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Albar Capital Partners Llp

Portfolio Manager
Albar Capital Partners LLP
Performance
+7.38% (2026 Q1)
AUM (13F)
$618.09M
# of Holdings
36
Performance Rank
Allocation (Top 20)
87.46%

Albar Capital Partners Llp Holdings Map

Top 36 Albar Capital Partners Llp Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
TSM
TAIWAN SEMICONDUCTOR MANUFAC
12.07%220.7K$74.6M
+51.26%(+74.80K)
2025-Q1: 57.3K shares2025-Q2: 333.5K shares2025-Q3: 174.8K shares2025-Q4: 145.9K shares2026-Q1: 220.7K shares
$237.08(+70.55%)
2026-03-31
CARR
CARRIER GLOBAL CORPORATION
7.56%829.8K$46.7M
+1133.79%(+762.55K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 67.3K shares2026-Q1: 829.8K shares
$54.71(+18.20%)
2026-03-31
DOV
DOVER CORP
7.09%210.3K$43.8M
+40.28%(+60.38K)
2025-Q1: 65.0K shares2025-Q2: 50.0K shares2025-Q3: 0 shares2025-Q4: 149.9K shares2026-Q1: 210.3K shares
$187.15(+12.62%)
2026-03-31
CRH
CRH PLC
6.7%393.7K$41.4M
+19.78%(+65.02K)
2025-Q1: 103.4K shares2025-Q2: 525.0K shares2025-Q3: 532.0K shares2025-Q4: 328.7K shares2026-Q1: 393.7K shares
$94.70(+8.98%)
2026-03-31
CMI
CUMMINS INC
6.64%76.3K$41.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 31.6K shares2025-Q4: 0 shares2026-Q1: 76.3K shares
$455.48(+52.92%)
2026-03-31
APD
AIR PRODUCTS AND CHEMICALS I
6.59%140.3K$40.7Mnew2025-Q1: 68.2K shares2025-Q2: 43.8K shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 140.3K shares
$276.61(+6.78%)
2026-03-31
FCX
FREEPORT MCMORAN INC
5.79%609.1K$35.8M
-36.93%(-356.68K)
2025-Q1: 432.3K shares2025-Q2: 586.4K shares2025-Q3: 558.4K shares2025-Q4: 965.8K shares2026-Q1: 609.1K shares
$41.38(+52.27%)
2026-03-31
RRX
REGAL REXNORD CORPORATION
3.55%117.2K$22.0M
-5.89%(-7.33K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 124.6K shares2026-Q1: 117.2K shares
$141.88(+38.96%)
2026-03-31
HUBB
HUBBELL INC
3.46%43.5K$21.4Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 43.5K shares
$467.42(+2.68%)
2026-03-31
ADI
ANALOG DEVICES INC
3.39%65.8K$20.9M
+119.42%(+35.82K)
2025-Q1: 72.0K shares2025-Q2: 172.0K shares2025-Q3: 16.3K shares2025-Q4: 30.0K shares2026-Q1: 65.8K shares
$267.30(+56.19%)
2026-03-31

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