Thomist Capital Management’s Olin OLN Stock Holding History

Thomist Capital 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 Q2	–	Sell	-134,000	Closed	-$3.98M	–	71
2026 Q1	$3.98M	Sell	134,000 -371,833	-74%	-$9.09M	1.07%	26
2025 Q4	$10.6M	Sell	505,833 -117,553	-19%	-$2.54M	2.25%	14
2025 Q3	$15.2M	Buy	623,386 +371,055	+147%	+$8.24M	3.01%	10
2025 Q2	$5.16M	Buy	+252,331	New	+$5.24M	1.92%	15
2023 Q1	–	Sell	-95,000	Closed	-$5.03M	–	32
2022 Q4	$5.03M	Buy	+95,000	New	+$5.04M	2.48%	14

Other funds holding OLN

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

YAM

Yacktman Asset Management Austin, Texas $8.09B AUM 19.03% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Thomist Capital Management's OLN Position: Q2 2026 in Review

Thomist Capital Management sold out of Olin (OLN) in Q2 2026, closing a stake of 134,000 shares — an estimated $3.98M sold.

Thomist Capital Management first reported a position in OLN in Q4 2022 and held it in 5 quarters. The position peaked at $15.2M in Q3 2025. 411 funds tracked by Wall St. Rank hold OLN as of Q2 2026.

Thomist Capital Management reported no remaining Olin position as of Q2 2026 after selling out during the quarter.
Thomist Capital Management sold 134,000 Olin shares in Q2 2026, an estimated $3.98M.
Thomist Capital Management first reported a position in Olin in Q4 2022 and held it in 5 quarters.
Thomist Capital Management's Olin position peaked at $15.2M in Q3 2025.
411 funds tracked by Wall St. Rank held Olin as of Q2 2026.

Based on Thomist Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.