Position in LIN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$24,245,395
+$1,751,277 QoQ
Shares Held
46,721
+3.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#385
of 2,293 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in LIN Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $34,248,524 across 15 Specialty Chemicals names. LIN ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
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|
46,721 | $24,245,395 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
14,716 | $4,314,436 | |
| 3 | ALB |
Albemarle Corp
|
8,586 | $1,159,367 | |
| 4 | PRM |
Perimeter Solutions, Inc.
|
18,005 | $641,878 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
4,194 | $568,874 | |
| 6 | LYB |
LyondellBasell Industries N.V.
|
10,711 | $563,934 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
5,418 | $480,034 | |
| 8 | RPM |
Rpm International Inc/De/
|
3,441 | $382,467 |
All Filings in LIN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,245,395 | 46,721 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $22,494,118 | 45,373 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $24,621,890 | 57,745 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $27,419,850 | 57,726 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $26,852,578 | 57,233 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $26,417,154 | 56,733 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $23,624,710 | 56,428 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $26,431,872 | 55,429 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $23,884,867 | 54,431 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $24,666,071 | 53,123 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $21,387,312 | 52,074 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $19,115,331 | 51,337 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $19,714,411 | 51,733 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $18,567,119 | 52,237 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||