Albar Capital Ltd
- SEC CIK
- 0001732621
- Latest filing
- Nov 14, 2025
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 15, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 28
- −3 vs. Q1 2022
- Portfolio value
- $267.9M
- +$28.0M (+11.7%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| HWMHowmet Aerospace Inc. | Stock | 973,716 | $30.6M | 11.4% | +727,096+294.8% | Added | History |
| RTXRTX Corp | Stock | 294,156 | $28.3M | 10.6% | +294,156 | New | History |
| CTVACorteva, Inc. | Stock | 468,766 | $25.4M | 9.5% | +256,070+120.4% | Added | History |
| ADIAnalog Devices Inc | Stock | 123,048 | $18.0M | 6.7% | +123,048 | New | History |
| ITTItt Inc. | COM | 237,437 | $16.0M | 6.0% | +194,621+454.6% | Added | History |
| ASHAshland Inc. | COM | 138,490 | $14.3M | 5.3% | +138,490 | New | History |
| FMCFMC Corp | COM NEW | 131,011 | $14.0M | 5.2% | +1,269+1.0% | Added | History |
| IFFInternational Flavors & Fragrances Inc | COM | 108,438 | $12.9M | 4.8% | +108,438 | New | History |
| AVYAvery Dennison Corp | COM | 77,624 | $12.6M | 4.7% | +77,624 | New | History |
| VCVisteon Corp | COM NEW | 111,087 | $11.5M | 4.3% | +111,087 | New | History |
| EMREmerson Electric Co | Stock | 127,145 | $10.1M | 3.8% | +4,755+3.9% | Added | History |
| LINLinde PLC | SHS | 34,887 | $10.0M | 3.7% | +8,884+34.2% | Added | History |
| MSFTMicrosoft Corp | Stock | 35,712 | $9.17M | 3.4% | +35,712 | New | History |
| MGAMagna International Inc | COM | 125,830 | $6.91M | 2.6% | +125,830 | New | History |
| STMSTMicroelectronics N.V. | NY REGISTRY | 211,281 | $6.65M | 2.5% | +162,851+336.3% | Added | History |
| ARMKAramark | COM | 196,590 | $6.02M | 2.2% | +196,590 | New | History |
| FASTFastenal Co | Stock | 108,171 | $5.40M | 2.0% | +108,171 | New | History |
| DEDeere & Co | Stock | 16,097 | $4.82M | 1.8% | +16,097 | New | History |
| OTISOtis Worldwide Corp | Stock | 52,422 | $3.71M | 1.4% | +52,422 | New | History |
| HXLHexcel Corp | COM | 62,513 | $3.27M | 1.2% | +62,513 | New | History |
| CNHCNH Industrial N.V. | SHS | 277,879 | $3.22M | 1.2% | +277,879 | New | History |
| MRVLMarvell Technology, Inc. | COM | 56,784 | $2.47M | 0.9% | −18,607−24.7% | Reduced | History |
| CFCF Industries Holdings, Inc. | COM | 28,192 | $2.42M | 0.9% | +21,037+294.0% | Added | History |
| MCHPMicrochip Technology Inc | Stock | 41,278 | $2.40M | 0.9% | −38,358−48.2% | Reduced | History |
| ALKAlaska Air Group, Inc. | COM | 57,847 | $2.32M | 0.9% | +57,847 | New | History |
| DALDelta Air Lines, Inc. | COM NEW | 74,928 | $2.17M | 0.8% | +74,928 | New | History |
| ASMLASML Holding NV | ADR | 3,926 | $1.87M | 0.7% | +3,926 | New | History |
| iShares Semiconductor ETF464287523 | ETF | 4,031 | $1.41M | 0.5% | +4,031 | New | – |
Sold out since Q1 2022 (21)
Positions held at the end of Q1 2022 that are gone from this filing.
| Security | Class | Shares in Q1 2022 | Value in Q1 2022 | % of portfolio in Q1 2022 | History |
|---|---|---|---|---|---|
| IRIngersoll Rand Inc. | COM | 518,996 | $26.1M | 10.9% | History |
| JCIJohnson Controls International plc | Stock | 273,882 | $18.0M | 7.5% | History |
| GWWW.W. Grainger, Inc. | Stock | 31,984 | $16.5M | 6.9% | History |
| ALBAlbemarle Corp | Stock | 68,532 | $15.2M | 6.3% | History |
| ALLEAllegion plc | ORD SHS | 87,048 | $9.56M | 4.0% | History |
| ESIElement Solutions Inc | COM | 417,673 | $9.15M | 3.8% | History |
| TXTTextron Inc | COM | 111,503 | $8.29M | 3.5% | History |
| DOWDow Inc. | Stock | 113,576 | $7.24M | 3.0% | History |
| HONHoneywell International Inc | COM | 29,317 | $5.71M | 2.4% | History |
| OSKOshkosh Corp | COM | 54,916 | $5.53M | 2.3% | History |
| URIUnited Rentals, Inc. | COM | 15,445 | $5.49M | 2.3% | History |
| PHParker-Hannifin Corp | Stock | 18,944 | $5.38M | 2.2% | History |
| AAPLApple Inc. | Stock | 30,048 | $5.25M | 2.2% | History |
| SYNASYNAPTICS Inc | Stock | 24,463 | $4.88M | 2.0% | History |
| ETNEaton Corp plc | Stock | 30,945 | $4.70M | 2.0% | History |
| AGCOAGCO Corp | COM | 10,365 | $3.74M | 1.6% | History |
| NVDANVIDIA Corp | Stock | 13,628 | $3.72M | 1.6% | History |
| QCOMQualcomm Inc | Stock | 22,407 | $3.42M | 1.4% | History |
| NTRNutrien Ltd. | COM | 24,638 | $2.56M | 1.1% | History |
| GEGeneral Electric Co | Stock | 23,392 | $2.14M | 0.9% | History |
| AMATApplied Materials Inc | Stock | 11,197 | $1.48M | 0.6% | History |