Materials — Superinvestor Holdings
Chemicals, mining, metals, paper, and construction materials.
Last updated
$25.57B
Sector Total
20
Stocks Held
37
Managers Exposed
1.8%
% of Tracked Market
Across tracked superinvestor 13F filings, the Materials sector accounts for $25.57B in long equity positions (1.8% of combined market value), spread across 20 unique stocks held by 37 of 92 managers.
Top materials holdings
| Rank | Ticker | Company | Holders | Aggregate Value |
|---|---|---|---|---|
| 1 | IFF | International Flavors and Fragrances Inc. | 7 | $5.21B |
| 2 | APD | Air Products & Chemicals, Inc. | 10 | $4.34B |
| 3 | NEM | NEWMONT CORP | 4 | $2.46B |
| 4 | SHW | Sherwin-Williams Co | 11 | $2.45B |
| 5 | LIN | Linde plc | 11 | $2.04B |
| 6 | ECL | Ecolab Inc | 5 | $1.77B |
| 7 | CTVA | Corteva, Inc. | 6 | $1.41B |
| 8 | MLM | Martin Marietta Materials | 4 | $1.39B |
| 9 | NTR | NUTRIEN LTD | 3 | $1.26B |
| 10 | VMC | Vulcan Materials Co. | 8 | $1.26B |
| 11 | CE | Celanese Corp. | 2 | $708.4M |
| 12 | LYB | LyondellBasell Industries N.V. | 4 | $515.4M |
| 13 | DOW | Dow, Inc. | 5 | $346.0M |
| 14 | MOS | THE MOSAIC COMPANY | 3 | $166.6M |
| 15 | EXP | EAGLE MATLS INC | 2 | $122.7M |
| 16 | FCX | Freeport-McMoRan | 1 | $75.5M |
| 17 | CF | CF INDUSTRIES HOLD | 1 | $27.0M |
| 18 | DD | DuPont de Nemours, Inc. | 4 | $7.8M |
| 19 | EMN | EASTMAN CHEM CO | 1 | $5.0M |
| 20 | FMC | FMC CORP. | 2 | $1.3M |