Albar Capital Partners LLP 13F Holdings
CIK 0002034565 · LONDON, X0
As of Sep 30, 2025, Albar Capital Partners LLP reported 30 positions worth $438.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CRH PUBLIC LTD CO | CRH | Basic Materials | 531,985 | $63.8M | 14.53% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | TSM | Technology | 174,813 | $48.8M | 11.12% |
| PACKAGING CORP OF AMERICA | PKG | Consumer Cyclical | 146,884 | $32.0M | 7.29% |
| CROWN HOLDINGS INC | CCK | Consumer Cyclical | 314,731 | $30.4M | 6.93% |
| NVIDIA CORP | NVDA | Technology | 148,804 | $27.8M | 6.33% |
| ELEMENT SOLUTIONS INC | ESI | Basic Materials | 1,037,015 | $26.1M | 5.95% |
| CORTEVA INC | CTVA | Basic Materials | 375,478 | $25.4M | 5.79% |
| FREEPORT-MCMORAN INC | FCX | Basic Materials | 558,431 | $21.9M | 4.99% |
| SMURFIT WESTROCK PLC | SW | Consumer Cyclical | 475,457 | $20.2M | 4.61% |
| MICROSOFT CORP | MSFT | Technology | 33,798 |