Q1 2026 · 13F-HR
Albar Capital Partners LLPholdings as filed
Filed 2026-05-15 · accession 0001013594-26-000592
$618.1M
Reported value
36
Positions
2026-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $74.6M | 12.1% | 220,716 | Common | SOLE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION | $46.7M | 7.56% | 829,811 | Common | SOLE |
| 260003108 | DOV | DOVER CORP | $43.8M | 7.09% | 210,286 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $41.4M | 6.70% | 393,691 | Common | SOLE |
| 231021106 | CMI | CUMMINS INC | $41.1M | 6.64% | 76,330 | Common | SOLE |
| 009158106 | APD | AIR PRODUCTS AND CHEMICALS I | $40.7M | 6.59% | 140,257 | Common | SOLE |
| 35671D857 | FCX | FREEPORT MCMORAN INC | $35.8M | 5.79% | 609,102 | Common | SOLE |
| 758750103 | RRX | REGAL REXNORD CORPORATION | $22.0M | 3.55% | 117,220 | Common | SOLE |
| 443510607 | HUBB | HUBBELL INC | $21.4M | 3.46% | 43,543 | Common | SOLE |
| 032654105 | ADI | ANALOG DEVICES INC | $20.9M | 3.39% | 65,820 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $20.0M | 3.24% | 114,813 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $19.8M | 3.20% | 63,859 | Common | SOLE |
| 695156109 | PKG | PACKAGING CORP AMER | $18.9M | 3.05% | 88,935 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $17.6M | 2.84% | 84,346 | Common | SOLE |
| 539830109 | LMT | LOCKHEED MARTIN CORP | $16.7M | 2.70% | 27,594 | Common | SOLE |
| 22052L104 | CTVA | CORTEVA INC | $13.1M | 2.12% | 156,536 | Common | SOLE |
| N07059210 | ASML | ASML HLDG NV | $12.6M | 2.04% | 9,529 | Common | SOLE |
| 773903109 | ROK | ROCKWELL AUTOMATION INC | $12.4M | 2.01% | 34,627 | Common | SOLE |
| 149123101 | CAT | CATERPILLAR INC | $10.7M | 1.73% | 15,054 | Common | SOLE |
| 31488V107 | FERG | FERGUSON ENTERPRISES INC | $10.4M | 1.69% | 44,730 | Common | SOLE |
| 03938L203 | MT | ARCELORMITTAL SA LUXEMBOURG | $9.2M | 1.50% | 177,793 | Common | SOLE |
| 099724106 | BWA | BORGWARNER INC | $8.5M | 1.38% | 157,541 | Common | SOLE |
| 95082P105 | WCC | WESCO INTL INC | $8.2M | 1.33% | 29,990 | Common | SOLE |
| 887389104 | TKR | TIMKEN CO | $8.1M | 1.32% | 80,908 | Common | SOLE |
| 960413102 | WLK | WESTLAKE CORPORATION | $5.7M | 0.92% | 48,814 | Common | SOLE |
| G51502105 | JCI | JOHNSON CONTROLS INTERNATION | $5.7M | 0.92% | 43,418 | Common | SOLE |
| 67077M108 | NTR | NUTRIEN LTD | $5.4M | 0.87% | 71,329 | Common | SOLE |
| 701094104 | PH | PARKER-HANNIFIN CORP | $4.5M | 0.73% | 5,073 | Common | SOLE |
| 277432100 | EMN | EASTMAN CHEM CO | $4.5M | 0.73% | 59,013 | Common | SOLE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC | $4.5M | 0.73% | 10,774 | Common | SOLE |
| H5919C104 | ONON | ON HLDG AG | $4.1M | 0.66% | 119,072 | Common | SOLE |
| 574599106 | MAS | MASCO CORP | $3.6M | 0.58% | 59,122 | Common | SOLE |
| G25839104 | CCEP | COCA-COLA EUROPACIFIC PARTNE | $2.2M | 0.36% | 24,396 | Common | SOLE |
| 125269100 | CF | CF INDUSTRIES HOLD | $1.7M | 0.27% | 13,042 | Common | SOLE |
| 690742101 | OC | OWENS CORNING NEW | $1.1M | 0.18% | 10,137 | Common | SOLE |
| G54950103 | LIN | LINDE PLC | $497,743 | 0.08% | 1,004 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.