Albar Capital Partners LLP Top Holdings and 13F Report (2026) About Albar Capital Partners LLPInvestment ActivityAlbar Capital Partners LLP has $766.84 million in total holdings as of June 30, 2026.Albar Capital Partners LLP owns shares of 38 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 50.45% of the portfolio was purchased this quarter.About 40.81% of the portfolio was sold this quarter.This quarter, Albar Capital Partners LLP has purchased 36 new stocks and bought additional shares in 10 stocks.Albar Capital Partners LLP sold shares of 6 stocks and completely divested from 20 stocks this quarter.Largest Holdings Freeport-McMoRan $86,016,665Taiwan Semiconductor Manufacturing $77,163,850Dover $68,488,832Carrier Global $58,002,759CRH PLC $47,746,182 Largest New Holdings this Quarter 75513E101 - RTX $34,369,400 Holding880779103 - Terex $30,358,122 Holding911363109 - United Rentals $28,167,044 Holding693718108 - PACCAR $25,823,037 Holding058498106 - Ball $20,991,922 Holding Largest Purchases this Quarter Freeport-McMoRan 758,630 shares (about $47.71M)RTX 181,149 shares (about $34.37M)Terex 419,369 shares (about $30.36M)United Rentals 24,863 shares (about $28.17M)PACCAR 214,977 shares (about $25.82M) Largest Sales this Quarter Air Products and Chemicals 109,537 shares (about $32.11M)Taiwan Semiconductor Manufacturing 59,140 shares (about $28.24M)Packaging Corporation of America 80,556 shares (about $19.19M)NVIDIA 49,921 shares (about $9.99M)Analog Devices 19,126 shares (about $7.60M) 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 PortfolioSectorFCXFreeport-McMoRan$86,016,665$47,710,240 ▲124.5%1,367,73211.2%MaterialsTSMTaiwan Semiconductor Manufacturing$77,163,850$28,243,490 ▼-26.8%161,57610.1%TechnologyDOVDover$68,488,832$21,325,888 ▲45.2%305,3728.9%IndustrialsCARRCarrier Global$58,002,759$2,863,877 ▼-4.7%790,7677.6%IndustrialsCRH PLC$47,746,182$5,621,245 ▲13.3%446,2266.2%ORDRTXRTX$34,369,400$34,369,400 ▲New Holding181,1494.5%IndustrialsAMZNAmazon.com$31,189,411$11,086,385 ▲55.1%130,8614.1%Consumer DiscretionaryTEXTerex$30,358,122$30,358,122 ▲New Holding419,3694.0%IndustrialsURIUnited Rentals$28,167,044$28,167,044 ▲New Holding24,8633.7%IndustrialsPCARPACCAR$25,823,037$25,823,037 ▲New Holding214,9773.4%IndustrialsJCIJohnson Controls International$25,590,436$19,246,632 ▲303.4%175,1453.3%IndustrialsCTVACorteva$24,799,349$11,542,315 ▲87.1%292,8253.2%MaterialsASMLASML$22,305,601$3,348,227 ▲17.7%11,2122.9%TechnologyBALLBall$20,991,922$20,991,922 ▲New Holding336,4092.7%MaterialsMMM3M$19,853,566$19,853,566 ▲New Holding122,6212.6%IndustrialsADIAnalog Devices$18,545,456$7,596,273 ▼-29.1%46,6942.4%TechnologyMTArcelorMittal$15,805,943$5,099,249 ▲47.6%262,4702.1%MaterialsPPGPPG Industries$13,136,677$13,136,677 ▲New Holding108,3081.7%MaterialsNVDANVIDIA$12,984,240$9,988,693 ▼-43.5%64,8921.7%TechnologySMURFIT WESTROCK PLC$9,976,524$9,976,524 ▲New Holding215,6621.3%SHSGEGE Aerospace$9,510,307$9,510,307 ▲New Holding25,4471.2%IndustrialsFASTFastenal$9,331,749$9,331,749 ▲New Holding194,2901.2%IndustrialsAPDAir Products and Chemicals$9,006,490$32,114,059 ▼-78.1%30,7201.2%MaterialsMASMasco$8,467,037$3,656,280 ▲76.0%104,0561.1%IndustrialsALLEAllegion$8,282,728$8,282,728 ▲New Holding58,9561.1%IndustrialsINTCIntel$6,836,564$6,836,564 ▲New Holding48,9620.9%TechnologySTXSeagate Technology$6,344,875$6,344,875 ▲New Holding6,5750.8%TechnologyLINDE PLC$6,087,685$5,566,669 ▲1,068.4%11,7310.8%SHSIFFInternational Flavors & Fragrances$5,013,834$5,013,834 ▲New Holding63,2900.7%MaterialsSMTCSemtech$4,729,904$4,729,904 ▲New Holding29,2240.6%TechnologyLITELumentum$4,327,197$4,327,197 ▲New Holding5,0430.6%TechnologySTMSTMicroelectronics$4,004,144$4,004,144 ▲New Holding53,4670.5%TechnologyXOPSPDR S&P Oil & Gas Exploration & Production ETF$2,862,294$2,862,294 ▲New Holding18,5550.4%ETFAMDAdvanced Micro Devices$2,762,808$2,762,808 ▲New Holding4,7560.4%TechnologyAMCOR PLC$2,511,092$2,511,092 ▲New Holding57,9260.3%COM NEWSXTSensient Technologies$2,003,216$2,003,216 ▲New Holding16,2480.3%MaterialsPKGPackaging Corporation of America$1,996,548$19,194,883 ▼-90.6%8,3790.3%MaterialsAVYAvery Dennison$1,450,922$1,450,922 ▲New Holding8,9370.2%MaterialsCMICummins$0$41,067,067 ▼-100.0%00.0%IndustrialsRRXRegal Rexnord$0$21,950,617 ▼-100.0%00.0%IndustrialsHUBBHubbell$0$21,368,292 ▼-100.0%00.0%IndustrialsAVGOBroadcom$0$19,764,999 ▼-100.0%00.0%TechnologyLMTLockheed Martin$0$16,677,538 ▼-100.0%00.0%IndustrialsROKRockwell Automation$0$12,426,938 ▼-100.0%00.0%IndustrialsCATCaterpillar$0$10,665,157 ▼-100.0%00.0%IndustrialsFERGUSON ENTERPRISES INC$0$10,433,720 ▼-100.0%00.0%COMMON STOCK NEWBWABorgWarner$0$8,548,175 ▼-100.0%00.0%Consumer DiscretionaryWCCWESCO International$0$8,205,864 ▼-100.0%00.0%IndustrialsTKRTimken$0$8,136,918 ▼-100.0%00.0%IndustrialsWLKWestlake$0$5,702,451 ▼-100.0%00.0%MaterialsNTRNutrien$0$5,382,486 ▼-100.0%00.0%MaterialsPHParker-Hannifin$0$4,541,553 ▼-100.0%00.0%IndustrialsEMNEastman Chemical$0$4,503,872 ▼-100.0%00.0%MaterialsTTTrane Technologies$0$4,489,957 ▼-100.0%00.0%IndustrialsONONON$0$4,050,829 ▼-100.0%00.0%Consumer DiscretionaryCOCA-COLA EUROPACIFIC PARTNE$0$2,211,985 ▼-100.0%00.0%SHSCFCF Industries$0$1,693,373 ▼-100.0%00.0%MaterialsOCOwens Corning$0$1,097,026 ▼-100.0%00.0%IndustrialsShowing largest 100 holdings. 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