Impala Asset Management’s Olin OLN Stock Holding History

Impala Asset Management’s Portfolio OLN Stock Details OLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-167,000	Closed	-$3.48M	–	31
2025 Q4	$3.48M	Buy	167,000 +47,000	+39%	+$1.01M	2.19%	13
2025 Q3	$3M	Buy	+120,000	New	+$2.67M	1.86%	16
2023 Q1	–	Sell	-115,241	Closed	-$6.1M	–	29
2022 Q4	$6.1M	Buy	+115,241	New	+$6.12M	3.41%	14
2022 Q2	–	Sell	-454,000	Closed	-$23.7M	–	33
2022 Q1	$23.7M	Sell	454,000 -95,764	-17%	-$4.9M	2.05%	21
2021 Q4	$31.6M	Sell	549,764 -101,744	-16%	-$5.7M	2.5%	14
2021 Q3	$31.4M	Buy	651,508 +390,792	+150%	+$18.2M	2.23%	17
2021 Q2	$12.1M	Buy	+260,716	New	+$11.7M	0.8%	35
2018 Q1	–	Sell	-920,841	Closed	-$32.8M	–	70
2017 Q4	$32.8M	Buy	920,841 +190,207	+26%	+$6.76M	1.16%	24
2017 Q3	$25M	Sell	730,634 -269,658	-27%	-$8.41M	1.12%	30
2017 Q2	$30.3M	Buy	1,000,292 +357,435	+56%	+$10.9M	1.54%	22
2017 Q1	$21.1M	Buy	+642,857	New	+$19.3M	0.98%	33

Other funds holding OLN

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $7.5B AUM 22.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Impala Asset Management's OLN Position: Q1 2026 in Review

Impala Asset Management sold out of Olin (OLN) in Q1 2026, closing a stake of 167,000 shares — an estimated $3.48M sold.

Impala Asset Management first reported a position in OLN in Q1 2017 and held it in 11 quarters. The position peaked at $32.8M in Q4 2017. 418 funds tracked by Wall St. Rank hold OLN as of Q1 2026.

Impala Asset Management reported no remaining Olin position as of Q1 2026 after selling out during the quarter.
Impala Asset Management sold 167,000 Olin shares in Q1 2026, an estimated $3.48M.
Impala Asset Management first reported a position in Olin in Q1 2017 and held it in 11 quarters.
Impala Asset Management's Olin position peaked at $32.8M in Q4 2017.
418 funds tracked by Wall St. Rank held Olin as of Q1 2026.

Based on Impala Asset Management's 13F filing for Q1 2026, filed 13 May 2026.