Position in LIN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,927,337
-$3,104,088 QoQ
Shares Held
7,568
-48.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#760
of 2,293 holders
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 Jun 30, 2026Qsemble Capital Management, LP holds $10,979,070 across 9 Specialty Chemicals names. LIN ranks #1 (35.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
This page
|
7,568 | $3,927,337 | |
| 2 | RPM |
Rpm International Inc/De/
|
18,051 | $2,006,368 | |
| 3 | ESI |
Element Solutions Inc
|
36,118 | $1,724,634 | |
| 4 | EMN |
Eastman Chemical Co
|
15,397 | $1,031,291 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
5,235 | $710,075 | |
| 6 | APD |
Air Products & Chemicals, Inc.
|
2,080 | $609,814 | |
| 7 | ALB |
Albemarle Corp
|
2,953 | $398,743 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
4,124 | $365,386 |
All Filings in LIN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,927,337 | 7,568 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $7,031,425 | 14,803 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,717,490 | 5,792 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $2,145,265 | 5,124 | Shares | Sole | 2025-02-11 | |
| 2023-06-30 | $1,143,240 | 3,000 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $781,968 | 2,200 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||