Position in NEU
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$5,342,318
-$36,178 QoQ
Shares Held
8,335
+6.5% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
8 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, 2026ExodusPoint Capital Management, LP holds $87,469,016 across 22 Specialty Chemicals names. NEU ranks #4 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYB |
LyondellBasell Industries N.V.
|
320,129 | $25,789,592 | |
| 2 | AXTA |
Axalta Coating Systems Ltd.
|
877,888 | $24,317,497 | |
| 3 | NGVT |
Ingevity Corp
|
79,830 | $5,686,290 | |
| 4 | NEU |
Newmarket Corp
This page
|
8,335 | $5,342,318 | |
| 5 | BCPC |
Balchem Corp
|
22,862 | $3,874,651 | |
| 6 | APD |
Air Products & Chemicals, Inc.
|
12,092 | $3,512,605 | |
| 7 | CLMT |
Calumet, Inc. /DE
|
97,421 | $3,497,413 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
45,849 | $3,491,859 |
All Filings in NEU
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,342,318 | 8,335 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,378,496 | 7,826 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $2,080,004 | 3,672 | Shares | Sole | 2025-05-14 | |
| 2022-03-31 | $2,516,215 | 7,757 | Shares | Sole | 2022-05-13 | |
| 2021-03-31 | $799,096 | 2,102 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $226,228 | 568 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $556,266 | 1,389 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $574,687 | 1,501 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||