Albar Capital Partners LLP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARRIER GLOBAL CORPORATION | 0 | 829,811 | +829,811 | 0 | 46,726,657 | — | +46,726,657 |
| CUMMINS INC | 0 | 76,330 | +76,330 | 0 | 41,067,067 | — | +41,067,067 |
| AIR PRODUCTS AND CHEMICALS I | 0 | 140,257 | +140,257 | 0 | 40,743,256 | — | +40,743,256 |
| TAIWAN SEMICONDUCTOR MANUFAC | 0 | 220,716 | +220,716 | 0 | 74,590,972 | — | +74,590,972 |
| HUBBELL INC | 0 | 43,543 | +43,543 | 0 | 21,368,292 | — | +21,368,292 |
| NVIDIA CORPORATION | 0 | 114,813 | +114,813 | 0 | 20,023,387 | — | +20,023,387 |
| BROADCOM INC | 0 | 63,859 | +63,859 | 0 | 19,764,999 | — | +19,764,999 |
| AMAZON COM INC | 0 | 84,346 | +84,346 | 0 | 17,566,741 | — | +17,566,741 |
| LOCKHEED MARTIN CORP | 0 | 27,594 | +27,594 | 0 | 16,677,538 | — | +16,677,538 |
| DOVER CORP | 0 | 210,286 | +210,286 | 0 | 43,834,117 | — | +43,834,117 |
| ANALOG DEVICES INC | 0 | 65,820 | +65,820 | 0 | 20,939,975 | — | +20,939,975 |
| ASML HLDG NV | 0 | 9,529 | +9,529 | 0 | 12,586,189 | — | +12,586,189 |
| ROCKWELL AUTOMATION INC | 0 | 34,627 | +34,627 | 0 | 12,426,938 | — | +12,426,938 |
| FERGUSON ENTERPRISES INC | 0 | 44,730 | +44,730 | 0 | 10,433,720 | — | +10,433,720 |
| BORGWARNER INC | 0 | 157,541 | +157,541 | 0 | 8,548,175 | — | +8,548,175 |
| WESCO INTL INC | 0 | 29,990 | +29,990 | 0 | 8,205,864 | — | +8,205,864 |
| TIMKEN CO | 0 | 80,908 | +80,908 | 0 | 8,136,918 | — | +8,136,918 |
| WESTLAKE CORPORATION | 0 | 48,814 | +48,814 | 0 | 5,702,451 | — | +5,702,451 |
| JOHNSON CONTROLS INTERNATION | 0 | 43,418 | +43,418 | 0 | 5,685,587 | — | +5,685,587 |
| NUTRIEN LTD | 0 | 71,329 | +71,329 | 0 | 5,382,486 | — | +5,382,486 |
| PARKER-HANNIFIN CORP | 0 | 5,073 | +5,073 | 0 | 4,541,553 | — | +4,541,553 |
| EASTMAN CHEM CO | 0 | 59,013 | +59,013 | 0 | 4,503,872 | — | +4,503,872 |
| TRANE TECHNOLOGIES PLC | 0 | 10,774 | +10,774 | 0 | 4,489,957 | — | +4,489,957 |
| REGAL REXNORD CORPORATION | 0 | 117,220 | +117,220 | 0 | 21,950,617 | — | +21,950,617 |
| MASCO CORP | 0 | 59,122 | +59,122 | 0 | 3,569,195 | — | +3,569,195 |
| COCA-COLA EUROPACIFIC PARTNE | 0 | 24,396 | +24,396 | 0 | 2,211,985 | — | +2,211,985 |
| ARCELORMITTAL SA LUXEMBOURG | 0 | 177,793 | +177,793 | 0 | 9,241,680 | — | +9,241,680 |
| CF INDUSTRIES HOLD | 0 | 13,042 | +13,042 | 0 | 1,693,373 | — | +1,693,373 |
| OWENS CORNING NEW | 0 | 10,137 | +10,137 | 0 | 1,097,026 | — | +1,097,026 |
| CRH PLC | 0 | 393,691 | +393,691 | 0 | 41,384,798 | — | +41,384,798 |
| CARLISLE COS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SHERWIN WILLIAMS CO | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AMCOR PLC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| RPM INTL INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| APTIV PLC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| AXALTA COATING SYS LTD | 0 | 0 | 0 | 0 | 0 | — | 0 |
| VISTEON CORP | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ON SEMICONDUCTOR | 0 | 0 | 0 | 0 | 0 | — | 0 |
| UNITED AIRLS HLDGS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| HONEYWELL INTL INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| TRIMBLE INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| DELTA AIR LINES INC DEL | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ALPHABET INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ELEMENT SOLUTIONS INC | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ON HLDG AG | 0 | 119,072 | +119,072 | 0 | 4,050,829 | — | +4,050,829 |
| GENERAL MTRS CO | 0 | 0 | 0 | 0 | 0 | — | 0 |
| OTIS WORLDWIDE CORP | 0 | 0 | 0 | 0 | 0 | — | 0 |
| FREEPORT MCMORAN INC | 0 | 609,102 | +609,102 | 0 | 35,803,016 | — | +35,803,016 |
| MICROSOFT CORP | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CORTEVA INC | 0 | 156,536 | +156,536 | 0 | 13,103,629 | — | +13,103,629 |
| PACKAGING CORP AMER | 0 | 88,935 | +88,935 | 0 | 18,873,786 | — | +18,873,786 |
| CATERPILLAR INC | 0 | 15,054 | +15,054 | 0 | 10,665,157 | — | +10,665,157 |
| LINDE PLC | 0 | 1,004 | +1,004 | 0 | 497,743 | — | +497,743 |