Position in LIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,344,944
-$2,007,218 QoQ
Shares Held
4,730
-53.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LIN Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026Graham Capital Management, L.P. holds $15,399,343 across 14 Specialty Chemicals names. LIN ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
25,010 | $6,653,160 | |
| 2 | BCPC |
Balchem Corp
|
13,965 | $2,366,788 | |
| 3 | LIN |
Linde PLC
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|
4,730 | $2,344,944 | |
| 4 | SHW |
Sherwin Williams Co
|
3,400 | $1,089,870 | |
| 5 | APD |
Air Products & Chemicals, Inc.
|
2,079 | $603,928 | |
| 6 | LYB |
LyondellBasell Industries N.V.
|
5,739 | $462,333 | |
| 7 | FUL |
Fuller H B Co
|
6,380 | $393,518 | |
| 8 | OEC |
Orion S.A.
|
57,627 | $374,575 |
All Filings in LIN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,344,944 | 4,730 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,352,162 | 10,207 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,055,675 | 6,433 | Shares | Sole | 2025-11-14 | |
| 2024-03-31 | $429,031 | 924 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $2,490,357 | 6,535 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $800,450 | 2,252 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||