Position in ESI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$84,018,608
+$77,102,335 QoQ
Shares Held
1,759,552
+547.0% QoQ
Ownership
0.722%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#37
of 499 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ESI Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $840,337,228 across 29 Specialty Chemicals names. ESI ranks #4 (10.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
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
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|
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 ESI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,018,608 | 1,759,552 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $6,916,273 | 271,973 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,181,277 | 117,131 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $3,294,950 | 142,392 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $855,993 | 44,583 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $553,926 | 28,686 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $186,647 | 10,261 | Shares | Other | 2023-02-14 | |
| 2021-12-31 | $27,247,258 | 1,122,210 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $31,093,824 | 1,434,217 | Shares | Sole | 2021-12-01 | |
| 2020-12-31 | $2,143,432 | 120,893 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $17,935,241 | 1,706,493 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $7,180,584 | 661,805 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $5,147,452 | 615,724 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||