Position in ECL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$225,709,761
+$196,846,325 QoQ
Shares Held
810,128
+646.7% QoQ
Ownership
0.289%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#53
of 1,701 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ECL Over Time
Shares Held
Position Value (USD)
Derivatives in ECL
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$663,858
PutShares
2,600
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, 2026Balyasny Asset Management L.P. holds $840,337,228 across 29 Specialty Chemicals names. ECL ranks #1 (26.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
This page
|
810,128 | $225,709,761 | |
| 2 | SHW |
Sherwin Williams Co
|
586,345 | $201,890,310 | |
| 3 | RPM |
Rpm International Inc/De/
|
1,146,089 | $127,387,792 | |
| 4 | ESI |
Element Solutions Inc
|
1,759,552 | $84,018,608 | |
| 5 | WLK |
Westlake Corp
|
625,859 | $45,687,707 | |
| 6 | LIN |
Linde PLC
|
79,911 | $41,469,014 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
375,521 | $33,271,160 | |
| 8 | APD |
Air Products & Chemicals, Inc.
|
102,043 | $29,916,966 |
All Filings in ECL
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,709,761 | 810,128 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $28,863,436 | 108,501 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,001,513 | 3,815 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $183,699,263 | 670,778 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $61,088,784 | 226,725 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $33,360,189 | 131,588 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $17,974,687 | 76,710 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $663,858 | 2,600 | Put | Sole | 2024-11-14 | |
| 2024-06-30 | $618,800 | 2,600 | Put | Sole | 2024-08-14 | |
| 2024-03-31 | $600,340 | 2,600 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $50,818,550 | 220,089 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $388,170 | 1,957 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $200,400 | 1,183 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $52,381,106 | 280,578 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $58,314,398 | 352,289 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $560,260 | 3,849 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $2,818,500 | 19,516 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $31,872,141 | 207,285 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $37,972,935 | 215,071 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $6,762,625 | 32,416 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $16,093,259 | 78,134 | Shares | Sole | 2021-08-16 | |
| 2020-03-31 | $886,828 | 5,691 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||