Position in NEU
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$24,149,714
-$16,810,294 QoQ
Shares Held
37,678
-36.8% QoQ
Ownership
0.410%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
19 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in NEU Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026Gotham Asset Management, LLC holds $532,544,914 across 27 Specialty Chemicals names. NEU ranks #9 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DD |
DuPont de Nemours, Inc.
|
1,195,090 | $164,205,366 | |
| 2 | LYB |
LyondellBasell Industries N.V.
|
631,787 | $50,896,760 | |
| 3 | ESI |
Element Solutions Inc
|
1,302,692 | $44,473,904 | |
| 4 | ECL |
Ecolab Inc.
|
158,472 | $42,156,721 | |
| 5 | LIN |
Linde PLC
|
72,364 | $35,875,176 | |
| 6 | EMN |
Eastman Chemical Co
|
388,374 | $29,640,703 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
345,948 | $26,347,399 | |
| 8 | ALB |
Albemarle Corp
|
137,797 | $24,738,695 |
All Filings in NEU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $24,149,714 | 37,678 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,960,008 | 59,599 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $36,946,448 | 44,610 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $16,293,242 | 23,584 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,733,957 | 11,888 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,942,019 | 7,461 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $7,879,885 | 14,278 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,308,926 | 16,116 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $9,041,431 | 14,247 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,862,174 | 12,572 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,094,172 | 11,195 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,253,552 | 8,091 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $359,505 | 985 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $259,014 | 861 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $229,686 | 678 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $867,077 | 2,177 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $959,180 | 2,802 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $2,856,623 | 7,133 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,626,105 | 6,859 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||