Position in ESI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$65,802,460
+$21,328,556 QoQ
Shares Held
1,378,062
+5.8% QoQ
Ownership
0.566%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#45
of 499 holders
Holding Since
Mar 2020
22 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, 2026Gotham Asset Management, LLC holds $661,735,271 across 29 Specialty Chemicals names. ESI ranks #3 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEU |
Newmarket Corp
|
130,865 | $103,545,622 | |
| 2 | DD |
DuPont de Nemours, Inc.
|
545,827 | $74,035,974 | |
| 3 | ESI |
Element Solutions Inc
This page
|
1,378,062 | $65,802,460 | |
| 4 | ECL |
Ecolab Inc.
|
195,095 | $54,355,417 | |
| 5 | AXTA |
Axalta Coating Systems Ltd.
|
1,456,234 | $49,832,327 | |
| 6 | LIN |
Linde PLC
|
78,266 | $40,615,358 | |
| 7 | LYB |
LyondellBasell Industries N.V.
|
705,700 | $37,155,105 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
396,271 | $35,109,610 |
All Filings in ESI
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,802,460 | 1,378,062 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $44,473,904 | 1,302,692 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $26,509,092 | 1,060,788 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $36,367,881 | 1,444,890 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $19,636,553 | 866,956 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,347,983 | 280,760 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,288,254 | 247,277 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,577,057 | 168,522 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,561,606 | 205,074 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,797,035 | 111,971 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,111,710 | 91,258 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,710,062 | 138,198 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,626,508 | 84,714 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,348,050 | 69,811 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $920,159 | 50,586 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $782,505 | 48,095 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $534,943 | 30,053 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $258,463 | 11,802 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $277,034 | 11,410 | Shares | Sole | 2022-02-14 | |
| 2020-09-30 | $294,195 | 27,992 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $488,195 | 44,995 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $1,783,438 | 213,330 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||