Back to ESI

LOCUST WOOD CAPITAL ADVISERS, LLC → ESI

LOCUST WOOD CAPITAL ADVISERS, LLC ESI Position History

Element Solutions Inc • Basic Materials

Quarters held
6
Latest value
$150.8M
Q3 2026
Peak value
$168.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$120.9M
Q1 2026$149.8M
Q1 2026$150.8M
Q1 2026$149.8M
Q2 2026$168.8M
Q3 2026$150.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$150.8M4.16M——
Q2 2026$168.8M3.53M——
Q1 2026$149.8M4.39M——
Q1 2026$150.8M4.42M——
Q1 2026$149.8M4.39M——
Q4 2025$120.9M4.84M——

Other funds holding ESI

Other LOCUST WOOD CAPITAL ADVISERS, LLC positions

TSMWF

TAIWAN SEMICONDUCTOR MANUFAC

$346.2M
TSMWF

TAIWAN SEMICONDUCTOR MANUFAC

$337.1M
AMZN

AMAZON COM INC

$336M
AMZN

AMAZON COM INC

$333.8M
AMZN

AMAZON COM INC

$333.8M
NVDA

NVIDIA CORPORATION

$325.7M
AMZN

AMAZON COM INC

$299.1M
AMZN

AMAZON COM INC

$298.8M
LOCUST WOOD CAPITAL ADVISERS, LLC ESI Holdings: 13F Position History | Track13F