Position in LIN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$353,278,080
+$45,697,390 QoQ
Shares Held
712,599
-1.2% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 2%
Shared 98%
None 0%
Common Shares in LIN Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026FIRST MANHATTAN CO. LLC. holds $376,157,947 across 8 Specialty Chemicals names. LIN ranks #1 (93.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
This page
|
712,599 | $353,278,080 | |
| 2 | RPM |
Rpm International Inc/De/
|
117,642 | $11,693,614 | |
| 3 | MTX |
Minerals Technologies Inc
|
101,257 | $7,181,146 | |
| 4 | ECL |
Ecolab Inc.
|
4,583 | $1,219,169 | |
| 5 | APD |
Air Products & Chemicals, Inc.
|
4,013 | $1,165,736 | |
| 6 | ALB |
Albemarle Corp
|
3,745 | $672,339 | |
| 7 | DD |
DuPont de Nemours, Inc.
|
4,662 | $640,558 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
4,035 | $307,305 |
All Filings in LIN
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $353,278,080 | 712,599 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $307,580,690 | 721,360 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $320,719,525 | 675,199 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $317,105,155 | 675,871 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $303,539,075 | 651,875 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $254,491,071 | 607,856 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $289,410,625 | 606,909 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $272,418,513 | 620,812 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $290,880,228 | 626,465 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $257,193,173 | 626,216 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $240,332,935 | 645,449 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $246,457,773 | 646,735 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $230,094,084 | 647,350 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||