Position in ASPN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$277,165
-$233,690 QoQ
Shares Held
43,717
-70.7% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#80
of 179 holders
Holding Since
Dec 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ASPN Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $840,409,603 across 30 Specialty Chemicals names. ASPN ranks #27 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
810,128 | $225,709,761 | |
| 2 | SHW |
Sherwin Williams Co
|
586,345 | $201,890,310 | |
| 3 | RPM |
Rpm International Inc/De/
|
1,146,089 | $127,387,792 | |
| 4 | ESI |
Element Solutions Inc
|
1,759,552 | $84,018,608 | |
| 5 | WLK |
Westlake Corp
|
625,859 | $45,687,707 | |
| 6 | LIN |
Linde PLC
|
79,911 | $41,469,014 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
375,521 | $33,271,160 | |
| 8 | APD |
Air Products & Chemicals, Inc.
|
102,043 | $29,916,966 |
All Filings in ASPN
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,165 | 43,717 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $510,855 | 149,373 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $349,866 | 59,099 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,001,619 | 156,748 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $2,938,822 | 106,133 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $260,133 | 16,485 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $5,068,532 | 429,901 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $4,160,850 | 83,568 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||