Holders — by stockHoldings — by fund
Albar Capital Partners LLP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002034565
$766.8M
disclosed book value
38
positions
11.2%
largest position share
Positions, as of 2026-06-30
top 38 of 38 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | FCXFREEPORT MCMORAN INC | 1.4M | $86.0M | 11.2% |
| 2 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 161,576 | $77.2M | 10.1% |
| 3 | DOVDOVER CORP | 305,372 | $68.5M | 8.9% |
| 4 | CARRCARRIER GLOBAL CORPORATION | 790,767 | $58.0M | 7.6% |
| 5 | CRHCRH PLC | 446,226 | $47.7M | 6.2% |
| 6 | RTXRTX CORPORATION | 181,149 | $34.4M | 4.5% |
| 7 | AMZNAMAZON COM INC | 130,861 | $31.2M | 4.1% |
| 8 | TEXTEREX CORP NEW | 419,369 | $30.4M | 4% |
| 9 | URIUNITED RENTALS INC | 24,863 | $28.2M | 3.7% |
| 10 | PCARPACCAR INC | 214,977 | $25.8M | 3.4% |
| 11 | JCIJOHNSON CONTROLS INTERNATION | 175,145 | $25.6M | 3.3% |
| 12 | CTVACORTEVA INC | 292,825 | $24.8M | 3.2% |
| 13 | ASMLASML HLDG NV | 11,212 | $22.3M | 2.9% |
| 14 | BALLBALL CORP | 336,409 | $21.0M | 2.7% |
| 15 | MMM3M CO | 122,621 | $19.9M | 2.6% |
| 16 | ADIANALOG DEVICES INC | 46,694 | $18.5M | 2.4% |
| 17 | MTARCELORMITTAL SA LUXEMBOURG | 262,470 | $15.8M | 2.1% |
| 18 | PPGPPG INDS INC | 108,308 | $13.1M | 1.7% |
| 19 | NVDANVIDIA CORPORATION | 64,892 | $13.0M | 1.7% |
| 20 | SWSMURFIT WESTROCK PLC | 215,662 | $10.0M | 1.3% |
| 21 | GEGE AEROSPACE | 25,447 | $9.5M | 1.2% |
| 22 | FASTFASTENAL CO | 194,290 | $9.3M | 1.2% |
| 23 | APDAIR PRODUCTS AND CHEMICALS I | 30,720 | $9.0M | 1.2% |
| 24 | MASMASCO CORP | 104,056 | $8.5M | 1.1% |
| 25 | ALLEALLEGION PLC | 58,956 | $8.3M | 1.1% |
| 26 | INTCINTEL CORP | 48,962 | $6.8M | 0.9% |
| 27 | STXSEAGATE TECHNOLOGY HLDNGS PL | 6,575 | $6.3M | 0.8% |
| 28 | LINLINDE PLC | 11,731 | $6.1M | 0.8% |
| 29 | IFFINTERNATIONAL FLAVORS&FRAGRA | 63,290 | $5.0M | 0.7% |
| 30 | SMTCSEMTECH CORP | 29,224 | $4.7M | 0.6% |
| 31 | LITELUMENTUM HLDGS INC | 5,043 | $4.3M | 0.6% |
| 32 | STMSTMICROELECTRONICS N V | 53,467 | $4.0M | 0.5% |
| 33 | XOPSPDR SERIES TRUST | 18,555 | $2.9M | 0.4% |
| 34 | AMDADVANCED MICRO DEVICES INC | 4,756 | $2.8M | 0.4% |
| 35 | AMCRAMCOR PLC | 57,926 | $2.5M | 0.3% |
| 36 | SXTSENSIENT TECHNOLOGIES CORP | 16,248 | $2.0M | 0.3% |
| 37 | PKGPACKAGING CORP AMER | 8,379 | $2.0M | 0.3% |
| 38 | AVYAVERY DENNISON CORP | 8,937 | $1.5M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.