ESI — ELEMENT SOLUTIONS INC

Ownership history in GLENVIEW CAPITAL MANAGEMENT, LLC  ·  28 quarters on record

AI Ownership Summary

GLENVIEW CAPITAL MANAGEMENT, LLC reported ELEMENT SOLUTIONS INC (ESI) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.65% in 2024 Q1. The latest visible filing shows ESI at 1.44% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ESI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was GLENVIEW CAPITAL MANAGEMENT, LLC's position in ELEMENT SOLUTIONS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ESI was reported at 1.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.65% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

ESI stock page GLENVIEW CAPITAL MANAGEMENT, LLC fund profile GLENVIEW CAPITAL MANAGEMENT, LLC full holdings
How GLENVIEW CAPITAL MANAGEMENT, LLC held ESI — position size vs. price
% of Fund (quarterly)    ESI price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,833,887 +626,720 +28.4% 1.44% $70.8M 2026-02-14 (Est.) $32.29
2025 Q3 REDUCED 2,207,167 -608,879 -21.6% 1.24% $55.6M 2025-11-14 $25.75
2025 Q2 ADDED 2,816,046 +284,109 +11.2% 1.79% $63.8M 2025-08-14 $25.01
2025 Q1 ADDED 2,531,937 +81,356 +3.3% 1.41% $57.2M 2025-05-15 $21.85
2024 Q4 REDUCED 2,450,581 -2,056,788 -45.6% 1.58% $62.3M 2025-02-14 $25.73
2024 Q3 REDUCED 4,507,369 -1,819,534 -28.8% 2.37% $122.4M 2024-11-14 $27.73
2024 Q2 REDUCED 6,326,903 -2,031,746 -24.3% 3.38% $171.6M 2024-08-14 $25.02
2024 Q1 ADDED 8,358,649 +4,596,029 +122.1% 3.65% $208.8M 2024-05-15 $23.21
2023 Q4 ADDED 3,762,620 +979,798 +35.2% 1.86% $87.1M 2024-02-14 $22.56
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ESI

As of 2025 Q4 — sorted by position size

Candelo Capital Management LP 4.66% Gates Capital Management, Inc. 3Y 7Y 3.0% Appian Way Asset Management LP 3Y 2.94% LOCUST WOOD CAPITAL ADVISERS, LLC 3Y 7Y 2.92% NEW SOUTH CAPITAL MANAGEMENT INC 3Y 7Y 2.89% Beck Bode, LLC 3Y 2.49% IRIDIAN ASSET MANAGEMENT LLC/CT 3Y 7Y 2.43% Albar Capital Partners LLP 1.7% SCOPUS ASSET MANAGEMENT, L.P. 3Y 7Y 1.36% MOODY ALDRICH PARTNERS LLC 3Y 7Y 1.31%

FAQ About GLENVIEW CAPITAL MANAGEMENT, LLC and ESI

These are the practical questions this page is built to answer before you even open the full history table.

How long has GLENVIEW CAPITAL MANAGEMENT, LLC reported owning ESI?

GLENVIEW CAPITAL MANAGEMENT, LLC reported ESI across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported ESI position in GLENVIEW CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for ESI was 3.65% in 2024 Q1.

What is the latest reported ESI position on this page?

The most recent filing on this page is 2025 Q4, when GLENVIEW CAPITAL MANAGEMENT, LLC reported 2,833,887 shares, equal to 1.44% of portfolio, with an estimated market value of $70.8M.

What does the chart on this ESI ownership page compare?

The chart compares GLENVIEW CAPITAL MANAGEMENT, LLC's quarterly ESI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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