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LOCUST WOOD CAPITAL ADVISERS, LLC

Position in SHW — Sherwin Williams Co

CIK 1349434 New York, NY

Position in SHW

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$114,258,115
+$33,916,425 QoQ
Shares Held
331,837
+32.4% QoQ
Ownership
0.137%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#84
of 1,733 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority Sole 70% Shared 0% None 30%

Common Shares in SHW Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

LOCUST WOOD CAPITAL ADVISERS, LLC holds $460,001,268 across 3 Specialty Chemicals names. SHW ranks #3 (24.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 SHW
Sherwin Williams Co
This page
331,837 $114,258,115

All Filings in SHW

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4 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $114,258,115 331,837
2026-03-31 $80,341,690 250,637
2025-12-31 $87,356,867 269,595
2025-09-30 $47,645,722 137,601