Position in ECL
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$616,285
+$32,372 QoQ
Shares Held
2,212
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1,001
of 1,701 holders
Holding Since
Mar 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ECL Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Davis Capital Management holds $632,823 across 22 Specialty Chemicals names. ECL ranks #1 (97.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
This page
|
2,212 | $616,285 | |
| 2 | LIN |
Linde PLC
|
13 | $6,746 | |
| 3 | SHW |
Sherwin Williams Co
|
7 | $2,410 | |
| 4 | APD |
Air Products & Chemicals, Inc.
|
6 | $1,759 | |
| 5 | PPG |
Ppg Industries Inc
|
11 | $1,334 | |
| 6 | ESI |
Element Solutions Inc
|
13 | $620 | |
| 7 | IFF |
International Flavors & Fragrances Inc
|
7 | $554 | |
| 8 | DD |
DuPont de Nemours, Inc.
|
3 | $406 |
All Filings in ECL
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,285 | 2,212 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $583,913 | 2,195 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $575,181 | 2,191 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $603,587 | 2,204 | Shares | Sole | 2025-10-21 | |
| 2025-03-31 | $557,744 | 2,200 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $515,504 | 2,200 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $569,896 | 2,232 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $531,216 | 2,232 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $515,368 | 2,232 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $442,717 | 2,232 | Shares | Sole | 2024-02-14 | |
| 2020-06-30 | $716,418 | 3,601 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $591,530 | 3,796 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||