Position in NEU
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$384,542
+$133,005 QoQ
Shares Held
486
+32.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#249
of 421 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in NEU Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Pallas Capital Advisors LLC holds $23,018,786 across 12 Specialty Chemicals names. NEU ranks #8 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
|
32,447 | $16,838,046 | |
| 2 | APD |
Air Products & Chemicals, Inc.
|
4,215 | $1,235,753 | |
| 3 | LYB |
LyondellBasell Industries N.V.
|
17,616 | $927,482 | |
| 4 | ASH |
Ashland Inc.
|
12,307 | $810,908 | |
| 5 | DD |
DuPont de Nemours, Inc.
|
5,961 | $808,550 | |
| 6 | ECL |
Ecolab Inc.
|
2,589 | $721,321 | |
| 7 | IFF |
International Flavors & Fragrances Inc
|
6,745 | $534,338 | |
| 8 | NEU |
Newmarket Corp
This page
|
486 | $384,542 |
All Filings in NEU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $384,542 | 486 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $251,537 | 366 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $270,824 | 327 | Shares | Sole | 2025-11-07 | |
| No filing history on record for this holder in this stock. | ||||||