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Albar Capital Partners LLP

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13F filer, CIK 2034565, LONDON, United Kingdom

Albar Capital Partners LLP reported $219,932,711 across 15 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 85.7% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001013594-25-000658

Period
2025-03-31
Reported value
$220M
Holdings
15
Top 10 weight
85.7%
New
7
Sold out
15

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JCIadded+399,096$32M
FCXnew+432,342$16.4M
ADInew+72,019$14.5M
GEHCnew+164,486$13.3M
DOVnew+65,024$11.4M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TSMreduced-275,647-$45.8M
IFFexited-441,502-$37.3M
GMreduced-559,642-$26.3M
APTVexited-403,900-$24.4M
ETNexited-73,282-$24.3M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001013594-25-000658, largest first. % of portfolio is the value over $219,932,711, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 133,262 shares; 2025Q1: 532,358 shares 532,358$42.6M19.39%+399,096Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 643,770 shares; 2025Q1: 504,181 shares 504,181$31.7M14.43%-139,589Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 129,017 shares; 2025Q1: 68,178 shares 68,178$20.1M9.14%-60,839Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 168,220 shares; 2025Q1: 135,761 shares 135,761$18M8.18%-32,459Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 432,342 shares 432,342$16.4M7.44%newTimeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 72,019 shares 72,019$14.5M6.6%newTimeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 164,486 shares 164,486$13.3M6.04%newTimeline
DOVDOVER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 65,024 shares 65,024$11.4M5.19%newTimeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,173 shares; 2025Q1: 69,612 shares 69,612$10.2M4.65%-70,561Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 136,728 shares 136,728$10.2M4.64%newTimeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 332,928 shares; 2025Q1: 57,281 shares 57,281$9.51M4.32%-275,647Timeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 178,768 shares; 2025Q1: 103,381 shares 103,381$9.09M4.14%-75,387Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 163,011 shares 163,011$7.35M3.34%newTimeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 22,425 shares 22,425$4.47M2.03%newTimeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 581,327 shares; 2025Q1: 21,685 shares 21,685$1.02M0.46%-559,642Timeline

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
IFFINTERNATIONAL FLAVORS&FRAGRA441,502$37.3Mshares
APTVAPTIV PLC403,900$24.4Mshares
ETNEATON CORP PLC73,282$24.3Mshares
NVDANVIDIA CORPORATION171,726$23.1Mshares
EMNEASTMAN CHEM CO141,593$12.9Mshares
AMZNAMAZON COM INC54,871$12Mshares
EMREMERSON ELEC CO85,248$10.6Mshares
CNHCNH INDL N V568,747$6.44Mshares
HONHONEYWELL INTL INC27,853$6.29Mshares
AVGOBROADCOM INC23,374$5.42Mshares
CMICUMMINS INC13,771$4.8Mshares
NXPINXP SEMICONDUCTORS N V22,507$4.68Mshares
SPYSTATE STR SPDR S&P 500 ETF T5,507$3.23Mshares
BWABORGWARNER INC92,018$2.93Mshares
MSFTMICROSOFT CORP5,021$2.12Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001013594-25-000658 base2025-05-15acceptance time not in the bulk data set