Position in ESI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$86,058,964
+$44,393,178 QoQ
Shares Held
1,802,282
+47.7% QoQ
Ownership
0.740%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#35
of 501 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in ESI Over Time
Shares Held
Position Value (USD)
Derivatives in ESI
reported options exposure · as of Sep 30, 2021CallValue
$6,282,864
CallShares
289,800
PutValue
$0
PutShares
0
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, 2026GOLDMAN SACHS GROUP INC holds $5,953,968,351 across 50 Specialty Chemicals names. ESI ranks #13 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
3,647,129 | $1,892,641,119 | |
| 2 | SHW |
Sherwin Williams Co
|
1,859,221 | $640,166,972 | |
| 3 | ECL |
Ecolab Inc.
|
1,944,814 | $541,844,626 | |
| 4 | APD |
Air Products & Chemicals, Inc.
|
1,455,477 | $426,716,744 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
2,051,782 | $278,303,708 | |
| 6 | SOLS |
Solstice Advanced Materials Inc.
|
2,880,302 | $255,194,756 | |
| 7 | ALB |
Albemarle Corp
|
1,663,086 | $224,566,500 | |
| 8 | PPG |
Ppg Industries Inc
|
1,559,308 | $189,128,466 |
All Filings in ESI
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $86,058,964 | 1,802,282 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $41,665,786 | 1,220,439 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $34,620,170 | 1,385,361 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $40,042,801 | 1,590,894 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $37,326,496 | 1,647,969 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $42,824,718 | 1,894,061 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $30,047,960 | 1,181,595 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $24,144,397 | 888,969 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $26,440,561 | 974,947 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $26,802,514 | 1,072,959 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $30,624,932 | 1,323,463 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $27,231,994 | 1,388,679 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $58,853,567 | 3,065,290 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $73,918,137 | 3,827,972 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $29,675,710 | 1,631,430 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $10,700,941 | 657,710 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $10,084,642 | 566,553 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $16,460,587 | 751,625 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $13,549,137 | 558,037 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $6,282,864 | 289,800 | Call | Defined | 2022-01-20 | |
| 2021-09-30 | $12,147,563 | 560,312 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $15,487,870 | 662,441 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $20,836,534 | 1,139,231 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $11,364,238 | 640,961 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $6,635,498 | 631,351 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $15,988,754 | 1,473,618 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $12,619,921 | 1,509,560 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||