Filed: 5/15/2026ACC: 0001013594-26-000592
📋 What this filing means
ALBAR CAPITAL PARTNERS LLP filed this quarterly 13F‑HR report disclosing 36 equity positions with a total reported market value of $618.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
36
Positions
$618.09M
Total AUM (reported)
4.26M
Total Shares
Allocation by class
COM$417.11M67.5%
SPONSORED ADS$74.59M12.1%
ORD$41.38M6.7%
CL B$35.80M5.8%
SHS$12.89M2.1%
N Y REGISTRY SHS$12.59M2.0%
COMMON STOCK NEW$10.43M1.7%
Portfolio Concentration
Top 3$165.15M26.7%
4–10$223.26M36.1%
11–25$191.96M31.1%
Rest$37.72M6.1%
Top 3 weight
26.7%
Top 10 weight
62.8%
Voting Authority Distribution
Total shares with voting rights: 4.26M
Sole
Full voting authority
4.26M
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)
Sole36
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings36
Rows:
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares220.72K
TypeSH
Market value$74.59M
12.07%
Sole
220.72K
Shared
0.00
None
0.00
CARRIER GLOBAL CORPORATION
SOLEShares829.81K
TypeSH
Market value$46.73M
7.56%
Sole
829.81K
Shared
0.00
None
0.00
DOVER CORP
SOLEShares210.29K
TypeSH
Market value$43.83M
7.09%
Sole
210.29K
Shared
0.00
None
0.00
CRH PLC
SOLEShares393.69K
TypeSH
Market value$41.38M
6.70%
Sole
393.69K
Shared
0.00
None
0.00
CUMMINS INC
SOLEShares76.33K
TypeSH
Market value$41.07M
6.64%
Sole
76.33K
Shared
0.00
None
0.00
AIR PRODUCTS AND CHEMICALS I
SOLEShares140.26K
TypeSH
Market value$40.74M
6.59%
Sole
140.26K
Shared
0.00
None
0.00
FREEPORT MCMORAN INC
SOLEShares609.10K
TypeSH
Market value$35.80M
5.79%
Sole
609.10K
Shared
0.00
None
0.00
REGAL REXNORD CORPORATION
SOLEShares117.22K
TypeSH
Market value$21.95M
3.55%
Sole
117.22K
Shared
0.00
None
0.00
HUBBELL INC
SOLEShares43.54K
TypeSH
Market value$21.37M
3.46%
Sole
43.54K
Shared
0.00
None
0.00
ANALOG DEVICES INC
SOLEShares65.82K
TypeSH
Market value$20.94M
3.39%
Sole
65.82K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares114.81K
TypeSH
Market value$20.02M
3.24%
Sole
114.81K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares63.86K
TypeSH
Market value$19.76M
3.20%
Sole
63.86K
Shared
0.00
None
0.00
PACKAGING CORP AMER
SOLEShares88.94K
TypeSH
Market value$18.87M
3.05%
Sole
88.94K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares84.35K
TypeSH
Market value$17.57M
2.84%
Sole
84.35K
Shared
0.00
None
0.00
LOCKHEED MARTIN CORP
SOLEShares27.59K
TypeSH
Market value$16.68M
2.70%
Sole
27.59K
Shared
0.00
None
0.00
CORTEVA INC
SOLEShares156.54K
TypeSH
Market value$13.10M
2.12%
Sole
156.54K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares9.53K
TypeSH
Market value$12.59M
2.04%
Sole
9.53K
Shared
0.00
None
0.00
ROCKWELL AUTOMATION INC
SOLEShares34.63K
TypeSH
Market value$12.43M
2.01%
Sole
34.63K
Shared
0.00
None
0.00
CATERPILLAR INC
SOLEShares15.05K
TypeSH
Market value$10.67M
1.73%
Sole
15.05K
Shared
