Albar Capital Partners LLP
CIK 2034565
13F filing for Q2 2026・No. 3,032
- Holdings
- US$766.84M
- Quarter change
- +US$148.75M
- Entries
- 38
- Net bought (estimate)
- +US$73.93M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 22
- Sold out 20
- Cut 6
- Added 10
- Corporate actions 0
- Unchanged 0
Largest holdings
38 stocks worth US$766.84M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| FCXFREEPORT MCMORAN INCCL B | Added | 1,367,732 | US$86.02M | 11.22% |
| TSMTSMC ADRSPONSORED ADS | Cut | 161,576 | US$77.16M | 10.06% |
| DOVDOVER CORPCOM | Added | 305,372 | US$68.49M | 8.93% |
| CARRCARRIER GLOBAL CORPORATIONCOM | Cut | 790,767 | US$58M | 7.56% |
| CRHCRH PLCORD | Added | 446,226 | US$47.75M | 6.23% |
| RTXRTX CORPORATIONCOM | New | 181,149 | US$34.37M | 4.48% |
| AMZNAmazonCOM | Added | 130,861 | US$31.19M | 4.07% |
| TEXTEREX CORP NEWCOM | New | 419,369 | US$30.36M | 3.96% |
| URIUNITED RENTALS INCCOM | New | 24,863 | US$28.17M | 3.67% |
| PCARPACCAR INCCOM | New | 214,977 | US$25.82M | 3.37% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.