Follow-The-Filings

Security · featured owners

ESI Element Solutions Inc.

COM Equity as of 2026 Q2 among managers we track

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

Who owns this now

Largest portfolio weights among featured holders · max 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%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Glenview Capital Management 2026 Q2 0.86% Reduce −38.9% 994,579 $47M history
Senator Investment Group 2026 Q2 1.3% New 1.3% 725,000 $35M history
First Eagle Investment Management 2026 Q2 0.03% Add +548.8% 366,600 $18M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% Reduce −70.6% 12,812 $612K history

4 current · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $2.33B $2.46B $2.55B
Gross profit $918.5M $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) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders