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ALBAR CAPITAL LTD

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LONDON X0 Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Albar Capital LTD is based out of London. Albar Capital LTD is a registered investment advisory firm Their last reported 13F filing for Q4 2023 included $466,765,382 in managed 13F securities and a top 10 holdings concentration of 56.15%. Albar Capital LTD's largest holding is Microsoft Corp. with shares held of 127,092. Whalewisdom has at least 22 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

Name % Change
NVDA NVIDIA Corp. 8.01%
EMR Emerson Electric Co. 5.86%
APTV Aptiv PLC 4.47%
HON Honeywell Internatio 4.09%
NXPI NXP Semiconductors N 3.88%

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 10.24%
NVDA NVIDIA Corp. 6.33%
GE General Electric Co 6.22%
SHW Sherwin-Williams Co. 5.49%
OLED Universal Display Co 5.45%

2023-12-31

13F Activity

Market Value $467m, Prior: $353m
New Purchases 16 stocks
Added To 9 stocks
Sold out of 25 stocks
Reduced holdings in 9 stocks
Top 10 Holdings % 56.15%
Turnover %[1] 120.59%
Turnover Alt %[2] 38.33%
Time Held Top 20 0.75 quarters
Time Held Top 10 0.8 quarters
Time Held All 1.76 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance