Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Albar Capital Partners LLP (CIK 2034565) reported $618.1M across 36 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: TSM ($74.6M, 12.07%), CARR ($46.7M, 7.56%), DOV ($43.8M, 7.09%), CRH ($41.4M, 6.70%), CMI ($41.1M, 6.64%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $74.6M | 12.07% | 220,716 | Added |
| 2 | CARR | CARRIER GLOBAL CORPORATION | $46.7M | 7.56% | 829,811 | Added |
| 3 | DOV | DOVER CORP | $43.8M | 7.09% | 210,286 | Added |
| 4 | CRH | CRH PLC | $41.4M | 6.70% | 393,691 | Added |
| 5 | CMI | CUMMINS INC | $41.1M | 6.64% | 76,330 | New |
| 6 | APD | AIR PRODUCTS AND CHEMICALS I | $40.7M | 6.59% | 140,257 | New |
| 7 | FCX | FREEPORT MCMORAN INC | $35.8M | 5.79% | 609,102 | Trimmed |
| 8 | RRX | REGAL REXNORD CORPORATION | $22.0M | 3.55% | 117,220 | Trimmed |
| 9 | HUBB | HUBBELL INC | $21.4M | 3.46% | 43,543 | New |
| 10 | ADI | ANALOG DEVICES INC | $20.9M | 3.39% | 65,820 | Added |
| 11 | NVDA | NVIDIA CORPORATION | $20.0M | 3.24% | 114,813 | New |
| 12 | AVGO | BROADCOM INC | $19.8M | 3.20% | 63,859 | New |
| 13 | PKG | PACKAGING CORP AMER | $18.9M | 3.05% | 88,935 | Trimmed |
| 14 | AMZN | AMAZON COM INC | $17.6M | 2.84% | 84,346 | New |
| 15 | LMT | LOCKHEED MARTIN CORP | $16.7M | 2.70% | 27,594 | New |
| 16 | CTVA | CORTEVA INC | $13.1M | 2.12% | 156,536 | Trimmed |
| 17 | ASML | ASML HLDG NV | $12.6M | 2.04% | 9,529 | New |
| 18 | ROK | ROCKWELL AUTOMATION INC | $12.4M | 2.01% | 34,627 | New |
| 19 | CAT | CATERPILLAR INC | $10.7M | 1.73% | 15,054 | Trimmed |
| 20 | FERG | FERGUSON ENTERPRISES INC | $10.4M | 1.69% | 44,730 | New |
| 21 | MT | ARCELORMITTAL SA LUXEMBOURG | $9.2M | 1.50% | 177,793 | Added |
| 22 | BWA | BORGWARNER INC | $8.5M | 1.38% | 157,541 | New |
| 23 | WCC | WESCO INTL INC | $8.2M | 1.33% | 29,990 | New |
| 24 | TKR | TIMKEN CO | $8.1M | 1.32% | 80,908 | New |
| 25 | WLK | WESTLAKE CORPORATION | $5.7M | 0.92% | 48,814 | New |
Source: SEC Form 13F filings · as of 2026-03-31