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13F-HR filed by Albar Capital Partners LLP

Albar Capital Partners LLP filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-08-14, with 38 holding rows worth $766,844,410.

Accession
0001013594-26-000897
Filed
2026-08-14
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 38 entries on the cover page, a total value of $766,844,410 stated on the cover page (in dollars after the unit check, H1), rows summing to $766,844,410 with VALUE read as dollars as filed, 13F file number 028-25149. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
FREEPORT MCMORAN INC CL B35671D857Stock1,367,732$86,016,665dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS161,576$77,163,850dollars as filed
DOVER CORP COM260003108Stock305,372$68,488,832dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock790,767$58,002,759dollars as filed
CRH PLC ORDG25508105Stock446,226$47,746,182dollars as filed
Raytheon Technologies Corporation75513E101COM181,149$34,369,400dollars as filed
Amazon.com, Inc023135106COM130,861$31,189,411dollars as filed
TEREX CORP NEW COM880779103Stock419,369$30,358,122dollars as filed
UNITED RENTALS INC COM911363109Stock24,863$28,167,044dollars as filed
PACCAR INC COM693718108Stock214,977$25,823,037dollars as filed
JOHNSON CTLS INTL PLC SHSG51502105Stock175,145$25,590,436dollars as filed
CORTEVA INC COM22052L104Stock292,825$24,799,349dollars as filed
ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHSN07059210STOK11,212$22,305,601dollars as filed
BALL CORP058498106COM336,409$20,991,922dollars as filed
3M CO COM88579Y101Stock122,621$19,853,566dollars as filed
Analog Devices,Inc.032654105COM46,694$18,545,456dollars as filed
ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH03938L203ADR262,470$15,805,943dollars as filed
PPG INDS INC COM693506107Stock108,308$13,136,677dollars as filed
NVIDIA Corp67066G104COM64,892$12,984,240dollars as filed
SMURFIT WESTROCK PLC SHSG8267P108Stock215,662$9,976,524dollars as filed
General Electric Company369604301COM25,447$9,510,307dollars as filed
FASTENAL CO COM311900104Stock194,290$9,331,749dollars as filed
AIR PRODS & CHEMS INC009158106COM30,720$9,006,490dollars as filed
MASCO CORP574599106COM104,056$8,467,037dollars as filed
ALLEGION PLCG0176J109ORD SHS58,956$8,282,728dollars as filed
Intel Corp458140100COM48,962$6,836,564dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS6,575$6,344,875dollars as filed
Linde plcG54950103COM11,731$6,087,685dollars as filed
INTERNATIONAL FLAVORS&FRAGRANC COM459506101Stock63,290$5,013,834dollars as filed
SEMTECH CORP COM816850101Stock29,224$4,729,904dollars as filed
LUMENTUM HLDGS INC COM55024U109Stock5,043$4,327,197dollars as filed
STMICROELECTRONICS N V NY REGISTRY861012102ADR53,467$4,004,144dollars as filed
SPDR SER TR78468R556S&P OILGAS EXP18,555$2,862,294dollars as filed
Advanced Micro Devices,Inc.007903107COM4,756$2,762,808dollars as filed
AMCOR PLCg0250x149COM NEW57,926$2,511,092dollars as filed
SENSIENT TECHNOLOGIES CORP81725T100COM16,248$2,003,216dollars as filed
PACKAGING CORP AMER COM695156109Stock8,379$1,996,548dollars as filed
AVERY DENNISON CORP COM053611109Stock8,937$1,450,922dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001013594-26-000897this filing2026-08-14acceptance time not in the bulk data set