Position in LIN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$358,068
-$414,326 QoQ
Shares Held
690
-55.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,642
of 2,293 holders
Holding Since
Mar 2026
2 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, 2026PICTON MAHONEY ASSET MANAGEMENT holds $18,341,209 across 15 Specialty Chemicals names. LIN ranks #4 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SXT |
Sensient Technologies Corp
|
117,326 | $14,465,122 | |
| 2 | SOLS |
Solstice Advanced Materials Inc.
|
34,954 | $3,096,924 | |
| 3 | ALB |
Albemarle Corp
|
2,773 | $374,438 | |
| 4 | LIN |
Linde PLC
This page
|
690 | $358,068 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
78 | $10,579 | |
| 6 | PRM |
Perimeter Solutions, Inc.
|
195 | $6,951 | |
| 7 | CBT |
Cabot Corp
|
67 | $6,084 | |
| 8 | AVNT |
Avient Corp
|
127 | $4,693 |
All Filings in LIN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $358,068 | 690 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $772,394 | 1,558 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||