.4%	Computer and Technology
NVDA NVIDIA	$20,023,387	$20,023,387 â–²	New Holding	114,813	3.2%	Computer and Technology
AVGO Broadcom	$19,764,999	$19,764,999 â–²	New Holding	63,859	3.2%	Computer and Technology
PKG Packaging Corporation of America	$18,873,786	$20,120,154 â–¼	-51.6%	88,935	3.1%	Industrials
AMZN Amazon.com	$17,566,741	$17,566,741 â–²	New Holding	84,346	2.8%	Retail/Wholesale
LMT Lockheed Martin	$16,677,538	$16,677,538 â–²	New Holding	27,594	2.7%	Aerospace
CTVA Corteva	$13,103,629	$25,791,387 â–¼	-66.3%	156,536	2.1%	Consumer Staples
ASML ASML	$12,586,189	$12,586,189 â–²	New Holding	9,529	2.0%	Computer and Technology
ROK Rockwell Automation	$12,426,938	$12,426,938 â–²	New Holding	34,627	2.0%	Computer and Technology
CAT Caterpillar	$10,665,157	$26,198,851 â–¼	-71.1%	15,054	1.7%	Industrials
FERGUSON ENTERPRISES INC	$10,433,720	$10,433,720 â–²	New Holding	44,730	1.7%	COMMON STOCK NEW
MT ArcelorMittal	$9,241,680	$917,031 â–²	11.0%	177,793	1.5%	Basic Materials
BWA BorgWarner	$8,548,175	$8,548,175 â–²	New Holding	157,541	1.4%	Auto/Tires/Trucks
WCC WESCO International	$8,205,864	$8,205,864 â–²	New Holding	29,990	1.3%	Computer and Technology
TKR Timken	$8,136,918	$8,136,918 â–²	New Holding	80,908	1.3%	Computer and Technology
WLK Westlake	$5,702,451	$5,702,451 â–²	New Holding	48,814	0.9%	Basic Materials
JCI Johnson Controls International	$5,685,587	$5,685,587 â–²	New Holding	43,418	0.9%	Construction
NTR Nutrien	$5,382,486	$5,042,463 â–²	1,483.0%	71,329	0.9%	Basic Materials
PH Parker-Hannifin	$4,541,553	$4,541,553 â–²	New Holding	5,073	0.7%	Industrials
EMN Eastman Chemical	$4,503,872	$4,503,872 â–²	New Holding	59,013	0.7%	Basic Materials
TT Trane Technologies	$4,489,957	$4,489,957 â–²	New Holding	10,774	0.7%	Construction
ONON ON	$4,050,829	$5,190,465 â–¼	-56.2%	119,072	0.7%	Retail/Wholesale
MAS Masco	$3,569,195	$3,569,195 â–²	New Holding	59,122	0.6%	Construction
COCA-COLA EUROPACIFIC PARTNE	$2,211,985	$2,211,985 â–²	New Holding	24,396	0.4%	SHS
CF CF Industries	$1,693,373	$1,693,373 â–²	New Holding	13,042	0.3%	Basic Materials
OC Owens Corning	$1,097,026	$1,097,026 â–²	New Holding	10,137	0.2%	Construction
LINDE PLC	$497,743	$37,091,769 â–¼	-98.7%	1,004	0.1%	SHS
MSFT Microsoft	$0	$13,873,123 â–¼	-100.0%	0	0.0%	Computer and Technology
OTIS Otis Worldwide	$0	$11,822,473 â–¼	-100.0%	0	0.0%	Industrials
GM General Motors	$0	$11,114,574 â–¼	-100.0%	0	0.0%	Auto/Tires/Trucks
ESI Element Solutions	$0	$7,181,726 â–¼	-100.0%	0	0.0%	Basic Materials
GOOGL Alphabet	$0	$6,585,833 â–¼	-100.0%	0	0.0%	Computer and Technology
DAL Delta Air Lines	$0	$5,341,579 â–¼	-100.0%	0	0.0%	Transportation
TRMB Trimble	$0	$5,279,223 â–¼	-100.0%	0	0.0%	Industrials
HON Honeywell International	$0	$3,321,602 â–¼	-100.0%	0	0.0%	Multi-Sector Conglomerates
UAL United Airlines	$0	$3,015,450 â–¼	-100.0%	0	0.0%	Transportation
ON onsemi	$0	$2,146,452 â–¼	-100.0%	0	0.0%	Computer and Technology
VC Visteon	$0	$1,862,629 â–¼	-100.0%	0	0.0%	Auto/Tires/Trucks
AXTA Axalta Coating Systems	$0	$1,741,800 â–¼	-100.0%	0	0.0%	Basic Materials
APTIV PLC	$0	$1,699,775 â–¼	-100.0%	0	0.0%	COM SHS
RPM RPM International	$0	$1,563,640 â–¼	-100.0%	0	0.0%	Basic Materials
AMCR Amcor	$0	$1,024,778 â–¼	-100.0%	0	0.0%	Industrials
SHW Sherwin-Williams	$0	$685,972 â–¼	-100.0%	0	0.0%	Basic Materials
CSL Carlisle Companies	$0	$471,474 â–¼	-100.0%	0	0.0%	Multi-Sector Conglomerates

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

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Albar Capital Partners LLP Top Holdings and 13F Report (2026)

About Albar Capital Partners LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

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Albar Capital Partners LLP Top Holdings and 13F Report (2026)

About Albar Capital Partners LLP

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlbar Capital Partners LLP

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools