Position in LIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,503,379
-$3,796,497 QoQ
Shares Held
13,118
-45.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in LIN Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026SummitTX Capital, L.P. holds $27,616,004 across 13 Specialty Chemicals names. LIN ranks #1 (23.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
This page
|
13,118 | $6,503,379 | |
| 2 | ECVT |
Ecovyst Inc.
|
390,106 | $5,016,763 | |
| 3 | BCPC |
Balchem Corp
|
23,204 | $3,932,613 | |
| 4 | CC |
Chemours Co
|
152,938 | $3,369,224 | |
| 5 | FUL |
Fuller H B Co
|
46,089 | $2,842,769 | |
| 6 | WLK |
Westlake Corp
|
14,335 | $1,674,614 | |
| 7 | LYB |
LyondellBasell Industries N.V.
|
19,625 | $1,580,990 | |
| 8 | RPM |
Rpm International Inc/De/
|
12,231 | $1,215,761 |
All Filings in LIN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,503,379 | 13,118 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,299,876 | 24,156 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $442,905 | 944 | Shares | Defined | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||