Position in DD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,327,089
+$901,190 QoQ
Shares Held
38,771
+5.6% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in DD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026CWM, LLC holds $108,172,137 across 48 Specialty Chemicals names. DD ranks #6 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALB |
Albemarle Corp
|
195,063 | $35,019,660 | |
| 2 | LIN |
Linde PLC
|
28,964 | $14,359,192 | |
| 3 | ECL |
Ecolab Inc.
|
29,820 | $7,932,716 | |
| 4 | IFF |
International Flavors & Fragrances Inc
|
98,000 | $7,109,900 | |
| 5 | AXTA |
Axalta Coating Systems Ltd.
|
226,981 | $6,287,373 | |
| 6 | DD |
DuPont de Nemours, Inc.
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|
38,771 | $5,327,089 | |
| 7 | LYB |
LyondellBasell Industries N.V.
|
55,580 | $4,477,524 | |
| 8 | SHW |
Sherwin Williams Co
|
12,126 | $3,886,989 |
All Filings in DD
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,327,089 | 116,312 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,425,899 | 110,097 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $7,443,420 | 95,551 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $4,638,602 | 67,628 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,345,549 | 31,408 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $2,561,542 | 33,594 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,759,470 | 30,967 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,816,901 | 22,573 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,573,268 | 20,520 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $1,526,291 | 19,840 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,786,355 | 23,949 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,561,963 | 21,864 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $907,603 | 12,646 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $612,316 | 8,922 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $466,956 | 9,265 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $483,990 | 8,708 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $623,884 | 8,479 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $487,345 | 6,033 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $421,497 | 5,445 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $420,789 | 5,445 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $387,193 | 5,445 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $302,088 | 5,445 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $289,292 | 5,445 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $185,674 | 5,445 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||