Position in LIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$13,007,231
+$1,794,628 QoQ
Shares Held
25,065
+10.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.85%
of 13F equity value
Holder Rank
#488
of 2,293 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, 2026Concentric Capital Strategies, LP holds $48,137,531 across 8 Specialty Chemicals names. LIN ranks #1 (27.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
This page
|
25,065 | $13,007,231 | |
| 2 | ECL |
Ecolab Inc.
|
31,853 | $8,874,564 | |
| 3 | SHW |
Sherwin Williams Co
|
25,490 | $8,776,716 | |
| 4 | RPM |
Rpm International Inc/De/
|
35,873 | $3,987,283 | |
| 5 | IFF |
International Flavors & Fragrances Inc
|
49,149 | $3,893,583 | |
| 6 | SOLS |
Solstice Advanced Materials Inc.
|
38,436 | $3,405,429 | |
| 7 | PPG |
Ppg Industries Inc
|
26,433 | $3,206,058 | |
| 8 | ESI |
Element Solutions Inc
|
62,548 | $2,986,667 |
All Filings in LIN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,007,231 | 25,065 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $11,212,603 | 22,617 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $22,727,439 | 53,302 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,002,950 | 6,322 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,884,163 | 10,410 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $15,122,124 | 32,476 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,260,359 | 19,730 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,956,030 | 8,296 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,310,766 | 25,776 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $34,866,717 | 75,092 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $16,646,487 | 40,531 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,916,977 | 45,433 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,682,711 | 12,288 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $6,768,643 | 19,043 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||