Albar Capital Partners LLP

LONDON, X0 · CIK 2034565 · 13F filing filed 2026-08-14

Exempt reporting adviser since 2024 · limited liability partnership

Private funds1 (1 hedge) · $50.3m gross assets
Form ADV · 2026-08-24SEC adviser record

Legal entityALBAR CAPITAL PARTNERS LLP (GB)

Kindhedge funds, futures, FCA fund manager
Others nearbyLondon

As an employer

Offices in1 country
Private fundshedge 1

In the UK

FCA-authorised companies1
Manages investmentsyes
Runs fundsyes
Retail clientsno, professional only

Company	Town	Staff	Pay gap report	FCA register
ALBAR CAPITAL PARTNERS LLP Limited Liability PartnershipFCA: Authorised · manages investments, manages AIFs, advises, deals	London			Authorisedmanages investments, manages AIFs, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$766.8m reported value +24.1% vs Q1 2026

38positions

63.5%in top 10

22 new 10 added 6 reduced 20 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	FREEPORT-MCMORAN INC CL B FCX	FCX	1,367,732	$86.0m11.22%	11.22%	Added +758.6k	+758,630 124.5%
2	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	161,576	$77.2m10.06%	10.06%	Reduced -59.1k	-59,140 -26.8%
3	DOVER CORP COM DOV	DOV	305,372	$68.5m8.93%	8.93%	Added +95.1k	+95,086 45.2%
4	CARRIER GLOBAL CORPORATION COM CARR	CARR	790,767	$58.0m7.56%	7.56%	Reduced -39.0k	-39,044 -4.7%
5	CRH PLC ORD CRH	CRH	446,226	$47.7m6.23%	6.23%	Added +52.5k	+52,535 13.3%
6	RTX CORPORATION COM RTX	RTX	181,149	$34.4m4.48%	4.48%	New
7	AMAZON COM INC COM AMZN	AMZN	130,861	$31.2m4.07%	4.07%	Added +46.5k	+46,515 55.1%
8	TEREX CORP NEW COM TEX	TEX	419,369	$30.4m3.96%	3.96%	New
9	UNITED RENTALS INC COM URI	URI	24,863	$28.2m3.67%	3.67%	New
10	PACCAR INC COM PCAR	PCAR	214,977	$25.8m3.37%	3.37%	New
11	JOHNSON CTLS INTL PLC SHS JCI	JCI	175,145	$25.6m3.34%	3.34%	Added +131.7k	+131,727 303.4%
12	CORTEVA INC COM CTVA	CTVA	292,825	$24.8m3.23%	3.23%	Added +136.3k	+136,289 87.1%
13	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	11,212	$22.3m2.91%	2.91%	Added +1.7k	+1,683 17.7%
14	BALL CORP COM BALL	BALL	336,409	$21.0m2.74%	2.74%	New
15	3M CO COM MMM	MMM	122,621	$19.9m2.59%	2.59%	New
16	ANALOG DEVICES INC COM ADI	ADI	46,694	$18.5m2.42%	2.42%	Reduced -19.1k	-19,126 -29.1%
17	ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SH MT	MT	262,470	$15.8m2.06%	2.06%	Added +84.7k	+84,677 47.6%
18	PPG INDS INC COM PPG	PPG	108,308	$13.1m1.71%	1.71%	New
19	NVIDIA CORPORATION COM NVDA	NVDA	64,892	$13.0m1.69%	1.69%	Reduced -49.9k	-49,921 -43.5%
20	SMURFIT WESTROCK PLC SHS SW	SW	215,662	$10.0m1.30%	1.30%	New
21	GE AEROSPACE COM NEW GE	GE	25,447	$9.5m1.24%	1.24%	New
22	FASTENAL CO COM FAST	FAST	194,290	$9.3m1.22%	1.22%	New
23	AIR PRODS & CHEMS INC COM APD	APD	30,720	$9.0m1.17%	1.17%	Reduced -109.5k	-109,537 -78.1%
24	MASCO CORP COM MAS	MAS	104,056	$8.5m1.10%	1.10%	Added +44.9k	+44,934 76.0%
25	ALLEGION PLC ORD SHS ALLE	ALLE	58,956	$8.3m1.08%	1.08%	New
26	INTEL CORP COM INTC	INTC	48,962	$6.8m0.89%	0.89%	New
27	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	6,575	$6.3m0.83%	0.83%	New
28	LINDE PLC SHS LIN	LIN	11,731	$6.1m0.79%	0.79%	Added +10.7k	+10,727 1068.4%
29	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	63,290	$5.0m0.65%	0.65%	New
30	SEMTECH CORP COM SMTC	SMTC	29,224	$4.7m0.62%	0.62%	New
31	LUMENTUM HLDGS INC COM LITE	LITE	5,043	$4.3m0.56%	0.56%	New
32	STMICROELECTRONICS N V NY REGISTRY STM	STM	53,467	$4.0m0.52%	0.52%	New
33	SPDR SER TR S&P OILGAS EXP XOP	XOP	18,555	$2.9m0.37%	0.37%	New
34	ADVANCED MICRO DEVICES INC COM AMD	AMD	4,756	$2.8m0.36%	0.36%	New
35	AMCOR PLC COM NEW AMCR	AMCR	57,926	$2.5m0.33%	0.33%	New
36	SENSIENT TECHNOLOGIES CORP COM SXT	SXT	16,248	$2.0m0.26%	0.26%	New
37	PACKAGING CORP AMER COM PKG	PKG	8,379	$2.0m0.26%	0.26%	Reduced -80.6k	-80,556 -90.6%
38	AVERY DENNISON CORP COM AVY	AVY	8,937	$1.5m0.19%	0.19%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
CUMMINS INC CMI	CMI	76,330	$41.1m76.3k shares
REGAL REXNORD CORPORATION RRX	RRX	117,220	$22.0m117.2k shares
HUBBELL INC HUBB	HUBB	43,543	$21.4m43.5k shares
BROADCOM INC AVGO	AVGO	63,859	$19.8m63.9k shares
LOCKHEED MARTIN CORP LMT	LMT	27,594	$16.7m27.6k shares
ROCKWELL AUTOMATION INC ROK	ROK	34,627	$12.4m34.6k shares
CATERPILLAR INC CAT	CAT	15,054	$10.7m15.1k shares
FERGUSON ENTERPRISES INC FERG	FERG	44,730	$10.4m44.7k shares
BORGWARNER INC BWA	BWA	157,541	$8.5m157.5k shares
WESCO INTL INC WCC	WCC	29,990	$8.2m30.0k shares
TIMKEN CO TKR	TKR	80,908	$8.1m80.9k shares
WESTLAKE CORPORATION WLK	WLK	48,814	$5.7m48.8k shares
NUTRIEN LTD NTR	NTR	71,329	$5.4m71.3k shares
PARKER-HANNIFIN CORP PH	PH	5,073	$4.5m5.1k shares
EASTMAN CHEM CO EMN	EMN	59,013	$4.5m59.0k shares
TRANE TECHNOLOGIES PLC TT	TT	10,774	$4.5m10.8k shares
ON HLDG AG ONON	ONON	119,072	$4.1m119.1k shares
COCA-COLA EUROPACIFIC PARTNE CCEP	CCEP	24,396	$2.2m24.4k shares
CF INDS HLDGS INC CF	CF	13,042	$1.7m13.0k shares
OWENS CORNING NEW OC	OC	10,137	$1.1m10.1k shares