JAMES INVESTMENT RESEARCH, INC. IOSP — INNOSPEC INC COM

Ownership history in JAMES INVESTMENT RESEARCH, INC.  ·  57 quarters on record

AI Ownership Summary

JAMES INVESTMENT RESEARCH, INC. reported INNOSPEC INC COM (IOSP) in 57 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.13% in 2024 Q1. The latest visible filing shows IOSP at 0.02% 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 IOSP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was JAMES INVESTMENT RESEARCH, INC.'s position in INNOSPEC INC COM, 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
2026 Q1

IOSP was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% 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
2024 Q1 to 2026 Q1

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.

IOSP stock page JAMES INVESTMENT RESEARCH, INC. fund profile JAMES INVESTMENT RESEARCH, INC. full holdings
How JAMES INVESTMENT RESEARCH, INC. held IOSP — position size vs. price
% of Fund (quarterly)    IOSP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 69.7% +11.8% ❌ 3,015 -6,934 -69.7% 0.02% $220K 2026-04-24 $76.25
2025 Q4 UNCHANGED — — — 9,949 — 0% 0.08% $761K 2026-01-29 $80.46
2025 Q3 ADDED — — — 9,949 +1,615 +19.4% 0.08% $768K 2025-10-31 $71.85
2025 Q2 UNCHANGED — — — 8,334 — 0% 0.08% $701K 2025-08-01 $76.70
2025 Q1 UNCHANGED — — — 8,334 — 0% 0.10% $790K 2025-05-02 $89.22
2024 Q4 REDUCED — — — 8,334 -2 -0.0% 0.11% $917K 2025-01-30 $111.82
2024 Q3 UNCHANGED — — — 8,336 — 0% 0.11% $943K 2024-10-29 $105.00
2024 Q2 UNCHANGED — — — 8,336 — 0% 0.12% $1.0M 2024-07-30 $126.10
2024 Q1 REDUCED 12.4% -5.3% ✅ 8,336 -1,176 -12.4% 0.13% $1.1M 2024-05-01 $115.05
48 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IOSP

As of 2026 Q1 — sorted by position size

Western Standard LLC 3Y 7Y 8.71% FIRST WILSHIRE SECURITIES MANAGEMENT INC 3Y 7Y 2.44% CM Management, LLC 3Y 1.47% Round Hill Asset Management 3Y 7Y 0.57% Numerai GP LLC 3Y 0.56% GENDELL JEFFREY L 3Y 7Y 0.29% Allspring Global Investments Holdings, LLC 3Y 0.29% Huber Capital Management LLC 3Y 7Y 0.28% ZWJ INVESTMENT COUNSEL INC 3Y 7Y 0.27% Leeward Investments, LLC - MA 3Y 0.25%

FAQ About JAMES INVESTMENT RESEARCH, INC. and IOSP

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

How long has JAMES INVESTMENT RESEARCH, INC. reported owning IOSP?

JAMES INVESTMENT RESEARCH, INC. reported IOSP across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported IOSP position in JAMES INVESTMENT RESEARCH, INC.'s portfolio?

The largest reported portfolio weight for IOSP was 0.13% in 2024 Q1.

What is the latest reported IOSP position on this page?

The most recent filing on this page is 2026 Q1, when JAMES INVESTMENT RESEARCH, INC. reported 3,015 shares, equal to 0.02% of portfolio, with an estimated market value of $220K.

What does the chart on this IOSP ownership page compare?

The chart compares JAMES INVESTMENT RESEARCH, INC.'s quarterly IOSP 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.

How well did JAMES INVESTMENT RESEARCH, INC. time their IOSP position?

Based on 13F filing dates vs. subsequent IOSP price moves, JAMES INVESTMENT RESEARCH, INC. correctly timed 19 out of 40 reported position changes (48%). The annualised alpha on IOSP relative to SPY over the holding period was -3.7%.

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