Filed: 11/14/2025ACC: 0001013594-25-001407
📋 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 $438.94M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$438.94M
Total AUM (reported)
4.94M
Total Shares
Allocation by class
COM$267.58M61.0%
ORD$63.79M14.5%
SPONSORED ADS$48.82M11.1%
SHS$24.78M5.6%
CL B$21.90M5.0%
ORD SHS$4.35M1.0%
COM NEW$3.98M0.9%
Portfolio Concentration
Top 3$144.62M32.9%
4–10$169.31M38.6%
11–25$114.69M26.1%
Rest$10.33M2.4%
Top 3 weight
32.9%
Top 10 weight
71.5%
Voting Authority Distribution
Total shares with voting rights: 4.94M
Sole
Full voting authority
4.94M
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:
CRH PLC
SOLEShares531.99K
TypeSH
Market value$63.79M
14.53%
Sole
531.99K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares174.81K
TypeSH
Market value$48.82M
11.12%
Sole
174.81K
Shared
0.00
None
0.00
PACKAGING CORP AMER
SOLEShares146.88K
TypeSH
Market value$32.01M
7.29%
Sole
146.88K
Shared
0.00
None
0.00
CROWN HLDGS INC
SOLEShares314.73K
TypeSH
Market value$30.40M
6.93%
Sole
314.73K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares148.80K
TypeSH
Market value$27.76M
6.33%
Sole
148.80K
Shared
0.00
None
0.00
ELEMENT SOLUTIONS INC
SOLEShares1.04M
TypeSH
Market value$26.10M
5.95%
Sole
1.04M
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares375.48K
TypeSH
Market value$25.39M
5.79%
Sole
375.48K
Shared
0.00
None
0.00
FREEPORT-MCMORAN INC
SOLEShares558.43K
TypeSH
Market value$21.90M
4.99%
Sole
558.43K
Shared
0.00
None
0.00
SMURFIT WESTROCK PLC
SOLEShares475.46K
TypeSH
Market value$20.24M
4.61%
Sole
475.46K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares33.80K
TypeSH
Market value$17.51M
3.99%
Sole
33.80K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares34.36K
TypeSH
Market value$16.40M
3.74%
Sole
34.36K
Shared
0.00
None
0.00
GENERAL MTRS CO
SOLEShares248.09K
TypeSH
Market value$15.13M
3.45%
Sole
248.09K
Shared
0.00
None
0.00
TIMKEN CO
SOLEShares188.11K
TypeSH
Market value$14.14M
3.22%
Sole
188.11K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares31.58K
TypeSH
Market value$13.34M
3.04%
Sole
31.58K
Shared
0.00
None
0.00
HERSHEY CO
SOLEShares49.76K
TypeSH
Market value$9.31M
2.12%
Sole
49.76K
Shared
0.00
None
0.00
FEDEX CORP
SOLEShares30.57K
TypeSH
Market value$7.21M
1.64%
Sole
30.57K
Shared
0.00
None
0.00
AUTOLIV INC
SOLEShares49.07K
TypeSH
Market value$6.06M
1.38%
Sole
49.07K
Shared
0.00
None
0.00
UNITED AIRLS HLDGS INC
SOLEShares49.23K
TypeSH
Market value$4.75M
1.08%
Sole
49.23K
Shared
0.00
None
0.00
3M CO
SOLEShares30.59K
TypeSH
Market value$4.75M
1.08%
Sole
30.59K
Shared
0.00
None
0.00
LINDE PLC
SOLEShares9.56K
TypeSH
Market value$4.54M
1.04%
Sole
9.56K
Shared
0.00
None
0.00
ADIENT PLC
SOLEShares180.82K
TypeSH
Market value$4.35M
0.99%
Sole
180.82K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares16.26K
TypeSH
Market value$3.99M
0.91%
Sole
16.26K
Shared
0.00
None
0.00
GE HEALTHCARE TECHNOLOGIES I
SOLEShares49.83K
TypeSH
Market value$3.74M
0.85%
Sole
49.83K
Shared
0.00
None
0.00
OTIS WORLDWIDE CORP
SOLEShares38.78K
TypeSH
Market value$3.55M
0.81%
Sole
38.78K
Shared
0.00
None
0.00
CF INDS HLDGS INC
SOLEShares38.24K
TypeSH
Market value$3.43M
0.78%
Sole
38.24K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CRH PLCSOLE | ORD | 531.99K | SH | $63.79M 14.53% | 531.99K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 174.81K | SH | $48.82M 11.12% | 174.81K | 0.00 | 0.00 |
PACKAGING CORP AMERSOLE | COM | 146.88K | SH | $32.01M 7.29% | 146.88K | 0.00 | 0.00 |
CROWN HLDGS INCSOLE | COM | 314.73K | SH | $30.40M 6.93% | 314.73K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 148.80K | SH | $27.76M 6.33% | 148.80K | 0.00 | 0.00 |
ELEMENT SOLUTIONS INCSOLE | COM | 1.04M | SH | $26.10M 5.95% | 1.04M | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 375.48K | SH | $25.39M 5.79% | 375.48K | 0.00 | 0.00 |
FREEPORT-MCMORAN INCSOLE | CL B | 558.43K | SH | $21.90M 4.99% | 558.43K | 0.00 | 0.00 |
SMURFIT WESTROCK PLCSOLE | SHS | 475.46K | SH | $20.24M 4.61% | 475.46K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 33.80K | SH | $17.51M 3.99% | 33.80K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 34.36K | SH | $16.40M 3.74% | 34.36K | 0.00 | 0.00 |
GENERAL MTRS COSOLE | COM | 248.09K | SH | $15.13M 3.45% | 248.09K | 0.00 | 0.00 |
TIMKEN COSOLE | COM | 188.11K | SH | $14.14M 3.22% | 188.11K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 31.58K | SH | $13.34M 3.04% | 31.58K | 0.00 | 0.00 |
HERSHEY COSOLE | COM | 49.76K | SH | $9.31M 2.12% | 49.76K | 0.00 | 0.00 |
FEDEX CORPSOLE | COM | 30.57K | SH | $7.21M 1.64% | 30.57K | 0.00 | 0.00 |
AUTOLIV INCSOLE | COM | 49.07K | SH | $6.06M 1.38% | 49.07K | 0.00 | 0.00 |
UNITED AIRLS HLDGS INCSOLE | COM | 49.23K | SH | $4.75M 1.08% | 49.23K | 0.00 | 0.00 |
3M COSOLE | COM | 30.59K | SH | $4.75M 1.08% | 30.59K | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 9.56K | SH | $4.54M 1.04% | 9.56K | 0.00 | 0.00 |
ADIENT PLCSOLE | ORD SHS | 180.82K | SH | $4.35M 0.99% | 180.82K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 16.26K | SH | $3.99M 0.91% | 16.26K | 0.00 | 0.00 |
GE HEALTHCARE TECHNOLOGIES ISOLE | COMMON STOCK | 49.83K | SH | $3.74M 0.85% | 49.83K | 0.00 | 0.00 |
OTIS WORLDWIDE CORPSOLE | COM | 38.78K | SH | $3.55M 0.81% | 38.78K | 0.00 | 0.00 |
CF INDS HLDGS INCSOLE | COM | 38.24K | SH | $3.43M 0.78% | 38.24K | 0.00 | 0.00 |
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