Albar Capital Partners LLP: 13F holdings
CIK 20345652026Q2
| Positions | 38 |
|---|
| Reported value | $766.8m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 38 (+2 vs prior quarter) |
|---|
| Reported value | $766.8m (+24.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| FCX FREEPORT MCMORAN INC | 1,367,732 | $86.0m | 11.2% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 161,576 | $77.2m | 10.1% |
| DOV DOVER CORP | 305,372 | $68.5m | 8.9% |
| CARR CARRIER GLOBAL CORPORATION | 790,767 | $58.0m | 7.6% |
| CRH PLC | 446,226 | $47.7m | 6.2% |
| RTX RTX CORPORATION | 181,149 | $34.4m | 4.5% |
| AMZN AMAZON COM INC | 130,861 | $31.2m | 4.1% |
| TEX TEREX CORP NEW | 419,369 | $30.4m | 4.0% |
| URI UNITED RENTALS INC | 24,863 | $28.2m | 3.7% |
| PCAR PACCAR INC | 214,977 | $25.8m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2034565")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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