0.00
None
0.00
FERGUSON ENTERPRISES INC
SOLEShares44.73K
TypeSH
Market value$10.43M
1.69%
Sole
44.73K
Shared
0.00
None
0.00
ARCELORMITTAL SA LUXEMBOURG
SOLEShares177.79K
TypeSH
Market value$9.24M
1.50%
Sole
177.79K
Shared
0.00
None
0.00
BORGWARNER INC
SOLEShares157.54K
TypeSH
Market value$8.55M
1.38%
Sole
157.54K
Shared
0.00
None
0.00
WESCO INTL INC
SOLEShares29.99K
TypeSH
Market value$8.21M
1.33%
Sole
29.99K
Shared
0.00
None
0.00
TIMKEN CO
SOLEShares80.91K
TypeSH
Market value$8.14M
1.32%
Sole
80.91K
Shared
0.00
None
0.00
WESTLAKE CORPORATION
SOLEShares48.81K
TypeSH
Market value$5.70M
0.92%
Sole
48.81K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 220.72K | SH | $74.59M 12.07% | 220.72K | 0.00 | 0.00 |
CARRIER GLOBAL CORPORATIONSOLE | COM | 829.81K | SH | $46.73M 7.56% | 829.81K | 0.00 | 0.00 |
DOVER CORPSOLE | COM | 210.29K | SH | $43.83M 7.09% | 210.29K | 0.00 | 0.00 |
CRH PLCSOLE | ORD | 393.69K | SH | $41.38M 6.70% | 393.69K | 0.00 | 0.00 |
CUMMINS INCSOLE | COM | 76.33K | SH | $41.07M 6.64% | 76.33K | 0.00 | 0.00 |
AIR PRODUCTS AND CHEMICALS ISOLE | COM | 140.26K | SH | $40.74M 6.59% | 140.26K | 0.00 | 0.00 |
FREEPORT MCMORAN INCSOLE | CL B | 609.10K | SH | $35.80M 5.79% | 609.10K | 0.00 | 0.00 |
REGAL REXNORD CORPORATIONSOLE | COM | 117.22K | SH | $21.95M 3.55% | 117.22K | 0.00 | 0.00 |
HUBBELL INCSOLE | COM | 43.54K | SH | $21.37M 3.46% | 43.54K | 0.00 | 0.00 |
ANALOG DEVICES INCSOLE | COM | 65.82K | SH | $20.94M 3.39% | 65.82K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 114.81K | SH | $20.02M 3.24% | 114.81K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 63.86K | SH | $19.76M 3.20% | 63.86K | 0.00 | 0.00 |
PACKAGING CORP AMERSOLE | COM | 88.94K | SH | $18.87M 3.05% | 88.94K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 84.35K | SH | $17.57M 2.84% | 84.35K | 0.00 | 0.00 |
LOCKHEED MARTIN CORPSOLE | COM | 27.59K | SH | $16.68M 2.70% | 27.59K | 0.00 | 0.00 |
CORTEVA INCSOLE | COM | 156.54K | SH | $13.10M 2.12% | 156.54K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 9.53K | SH | $12.59M 2.04% | 9.53K | 0.00 | 0.00 |
ROCKWELL AUTOMATION INCSOLE | COM | 34.63K | SH | $12.43M 2.01% | 34.63K | 0.00 | 0.00 |
CATERPILLAR INCSOLE | COM | 15.05K | SH | $10.67M 1.73% | 15.05K | 0.00 | 0.00 |
FERGUSON ENTERPRISES INCSOLE | COMMON STOCK NEW | 44.73K | SH | $10.43M 1.69% | 44.73K | 0.00 | 0.00 |
ARCELORMITTAL SA LUXEMBOURGSOLE | NY REGISTRY SH | 177.79K | SH | $9.24M 1.50% | 177.79K | 0.00 | 0.00 |
BORGWARNER INCSOLE | COM | 157.54K | SH | $8.55M 1.38% | 157.54K | 0.00 | 0.00 |
WESCO INTL INCSOLE | COM | 29.99K | SH | $8.21M 1.33% | 29.99K | 0.00 | 0.00 |
TIMKEN COSOLE | COM | 80.91K | SH | $8.14M 1.32% | 80.91K | 0.00 | 0.00 |
WESTLAKE CORPORATIONSOLE | COM | 48.81K | SH | $5.70M 0.92% | 48.81K | 0.00 | 0.00 |
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