13F HOLDINGS REPORT
Albar Capital Partners LLP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001013594-25-001407
Total Value
$438.9M
Positions
30
Other Managers
0
Confidential Omitted
No
Holdings (30)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CRH PLC | CRH | 531,985 | $63.8M | 14.53% |
| 2 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 174,813 | $48.8M | 11.12% |
| 3 | PACKAGING CORP AMER | 695156109 | 146,884 | $32.0M | 7.29% |
| 4 | CROWN HLDGS INC | CCK | 314,731 | $30.4M | 6.93% |
| 5 | NVIDIA CORPORATION | NVDA | 148,804 | $27.8M | 6.33% |
| 6 | ELEMENT SOLUTIONS INC | ESI | 1,037,015 | $26.1M | 5.95% |
| 7 | CORTEVA INC | CTVA | 375,478 | $25.4M | 5.79% |
| 8 | FREEPORT-MCMORAN INC | FCX | 558,431 | $21.9M | 4.99% |
| 9 | SMURFIT WESTROCK PLC | SW | 475,457 | $20.2M | 4.61% |
| 10 | MICROSOFT CORP | MSFT | 33,798 | $17.5M | 3.99% |
| 11 | CATERPILLAR INC | CAT | 34,363 | $16.4M | 3.74% |
| 12 | GENERAL MTRS CO | 37045V100 | 248,087 | $15.1M | 3.45% |
| 13 | TIMKEN CO | TKR | 188,114 | $14.1M | 3.22% |
| 14 | CUMMINS INC | CMI | 31,580 | $13.3M | 3.04% |
| 15 | HERSHEY CO | HSY | 49,764 | $9.3M | 2.12% |
| 16 | FEDEX CORP | FDX | 30,566 | $7.2M | 1.64% |
| 17 | AUTOLIV INC | ALV | 49,069 | $6.1M | 1.38% |
| 18 | UNITED AIRLS HLDGS INC | UNTCW | 49,231 | $4.8M | 1.08% |
| 19 | 3M CO | MMM | 30,590 | $4.7M | 1.08% |
| 20 | LINDE PLC | LIN | 9,565 | $4.5M | 1.04% |
| 21 | ADIENT PLC | ADNT | 180,816 | $4.4M | 0.99% |
| 22 | ANALOG DEVICES INC | ADI | 16,256 | $4.0M | 0.91% |
| 23 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 49,831 | $3.7M | 0.85% |
| 24 | OTIS WORLDWIDE CORP | OTIS | 38,784 | $3.5M | 0.81% |
| 25 | CF INDS HLDGS INC | 125269100 | 38,236 | $3.4M | 0.78% |
| 26 | BROADCOM INC | AVGO | 7,465 | $2.5M | 0.56% |
| 27 | ORACLE CORP | ORCL-PD | 8,264 | $2.3M | 0.53% |
| 28 | VISTEON CORP | VC | 18,884 | $2.3M | 0.52% |
| 29 | CIENA CORP | CIEN | 11,756 | $1.7M | 0.39% |
| 30 | AXALTA COATING SYS LTD | AXTA | 54,781 | $1.6M | 0.36% |