Albar Capital Partners LLP Portfolio Holdings by Sector

Albar Capital Partners LLP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Semiconductors \| Technology TSM NVDA AVGO NXPI 4 stocks	$98.9 Million 25.26% of portfolio	4	-	4	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD IFF EMN 3 stocks	$87.7 Million 22.39% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN EMR CMI 3 stocks	$39.7 Million 10.13% of portfolio	3	-	3	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$36.7 Million 9.36% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical GM 1 stocks	$31 Million 7.91% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$24.4 Million 6.23% of portfolio	2	-	2	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$19.5 Million 4.97% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Materials \| Basic Materials CRH.L 1 stocks	$16.5 Million 4.22% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$12 Million 3.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI 1 stocks	$10.5 Million 2.69% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CNHI 1 stocks	$6.44 Million 1.65% of portfolio	1	-	1	-	0 Calls 0 Puts
ETFs \| ETFs SPY 1 stocks	$3.23 Million 0.82% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Parts \| Consumer Cyclical BWA 1 stocks	$2.93 Million 0.75% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2.12 Million 0.54% of portfolio	1	-	1	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Albar Capital Partners LLP, based on Form 13F filings with the SEC.

Stay updated on Albar Capital Partners LLP with notifications on news.