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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
2025
Q4 		– Sell
-100,000
Closed -$2.5M – 86
2025
Q3 		$2.5M Hold
100,000
– – 0.49% 36
2025
Q2 		$1.89M Buy
+100,000
New +$2.08M 0.7% 27

Other funds holding OLN

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Thomist Capital Management's OLN Position: Q1 2026 in Review

Thomist Capital Management reduced its Olin (OLN) stake by 74% in Q1 2026, selling an estimated $9.09M and leaving 134,000 shares worth $3.98M. The position accounts for 1.07% of the portfolio, ranked #26.

Thomist Capital Management first reported a position in OLN in Q4 2022 and has held it in 5 quarters since. The position peaked at $15.2M in Q3 2025. 418 funds tracked by Wall St. Rank hold OLN as of Q1 2026.

  • Thomist Capital Management held 134,000 shares of Olin worth $3.98M as of Q1 2026.
  • Thomist Capital Management sold 371,833 Olin shares in Q1 2026, an estimated $9.09M.
  • Olin made up 1.07% of Thomist Capital Management's portfolio in Q1 2026, its #26 holding.
  • Thomist Capital Management first reported a position in Olin in Q4 2022 and has held it in 5 quarters since.
  • Thomist Capital Management's Olin position peaked at $15.2M in Q3 2025.
  • 418 funds tracked by Wall St. Rank held Olin as of Q1 2026.

Based on Thomist Capital Management's 13F filing for Q1 2026, filed 15 May 2026.