Position in LIN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$4,038,460
-$2,701,486 QoQ
Shares Held
8,146
-48.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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, 2026Polymer Capital Management (US) LLC holds $8,107,100 across 7 Specialty Chemicals names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALB |
Albemarle Corp
|
31,562 | $4,261,816 | |
| 2 | WLK |
Westlake Corp
|
14,143 | $1,032,439 | |
| 3 | EMN |
Eastman Chemical Co
|
14,584 | $976,836 | |
| 4 | SOLS |
Solstice Advanced Materials Inc.
|
6,525 | $578,115 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
3,999 | $542,424 | |
| 6 | APD |
Air Products & Chemicals, Inc.
|
1,677 | $491,662 | |
| 7 | SHW |
Sherwin Williams Co
|
650 | $223,808 |
All Filings in LIN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,038,460 | 8,146 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,739,946 | 15,807 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $2,723,589 | 5,805 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,328,200 | 5,000 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||