O'Keefe Stevens Advisory, Inc.

Position in SCL — Stepan Co

CIK 1780565 ROCHESTER, NY

Position in SCL

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$5,324,603

+$1,075,254 QoQ

Shares Held

95,560

+12.4% QoQ

Ownership

0.420%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#37

of 228 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Basic Materials · as of Jun 30, 2026

O'Keefe Stevens Advisory, Inc. holds $7,914,513 across 3 Specialty Chemicals names. SCL ranks #1 (67.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCL	Stepan Co This page	95,560	$5,324,603
2	APD	Air Products & Chemicals, Inc.	5,274	$1,546,231
3	CLMT	Calumet, Inc. /DE	28,975	$1,043,679

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,324,603	95,560	+12.4%	Shares	Sole	2026-07-13
2026-03-31	$4,249,349	85,021	+18.6%	Shares	Sole	2026-04-07
2025-12-31	$3,394,764	71,680	-7.5%	Shares	Sole	2026-01-08
2025-09-30	$3,697,608	77,518	+5.8%	Shares	Sole	2025-10-14
2025-06-30	$4,000,113	73,289	+9.7%	Shares	Sole	2025-07-22
2025-03-31	$3,678,763	66,838	+7.0%	Shares	Sole	2025-04-09
2024-12-31	$4,042,844	62,486	+2.9%	Shares	Sole	2025-01-15
2024-09-30	$4,690,079	60,713	+1.2%	Shares	Sole	2024-10-08
2024-06-30	$5,037,851	60,003	+2.1%	Shares	Sole	2024-07-10
2024-03-31	$5,291,380	58,767	+1.8%	Shares	Sole	2024-04-11
2023-12-31	$5,459,600	57,743	-2.2%	Shares	Sole	2024-01-05
2023-09-30	$4,424,879	59,022	+3.6%	Shares	Sole	2023-10-18
2023-06-30	$5,442,046	56,949	+5.3%	Shares	Sole	2023-07-06
2023-03-31	$5,573,716	54,098	+0.6%	Shares	Sole	2023-04-11
2022-12-31	$5,724,780	53,774	+3.8%	Shares	Sole	2023-01-10
2022-09-30	$4,852,480	51,804	+2.5%	Shares	Sole	2022-10-11
2022-06-30	$5,123,445	50,552	+16.3%	Shares	Sole	2022-07-08
2022-03-31	$4,296,555	43,483	-1.3%	Shares	Sole	2022-04-13
2021-12-31	$5,475,844	44,057	-0.1%	Shares	Sole	2022-01-14
2021-09-30	$4,978,508	44,081	+0.0%	Shares	Sole	2021-10-12
2021-06-30	$5,299,577	44,064	+0.0%	Shares	Sole	2021-07-12
2021-03-31	$5,600,847	44,063	-0.5%	Shares	Sole	2021-04-12
2020-12-31	$5,281,461	44,263	-1.3%	Shares	Sole	2021-01-12
2020-09-30	$4,887,233	44,837	-0.5%	Shares	Sole	2020-10-08
2020-06-30	$4,375,811	45,065	—	Shares	Sole	2020-07-08
No filing history on record for this holder in this stock.