Position in DD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$85,610,948
-$4,911,833 QoQ
Shares Held
631,163
-4.2% QoQ
Ownership
0.467%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#34
of 1,029 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in DD Over Time
Shares Held
Position Value (USD)
Derivatives in DD
reported options exposure · as of Jun 30, 2026CallValue
$746,020
CallShares
5,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $4,280,297,793 across 52 Specialty Chemicals names. DD ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
3,827,860 | $1,986,429,665 | |
| 2 | SHW |
Sherwin Williams Co
|
1,939,618 | $667,849,266 | |
| 3 | ECL |
Ecolab Inc.
|
1,656,724 | $461,579,871 | |
| 4 | APD |
Air Products & Chemicals, Inc.
|
1,545,635 | $453,149,267 | |
| 5 | PPG |
Ppg Industries Inc
|
1,546,062 | $187,521,858 | |
| 6 | DD |
DuPont de Nemours, Inc.
This page
|
631,163 | $85,610,948 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
660,998 | $58,564,419 | |
| 8 | RPM |
Rpm International Inc/De/
|
489,918 | $54,454,383 |
All Filings in DD
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,020 | 5,500 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $85,610,948 | 631,163 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $90,522,781 | 1,976,480 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $4,579 | 100 | Call | Defined | 2026-05-11 | |
| 2025-12-31 | $65,311,531 | 1,624,665 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $4,019 | 100 | Call | Defined | 2026-02-13 | |
| 2025-09-30 | $117,879,180 | 1,513,212 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $3,902,788 | 50,100 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $97,434,729 | 1,420,539 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $109,319,509 | 1,463,839 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $104,855,342 | 1,375,152 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $119,973,203 | 1,346,349 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $102,053,216 | 1,267,899 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $116,563,630 | 1,520,329 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $122,368,915 | 1,590,652 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $125,975,549 | 1,688,907 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $127,656,576 | 1,786,907 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $127,307,107 | 1,773,820 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $123,190,717 | 1,794,999 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $99,999,748 | 1,984,122 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $112,682,238 | 2,027,388 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $159,391,144 | 2,166,230 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $166,807,079 | 2,064,955 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $140,225,911 | 2,062,449 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $160,661,415 | 2,075,460 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $10,726,465 | 138,800 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $177,946,654 | 2,302,622 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $15,456 | 200 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $26,000 | 108,800 | Put | Defined | 2021-02-09 | |
| 2020-12-31 | $167,000 | 177,600 | Call | Defined | 2021-02-09 | |
| 2020-12-31 | $184,505,387 | 2,594,648 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $369,000 | 279,600 | Put | Defined | 2020-11-05 | |
| 2020-09-30 | $128,582,169 | 2,317,630 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $18,000 | 8,900 | Put | Defined | 2020-08-13 | |
| 2020-06-30 | $143,987,713 | 2,710,101 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $85,250,039 | 2,500,004 | Shares | Defined | 2020-05-14 | |
| 2020-03-31 | $381,919 | 11,200 | Put | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||