Institutions / Albar Capital Partners LLP
Albar Capital Partners LLP
CIK 2034565 · Institution · as of Dec 31, 2025
Portfolio value
$422.96M
Positions
31
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 31 →
| Company | Value | % of portfolio |
|---|---|---|
| Freeport-McMoran Inc | $49.05M | 11.6% |
| Taiwan Semiconductor Manufacturing Co LtdTSM | $44.34M | 10.5% |
| Crh Public Ltd Co | $41.02M | 9.7% |
| Packaging Corp of America | $37.89M | 9.0% |
| Linde PLC | $32.33M | 7.6% |
| Corteva, Inc. | $31.14M | 7.4% |
| Caterpillar Inc | $29.81M | 7.0% |
| DOVER Corp | $29.27M | 6.9% |
| Regal Rexnord Corp | $17.48M | 4.1% |
| Microsoft Corp | $13.87M | 3.3% |
| On Hldg AG | $12.63M | 3.0% |
| Otis Worldwide Corp | $11.82M | 2.8% |
| General Motors Co | $11.11M | 2.6% |
| Analog Devices Inc | $8.14M | 1.9% |
| Arcelormittal SA Luxembourg | $7.30M | 1.7% |
| Element Solutions Inc | $7.18M | 1.7% |
| Alphabet Inc. | $6.59M | 1.6% |
| Delta Air Lines, Inc. | $5.34M | 1.3% |
| Trimble Inc. | $5.28M | 1.2% |
| CARRIER GLOBAL Corp | $3.55M | 0.8% |
| Honeywell International Inc | $3.32M | 0.8% |
| United Airlines Holdings Inc | $3.02M | 0.7% |
| ON Semiconductor Corp | $2.15M | 0.5% |
| Visteon Corp | $1.86M | 0.4% |
| Axalta Coating Systems Ltd | $1.74M | 0.4% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.