Position in NEU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$103,545,622
+$79,395,908 QoQ
Shares Held
130,865
+247.3% QoQ
Ownership
1.42%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#12
of 423 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in NEU Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Gotham Asset Management, LLC holds $661,735,271 across 29 Specialty Chemicals names. NEU ranks #1 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEU |
Newmarket Corp
This page
|
130,865 | $103,545,622 | |
| 2 | DD |
DuPont de Nemours, Inc.
|
545,827 | $74,035,974 | |
| 3 | ESI |
Element Solutions Inc
|
1,378,062 | $65,802,460 | |
| 4 | ECL |
Ecolab Inc.
|
195,095 | $54,355,417 | |
| 5 | AXTA |
Axalta Coating Systems Ltd.
|
1,456,234 | $49,832,327 | |
| 6 | LIN |
Linde PLC
|
78,266 | $40,615,358 | |
| 7 | LYB |
LyondellBasell Industries N.V.
|
705,700 | $37,155,105 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
396,271 | $35,109,610 |
All Filings in NEU
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,545,622 | 130,865 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||