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Olin Corporation OLN

Olin Corporation manufactures and distributes chemical products in the United States, Europe, Asia Pacific, the Middle East, Africa, and India Middle East, Africa, India, Latin America, and Canada. It operates through three segments: Chlor Alkali Products and Vinyls; Epoxy; and Winchester.

Company profile

Business mix

  • It operates through three segments: Chlor Alkali Products and Vinyls; Epoxy; and Winchester.
  • The Epoxy segment provides Allylics, such as allyl chloride, epichlorohydrin, and glycerin; aromatics, including acetone, and phenol; bisphenol, caustic soda, cumene, liquid and solid epoxy resins; and converted epoxy resins and additives.
  • The Winchester segment offers sporting ammunition products, including shotshells, small caliber centerfire, and rimfire ammunition products for hunters, competitive, and recreational shooters, and law enforcement agencies.
  • The company markets its products through its sales force, as well as directly to various industrial customers, mass merchants, retailers, wholesalers, gun clubs, other distributors, and the U.S. Government and its prime contractors.

Current key questions

  • Can demand and competitive position in chemicals support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Yacktman Asset Management Stephen Yacktman 1.6% $121.7M 2026-03-31
Semper Augustus Investments Group Christopher Bloomstran 7.2% $60.3M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $41.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +29.6% +1,398,821 / 4,722,709
Semper Augustus Investments Group Christopher Bloomstran 4 filing periods
13F 2025-06-30 Filed 2025-08-15
Minor increase Shares 13.5% 13F value change -$1.0M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 141.3% 13F value change +$32.1M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 1.0% 13F value change -$7.6M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 4.4% 13F value change +$19.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 702,466 Last 4 periods +1,326,853 (+188.9%) Total shares 2,029,319 Value $60.3M
Yacktman Asset Management Stephen Yacktman 4 filing periods
13F 2025-06-30 Filed 2025-08-06
Minor increase Shares 1.0% 13F value change -$15.9M
13F 2025-09-30 Filed 2025-11-04
Minor reduction Shares -2.1% 13F value change +$17.7M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -1.3% 13F value change -$17.6M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 4.3% 13F value change +$40.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 4,020,243 Last 4 periods +71,968 (+1.8%) Total shares 4,092,211 Value $121.7M

Recent mentions

No public mentions.