Position in LIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$41,469,014
+$37,026,509 QoQ
Shares Held
79,911
+791.8% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#294
of 2,293 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LIN Over Time
Shares Held
Position Value (USD)
Derivatives in LIN
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$4,359,096
PutShares
8,400
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, 2026Balyasny Asset Management L.P. holds $840,337,228 across 29 Specialty Chemicals names. LIN ranks #6 (4.9% 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
|
1,759,552 | $84,018,608 | |
| 5 | WLK |
Westlake Corp
|
625,859 | $45,687,707 | |
| 6 | LIN |
Linde PLC
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|
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 LIN
Export CSV
37 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,469,014 | 79,911 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $4,359,096 | 8,400 | Put | Sole | 2026-08-14 | |
| 2026-03-31 | $4,442,505 | 8,961 | Shares | Sole | 2026-05-15 | |
| 2026-03-31 | $8,923,680 | 18,000 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $2,032,616 | 4,100 | Put | Sole | 2026-05-15 | |
| 2025-12-31 | $1,279,170 | 3,000 | Put | Sole | 2026-02-17 | |
| 2025-12-31 | $198,770,226 | 466,170 | Shares | Sole | 2026-02-17 | |
| 2025-12-31 | $8,271,966 | 19,400 | Call | Sole | 2026-02-17 | |
| 2025-09-30 | $8,027,500 | 16,900 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $38,984,200 | 82,072 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $7,172,500 | 15,100 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $281,508 | 600 | Call | Sole | 2025-08-14 | |
| 2025-06-30 | $46,478,847 | 99,064 | Shares | Sole | 2025-08-14 | |
| 2025-06-30 | $3,096,588 | 6,600 | Put | Sole | 2025-08-14 | |
| 2025-03-31 | $92,831,387 | 199,363 | Shares | Sole | 2025-05-15 | |
| 2025-03-31 | $3,864,812 | 8,300 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $1,490,048 | 3,200 | Call | Sole | 2025-05-15 | |
| 2024-12-31 | $669,872 | 1,600 | Call | Sole | 2025-02-14 | |
| 2024-12-31 | $8,047,256 | 19,221 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $50,491,602 | 120,600 | Put | Sole | 2025-02-14 | |
| 2024-09-30 | $619,441 | 1,299 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $105,433,746 | 221,100 | Put | Sole | 2024-11-14 | |
| 2024-09-30 | $5,436,204 | 11,400 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $70,867,815 | 161,500 | Put | Sole | 2024-08-14 | |
| 2024-06-30 | $11,071,176 | 25,230 | Shares | Sole | 2024-08-14 | |
| 2024-06-30 | $5,748,411 | 13,100 | Call | Sole | 2024-08-14 | |
| 2024-03-31 | $47,035,616 | 101,300 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $4,828,928 | 10,400 | Call | Sole | 2024-05-13 | |
| 2024-03-31 | $1,833,135 | 3,948 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $37,029,202 | 90,159 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $1,355,343 | 3,300 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $246,426 | 600 | Put | Sole | 2024-02-14 | |
| 2023-09-30 | $260,645 | 700 | Put | Sole | 2023-11-14 | |
| 2023-09-30 | $595,760 | 1,600 | Call | Sole | 2023-11-14 | |
| 2023-09-30 | $51,736,915 | 138,947 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,712,598 | 46,480 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $66,488,606 | 187,060 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||