What smart money is saying about Albemarle Corporation
1 fund in our archive has pitched Albemarle Corporation — most recently Hardman Johnston Global Equity in March 2026.
Albemarle Corporation stands as a global innovator, producing and distributing a diverse portfolio of engineered specialty chemicals. Its business operations are divided into three principal segments: Lithium, Bromine, and Catalysts. The Lithium division supplies a variety of lithium compounds, including lithium carbonate, hydroxide, and chloride, alongside critical reagents like butyllithium. These materials are vital for manufacturing lithium-ion batteries found in electric vehicles and consumer electronics, as well as for high-performance greases, thermoplastic elastomers used in tires and plastics, and as catalysts for chemical reactions, organic synthesis in areas like steroid chemistry, vitamins, and the pharmaceutical industry. This segment also delivers cesium products for chemical and pharmaceutical applications, zirconium, barium, and titanium for pyrotechnic devices such as airbag initiators, offers expert technical services for the safe handling of reactive lithium products, and provides recycling solutions for lithium-containing by-products. The Bromine segment focuses on bromine and bromine-based fire safety compounds. It produces an array of specialty chemicals, including elemental bromine, various bromides, and brominated powdered activated carbon, which are utilized in chemical synthesis, fluids for oil and gas drilling, mercury emission control, water purification, and food processing. Additionally, it provides tertiary amines, which serve as key ingredients in surfactants, biocides, and sanitizers. Finally, the Catalysts segment offers a range of catalytic agents, including those for hydroprocessing, isomerization, and alkylation, alongside fluidized catalytic cracking (FCC) catalysts and additives, as well as organometallics and curatives. Albemarle's products are integral to numerous industries, including energy storage, petroleum refining, consumer electronics, construction, automotive, lubricants, pharmaceuticals, and crop protection. Established in 1887, the company's headquarters are located in Charlotte, North Carolina.
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Position history
Between Q1 2026 and Q2 2026, 5 fund letters reported a position in Albemarle Corporation — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 0 | 0 |
| Q1 2026 | 3 | 1 | 0 | 1 |
Fund activity · 5 positions · 1 move
Listed in Hardman Johnston Global Equity (Hardman Johnston Global Advisors)’s reported holdings.
Albemarle Corporation- June 2026
“Detractors include Albemarle Corp., SLB Ltd., and EOG Resources, Inc.”
Albemarle Corporation - March 2026
“Portfolio Holdings Data as of March 31, 2026. Source: FactSet, Hardman Johnston Global Advisors LLC®. The data shown is of a representative portfolio for the Hardman Johnston Select Equity strategy and is for informational purposes only and is not indicative of future portfolio characteristics/returns. Actual results may vary for each client due to specific client guidelines and other factors. The representative portfolio was chosen as most representative of the Select Equity strategy. Future investments may or may not be profitable. C ountry We ig ht ( %) Indus try Communicat ion Serv ices 8.1 Alphabet Inc. United States 7.1 Interactive Media & Services Comcast Corp. United States 0.9 Diversified Telecommunication Services Versant Media Group, Inc. United States 0.1 Media Consumer Discret ionary 2.7 SharkNinja, Inc. United States 2.7 Household Durables Consumer St aples 0.8 Estee Lauder Companies Inc. United States 0.8 Personal Care Products Energy 1.9 Cameco Corporation Canada 1.9 Oil, Gas & Consumable Fuels Financials 9.7 Charles Schwab Corp United States 3.0 Capital Markets Marsh & McLennan Cos. Inc. United States 3.0 Insurance Mastercard Inc. United States 3.8 Financial Services H ealt h Care 17.9 AstraZeneca plc United Kingdom 3.5 Pharmaceuticals Becton, Dickinson & Co. United States 1.4 Health Care Equipment & Supplies Edwards Lifesciences Corp. United States 2.8 Health Care Equipment & Supplies Illumina, Inc. United States 2.0 Life Sciences Tools & Services IQVIA Holdings Inc. United States 1.9 Life Sciences Tools & Services Medtronic plc United States 1.7 Health Care Equipment & Supplies UnitedHealth Group Inc. United States 1.0 Health Care Providers & Services Vertex Pharmaceuticals Inc. United States 3.2 Biotechnology Waters Corporation United States 0.5 Life Sciences Tools & Services I ndust rials 23.4 Automatic Data Processing, Inc. United States 1.5 Professional Services Curtiss-Wright Corporation United States 5.9 Aerospace & Defense Howmet Aerospace, Inc. United States 7.0 Aerospace & Defense Stanley Black & Decker Inc. United States 2.0 Machinery Vertiv Holdings Co. United States 7.0 Electrical Equipment I nformat ion Technology 25.3 Adobe Inc. United States 1.2 Software Advanced Energy Industries United States 4.3 Electronic Equipment, Instruments & Components Apple Inc. United States 5.0 Technology Hardware, Storage & Peripherals ASML Holding N.V. Netherlands 4.0 Semiconductors & Semiconductor Equipment Microsoft Corp. United States 3.4 Software NVIDIA Corp. United States 6.0 Semiconductors & Semiconductor Equipment Universal Display Corp. United States 1.5 Semiconductors & Semiconductor Equipment Mat erials 6.5 Albemarle Corp. United States 1.6 Chemicals”
Albemarle Corporation - March 2026
“Mat erials 10.1 Albemarle Corp. United States 2.7 Chemicals”
Albemarle Corporation - New positionHardman Johnston Global EquityMarch 2026
“During the quarter, we initiated five new positions - Albemarle Corporation, Broadcom Inc., SLB Limited, TechnipFMC plc., and UCB S.A. We established a new position in ALB, a global leader in lithium with Tier 1, low-cost assets, in particular in the Chilean salar and Western Australia.”
Albemarle Corporation
Fund coverage · 1 thesis
- Hardman Johnston Global EquityMarch 2026
Albemarle Corporation is a low-cost lithium leader positioned to benefit from secular battery demand and a tightening supply backdrop.
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