LOCUST WOOD CAPITAL ADVISERS, LLC

Position in ESI — Element Solutions Inc

CIK 1349434 New York, NY

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Position in ESI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$168,770,083

+$17,921,469 QoQ

Shares Held

3,534,452

-20.0% QoQ

Ownership

1.45%

of shares outstanding

% of Portfolio

4.09%

of 13F equity value

Holder Rank

#15

of 499 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 70% Shared 0% None 30%

Common Shares in ESI Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

LOCUST WOOD CAPITAL ADVISERS, LLC holds $460,001,268 across 3 Specialty Chemicals names. ESI ranks #2 (36.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LIN	Linde PLC	341,028	$176,973,070
2	ESI	Element Solutions Inc This page	3,534,452	$168,770,083
3	SHW	Sherwin Williams Co	331,837	$114,258,115

All Filings in ESI

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$168,770,083	3,534,452	-20.0%	Shares	Sole	2026-08-10
2026-03-31	$150,848,614	4,418,530	-8.7%	Shares	Sole	2026-05-15
2025-12-31	$120,891,898	4,837,611	+2.4%	Shares	Sole	2026-02-11
2025-09-30	$118,864,418	4,722,464	+9.6%	Shares	Sole	2025-10-30
2025-06-30	$97,590,469	4,308,630	+17.1%	Shares	Sole	2025-08-13
2025-03-31	$83,214,951	3,680,449	+15.9%	Shares	Sole	2025-05-12
2024-12-31	$80,726,670	3,174,466	+11.4%	Shares	Sole	2025-02-13
2024-09-30	$77,383,430	2,849,169	+4.7%	Shares	Sole	2024-11-13
2024-06-30	$73,775,024	2,720,318	+3.7%	Shares	Sole	2024-08-12
2024-03-31	$65,518,793	2,622,850	-2.9%	Shares	Sole	2024-05-08
2023-12-31	$62,496,812	2,700,813	+5.9%	Shares	Sole	2024-02-07
2023-09-30	$50,010,324	2,550,246	+11.9%	Shares	Sole	2023-11-08
2023-06-30	$43,761,830	2,279,262	+1.3%	Shares	Sole	2023-08-08
2023-03-31	$43,442,402	2,249,736	+5.0%	Shares	Sole	2023-05-05
2022-12-31	$38,991,738	2,143,581	-3.9%	Shares	Sole	2023-01-30
2022-09-30	$36,272,630	2,229,418	-12.1%	Shares	Sole	2022-11-01
2022-06-30	$45,156,214	2,536,866	-1.7%	Shares	Sole	2022-07-20
2022-03-31	$56,539,142	2,581,696	-3.1%	Shares	Sole	2022-05-16
2021-12-31	$64,715,353	2,665,377	+8.9%	Shares	Sole	2022-01-24
2021-09-30	$53,054,623	2,447,169	-2.7%	Shares	Sole	2021-10-20
2021-06-30	$58,809,467	2,515,375	-0.5%	Shares	Sole	2021-07-26
2021-03-31	$46,226,438	2,527,416	-1.5%	Shares	Sole	2021-04-22
2020-12-31	$45,501,988	2,566,384	-1.8%	Shares	Sole	2021-01-25
2020-09-30	$27,456,628	2,612,429	+32.1%	Shares	Sole	2020-10-21
2020-06-30	$21,453,379	1,977,270	-33.3%	Shares	Sole	2020-07-21
2020-03-31	$24,792,207	2,965,575	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.