Albar Capital Partners LLP Portfolio Holdings by Sector

Albar Capital Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Building Products & Equipment \| Industrials JCI 1 stocks	$42.6 Million 21.4% of portfolio	1	-	-	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$31.7 Million 15.92% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD DD 2 stocks	$30.3 Million 15.21% of portfolio	1	1	1	-	0 Calls 0 Puts
Semiconductors \| Technology ADI TSM 2 stocks	$24 Million 12.06% of portfolio	1	1	1	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$18 Million 9.02% of portfolio	-	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$16.4 Million 8.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials DOV 1 stocks	$11.4 Million 5.73% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$10.2 Million 5.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$9.09 Million 4.56% of portfolio	-	1	-	-	0 Calls 0 Puts
ETFs \| ETFs IWM 1 stocks	$4.47 Million 2.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical GM 1 stocks	$1.02 Million 0.51% of portfolio	-	1	-	-	0 Calls 0 Puts

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