Position in CLMT
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,363,465
-$22,741 QoQ
Shares Held
37,853
-2.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#77
of 187 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CLMT Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Valeo Financial Advisors, LLC holds $6,074,125 across 9 Specialty Chemicals names. CLMT ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
3,197 | $1,659,051 | |
| 2 | CLMT |
Calumet, Inc. /DE
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|
37,853 | $1,363,465 | |
| 3 | ECL |
Ecolab Inc.
|
2,926 | $815,212 | |
| 4 | APD |
Air Products & Chemicals, Inc.
|
2,619 | $767,838 | |
| 5 | SHW |
Sherwin Williams Co
|
1,856 | $639,057 | |
| 6 | EMN |
Eastman Chemical Co
|
5,120 | $342,937 | |
| 7 | PPG |
Ppg Industries Inc
|
1,933 | $234,453 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
2,643 | $234,169 |
All Filings in CLMT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,363,465 | 37,853 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,386,206 | 38,613 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $767,240 | 38,613 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $704,687 | 38,613 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $607,831 | 38,568 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $502,647 | 39,641 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $872,894 | 39,641 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $706,402 | 39,641 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||