Position in OEC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,980,460
+$469,847 QoQ
Shares Held
298,712
+28.5% QoQ
Ownership
0.528%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#38
of 187 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in OEC Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Voleon Capital Management LP holds $113,424,234 across 10 Specialty Chemicals names. OEC ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOLS |
Solstice Advanced Materials Inc.
|
403,405 | $35,741,683 | |
| 2 | SHW |
Sherwin Williams Co
|
94,534 | $32,549,946 | |
| 3 | CLMT |
Calumet, Inc. /DE
|
612,506 | $22,062,466 | |
| 4 | SSL |
Sasol Ltd
|
1,236,078 | $12,138,285 | |
| 5 | PRM |
Perimeter Solutions, Inc.
|
147,737 | $5,266,824 | |
| 6 | OEC |
Orion S.A.
This page
|
298,712 | $1,980,460 | |
| 7 | RPM |
Rpm International Inc/De/
|
13,938 | $1,549,208 | |
| 8 | APD |
Air Products & Chemicals, Inc.
|
4,348 | $1,274,746 |
All Filings in OEC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,980,460 | 298,712 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,510,613 | 232,402 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $617,649 | 116,979 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||