Albar Capital Partners LLP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Albar Capital Partners LLP reported 23 stock positions worth $416.0 million. Its top holding was Taiwan Semiconductor-SP ADR (TSM) at 15.8% of the portfolio, followed by Air Products & Chemicals (APD, 9.0%) and Intl Flavors & Fragrances (IFF, 9.0%).
- Most Recent 13F
- Q2 2026
- Location
- LONDON, X0
- CIK
- 0002034565
- Portfolio Value
- $416.0M (Q4 2024)
- SEC Filing
- 0001013594-25-000270 ↗ filed Feb 14, 2025
Holdings Value
Holdings 23 stocks · $416.0M
| TSM Taiwan Semiconductor-SP ADR | 15.81% | 332,928 | $65.7M | — |
| APD Air Products & Chemicals Inc. | 9.00% | 129,017 | $37.4M | — |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 8.97% | 441,502 | $37.3M | — |
| CTVA Corteva Inc. | 8.81% | 643,770 | $36.7M | — |
| GM General Motors Co. | 7.44% | 581,327 | $31.0M | — |
| APTV Aptiv PLC | 5.87% | 403,900 | $24.4M | — |
| ETN Eaton Corp. PLC | 5.85% | 73,282 | $24.3M | — |
| NVDA Nvidia Corp. | 5.54% | 171,726 | $23.1M | — |
| RTX RTX Corp. | 4.68% | 168,220 | $19.5M | — |
| MMM 3M Co. | 4.35% | 140,173 | $18.1M | — |
| CRH CRH PLC | 3.98% | 178,768 | $16.5M | — |
| EMN Eastman Chemical Co. | 3.11% | 141,593 | $12.9M | — |
| AMZN Amazon.com Inc. | 2.89% | 54,871 | $12.0M | — |
| EMR Emerson Electric Co. | 2.54% | 85,248 | $10.6M | — |
| JCI Johnson Controls Internation | 2.53% | 133,262 | $10.5M | — |
| CNH CNH Industrial NV | 1.55% | 568,747 | $6.4M | — |
| HON Honeywell International Inc. | 1.51% | 27,853 | $6.3M | — |
| AVGO Broadcom Inc. | 1.30% | 23,374 | $5.4M | — |
| CMI Cummins Inc. | 1.15% | 13,771 | $4.8M | — |
| NXPI NXP Semiconductors NV | 1.12% | 22,507 | $4.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 5,507 | $3.2M | — |
| BWA Borgwarner Inc. | 0.70% | 92,018 | $2.9M | — |
| MSFT Microsoft Corp. | 0.51% | 5,021 | $2.1M | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 38 | $766.8M | FCX, TSM, DOV, CARR, CRH |
| Q1 2026 | 36 | $618.1M | TSM, CARR, DOV, CRH, CMI |
| Q4 2025 | 31 | $423.0M | FCX, TSM, CRH, PKG, LIN |
| Q3 2025 | 30 | $438.9M | CRH, TSM, PKG, CCK, NVDA |
| Q2 2025 | 30 | $584.7M | TSM, NVDA, CCK, CRH, CTVA |
| Q1 2025 | 15 | $219.9M | JCI, CTVA, APD, RTX, FCX |
| Q4 2024 | 23 | $416.0M | TSM, APD, IFF, CTVA, GM |