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NewMarket Corporation

NEU Materials
$706.17 +$3.28 (0.47%)
Market Cap: $6.49 B
Gurus Holding
5
Popularity Rank
#1957
% of Shares Held
4.73%
Net Activity (Q2 2026)
+$172.59 M

Guru Ownership Trend

Guru Analysis for NewMarket Corporation (NEU)

NewMarket Corporation (NEU), a key player in the Materials sector, continues to attract institutional attention.

As of Q2 2026, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $307.09 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $172.59 M net inflow during the quarter.

Recent activity highlights Joel Greenblatt who increased their stake by 247.3%. Conversely, Ray Dalio reduced exposure by 74.7%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$193.74 M
Total Buy Value
New Buys 0
Additions 2
-$21.15 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
3
Net Buyers
2

FAQs for NewMarket Corporation (NEU)

Major holders include Cliff Asness ($213.64 M), Joel Greenblatt ($103.55 M), Renaissance Technologies (RenTech) ($16.86 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 434,870 shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $172.59 M, with 2 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited NEU. The total reported sell value was $21.15 M.

Yes, 0 managers opened new positions in NEU, and 2 increased their existing holdings. The total reported buy value was $193.74 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.07% Add 128.2% 270,011 $213.64 M Q2 2026
0.24% Add 247.3% 130,865 $103.55 M Q2 2026
0.02% Add 89.1% 18,780 $16.86 M Q3 2026
0.13% 14,500 $13.01 M Q3 2026
0.00% Reduce -74.7% 714 $564,945 Q2 2026
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