Graham Capital Management, L.P.

Position in SHW — Sherwin Williams Co

CIK 1315421 ROWAYTON, CT

Position in SHW

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$15,253,031

+$14,163,161 QoQ

Shares Held

44,299

+1202.9% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

0.66%

of 13F equity value

Holder Rank

#304

of 1,741 holders

Holding Since

Jun 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Graham Capital Management, L.P. holds $24,702,440 across 16 Specialty Chemicals names. SHW ranks #1 (61.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHW	Sherwin Williams Co This page	44,299	$15,253,031
2	BCPC	Balchem Corp	14,542	$2,456,870
3	EMN	Eastman Chemical Co	25,235	$1,690,240
4	ECL	Ecolab Inc.	4,443	$1,237,864
5	AVNT	Avient Corp	21,174	$782,591
6	WLK	Westlake Corp	10,704	$781,392
7	FUL	Fuller H B Co	9,567	$557,660
8	LYB	LyondellBasell Industries N.V.	7,363	$387,661

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,253,031	44,299	+1202.9%	Shares	Sole	2026-08-14
2026-03-31	$1,089,870	3,400	-57.5%	Shares	Sole	2026-05-15
2025-12-31	$2,592,240	8,000	-23.8%	Shares	Sole	2026-02-17
2024-12-31	$3,569,265	10,500	+288.9%	Shares	Sole	2025-02-14
2024-09-30	$1,030,509	2,700	-91.1%	Shares	Sole	2024-11-14
2024-06-30	$9,038,250	30,286	+1294.4%	Shares	Sole	2024-08-14
2024-03-31	$754,400	2,172	-84.9%	Shares	Sole	2024-05-15
2023-12-31	$4,493,855	14,408	-38.1%	Shares	Sole	2024-02-14
2023-09-30	$5,936,798	23,277	-51.7%	Shares	Sole	2023-11-22
2023-06-30	$12,805,764	48,229	+995.4%	Shares	Sole	2023-08-14
2023-03-31	$989,662	4,403	+207.9%	Shares	Sole	2023-05-15
2022-12-31	$339,381	1,430	+17.7%	Shares	Sole	2023-02-14
2022-06-30	$272,050	1,215	—	Shares	Sole	2022-08-15
No filing history on record for this holder in this stock.