Position in SHW
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$201,890,310
+$53,358,019 QoQ
Shares Held
586,345
+26.5% QoQ
Ownership
0.242%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#62
of 1,739 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SHW Over Time
Shares Held
Position Value (USD)
Derivatives in SHW
reported options exposure · as of Mar 31, 2025CallValue
$209,514
CallShares
600
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $840,337,228 across 29 Specialty Chemicals names. SHW ranks #2 (24.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
810,128 | $225,709,761 | |
| 2 | SHW |
Sherwin Williams Co
This page
|
586,345 | $201,890,310 | |
| 3 | RPM |
Rpm International Inc/De/
|
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 SHW
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $201,890,310 | 586,345 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $148,532,291 | 463,367 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $214,580,766 | 662,225 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $425,207 | 1,228 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $23,832,960 | 69,411 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $209,514 | 600 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $29,905,329 | 85,642 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $131,724,574 | 387,505 | Shares | Sole | 2025-02-14 | |
| 2024-12-31 | $17,676,360 | 52,000 | Call | Sole | 2025-02-14 | |
| 2024-09-30 | $217,381,675 | 569,554 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $73,850,979 | 247,465 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $154,253,768 | 444,113 | Shares | Sole | 2024-05-13 | |
| 2024-03-31 | $12,156,550 | 35,000 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $12,156,550 | 35,000 | Call | Sole | 2024-05-13 | |
| 2023-12-31 | $149,342,086 | 478,814 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $76,838,402 | 301,268 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $218,822,731 | 824,129 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $127,000,668 | 565,025 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $36,904,340 | 155,498 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $116,974,698 | 571,305 | Shares | Other | 2022-11-15 | |
| 2022-06-30 | $47,402,866 | 211,705 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||