Sagewood Asset Management LP

Position in BCPC — Balchem Corp

CIK 1693636 NEW YORK, NY

Position in BCPC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,142,946

-$229,842 QoQ

Shares Held

6,765

-16.5% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#180

of 415 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Sagewood Asset Management LP holds $2,412,855 across 5 Specialty Chemicals names. BCPC ranks #1 (47.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BCPC	Balchem Corp This page	6,765	$1,142,946
2	PPG	Ppg Industries Inc	3,354	$406,806
3	LIN	Linde PLC	700	$363,258
4	DD	DuPont de Nemours, Inc.	1,902	$257,987
5	IFF	International Flavors & Fragrances Inc	3,053	$241,858

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,142,946	6,765	-16.5%	Shares	Sole	2026-07-29
2026-03-31	$1,372,788	8,100	0.0%	Shares	Sole	2026-05-13
2025-12-31	$1,242,216	8,100	—	Shares	Sole	2026-02-17
No filing history on record for this holder in this stock.