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Albar Capital Partners LLP

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13F filer, CIK 2034565, LONDON, United Kingdom

Albar Capital Partners LLP reported $438,942,710 across 30 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-14. Its ten largest share positions make up 71.52% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001013594-25-001407

Period
2025-09-30
Reported value
$439M
Holdings
30
Top 10 weight
71.52%
New
15
Sold out
15

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CATnew+34,363$16.4M
GMnew+248,087$15.1M
TKRnew+188,114$14.1M
CMInew+31,580$13.3M
PKGadded+61,021$13.3M

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.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
TSMreduced-158,699-$44.3M
JCIexited-393,118-$41.5M
ADIreduced-155,781-$38.3M
NVDAreduced-202,557-$37.8M
CCKreduced-216,788-$20.9M

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, Q3 2025

Share positions as resolved from 13F-HR 0001013594-25-001407, largest first. % of portfolio is the value over $438,942,709, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CRHCRH PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 178,768 shares; 2025Q1: 103,381 shares; 2025Q2: 525,016 shares; 2025Q3: 531,985 shares 531,985$63.8M14.53%+6,969Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 332,928 shares; 2025Q1: 57,281 shares; 2025Q2: 333,512 shares; 2025Q3: 174,813 shares 174,813$48.8M11.12%-158,699Timeline
PKGPACKAGING CORP AMERQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 85,863 shares; 2025Q3: 146,884 shares 146,884$32M7.29%+61,021Timeline
CCKCROWN HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 531,519 shares; 2025Q3: 314,731 shares 314,731$30.4M6.93%-216,788Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 171,726 shares; 2025Q1: not reported; 2025Q2: 351,361 shares; 2025Q3: 148,804 shares 148,804$27.8M6.33%-202,557Timeline
ESIELEMENT SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,052,739 shares; 2025Q3: 1,037,015 shares 1,037,015$26.1M5.95%-15,724Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 643,770 shares; 2025Q1: 504,181 shares; 2025Q2: 625,624 shares; 2025Q3: 375,478 shares 375,478$25.4M5.79%-250,146Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 432,342 shares; 2025Q2: 586,404 shares; 2025Q3: 558,431 shares 558,431$21.9M4.99%-27,973Timeline
SWSMURFIT WESTROCK PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 163,011 shares; 2025Q2: 165,215 shares; 2025Q3: 475,457 shares 475,457$20.2M4.61%+310,242Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,021 shares; 2025Q1: not reported; 2025Q2: 15,223 shares; 2025Q3: 33,798 shares 33,798$17.5M3.99%+18,575Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 34,363 shares 34,363$16.4M3.74%newTimeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 581,327 shares; 2025Q1: 21,685 shares; 2025Q2: not reported; 2025Q3: 248,087 shares 248,087$15.1M3.45%newTimeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 188,114 shares 188,114$14.1M3.22%newTimeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 13,771 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 31,580 shares 31,580$13.3M3.04%newTimeline
HSYHERSHEY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,764 shares 49,764$9.31M2.12%newTimeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 30,566 shares 30,566$7.21M1.64%newTimeline
ALVAUTOLIV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 93,546 shares; 2025Q3: 49,069 shares 49,069$6.06M1.38%-44,477Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 49,231 shares 49,231$4.75M1.08%newTimeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 140,173 shares; 2025Q1: 69,612 shares; 2025Q2: not reported; 2025Q3: 30,590 shares 30,590$4.75M1.08%newTimeline
LINLINDE PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 9,565 shares 9,565$4.54M1.04%newTimeline
ADNTADIENT PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 180,816 shares 180,816$4.35M0.99%newTimeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 72,019 shares; 2025Q2: 172,037 shares; 2025Q3: 16,256 shares 16,256$3.99M0.91%-155,781Timeline
GEHCGE HEALTHCARE TECHNOLOGIES IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 164,486 shares; 2025Q2: 162,009 shares; 2025Q3: 49,831 shares 49,831$3.74M0.85%-112,178Timeline
OTISOTIS WORLDWIDE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,784 shares 38,784$3.55M0.81%newTimeline
CFCF INDUSTRIES HOLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 38,236 shares 38,236$3.43M0.78%newTimeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 23,374 shares; 2025Q1: not reported; 2025Q2: 27,138 shares; 2025Q3: 7,465 shares 7,465$2.46M0.56%-19,673Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 8,264 shares 8,264$2.32M0.53%newTimeline
VCVISTEON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 50,503 shares; 2025Q3: 18,884 shares 18,884$2.26M0.52%-31,619Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 11,756 shares 11,756$1.71M0.39%newTimeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 54,781 shares 54,781$1.57M0.36%newTimeline

Sold out in Q3 2025

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

SecurityShares beforeValue beforeType
JCIJOHNSON CONTROLS INTERNATION393,118$41.5Mshares
FFORD MTR CO1,333,780$14.5Mshares
APDAIR PRODUCTS AND CHEMICALS I43,849$12.4Mshares
RTXRTX CORPORATION82,039$12Mshares
STMSTMICROELECTRONICS N V306,181$9.31Mshares
DOVDOVER CORP50,004$9.16Mshares
BWABORGWARNER INC268,573$8.99Mshares
PHPARKER-HANNIFIN CORP11,810$8.25Mshares
ETNEATON CORP PLC20,407$7.29Mshares
GDGENERAL DYNAMICS CORP24,653$7.19Mshares
HDHOME DEPOT INC14,709$5.39Mshares
APTVAPTIV PLC59,174$4.04Mshares
ATIATI INC42,859$3.7Mshares
VRTVERTIV HOLDINGS CO18,085$2.32Mshares
GEGE AEROSPACE9,017$2.32Mshares

How Q3 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 0001013594-25-001407 base2025-11-14acceptance time not in the bulk data set