Albar Capital Partners Llp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$618.1M
Q ending 2026-03-31
Prior quarter
$423.0M
Q ending 2025-12-31
Change
+46.1% QoQ · +181.0% YoY
Positions
36
reported holdings
Largest positions
All 36 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Taiwan Semiconductor Manufac | TSM | Shares | $74.6M | 221K |
| Carrier Global Corporation | CARR | Shares | $46.7M | 830K |
| Dover Corp | DOV | Shares | $43.8M | 210K |
| Crh Plc | Shares | $41.4M | 394K | |
| Cummins Inc | CMI | Shares | $41.1M | 76K |
| Air Products And Chemicals I | APD | Shares | $40.7M | 140K |
| Freeport Mcmoran Inc | FCX | Shares | $35.8M | 609K |
| Regal Rexnord Corporation | RRX | Shares | $22.0M | 117K |
| Hubbell Inc | HUBB | Shares | $21.4M | 44K |
| Analog Devices Inc | ADI | Shares | $20.9M | 66K |
| Nvidia Corporation | NVDA | Shares | $20.0M | 115K |
| Broadcom Inc | AVGO | Shares | $19.8M | 64K |
| Packaging Corp Amer | PKG | Shares | $18.9M | 89K |
| Amazon Com Inc | AMZN | Shares | $17.6M | 84K |
| Lockheed Martin Corp | LMT | Shares | $16.7M | 28K |
| Corteva Inc | CTVA | Shares | $13.1M | 157K |
| Asml Hldg Nv | Shares | $12.6M | 10K | |
| Rockwell Automation Inc | ROK | Shares | $12.4M | 35K |
| Caterpillar Inc | CAT | Shares | $10.7M | 15K |
| Ferguson Enterprises Inc | FERG | Shares | $10.4M | 45K |
| Arcelormittal Sa Luxembourg | MT | Shares | $9.2M | 178K |
| Borgwarner Inc | BWA | Shares | $8.5M | 158K |
| Wesco Intl Inc | WCC | Shares | $8.2M | 30K |
| Timken Co | TKR | Shares | $8.1M | 81K |
| Westlake Corporation | WLK | Shares | $5.7M | 49K |
| Johnson Controls Internation | Shares | $5.7M | 43K | |
| Nutrien Ltd | NTR | Shares | $5.4M | 71K |
| Parker-Hannifin Corp | PH | Shares | $4.5M | 5K |
| Eastman Chem Co | EMN | Shares | $4.5M | 59K |
| Trane Technologies Plc | Shares | $4.5M | 11K | |
| On Hldg Ag | Shares | $4.1M | 119K | |
| Masco Corp | MAS | Shares | $3.6M | 59K |
| Coca-Cola Europacific Partne | Shares | $2.2M | 24K | |
| Cf Industries Hold | CF | Shares | $1.7M | 13K |
| Owens Corning New | OC | Shares | $1.1M | 10K |
| Linde Plc | Shares | $498K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.