Position in LIN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,676,165
+$3,210,255 QoQ
Shares Held
10,938
+119.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.91%
of 13F equity value
Holder Rank
#663
of 2,293 holders
Holding Since
Mar 2023
10 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, 2026Machina Capital S.A.S. holds $10,999,831 across 8 Specialty Chemicals names. LIN ranks #1 (51.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
This page
|
10,938 | $5,676,165 | |
| 2 | ALB |
Albemarle Corp
|
12,342 | $1,666,540 | |
| 3 | ECL |
Ecolab Inc.
|
4,821 | $1,343,178 | |
| 4 | LYB |
LyondellBasell Industries N.V.
|
23,010 | $1,211,476 | |
| 5 | NEU |
Newmarket Corp
|
442 | $349,728 | |
| 6 | RPM |
Rpm International Inc/De/
|
2,728 | $303,217 | |
| 7 | AXTA |
Axalta Coating Systems Ltd.
|
7,184 | $245,836 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
2,299 | $203,691 |
All Filings in LIN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,676,165 | 10,938 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,465,910 | 4,974 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,238,121 | 5,249 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,796,925 | 3,783 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $5,006,619 | 10,671 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $558,768 | 1,200 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $1,020,480 | 2,140 | Shares | Sole | 2024-11-07 | |
| 2023-12-31 | $400,031 | 974 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $1,988,475 | 5,218 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $400,580 | 1,127 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||