Filed: 8/14/2025ACC: 0001013594-25-001005
📋 What this filing means
ALBAR CAPITAL PARTNERS LLP filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $584.67M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$584.67M
Total AUM (reported)
7.46M
Total Shares
Allocation by class
COM$344.87M59.0%
SPONSORED ADS$75.54M12.9%
SHS$55.94M9.6%
ORD$48.20M8.2%
CL B$25.42M4.3%
COMMON STOCK$12.00M2.1%
NY REGISTRY$9.31M1.6%
Portfolio Concentration
Top 3$185.78M31.8%
4–10$242.74M41.5%
11–25$139.05M23.8%
Rest$17.09M2.9%
Top 3 weight
31.8%
Top 10 weight
73.3%
Voting Authority Distribution
Total shares with voting rights: 7.46M
Sole
Full voting authority
7.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole30
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares333.51K
TypeSH
Market value$75.54M
12.92%
Sole
333.51K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares351.36K
TypeSH
Market value$55.51M
9.49%
Sole
351.36K
Shared
0.00
None
0.00
CROWN HLDGS INC
SOLEShares531.52K
TypeSH
Market value$54.74M
9.36%
Sole
531.52K
Shared
0.00
None
0.00
CRH PLC
SOLEShares525.02K
TypeSH
Market value$48.20M
8.24%
Sole
525.02K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares625.62K
TypeSH
Market value$46.63M
7.98%
Sole
625.62K
Shared
0.00
None
0.00
JOHNSON CTLS INTL PLC
SOLEShares393.12K
TypeSH
Market value$41.52M
7.10%
Sole
393.12K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares172.04K
TypeSH
Market value$40.95M
7.00%
Sole
172.04K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
SOLEShares586.40K
TypeSH
Market value$25.42M
4.35%
Sole
586.40K
Shared
0.00
None
0.00
ELEMENT SOLUTIONS INC
SOLEShares1.05M
TypeSH
Market value$23.84M
4.08%
Sole
1.05M
Shared
0.00
None
0.00
PACKAGING CORP AMER
SOLEShares85.86K
TypeSH
Market value$16.18M
2.77%
Sole
85.86K
Shared
0.00
None
0.00
FORD MTR CO
SOLEShares1.33M
TypeSH
Market value$14.47M
2.48%
Sole
1.33M
Shared
0.00
None
0.00
AIR PRODS & CHEMS INC
SOLEShares43.85K
TypeSH
Market value$12.37M
2.12%
Sole
43.85K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares162.01K
TypeSH
Market value$12.00M
2.05%
Sole
162.01K
Shared
0.00
None
0.00
RTX CORPORATION
SOLEShares82.04K
TypeSH
Market value$11.98M
2.05%
Sole
82.04K
Shared
0.00
None
0.00
AUTOLIV INC
SOLEShares93.55K
TypeSH
Market value$10.47M
1.79%
Sole
93.55K
Shared
0.00
None
0.00
STMICROELECTRONICS N V
SOLEShares306.18K
TypeSH
Market value$9.31M
1.59%
Sole
306.18K
Shared
0.00
None
0.00
DOVER CORP
SOLEShares50K
TypeSH
Market value$9.16M
1.57%
Sole
50K
Shared
0.00
None
0.00
BORGWARNER INC
SOLEShares268.57K
TypeSH
Market value$8.99M
1.54%
Sole
268.57K
Shared
0.00
None
0.00
PARKER-HANNIFIN CORP
SOLEShares11.81K
TypeSH
Market value$8.25M
1.41%
Sole
11.81K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares15.22K
TypeSH
Market value$7.57M
1.30%
Sole
15.22K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares27.14K
TypeSH
Market value$7.48M
1.28%
Sole
27.14K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares20.41K
TypeSH
Market value$7.29M
1.25%
Sole
20.41K
Shared
0.00
None
0.00
GENERAL DYNAMICS CORP
SOLEShares24.65K
TypeSH
Market value$7.19M
1.23%
Sole
24.65K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares165.22K
TypeSH
Market value$7.13M
1.22%
Sole
165.22K
Shared
0.00
None
0.00
HOME DEPOT INC
SOLEShares14.71K
TypeSH
Market value$5.39M
0.92%
Sole
14.71K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 333.51K | SH | $75.54M 12.92% | 333.51K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 351.36K | SH | $55.51M 9.49% | 351.36K | 0.00 | 0.00 |
CROWN HLDGS INCSOLE | COM | 531.52K | SH | $54.74M 9.36% | 531.52K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 525.02K | SH | $48.20M 8.24% | 525.02K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 625.62K | SH | $46.63M 7.98% | 625.62K | 0.00 | 0.00 |
JOHNSON CTLS INTL PLCSOLE | SHS | 393.12K | SH | $41.52M 7.10% | 393.12K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 172.04K | SH | $40.95M 7.00% | 172.04K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | CL B | 586.40K | SH | $25.42M 4.35% | 586.40K | 0.00 | 0.00 |
ELEMENT SOLUTIONS INCSOLE | COM | 1.05M | SH | $23.84M 4.08% | 1.05M | 0.00 | 0.00 |
PACKAGING CORP AMERSOLE | COM | 85.86K | SH | $16.18M 2.77% | 85.86K | 0.00 | 0.00 |
FORD MTR COSOLE | COM | 1.33M | SH | $14.47M 2.48% | 1.33M | 0.00 | 0.00 |
AIR PRODS & CHEMS INCSOLE | COM | 43.85K | SH | $12.37M 2.12% | 43.85K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 162.01K | SH | $12.00M 2.05% | 162.01K | 0.00 | 0.00 |
RTX CORPORATIONSOLE | COM | 82.04K | SH | $11.98M 2.05% | 82.04K | 0.00 | 0.00 |
AUTOLIV INCSOLE | COM | 93.55K | SH | $10.47M 1.79% | 93.55K | 0.00 | 0.00 |
STMICROELECTRONICS N VSOLE | NY REGISTRY | 306.18K | SH | $9.31M 1.59% | 306.18K | 0.00 | 0.00 |
DOVER CORPSOLE | COM | 50K | SH | $9.16M 1.57% | 50K | 0.00 | 0.00 |
BORGWARNER INCSOLE | COM | 268.57K | SH | $8.99M 1.54% | 268.57K | 0.00 | 0.00 |
PARKER-HANNIFIN CORPSOLE | COM | 11.81K | SH | $8.25M 1.41% | 11.81K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 15.22K | SH | $7.57M 1.30% | 15.22K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 27.14K | SH | $7.48M 1.28% | 27.14K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 20.41K | SH | $7.29M 1.25% | 20.41K | 0.00 | 0.00 |
GENERAL DYNAMICS CORPSOLE | COM | 24.65K | SH | $7.19M 1.23% | 24.65K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 165.22K | SH | $7.13M 1.22% | 165.22K | 0.00 | 0.00 |
HOME DEPOT INCSOLE | COM | 14.71K | SH | $5.39M 0.92% | 14.71K | 0.00 | 0.00 |
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