Position in ASIX
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,440,000
New position
Shares Held
100,000
first reported quarter
Ownership
0.371%
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in Chemicals
Basic Materials · as of Mar 31, 2026Walnut Level Capital LLC holds $27,272,540 across 10 Chemicals names. ASIX ranks #4 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MEOH |
Methanex Corp
|
173,725 | $10,343,586 | |
| 2 | CE |
Celanese Corp
|
70,000 | $4,603,900 | |
| 3 | REX |
REX AMERICAN RESOURCES Corp
|
71,172 | $3,243,308 | |
| 4 | ASIX |
AdvanSix Inc.
This page
|
100,000 | $2,440,000 | |
| 5 | TROX |
Tronox Holdings plc
|
180,000 | $1,758,600 | |
| 6 | GPRE |
Green Plains Inc.
|
89,731 | $1,476,074 | |
| 7 | OLN |
OLIN Corp
|
40,000 | $1,189,200 | |
| 8 | HUN |
Huntsman CORP
|
85,000 | $1,131,350 |
All Filings in ASIX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,440,000 | 100,000 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||