Larry Robbins's ESI Position Overview
Larry Robbins (via Glenview Capital Management, LLC) currently holds 2.2M shares of Element Solutions Inc (ESI) worth $55.55 M, representing 1.24% of the portfolio. First purchased in 2019-Q1, this long-term strategic position has been held for 27 quarters.
Based on 13F filings, Larry Robbins has maintained a strategic position in ESI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2024, adding 4.6M shares. Largest reduction occurred in Q4 2019, reducing 4.1M shares.
Analysis based on 13F filings available since 2013 Q2
Larry Robbins's Element Solutions (ESI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Element Solutions (ESI) Trades by Larry Robbins
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2019 | +11.69 M | New Buy | 11.69 M | $10.10 |
| Q4 2019 | -4.15 M | Reduce 35.49% | 7.54 M | $11.68 |
| Q1 2020 | -3.5 M | Reduce 46.34% | 4.05 M | $8.36 |
| Q2 2020 | -853,565 | Reduce 21.09% | 3.19 M | $10.85 |
| Q3 2020 | -710,245 | Reduce 22.24% | 2.48 M | $10.51 |
| Q4 2020 | +1.38 M | Add 55.69% | 3.87 M | $17.73 |
| Q1 2021 | -39,444 | Reduce 1.02% | 3.83 M | $18.29 |
| Q2 2021 | +8,783 | Add 0.23% | 3.84 M | $23.38 |
| Q3 2021 | -1.08 M | Reduce 28.24% | 2.75 M | $21.68 |
| Q4 2021 | -409,242 | Reduce 14.87% | 2.34 M | $24.28 |
| Q1 2022 | +723,303 | Add 30.86% | 3.07 M | $21.90 |
| Q2 2022 | +1.1 M | Add 35.87% | 4.17 M | $17.80 |
| Q3 2022 | -310,221 | Reduce 7.44% | 3.86 M | $16.27 |
| Q4 2022 | -757,298 | Reduce 19.64% | 3.1 M | $18.19 |
| Q1 2023 | -75,056 | Reduce 2.42% | 3.02 M | $19.31 |
| Q2 2023 | -477,710 | Reduce 15.80% | 2.55 M | $19.20 |
| Q3 2023 | +236,203 | Add 9.28% | 2.78 M | $19.61 |
| Q4 2023 | +979,798 | Add 35.21% | 3.76 M | $23.14 |
| Q1 2024 | +4.6 M | Add 122.15% | 8.36 M | $24.98 |
| Q2 2024 | -2.03 M | Reduce 24.31% | 6.33 M | $27.12 |
| Q3 2024 | -1.82 M | Reduce 28.76% | 4.51 M | $27.16 |
| Q4 2024 | -2.06 M | Reduce 45.63% | 2.45 M | $25.43 |
| Q1 2025 | +81,356 | Add 3.32% | 2.53 M | $22.61 |
| Q2 2025 | +284,109 | Add 11.22% | 2.82 M | $22.65 |
| Q3 2025 | -608,879 | Reduce 21.62% | 2.21 M | $25.17 |
Larry Robbins's Element Solutions Investment FAQs
Larry Robbins first purchased Element Solutions Inc (ESI) in Q1 2019, acquiring 11,692,065 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins has held Element Solutions Inc (ESI) for 27 quarters since Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Larry Robbins's largest addition to Element Solutions Inc (ESI) was in Q1 2019, adding 11,692,065 shares worth $118.09 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Larry Robbins's firm, Glenview Capital Management, LLC, owns 2,207,167 shares of Element Solutions Inc (ESI), valued at approximately $55.55 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 1.24% of Larry Robbins'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.
Larry Robbins's peak holding in Element Solutions Inc (ESI) was 11,692,065 shares, as reported at the end of Q1 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.