Informed Momentum Co LLC

Position in CLMT — Calumet, Inc. /DE

CIK 1510989 Solana Beach, CA

Position in CLMT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$3,702,027

-$1,743,715 QoQ

Shares Held

102,777

-32.2% QoQ

Ownership

0.117%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#51

of 187 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Basic Materials · as of Jun 30, 2026

Informed Momentum Co LLC holds $13,057,447 across 4 Specialty Chemicals names. CLMT ranks #2 (28.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESI	Element Solutions Inc	123,071	$5,876,640
2	CLMT	Calumet, Inc. /DE This page	102,777	$3,702,027
3	SXT	Sensient Technologies Corp	22,962	$2,830,984
4	CMT	Core Molding Technologies Inc	27,449	$647,796

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,702,027	102,777	-32.2%	Shares	Sole	2026-08-13
2026-03-31	$5,445,742	151,692	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.