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Michael Perry

Albar Capital Partners Llp

Assets Managed
$618.09M
Holdings
36
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
46.14%(2Q avg: 21.25%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Albar Capital Partners Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 36 positions.

Assets under management

The assets under management (AUM) of Albar Capital Partners Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 618.09M in assets, with a quarterly growth rate of 46.14% and a 2-quarter average growth rate of 21.25%. The portfolio is managed by Michael Perry, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Increased 51.27%
12.07%
$74.591M
220,716 shares@ $337.95 avg price
CARR
Carrier Global Corp
Recent Activity
Increased 1133.8%
7.56%
$46.727M
829,811 shares@ $56.31 avg price
DOV
Dover Corp
Recent Activity
Increased 40.29%
7.1%
$43.834M
210,286 shares@ $208.46 avg price
CRH
Crh Plc
Recent Activity
Increased 19.79%
6.7%
$41.385M
393,691 shares@ $105.13 avg price
CMI
Cummins Inc
Recent Activity
New Position
6.65%
$41.067M
76,330 shares@ $538.03 avg price
APD
Air Products & Chemicals Inc
Recent Activity
New Position
6.6%
$40.743M
140,257 shares@ $290.5 avg price
FCX
Freeport-mcmoran Inc
Recent Activity
Decreased -36.93%
5.8%
$35.803M
609,102 shares@ $58.79 avg price
RRX
Regal Rexnord Corp
Recent Activity
Decreased -5.88%
3.56%
$21.951M
117,220 shares@ $187.26 avg price
HUBB
Hubbell Inc
Recent Activity
New Position
3.46%
$21.368M
43,543 shares@ $490.75 avg price
ADI
Analog Devices Inc
Recent Activity
Increased 119.43%
3.39%
$20.94M
65,820 shares@ $318.15 avg price

1-10 of 36