Albar Capital Partners LLP
36 holdingsFiling period: 2026-03-31Current AUM: $680.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 220.7K | $74.6M | $89.2M | 13.12% | +74.8K | 2026-03-31 |
| 2 | CARR | CARRIER GLOBAL CORPORATION | 829.8K | $46.7M | $51.3M | 7.54% | +762.6K | 2026-03-31 |
| 3 | DOV | DOVER CORP | 210.3K | $43.8M | $43.0M | 6.33% | +60.4K | 2026-03-31 |
| 4 | — | CRH PLC | 393.7K | $41.4M | $41.4M | 6.08% | +65.0K | 2026-03-31 |
| 5 | CMI | CUMMINS INC | 76.3K | $41.1M | $48.4M | 7.12% | -- | 2026-03-31 |
| 6 | APD | AIR PRODUCTS AND CHEMICALS I | 140.3K | $40.7M | $41.4M | 6.08% | -- | 2026-03-31 |
| 7 | FCX | FREEPORT MCMORAN INC | 609.1K | $35.8M | $38.1M | 5.61% | -356,681 | 2026-03-31 |
| 8 | RRX | REGAL REXNORD CORPORATION | 117.2K | $21.9M | $24.1M | 3.54% | -7,332 | 2026-03-31 |
| 9 | HUBB | HUBBELL INC | 43.5K | $21.4M | $20.6M | 3.02% | -- | 2026-03-31 |
| 10 | ADI | ANALOG DEVICES INC | 65.8K | $20.9M | $24.2M | 3.55% | +35.8K | 2026-03-31 |
| 11 | NVDA | NVIDIA CORPORATION | 114.8K | $20.0M | $23.0M | 3.39% | -- | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 63.9K | $19.8M | $24.9M | 3.65% | -- | 2026-03-31 |
| 13 | PKG | PACKAGING CORP AMER | 88.9K | $18.9M | $21.9M | 3.21% | -94,808 | 2026-03-31 |
| 14 | AMZN | AMAZON COM INC | 84.3K | $17.6M | $22.9M | 3.37% | -- | 2026-03-31 |
| 15 | LMT | LOCKHEED MARTIN CORP | 27.6K | $16.7M | $16.1M | 2.36% | -- | 2026-03-31 |
| 16 | CTVA | CORTEVA INC | 156.5K | $13.1M | $12.3M | 1.81% | -308,104 | 2026-03-31 |
| 17 | — | ASML HLDG NV | 9.5K | $12.6M | $12.6M | 1.85% | -- | 2026-03-31 |
| 18 | ROK | ROCKWELL AUTOMATION INC | 34.6K | $12.4M | $16.6M | 2.44% | -- | 2026-03-31 |
| 19 | CAT | CATERPILLAR INC | 15.1K | $10.7M | $12.3M | 1.80% | -36,980 | 2026-03-31 |
| 20 | FERG | FERGUSON ENTERPRISES INC | 44.7K | $10.4M | $10.5M | 1.54% | -- | 2026-03-31 |
| 21 | MT | ARCELORMITTAL SA LUXEMBOURG | 177.8K | $9.2M | $12.5M | 1.83% | +17.6K | 2026-03-31 |
| 22 | BWA | BORGWARNER INC | 157.5K | $8.5M | $10.0M | 1.48% | -- | 2026-03-31 |
| 23 | WCC | WESCO INTL INC | 30.0K | $8.2M | $10.3M | 1.51% | -- | 2026-03-31 |
| 24 | TKR | TIMKEN CO | 80.9K | $8.1M | $11.1M | 1.64% | -- | 2026-03-31 |
| 25 | WLK | WESTLAKE CORPORATION | 48.8K | $5.7M | $3.4M | 0.51% | -- | 2026-03-31 |
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