Albar Capital Partners LLP — 13F holdings

Albar Capital Partners LLP reported 38 holdings worth $767M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. FCX FREEPORT-MCMORAN INC — $86.0M (11.2%)
2. TSM TAIWAN SEMICONDUCTOR MFG LTD — $77.2M (10.1%)
3. DOV DOVER CORP — $68.5M (8.9%)
4. CARR CARRIER GLOBAL CORPORATION — $58.0M (7.6%)
5. CRH CRH PLC — $47.7M (6.2%)
6. RTX RTX CORPORATION — $34.4M (4.5%)
7. AMZN AMAZON COM INC — $31.2M (4.1%)
8. TEX TEREX CORP NEW — $30.4M (4.0%)
9. URI UNITED RENTALS INC — $28.2M (3.7%)
10. PCAR PACCAR INC — $25.8M (3.4%)