Position in ASH
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,453,229
+$2,671,510 QoQ
Shares Held
52,409
+293.3% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#73
of 353 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ASH Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Oak Thistle LLC holds $15,336,391 across 10 Specialty Chemicals names. ASH ranks #1 (22.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASH |
Ashland Inc.
This page
|
52,409 | $3,453,229 | |
| 2 | ECL |
Ecolab Inc.
|
9,350 | $2,605,003 | |
| 3 | DD |
DuPont de Nemours, Inc.
|
18,480 | $2,506,627 | |
| 4 | LYB |
LyondellBasell Industries N.V.
|
34,237 | $1,802,578 | |
| 5 | NEU |
Newmarket Corp
|
1,438 | $1,137,803 | |
| 6 | AXTA |
Axalta Coating Systems Ltd.
|
32,301 | $1,105,340 | |
| 7 | EMN |
Eastman Chemical Co
|
14,779 | $989,897 | |
| 8 | IFF |
International Flavors & Fragrances Inc
|
9,439 | $747,757 |
All Filings in ASH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,453,229 | 52,409 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $781,719 | 13,324 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,447,409 | 30,211 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $560,521 | 11,148 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $1,326,369 | 18,561 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,157,396 | 13,308 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $268,351 | 2,840 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $524,142 | 5,383 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $536,380 | 6,362 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $626,975 | 7,676 | Shares | Sole | 2023-10-18 | |
| No filing history on record for this holder in this stock. | ||||||