The Analysis of Albar Capital Partners LLP's Holdings
Currently, Albar Capital Partners LLP holds 30 types of securities in its portfolio with a total value $438.9M. In the most recent quarter, they have increased their positions in CAT (+34.4K shares, valued at $16.4M), GM (+248.1K shares, valued at $15.1M), TKR (+188.1K shares, valued at $14.1M); decreased their positions in TSM (-158.7K shares, valued at $44.3M), ADI (-155.8K shares, valued at $38.3M), NVDA (-202.6K shares, valued at $37.8M); initiated new positions in CAT (+34.4K shares, valued at $16.4M), GM (+248.1K shares, valued at $15.1M), TKR (+188.1K shares, valued at $14.1M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
CRH CRH PLC532.0K shares1.33%2025-09-302025-11-14
TSM TAIWAN SEMICONDUCTOR MFG LTD174.8K shares-47.58%2025-09-302025-11-14
PKG PACKAGING CORP AMER146.9K shares71.07%2025-09-302025-11-14
CCK CROWN HLDGS INC314.7K shares-40.79%2025-09-302025-11-14
NVDA NVIDIA CORPORATION148.8K shares-57.65%2025-09-302025-11-14
ESI ELEMENT SOLUTIONS INC1.0M shares-1.49%2025-09-302025-11-14
CTVA CORTEVA INC375.5K shares-39.98%2025-09-302025-11-14
FCX FREEPORT-MCMORAN INC558.4K shares-4.77%2025-09-302025-11-14
SW SMURFIT WESTROCK PLC475.5K shares187.78%2025-09-302025-11-14
MSFT MICROSOFT CORP33.8K shares122.02%2025-09-302025-11-14
CAT CATERPILLAR INC34.4K sharesnew addition2025-09-302025-11-14
GM GENERAL MTRS CO248.1K sharesnew addition2025-09-302025-11-14
TKR TIMKEN CO188.1K sharesnew addition2025-09-302025-11-14
CMI CUMMINS INC31.6K sharesnew addition2025-09-302025-11-14
HSY HERSHEY CO49.8K sharesnew addition2025-09-302025-11-14
FDX FEDEX CORP30.6K sharesnew addition2025-09-302025-11-14
ALV AUTOLIV INC49.1K shares-47.55%2025-09-302025-11-14
UAL UNITED AIRLS HLDGS INC49.2K sharesnew addition2025-09-302025-11-14
MMM 3M CO30.6K sharesnew addition2025-09-302025-11-14
LIN LINDE PLC9.6K sharesnew addition2025-09-302025-11-14
ADNT ADIENT PLC180.8K sharesnew addition2025-09-302025-11-14
ADI ANALOG DEVICES INC16.3K shares-90.55%2025-09-302025-11-14
GEHC GE HEALTHCARE TECHNOLOGIES I49.8K shares-69.24%2025-09-302025-11-14
OTIS OTIS WORLDWIDE CORP38.8K sharesnew addition2025-09-302025-11-14
CF CF INDS HLDGS INC38.2K sharesnew addition2025-09-302025-11-14
AVGO BROADCOM INC7.5K shares-72.49%2025-09-302025-11-14
ORCL ORACLE CORP8.3K sharesnew addition2025-09-302025-11-14
VC VISTEON CORP18.9K shares-62.61%2025-09-302025-11-14
CIEN CIENA CORP11.8K sharesnew addition2025-09-302025-11-14
AXTA AXALTA COATING SYS LTD54.8K sharesnew addition2025-09-302025-11-14
Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available