Which hedge funds own ESI? ELEMENT SOLUTIONS INC, Q2 2026 13F holders
44 tracked hedge funds disclosed a position in ESI (ELEMENT SOLUTIONS INC) in their Q2 2026 13F filings, worth $982.1m in total. The largest holder by portfolio weight is Candelo Capital Management LP at 3.9% of its book. 18 opened a new position this quarter: Oribel Capital Management, LP, Senator Investment Group LP, Divisadero Street Capital Management, LP, Southpoint Capital Advisors LP. 8 exited: Troluce Capital Advisors LLC, Oak Thistle LLC, EntryPoint Capital, LLC.
- 44
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 18
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 8
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $325m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $30.5m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $982m
- Combined value Sum of the holders' reported positions in the security.
- 3.6%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Troluce Capital Advisors LLC | 2.9% | $27.7m |
| Oak Thistle LLC | 0.1% | $1.5m |
| EntryPoint Capital, LLC | 0.1% | $377k |
| Bayforest Capital Ltd | 0.06% | $49.9k |
| Edgestream Partners, L.P. | 0.01% | $298k |
| Capstone Investment Advisors, LLC | 0.0% | $335k |
| Marshall Wace, LLP | 0.0% | $322k |
| Walleye Capital LLC | 0.0% | $3.7k |
Ownership over time
Who discovered ESI first? Beta
The run: Q1 2020 → Q2 2026, +471%
| Scoggin Management LP high conviction | Q1 2019 | 31.7% | +27.5 pts |
| Gates Capital Management, Inc. high conviction | Q1 2019 | 6.0% | +10.4 pts |
| Glenview Capital Management, LLC | Q1 2019 | 0.9% | +2.7 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.