Position in LIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$38,896,627
-$4,977,141 QoQ
Shares Held
74,954
-15.3% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#310
of 2,301 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)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $131,120,179 across 33 Specialty Chemicals names. LIN ranks #1 (29.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
This page
|
74,954 | $38,896,627 | |
| 2 | SHW |
Sherwin Williams Co
|
59,903 | $20,625,800 | |
| 3 | ECL |
Ecolab Inc.
|
53,283 | $14,845,176 | |
| 4 | NEU |
Newmarket Corp
|
10,387 | $8,218,609 | |
| 5 | APD |
Air Products & Chemicals, Inc.
|
21,982 | $6,444,682 | |
| 6 | SSL |
Sasol Ltd
|
579,414 | $5,689,845 | |
| 7 | CBT |
Cabot Corp
|
59,422 | $5,396,706 | |
| 8 | KOP |
Koppers Holdings Inc.
|
105,366 | $4,730,933 |
All Filings in LIN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,896,627 | 74,954 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $43,873,768 | 88,498 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $26,052,002 | 61,099 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $33,931,625 | 71,435 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $30,417,408 | 64,831 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $25,929,163 | 55,685 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,429,232 | 41,630 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $19,371,006 | 40,622 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,969,029 | 29,555 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,771,121 | 27,505 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $9,629,917 | 23,447 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $7,950,417 | 21,352 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,606,495 | 12,088 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,226,120 | 6,263 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||