Position in RPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$127,387,792
+$64,747,900 QoQ
Shares Held
1,146,089
+81.9% QoQ
Ownership
0.897%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#16
of 796 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RPM Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $840,409,603 across 30 Specialty Chemicals names. RPM ranks #3 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
810,128 | $225,709,761 | |
| 2 | SHW |
Sherwin Williams Co
|
586,345 | $201,890,310 | |
| 3 | RPM |
Rpm International Inc/De/
This page
|
1,146,089 | $127,387,792 | |
| 4 | ESI |
Element Solutions Inc
|
1,759,552 | $84,018,608 | |
| 5 | WLK |
Westlake Corp
|
625,859 | $45,687,707 | |
| 6 | LIN |
Linde PLC
|
79,911 | $41,469,014 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
375,521 | $33,271,160 | |
| 8 | APD |
Air Products & Chemicals, Inc.
|
102,043 | $29,916,966 |
All Filings in RPM
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $127,387,792 | 1,146,089 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $62,639,892 | 630,180 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $29,176,368 | 280,542 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $7,494,574 | 63,578 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $48,137,503 | 391,171 | Shares | Sole | 2025-02-14 | |
| 2024-03-31 | $702,161 | 5,903 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $483,246 | 4,329 | Shares | Other | 2024-02-14 | |
| 2023-03-31 | $26,897,225 | 308,313 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $73,369,129 | 752,890 | Shares | Other | 2023-02-14 | |
| 2022-09-30 | $13,180,475 | 158,210 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $14,872,165 | 182,615 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||