Position in NEU
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$349,728
New position
Shares Held
442
first reported quarter
Ownership
0.005%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#257
of 421 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Machina Capital S.A.S. holds $10,999,831 across 8 Specialty Chemicals names. NEU ranks #5 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
10,938 | $5,676,165 | |
| 2 | ALB |
Albemarle Corp
|
12,342 | $1,666,540 | |
| 3 | ECL |
Ecolab Inc.
|
4,821 | $1,343,178 | |
| 4 | LYB |
LyondellBasell Industries N.V.
|
23,010 | $1,211,476 | |
| 5 | NEU |
Newmarket Corp
This page
|
442 | $349,728 | |
| 6 | RPM |
Rpm International Inc/De/
|
2,728 | $303,217 | |
| 7 | AXTA |
Axalta Coating Systems Ltd.
|
7,184 | $245,836 | |
| 8 | SOLS |
Solstice Advanced Materials Inc.
|
2,299 | $203,691 |
All Filings in NEU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,728 | 442 | Shares | Sole | 2026-08-10 | |
| No filing history on record for this holder in this stock. | ||||||