Institutional Fund
Albar Capital Partners LLP
London, United KingdomCIK 20345655 filings on record
Portfolio Value
$618.09M
Q1 2026
Holdings
36
Reported positions
New Buys
22
Opened this quarter
QoQ Change
+46.1%
from $422.96M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Taiwan Semiconductor Mfg Ltd12.1%
- Carrier Global Corporation7.6%
- Dover Corp7.1%
- Crh PLC6.7%
- Cummins Inc6.6%
- Air Prods & Chems Inc6.6%
- Other53.3%
Portfolio Holdings
36 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Taiwan Semiconductor Mfg Ltd | 220.7K | $74.59M | 12.1% | +74.8K | Added |
| 2 | Carrier Global Corporation | 829.8K | $46.73M | 7.6% | +762.6K | Added |
| 3 | Dover Corp | 210.3K | $43.83M | 7.1% | +60.4K | Added |
| 4 | Crh PLC | 393.7K | $41.38M | 6.7% | +65.0K | Added |
| 5 | Cummins Inc | 76.3K | $41.07M | 6.6% | +76.3K | New |
| 6 | Air Prods & Chems Inc | 140.3K | $40.74M | 6.6% | +140.3K | New |
| 7 | Freeport-Mcmoran Inc | 609.1K | $35.80M | 5.8% | −356.7K | Reduced |
| 8 | Regal Rexnord Corporation | 117.2K | $21.95M | 3.6% | −7.3K | Reduced |
| 9 | Hubbell Inc | 43.5K | $21.37M | 3.5% | +43.5K | New |
| 10 | Analog Devices Inc | 65.8K | $20.94M | 3.4% | +35.8K | Added |
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