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Element Solutions Inc

ESI Materials
$34.08 $-0.54 (-1.56%)
Market Cap: $8.3 B
Gurus Holding
8
Popularity Rank
#877
% of Shares Held
3.62%
Net Activity (Q4 2025)
+$27.03 M

Guru Ownership Trend

Guru Analysis for Element Solutions Inc (ESI)

Element Solutions Inc (ESI), a key player in the Materials sector, continues to attract institutional attention.

As of Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $300.27 M.

Top institutional holders include Larry Robbins and Chuck Royce.

Institutional sentiment is currently Bullish. This is evidenced by a $27.03 M net inflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Joel Greenblatt reduced exposure by 26.6%.

Key Holders

Top 5 by Value

$70.82 M
$58.93 M
$29.41 M
$26.51 M
$25.74 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$50.39 M
Total Buy Value
New Buys 2
Additions 3
-$23.36 M
Total Sell Value
Reductions 2
Sold Out 1

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for Element Solutions Inc (ESI)

Major holders include Larry Robbins ($70.82 M), Chuck Royce ($58.93 M), Steven Cohen ($29.41 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 8.81 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $27.03 M, with 5 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 1 fully exited ESI. The total reported sell value was $23.36 M.

Yes, 2 managers opened new positions in ESI, and 3 increased their existing holdings. The total reported buy value was $50.39 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.44% Add 28.4% 2,833,887 $70.82 M Q4 2025
0.60% Reduce -11.9% 2,358,076 $58.93 M Q4 2025
0.03% Add 8516.2% 1,177,052 $29.41 M Q4 2025
0.10% Reduce -26.6% 1,060,788 $26.51 M Q4 2025
0.01% Add 0.8% 1,029,939 $25.74 M Q4 2025
0.02% New Buy 207,388 $5.18 M Q4 2025
0.03% 132,900 $3.32 M Q4 2025
0.00% New Buy 10,700 $267,393 Q4 2025
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