NEEDHAM INVESTMENT MANAGEMENT LLC
Position in ODC — Oil-Dri Corp of America
CIK 1167212
NEW YORK, NY
Position in ODC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$70,116,060
+$26,017,585 QoQ
Shares Held
686,000
+1.3% QoQ
Ownership
4.73%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#3
of 162 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ODC Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026NEEDHAM INVESTMENT MANAGEMENT LLC holds $132,674,392 across 6 Specialty Chemicals names. ODC ranks #1 (52.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ODC |
Oil-Dri Corp of America
This page
|
686,000 | $70,116,060 | |
| 2 | ASPN |
Aspen Aerogels Inc
|
3,260,800 | $20,673,472 | |
| 3 | SOLS |
Solstice Advanced Materials Inc.
|
187,500 | $16,612,500 | |
| 4 | ECVT |
Ecovyst Inc.
|
1,020,000 | $12,699,000 | |
| 5 | NTIC |
Northern Technologies International Corp
|
800,000 | $6,848,000 | |
| 6 | CMT |
Core Molding Technologies Inc
|
242,600 | $5,725,360 |
All Filings in ODC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,116,060 | 686,000 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $44,098,475 | 677,500 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $31,076,900 | 635,000 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $35,006,440 | 573,500 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $33,122,885 | 561,500 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $25,784,080 | 561,500 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $24,539,200 | 280,000 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $18,454,825 | 267,500 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $15,477,735 | 241,500 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $14,539,200 | 195,000 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $9,089,340 | 135,500 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,112,900 | 82,800 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,203,037 | 71,250 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,872,450 | 45,000 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,509,300 | 45,000 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,089,000 | 45,000 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,379,250 | 45,000 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,289,250 | 45,000 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,341,930 | 41,000 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,382,500 | 39,500 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,350,110 | 39,500 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,859,760 | 54,000 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,840,320 | 54,000 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,931,580 | 54,000 | Shares | Defined | 2021-02-25 | |
| 2020-06-30 | $1,873,800 | 54,000 | Shares | Defined | 2021-02-25 | |
| 2020-03-31 | $1,872,640 | 56,000 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||