Position in LIN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$176,973,070
-$55,603,314 QoQ
Shares Held
341,028
-27.3% QoQ
Ownership
0.074%
of shares outstanding
% of Portfolio
4.28%
of 13F equity value
Holder Rank
#146
of 2,293 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in LIN Over Time
Shares Held
Position Value (USD)
Derivatives in LIN
reported options exposure · as of Dec 31, 2025CallValue
$29,420,910
CallShares
69,000
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, 2026LOCUST WOOD CAPITAL ADVISERS, LLC holds $460,001,268 across 3 Specialty Chemicals names. LIN ranks #1 (38.5% of the industry book) .
All Filings in LIN
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,973,070 | 341,028 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $232,576,384 | 469,131 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,420,910 | 69,000 | Call | Sole | 2026-02-11 | |
| 2025-12-31 | $281,235,757 | 659,574 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $244,110,100 | 513,916 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $223,442,283 | 476,240 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $221,847,193 | 476,435 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $184,346,681 | 440,315 | Shares | Sole | 2025-02-13 | |
| 2024-12-31 | $20,598,564 | 49,200 | Call | Sole | 2025-02-13 | |
| 2024-09-30 | $210,574,699 | 441,586 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $200,642,800 | 457,243 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $188,695,933 | 406,392 | Shares | Sole | 2024-05-08 | |
| 2024-03-31 | $49,217,920 | 106,000 | Put | Sole | 2024-05-08 | |
| 2023-12-31 | $183,739,332 | 447,370 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $177,539,831 | 476,809 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $6,739,535 | 18,100 | Call | Sole | 2023-11-08 | |
| 2023-06-30 | $164,694,011 | 432,177 | Shares | Sole | 2023-08-08 | |
| 2023-06-30 | $6,897,548 | 18,100 | Call | Sole | 2023-08-08 | |
| 2023-03-31 | $6,433,464 | 18,100 | Call | Sole | 2023-05-05 | |
| 2023-03-31 | $149,457,543 | 420,486 | Shares | Sole | 2023-05-05 | |
| No filing history on record for this holder in this stock. | ||||||