Position in ASH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$23,869,179
+$18,914,328 QoQ
Shares Held
362,258
+306.6% QoQ
Ownership
0.791%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#28
of 353 holders
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ASH Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Gotham Asset Management, LLC holds $661,735,271 across 29 Specialty Chemicals names. ASH ranks #14 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEU |
Newmarket Corp
|
130,865 | $103,545,622 | |
| 2 | DD |
DuPont de Nemours, Inc.
|
545,827 | $74,035,974 | |
| 3 | ESI |
Element Solutions Inc
|
1,378,062 | $65,802,460 | |
| 4 | ECL |
Ecolab Inc.
|
195,095 | $54,355,417 | |
| 5 | AXTA |
Axalta Coating Systems Ltd.
|
1,456,234 | $49,832,327 | |
| 6 | LIN |
Linde PLC
|
78,266 | $40,615,358 | |
| 7 | LYB |
LyondellBasell Industries N.V.
|
705,700 | $37,155,105 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
396,271 | $35,109,610 |
All Filings in ASH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,869,179 | 362,258 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,954,851 | 89,100 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,831,506 | 133,484 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $10,882,181 | 227,138 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,068,054 | 80,908 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,931,297 | 49,440 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,212,127 | 44,950 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,325,316 | 26,737 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,104,682 | 11,691 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,020,827 | 10,484 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $580,826 | 7,111 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $256,608 | 2,702 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,874,058 | 47,298 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $360,672 | 3,665 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $921,784 | 8,562 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,127,991 | 12,657 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $895,825 | 10,238 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,311,132 | 14,770 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $398,455 | 5,031 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $554,665 | 7,821 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $699,637 | 10,125 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,223,150 | 124,289 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||