Cliff Asness's ESI Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 1.0M shares of Element Solutions Inc (ESI) worth $25.68 M, representing 0.02% of the portfolio. First purchased in 2019-Q4, this long-term strategic position has been held for 24 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 1.6M shares. Largest reduction occurred in Q2 2025, reducing 1.6M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2019 | +524,463 | New Buy | 524,463 | $11.61 |
| Q1 2020 | -22,100 | Reduce 4.21% | 502,363 | $8.36 |
| Q2 2020 | +234,484 | Add 46.68% | 736,847 | $10.49 |
| Q3 2020 | +59,029 | Add 8.01% | 795,876 | $10.51 |
| Q4 2020 | -384,233 | Reduce 48.28% | 411,643 | $17.73 |
| Q1 2021 | -109,336 | Reduce 26.56% | 302,307 | $18.29 |
| Q2 2021 | -117,947 | Reduce 39.02% | 184,360 | $23.13 |
| Q3 2021 | -22,135 | Reduce 12.01% | 162,225 | $21.68 |
| Q4 2021 | +15,056 | Add 9.28% | 177,281 | $24.07 |
| Q1 2022 | +74,030 | Add 41.76% | 251,311 | $21.90 |
| Q2 2022 | +125,659 | Add 50.00% | 376,970 | $17.44 |
| Q3 2022 | +176,235 | Add 46.75% | 553,205 | $16.27 |
| Q4 2022 | -199,289 | Reduce 36.02% | 353,916 | $18.03 |
| Q1 2023 | -69,147 | Reduce 19.54% | 284,769 | $18.97 |
| Q2 2023 | -33,671 | Reduce 11.82% | 251,098 | $19.10 |
| Q3 2023 | -6,419 | Reduce 2.56% | 244,679 | $19.61 |
| Q4 2023 | -21,677 | Reduce 8.86% | 223,002 | $23.14 |
| Q1 2024 | -7,714 | Reduce 3.46% | 215,288 | $24.97 |
| Q2 2024 | +44,347 | Add 20.60% | 259,635 | $27.07 |
| Q3 2024 | +804,580 | Add 309.89% | 1.06 M | $26.83 |
| Q4 2024 | +174,163 | Add 16.37% | 1.24 M | $25.43 |
| Q1 2025 | +1.62 M | Add 131.04% | 2.86 M | $22.61 |
| Q2 2025 | -1.61 M | Reduce 56.10% | 1.26 M | $22.65 |
| Q3 2025 | -234,328 | Reduce 18.66% | 1.02 M | $25.14 |
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 24 quarters since Q4 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's largest addition to Element Solutions Inc (ESI) was in Q1 2025, adding 2,861,197 shares worth $64.69 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 1,021,672 shares of Element Solutions Inc (ESI), valued at approximately $25.68 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Element Solutions Inc (ESI) represents approximately 0.02% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness's peak holding in Element Solutions Inc (ESI) was 2,861,197 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.