Ecolab Inc. (ECL): A Bull Case Theory
We came across a bullish thesis on Ecolab Inc. on The Buyside Guy’s Substack. In this article, we will summarize the bulls’ thesis on ECL.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Bill & Melinda Gates Foundation Trust Michael Larson | 5,218,044 | $1,405,949,775 | 2.94% | |
2. | Cantillon Capital Management William Von Mueffling | 1,095,150 | $295,077,216 | -3% | 1.71% |
3. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 887,403 | $239,101,864 | -4% | 0.17% |
4. | AQR Capital Management Cliff Asness | 727,370 | $193,753,305 | +116% | 0.16% |
5. | Impax Asset Management Ian Simm | 653,174 | $175,991,203 | +5% | 1.01% |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$278.51 | 600 | $167,107.80 | 20,253 | 2025-08-13 | Filing | |
$251.75 | 500 | $125,872.50 | 19,465 | 2025-05-07 | Filing | |
$264.51 | 400 | $105,805.60 | 18,767 | 2025-02-13 | Filing | |
$240.41 | 650 | $156,265.20 | 17,967 | 2024-08-02 | Filing | |
$227.37 | 650 | $147,787.90 | 17,111 | 2024-05-03 | Filing |
Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
---|---|---|---|---|---|---|
$279.28 | 807 | $225,378.96 | 4,326 | 2025-08-13 | Filing | |
$271.00 | 1,300 | $352,300.00 | 24,620 | 2025-06-12 | Filing | |
$253.00 | 2,234 | $565,202.00 | 9,135 | 2025-05-15 | Filing | |
$253.75 | 9,930 | $2,519,737.50 | 4,708 | 2025-05-07 | Filing | |
$266.95 | 10,858 | $2,898,575.67 | 15,744 | 2025-02-26 | Filing |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 24,662,213 | $6,644,986,670 | 0.11% | |
2. | 21,887,143 | $5,897,271,631 | 0.11% | |
3. | 11,203,951 | $3,025,938,161 | 0.11% | |
4. | 7,220,925 | $1,945,606,875 | 0.13% | |
5. | 5,479,529 | $1,469,019,429 | 0.1% |