NEEDHAM INVESTMENT MANAGEMENT LLC

Position in ODC — Oil-Dri Corp of America

CIK 1167212 NEW YORK, NY

Position in ODC

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$44,098,475

+$13,021,575 QoQ

Shares Held

677,500

+6.7% QoQ

Ownership

4.68%

of shares outstanding

% of Portfolio

2.28%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Basic Materials · as of Mar 31, 2026

NEEDHAM INVESTMENT MANAGEMENT LLC holds $85,788,185 across 6 Specialty Chemicals names. ODC ranks #1 (51.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ODC	Oil-Dri Corp of America This page	677,500	$44,098,475
2	SOLS	Solstice Advanced Materials Inc.	187,500	$14,280,000
3	ECVT	Ecovyst Inc.	1,020,000	$13,117,200
4	NTIC	Northern Technologies International Corp	765,000	$6,303,600
5	CMT	Core Molding Technologies Inc	252,371	$5,653,110
6	DD	DuPont de Nemours, Inc.	17,000	$2,335,800

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,098,475	677,500	+6.7%	Shares	Defined	2026-05-15
2025-12-31	$31,076,900	635,000	+10.7%	Shares	Defined	2026-02-17
2025-09-30	$35,006,440	573,500	+2.1%	Shares	Defined	2025-11-14
2025-06-30	$33,122,885	561,500	0.0%	Shares	Defined	2025-08-14
2025-03-31	$25,784,080	561,500	+100.5%	Shares	Defined	2025-05-15
2024-12-31	$12,269,600	280,000	+4.7%	Shares	Defined	2025-02-14
2024-09-30	$9,227,412	267,500	+10.8%	Shares	Defined	2024-11-14
2024-06-30	$7,738,867	241,500	+23.8%	Shares	Defined	2024-08-14
2024-03-31	$7,269,600	195,000	+43.9%	Shares	Defined	2024-05-15
2023-12-31	$4,544,670	135,500	+63.6%	Shares	Defined	2024-02-14
2023-09-30	$2,556,450	82,800	+16.2%	Shares	Defined	2023-11-14
2023-06-30	$2,101,518	71,250	+58.3%	Shares	Defined	2023-08-14
2023-03-31	$936,225	45,000	0.0%	Shares	Defined	2023-05-15
2022-12-31	$754,650	45,000	0.0%	Shares	Defined	2023-02-14
2022-09-30	$544,500	45,000	0.0%	Shares	Defined	2022-11-14
2022-06-30	$689,625	45,000	0.0%	Shares	Defined	2022-08-12
2022-03-31	$644,625	45,000	+9.8%	Shares	Defined	2022-05-16
2021-12-31	$670,965	41,000	+3.8%	Shares	Defined	2022-02-14
2021-09-30	$691,250	39,500	0.0%	Shares	Sole	2021-11-15
2021-06-30	$675,055	39,500	-26.9%	Shares	Sole	2021-08-16
2021-03-31	$929,880	54,000	0.0%	Shares	Defined	2021-05-17
2020-12-31	$920,160	54,000	0.0%	Shares	Sole	2021-02-16
2020-09-30	$965,789	54,000	0.0%	Shares	Defined	2021-02-25
2020-06-30	$936,900	54,000	-3.6%	Shares	Defined	2021-02-25
2020-03-31	$936,320	56,000	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.