GuruTrackHoldings radar

Materials

sector

Summary

In the Materials sector, tracked hedge-fund managers hold 21 stocks, a combined reported value of ~$1.23T; most concentrated in DD, FCX, DOW. 12 managers hold positions here. From public SEC 13F filings, delayed up to ~45 days.

Constituents

21stocks

Tracked gurus

12(13F)

Board total value

$1.23T

Largest holding

DDDUPONT DE NEMOURS INC

Data delay: 13F filings lag up to ~45 days and cover only some long positions. For research only.

Stocks in this boardranked by tracked-guru holding value

1

DDDUPONT DE NEMOURS INC$359.55B

2

FCXFREEPORT-MCMORAN INC$214.95B

Critical Minerals

3

DOWDOW CHEM CO$154.31B

4

CFCF INDUSTRIES HOLDINGS INC$109.59B

5

ECLECOLAB INC$74.01B

6

APDAIR PRODUCTS & CHEMICALS INC$69.72B

7

NUENUCOR CORP$37.36B

8

SHWSHERWIN-WILLIAMS CO/THE$31.10B

9

VMCVULCAN MATERIALS CO$30.84B

10

STLDSTEEL DYNAMICS INC$30.33B

11

MLMMARTIN MARIETTA MATERIALS$24.64B

12

PPGPPG INDUSTRIES INC$18.24B

13

NEMNEWMONT CORP$15.29B

Gold & Safe Haven Precious Metal Miners

14

IFFINTL FLAVORS & FRAGRANCES$15.09B

15

CECELANESE CORP$12.30B

16

LYBLYONDELLBASELL INDUSTRIES NV$8.34B

17

MOSMOSAIC CO/THE$7.07B

18

LINLINDE PLC$5.75B

19

ALBALBEMARLE CORP$5.69B

Critical Minerals

20

CTVACORTEVA INC$4.42B

21

CLFCLEVELAND-CLIFFS INC$3.87B

Gurus most invested in this boardby value held in this board

1Andreas Halvorsen2 stocks$2.19B 2Izzy Englander21 stocks$1.90B 3Ken Griffin21 stocks$1.87B 4Bill Gates1 stocks$1.39B 5Renaissance Technologies9 stocks$968.97M 6Warren Buffett1 stocks$660.69M 7Joel Greenblatt21 stocks$618.34M 8Ray Dalio10 stocks$460.12M 9Steven Cohen10 stocks$340.13M 10Carl Icahn1 stocks$310.15M 11George Soros3 stocks$153.23M 12Chase Coleman1 stocks$82.41M

Data from public SEC 13F & STOCK Act filings, delayed up to ~45 days, partial holdings only — for research, not investment advice.