Demand-Driven Rally Lifted Element Solutions Inc (ESI) in Q1
The London Company released its Q1 2026 investor letter for “The London Company Small-Mid Cap Strategy”.
Element Solutions Inc (ESI)
Market is closed
Sector: Miscellaneous Chemical Products
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Locust Wood Capital Advisers Stephen J. Errico | 4,418,530 | $150,848,617 | -9% | 3.82% |
| 2. | Scopus Asset Management Alexander Mitchell | 3,102,366 | $105,914,775 | -7% | 1.84% |
| 3. | Gates Capital Management Jeffrey Gates | 3,059,066 | $104,436,513 | -33% | 2.85% |
| 4. | Point72 Asset Management Steve Cohen | 2,035,362 | $69,487,259 | +73% | 0.09% |
| 5. | Royce & Associates Chuck Royce | 1,964,886 | $67,081,208 | -17% | 0.66% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $18.90 | 135,000 | $2,551,500.00 | 1,037,000 | 2022-11-18 | Filing | |
| $19.14 | 350,000 | $6,699,000.00 | 902,000 | 2022-11-15 | Filing | |
| $19.11 | 250,000 | $4,777,500.00 | 552,000 | 2022-11-14 | Filing | |
| $18.96 | 302,000 | $5,725,920.00 | 302,000 | 2022-11-11 | Filing | |
| $11.50 | 500,000 | $5,750,000.00 | 500,000 | 2020-10-06 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.30 | 170,000 | $6,341,000.00 | 1,191,078 | 2026-02-24 | Filing | |
| $34.87 | 97,500 | $3,399,825.00 | 237,077 | 2026-02-23 | Filing | |
| $35.52 | 28,538 | $1,013,669.76 | 0 | 2026-02-20 | Filing | |
| $35.52 | 28,539 | $1,013,705.28 | 0 | 2026-02-20 | Filing | |
| $35.52 | 143,564 | $5,099,393.28 | 147,832 | 2026-02-20 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 27,253,273 | $930,426,747 | 0.02% | |
| 2. | 20,686,175 | $706,226,024 | 0.04% | |
| 3. | 13,663,065 | $466,457,039 | 0.02% | |
| 4. | 10,723,727 | $366,108,040 | 0% | |
| 5. | 8,991,462 | $306,968,517 | 0.05% |
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Operator: Good morning, ladies and gentlemen, and welcome to the Element Solutions Q1 2026 Financial Results Conference Call.
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Operator: Good morning, ladies and gentlemen, and welcome to the Element Solutions Fourth Quarter and Full Year 2025 Financial Results Conference Call.
Element Solutions Inc (NYSE:ESI) Q3 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to Element Solutions Third Quarter 2025 Financial Results Conference Call.
Element Solutions Inc (NYSE:ESI) Q2 2025 Earnings Call Transcript
Operator: Good morning, ladies and gentlemen, and welcome to the Element Solutions Q2 2025 Financial Results Conference Call. [Operator Instructions] As a reminder, today's call is being recorded.
Truist Securities Affirms Element Solution’s (ESI) ‘Buy’ Rating on Expectations of Solid Q2 Results
Element Solutions Inc (NYSE:ESI) is one of the best chemical stocks to buy, according to billionaires. On July 8, Truist Securities reiterated a ‘Buy’ rating on the stock and a $24 price target.
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