Position in DD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$271,568,350
+$75,633,753 QoQ
Shares Held
1,976,480
+21.7% QoQ
Ownership
0.482%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.49615478021532.ToString("F0")%
Shared 0.ToString("F0")%
None 2.5038452197846675.ToString("F0")%
Common Shares in DD Over Time
Shares Held
Position Value (USD)
Derivatives in DD
reported options exposure · as of Mar 31, 2026CallValue
$13,740
CallShares
100
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 Mar 31, 2026WELLS FARGO & COMPANY/MN holds $4,320,203,150 across 52 Specialty Chemicals names. DD ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
3,784,457 | $1,876,182,399 | |
| 2 | SHW |
Sherwin Williams Co
|
2,020,293 | $647,604,919 | |
| 3 | APD |
Air Products & Chemicals, Inc.
|
1,587,535 | $461,163,039 | |
| 4 | ECL |
Ecolab Inc.
|
1,621,173 | $431,264,439 | |
| 5 | DD |
DuPont de Nemours, Inc.
This page
|
1,976,480 | $271,568,350 | |
| 6 | PPG |
Ppg Industries Inc
|
1,683,672 | $179,950,861 | |
| 7 | ALB |
Albemarle Corp
|
446,308 | $80,125,672 | |
| 8 | LYB |
LyondellBasell Industries N.V.
|
692,069 | $55,753,076 |
All Filings in DD
Export CSV
35 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $271,568,350 | 1,976,480 | Shares | Defined | 2026-05-11 | |
| 2026-03-31 | $13,740 | 100 | Call | Defined | 2026-05-11 | |
| 2025-12-31 | $195,934,597 | 1,624,665 | Shares | Defined | 2026-02-13 | |
| 2025-12-31 | $12,060 | 100 | Call | Defined | 2026-02-13 | |
| 2025-09-30 | $147,965,499 | 1,513,212 | Shares | Defined | 2025-11-13 | |
| 2025-09-30 | $4,898,898 | 50,100 | Call | Defined | 2025-11-13 | |
| 2025-06-30 | $122,303,007 | 1,420,539 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $137,221,144 | 1,463,839 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $131,617,584 | 1,375,152 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $150,593,980 | 1,346,349 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $128,100,271 | 1,267,899 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $146,314,179 | 1,520,329 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $153,601,150 | 1,590,652 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $158,128,306 | 1,688,907 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $160,238,381 | 1,786,907 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $159,799,717 | 1,773,820 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $154,632,700 | 1,794,999 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $125,522,697 | 1,984,122 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $141,442,140 | 2,027,388 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $200,072,567 | 2,166,230 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $209,381,272 | 2,064,955 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $176,015,789 | 2,062,449 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $201,667,051 | 2,075,460 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $13,464,182 | 138,800 | Call | Defined | 2021-05-13 | |
| 2021-03-31 | $223,364,003 | 2,302,622 | Shares | Defined | 2021-05-13 | |
| 2021-03-31 | $19,400 | 200 | Put | Defined | 2021-05-13 | |
| 2020-12-31 | $9,711,422 | 108,800 | Put | Defined | 2021-02-09 | |
| 2020-12-31 | $15,852,469 | 177,600 | Call | Defined | 2021-02-09 | |
| 2020-12-31 | $231,596,722 | 2,594,648 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $19,471,399 | 279,600 | Put | Defined | 2020-11-05 | |
| 2020-09-30 | $161,400,213 | 2,317,630 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $593,544 | 8,900 | Put | Defined | 2020-08-13 | |
| 2020-06-30 | $180,737,717 | 2,710,101 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $107,008,418 | 2,500,004 | Shares | Defined | 2020-05-14 | |
| 2020-03-31 | $479,396 | 11,200 | Put | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||