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ESI Element Solutions Inc.

Materials, filed as ELEMENT SOLUTIONS INC (COM), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 2 managers in 2026 Q2, sold by 2

  • 4 Owners
  • Max 1.3%
  • $100M
  • 1 new 1 add 2 reduce

In 2026 Q2 Senator Investment Group opened a position in Element Solutions, First Eagle Investment Management added, and Glenview Capital Management and Lee Ainslie trimmed.

Who owns this now

Largest portfolio weights among holders, up to 1.3% (Senator Investment Group). Not free-float ownership.

  1. Senator Investment Group New 1.3%
  2. Glenview Capital Management Reduce 0.86%
  3. First Eagle Investment Manage... Add 0.03%
  4. Lee Ainslie Reduce 0.01%

Who owns ESI

Sorted by value, long equity only, as of 2026 Q2.

History
Glenview Capital Management 0.86%, was 1.4% Reduce −38.9% 994,579 $47M History
Senator Investment Group 1.3% New 1.3% 725,000 $35M History
First Eagle Investment Management 0.03% Add +548.8% 366,600 $18M History
Lee Ainslie, Maverick Capital 0.01%, was 0.02% Reduce −70.6% 12,812 $612K History

4 current, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Insider trades

Open-market buys and sales by ESI's executives, directors and 10% owners in the last 12 months, from their Form 4s

All ESI insider trades
  • None no insider bought on the open market
  • $25.7M sold by 5 insiders outside a trading plan
  • None no planned (10b5-1) sales
  1. Benjamin Gliklich CEO
    Sale
    $6.3M 170,000 shares at $37.30 13% of stake
    Traded Feb 24 Filed Feb 24
    ↗
  2. Carey J. Dorman CFO
    Sale
    $3.4M 97,500 shares at $34.87 29% of stake
    Traded Feb 23 Filed Feb 24
    ↗
  3. E Stanley Oneal Director
    Sale
    $7.1M 200,641 shares at $35.52
    Traded Feb 20 Filed Feb 24
    ↗
  4. Matthew Liebowitz President, Specialties
    Sale
    $984K 37,000 shares at $26.60 24% of stake
    Traded Dec 12, 2025 Filed Dec 12, 2025
    ↗
  5. Ian G H Ashken Director
    Sale
    $7.9M 292,000 shares at $27.00 49% of stake
    Traded Nov 5, 2025 Filed Nov 7, 2025
    ↗

Also filed in the last 12 months, not counted as buying or selling: 31 option exercises, 24 share withholdings for taxes, 4 other transactions, and 2 gifts.

SEC filings

Recent issuer filings from EDGAR, 23 shown.

Filed Form Detail Links
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,1.02,8.01,9.01 Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K/A 9.01 Filing Doc
8-K 7.01,9.01 Filing Doc
8-K 1.01,5.02,9.01 Filing Doc
8-K 5.07 Filing Doc
SCHEDULE 13G — Filing Doc
SCHEDULE 13G — Filing Doc
10-Q Filing Doc
8-K 2.02,9.01 Filing Doc
SCHEDULE 13G/A — Filing Doc
DEF 14A Filing Doc
SCHEDULE 13D/A — Filing Doc
8-K 5.02,8.01 Filing Doc
DEFA14A Filing Doc
10-K Filing Doc
8-K 2.02,9.01 Filing Doc
8-K 1.01,2.03,8.01,9.01 Filing Doc

Source: SEC EDGAR submissions, updated about 11 hours ago. All on EDGAR

Financials

US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.33B $2.46B $2.55B
Gross profit $0.918B $1.04B $1.07B
Gross margin * 39.4% 42.2% 42.0%
Net income — $244.2M $190.8M
Net margin * — 9.9% 7.5%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $1.2B $1.27B $1.58B
Total non-current assets * $3.78B $3.6B $3.52B
Total assets $4.97B $4.87B $5.1B
Total current liabilities $369.4M $379.7M $429.9M
Total non-current liabilities * $2.26B $2.1B $1.98B
Total equity $2.33B $2.38B $2.67B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from investing -$250.2M -$73.8M $286.1M
Cash from financing -$58.7M -$206.6M -$320.4M
Net change in cash $23.7M $70.1M $267.1M

Source: SEC companyfacts (US-GAAP 10-K). A * marks a computed figure, not a single XBRL tag. Fiscal years are as the issuer labels them. Follow The Filings does not adjust or audit these figures.

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.