Position in ALB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,261,816
+$3,369,732 QoQ
Shares Held
31,562
+535.2% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#208
of 935 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALB Over Time
Shares Held
Position Value (USD)
Derivatives in ALB
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$2,121,600
PutShares
15,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Polymer Capital Management (US) LLC holds $8,107,100 across 7 Specialty Chemicals names. ALB ranks #1 (52.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALB |
Albemarle Corp
This page
|
31,562 | $4,261,816 | |
| 2 | WLK |
Westlake Corp
|
14,143 | $1,032,439 | |
| 3 | EMN |
Eastman Chemical Co
|
14,584 | $976,836 | |
| 4 | SOLS |
Solstice Advanced Materials Inc.
|
6,525 | $578,115 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
3,999 | $542,424 | |
| 6 | APD |
Air Products & Chemicals, Inc.
|
1,677 | $491,662 | |
| 7 | SHW |
Sherwin Williams Co
|
650 | $223,808 |
All Filings in ALB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,261,816 | 31,562 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $892,084 | 4,969 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,121,600 | 15,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $745,105 | 5,268 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,675,600 | 70,000 | Call | Sole | 2025-11-14 | |
| 2025-09-30 | $1,024,851 | 12,640 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,880,100 | 30,000 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $4,700,250 | 75,000 | Put | Sole | 2025-08-14 | |
| 2025-06-30 | $88,803 | 1,417 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,440,400 | 20,000 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $7,706 | 107 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||