§ 13F · FUND PROFILE
Albar Capital Partners LLP.
AUM · $767M (13F)Positions · 38Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | FCX | FREEPORT MCMORAN INC | 1.37M | $86M | — | — |
| 2 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 162K | $77M | — | — |
| 3 | DOV | DOVER CORP | 305K | $68M | — | — |
| 4 | CARR | CARRIER GLOBAL CORPORATION | 791K | $58M | — | — |
| 5 | CRH | CRH PLC | 446K | $48M | — | — |
| 6 | RTX | RTX CORPORATION | 181K | $34M | — | — |
| 7 | AMZN | AMAZON COM INC | 131K | $31M | — | — |
| 8 | TEX | TEREX CORP NEW | 419K | $30M | — | — |
| 9 | URI | UNITED RENTALS INC | 25K | $28M | — | — |
| 10 | PCAR | PACCAR INC | 215K | $26M | — | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALBAR SIGNAL
AC read
Albar Capital Partners LLP is a Other fund managing $767 million in assets. The fund runs a portfolio of 38 positions.
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