Albar Capital Partners LLP
Top Portfolio Positions
36 positions ·
$618,089,527 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
220,716 | $74,590,972 | 12.07% | |
| CARR |
CARRIER GLOBAL Corp
Industrials
|
829,811 | $46,726,657 | 7.56% | |
| DOV |
DOVER Corp
Industrials
|
210,286 | $43,834,116 | 7.09% | |
| CRH |
Crh Public Ltd Co
Basic Materials
|
393,691 | $41,384,797 | 6.70% | |
| CMI |
Cummins Inc
Industrials
|
76,330 | $41,067,066 | 6.64% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
140,257 | $40,743,255 | 6.59% | |
| FCX |
Freeport-Mcmoran Inc
Basic Materials
|
609,102 | $35,803,015 | 5.79% | |
| RRX |
Regal Rexnord Corp
Industrials
|
117,220 | $21,950,617 | 3.55% | |
| HUBB |
Hubbell Inc
Industrials
|
43,543 | $21,368,291 | 3.46% | |
| ADI |
Analog Devices Inc
Technology
|
65,820 | $20,939,974 | 3.39% |
Portfolio Trend
6 quarters · across all stocks
Holdings in PKG
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,873,785 | 88,935 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $37,893,318 | 183,743 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $32,010,430 | 146,884 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,180,882 | 85,863 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||