Position in NEU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,137,803
-$699,930 QoQ
Shares Held
1,438
-46.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#164
of 421 holders
Holding Since
Mar 2023
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in NEU Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Oak Thistle LLC holds $15,336,391 across 10 Specialty Chemicals names. NEU ranks #5 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASH |
Ashland Inc.
|
52,409 | $3,453,229 | |
| 2 | ECL |
Ecolab Inc.
|
9,350 | $2,605,003 | |
| 3 | DD |
DuPont de Nemours, Inc.
|
18,480 | $2,506,627 | |
| 4 | LYB |
LyondellBasell Industries N.V.
|
34,237 | $1,802,578 | |
| 5 | NEU |
Newmarket Corp
This page
|
1,438 | $1,137,803 | |
| 6 | AXTA |
Axalta Coating Systems Ltd.
|
32,301 | $1,105,340 | |
| 7 | EMN |
Eastman Chemical Co
|
14,779 | $989,897 | |
| 8 | IFF |
International Flavors & Fragrances Inc
|
9,439 | $747,757 |
All Filings in NEU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,137,803 | 1,438 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $1,837,733 | 2,674 | Shares | Sole | 2026-01-21 | |
| 2023-06-30 | $697,276 | 1,734 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $447,100 | 1,225 | Shares | Sole | 2023-04-27 | |
| No filing history on record for this holder in this stock. | ||||||