Stock Taper

WALNUT LEVEL CAPITAL LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Axalta Coating Systems Ltd.AXTA17.5K$484.75K
Mission Produce, Inc.AVO15.93K$219.25K
Air Products and Chemicals, Inc.APD13.49K$3.92M
Westlake CorporationWLK10K$1.17M
Dow Inc.DOW10K$416.5K
CF Industries Holdings, Inc.CF10K$1.3M
Element Solutions IncESI10K$341.4K
The Mosaic CompanyMOS10K$255K
Ecolab Inc.ECL7.52K$2M
PPG Industries, Inc.PPG7.5K$802.03K
International Flavors & Fragrances Inc.IFF6.61K$479.85K
Ingredion IncorporatedINGR5K$563.3K
The Sherwin-Williams CompanySHW2.45K$784.39K