Stock Taper 
WALNUT LEVEL CAPITAL LLC
Latest 13F filing data - Q1 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 The Sherwin-Williams Company | SHW | 2.45K | $784.39K |
 Ingredion Incorporated | INGR | 5K | $563.3K |
 International Flavors & Fragrances Inc. | IFF | 6.61K | $479.85K |
 PPG Industries, Inc. | PPG | 7.5K | $802.03K |
 Ecolab Inc. | ECL | 7.52K | $2M |
 CF Industries Holdings, Inc. | CF | 10K | $1.3M |
 Dow Inc. | DOW | 10K | $416.5K |
 Westlake Corporation | WLK | 10K | $1.17M |
 Element Solutions Inc | ESI | 10K | $341.4K |
 The Mosaic Company | MOS | 10K | $255K |
 Air Products and Chemicals, Inc. | APD | 13.49K | $3.92M |
 Mission Produce, Inc. | AVO | 15.93K | $219.25K |
 Axalta Coating Systems Ltd. | AXTA | 17.5K | $484.75K |
 Eastman Chemical Company | EMN | 30K | $2.29M |
 DuPont de Nemours, Inc. | DD | 30K | $1.37M |
 MP Materials Corp. | MP | 40K | $1.93M |
 Olin Corporation | OLN | 40K | $1.19M |
 Corteva, Inc. | CTVA | 40K | $3.35M |
 Smithfield Foods, Inc. | SFD | 50.91K | $1.42M |
 Rayonier Advanced Materials Inc. | RYAM | 60.53K | $670.02K |