Position in ASH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$147,527
-$34,702 QoQ
Shares Held
2,239
-27.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#244
of 353 holders
Holding Since
Dec 2024
5 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, 2026Bayforest Capital Ltd holds $2,304,936 across 16 Specialty Chemicals names. ASH ranks #5 (6.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRM |
Perimeter Solutions, Inc.
|
14,719 | $524,732 | |
| 2 | FUL |
Fuller H B Co
|
3,728 | $217,305 | |
| 3 | WLK |
Westlake Corp
|
2,728 | $199,144 | |
| 4 | CLMT |
Calumet, Inc. /DE
|
4,229 | $152,328 | |
| 5 | ASH |
Ashland Inc.
This page
|
2,239 | $147,527 | |
| 6 | ALB |
Albemarle Corp
|
1,076 | $145,292 | |
| 7 | SHW |
Sherwin Williams Co
|
417 | $143,581 | |
| 8 | SXT |
Sensient Technologies Corp
|
1,091 | $134,509 |
All Filings in ASH
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,527 | 2,239 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $182,229 | 3,106 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $206,731 | 4,315 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $233,500 | 4,644 | Shares | Sole | 2025-07-28 | |
| 2024-12-31 | $71,960 | 1,007 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||