Cliff Asness's ESI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.03 M shares of Element Solutions Inc (ESI) worth $25.74 M, representing 0.01% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in ESI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 1.62 M shares. Largest reduction occurred in Q2 2025, reducing 1.61 M shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Element Solutions (ESI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Element Solutions (ESI) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +8,267 | Add 0.81% | 1.03 M | $24.99 |
| Q3 2025 | -234,328 | Reduce 18.66% | 1.02 M | $25.14 |
| Q2 2025 | -1.61 M | Reduce 56.10% | 1.26 M | $22.65 |
| Q1 2025 | +1.62 M | Add 131.04% | 2.86 M | $22.61 |
| Q4 2024 | +174,163 | Add 16.37% | 1.24 M | $25.43 |
| Q3 2024 | +804,580 | Add 309.89% | 1.06 M | $26.83 |
| Q2 2024 | +44,347 | Add 20.60% | 259,635 | $27.07 |
| Q1 2024 | -7,714 | Reduce 3.46% | 215,288 | $24.97 |
| Q4 2023 | -21,677 | Reduce 8.86% | 223,002 | $23.14 |
| Q3 2023 | -6,419 | Reduce 2.56% | 244,679 | $19.61 |
| Q2 2023 | -33,671 | Reduce 11.82% | 251,098 | $19.10 |
| Q1 2023 | -69,147 | Reduce 19.54% | 284,769 | $18.97 |
| Q4 2022 | -199,289 | Reduce 36.02% | 353,916 | $18.03 |
| Q3 2022 | +176,235 | Add 46.75% | 553,205 | $16.27 |
| Q2 2022 | +125,659 | Add 50.00% | 376,970 | $17.44 |
| Q1 2022 | +74,030 | Add 41.76% | 251,311 | $21.90 |
| Q4 2021 | +15,056 | Add 9.28% | 177,281 | $24.07 |
| Q3 2021 | -22,135 | Reduce 12.01% | 162,225 | $21.68 |
| Q2 2021 | -117,947 | Reduce 39.02% | 184,360 | $23.13 |
| Q1 2021 | -109,336 | Reduce 26.56% | 302,307 | $18.29 |
| Q4 2020 | -384,233 | Reduce 48.28% | 411,643 | $17.73 |
| Q3 2020 | +59,029 | Add 8.01% | 795,876 | $10.51 |
| Q2 2020 | +234,484 | Add 46.68% | 736,847 | $10.49 |
| Q1 2020 | -22,100 | Reduce 4.21% | 502,363 | $8.36 |
| Q4 2019 | +524,463 | New Buy | 524,463 | $11.61 |
Cliff Asness's Element Solutions Investment FAQs
Cliff Asness first purchased Element Solutions Inc (ESI) in Q4 2019, acquiring 524,463 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Element Solutions Inc (ESI) for 25 quarters since Q4 2019.
Cliff Asness's largest addition to Element Solutions Inc (ESI) was in Q1 2025, adding 2,861,197 shares worth $64.69 M.
According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,029,939 shares of Element Solutions Inc (ESI), valued at approximately $25.74 M.
As of the Q4 2025 filing, Element Solutions Inc (ESI) represents approximately 0.01% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Element Solutions Inc (ESI) was 2,861,197 shares, as reported at the end of Q1 2025.