EdgeMarket › What Albar Capital Partners Llp reported owning
What Albar Capital Partners Llp reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
618.1MPositions
36Quarter
2026-03-31Shown below
36largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 74.6M | 12.1% | 220.7K | 418.95 | +83.3% |
| CARR CARRIER GLOBAL Corp | 46.7M | 7.6% | 829.8K | 60.37 | -9.7% |
| DOV DOVER Corp | 43.8M | 7.1% | 210.3K | 201.92 | +13.0% |
| CRH CRH PUBLIC LTD CO | 41.4M | 6.7% | 393.7K | 95.07 | -14.2% |
| CMI CUMMINS INC | 41.1M | 6.6% | 76.3K | 587.68 | +48.3% |
| APD Air Products & Chemicals, Inc. | 40.7M | 6.6% | 140.3K | 305.10 | +4.4% |
| FCX FREEPORT-MCMORAN INC | 35.8M | 5.8% | 609.1K | 76.66 | +85.6% |
| RRX REGAL REXNORD CORP | 22.0M | 3.6% | 117.2K | 166.15 | +14.7% |
| HUBB HUBBELL INC | 21.4M | 3.5% | 43.5K | 470.03 | +9.3% |
| ADI ANALOG DEVICES INC | 20.9M | 3.4% | 65.8K | 373.09 | +52.4% |
| NVDA NVIDIA CORP | 20.0M | 3.2% | 114.8K | 214.72 | +22.4% |
| AVGO Broadcom Inc. | 19.8M | 3.2% | 63.9K | 368.45 | +26.5% |
| PKG PACKAGING CORP OF AMERICA | 18.9M | 3.1% | 88.9K | 252.79 | +27.6% |
| AMZN AMAZON COM INC | 17.6M | 2.8% | 84.3K | 258.63 | +15.6% |
| LMT LOCKHEED MARTIN CORP | 16.7M | 2.7% | 27.6K | 563.57 | +26.4% |
| CTVA Corteva, Inc. | 13.1M | 2.1% | 156.5K | 81.79 | +12.1% |
| ASML ASML HOLDING NV | 12.6M | 2.0% | 9.5K | 1,763.76 | +135.3% |
| ROK ROCKWELL AUTOMATION, INC | 12.4M | 2.0% | 34.6K | 437.08 | +28.7% |
| CAT CATERPILLAR INC | 10.7M | 1.7% | 15.1K | 827.90 | +96.8% |
| FERG Ferguson Enterprises Inc. /DE/ | 10.4M | 1.7% | 44.7K | 242.24 | +5.1% |
| MT ArcelorMittal | 9.2M | 1.5% | 177.8K | 72.20 | +113.0% |
| BWA BORGWARNER INC | 8.5M | 1.4% | 157.5K | 67.78 | +60.5% |
| WCC WESCO INTERNATIONAL INC | 8.2M | 1.3% | 30.0K | 349.14 | +66.6% |
| TKR TIMKEN CO | 8.1M | 1.3% | 80.9K | 125.10 | +64.9% |
| WLK WESTLAKE CORP | 5.7M | 0.9% | 48.8K | 78.93 | -4.6% |
| JCI Johnson Controls International plc | 5.7M | 0.9% | 43.4K | 143.05 | +35.0% |
| NTR Nutrien Ltd. | 5.4M | 0.9% | 71.3K | 75.27 | +32.0% |
| PH Parker-Hannifin Corp | 4.5M | 0.7% | 5.1K | 1,001.74 | +34.8% |
| EMN EASTMAN CHEMICAL CO | 4.5M | 0.7% | 59.0K | 74.09 | +11.2% |
| TT Trane Technologies plc | 4.5M | 0.7% | 10.8K | 453.43 | +6.4% |
| ONON On Holding AG | 4.1M | 0.7% | 119.1K | 30.02 | -33.6% |
| MAS MASCO CORP /DE/ | 3.6M | 0.6% | 59.1K | 73.29 | +0.4% |
| CCEP COCA-COLA EUROPACIFIC PARTNERS plc | 2.2M | 0.4% | 24.4K | 108.00 | +16.8% |
| CF CF Industries Holdings, Inc. | 1.7M | 0.3% | 13.0K | 129.60 | +51.7% |
| OC Owens Corning | 1.1M | 0.2% | 10.1K | 148.06 | -0.4% |
| LIN LINDE PLC | 497.7K | 0.1% | 1.0K | 487.57 | +1.1% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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