NYSE · Consumer Discretionary

SHERWIN WILLIAMS CO SHW

The Sherwin-Williams Company engages in the development, manufacture, distribution, and sale of paint, coatings, and related products to professional, industrial, commercial and retail customers. The company operates through three segments: Paint Stores Group, Consumer Brands Group, and Performance Coatings Group.

RETAIL: Building Materials

Company profile

Business mix

  • The company operates through three segments: Paint Stores Group, Consumer Brands Group, and Performance Coatings Group.
  • The Paint Stores Group segment offers architectural paint and coatings; protective and marine products; and OEM product finishes and related products for architectural and industrial paint contractors, and do-it-yourself homeowners.
  • The Consumer Brands Group segment supplies a portfolio of branded and private-label architectural paints, stains, varnishes, industrial products, wood finishes products, wood preservatives, applicators, corrosion inhibitors, aerosols, caulks.
  • The Performance Coatings Group segment develops and sells industrial coatings for wood finishing and general industrial applications.

Current key questions

  • Can demand and competitive position in specialty 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 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 29.3 FCF 3.88% Buyback 1.57%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Viking Global Investors Andreas Halvorsen 2.8% $997.8M 2026-03-31
Alkeon Capital Management 0.2% $98.3M 2026-03-31
Tiger Global Management Chase Coleman 0.4% $82.4M 2026-03-31
Markel Group Tom Gayner 0.3% $30.2M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $74.3M Estimated from net added shares
Reduction amount $23.1M Estimated from net reduced shares
Net share change / base shares +4.4% +159,584 / 3,611,173
Tiger Global Management Chase Coleman 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -21.9% 13F value change -$30.7M
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 329,175 Last 2 periods -72,092 (-21.9%) Total shares 257,083 Value $82.4M
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 10.1% 13F value change +$30.3M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -1.9% 13F value change -$30.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,881,091 Last 2 periods +231,676 (+8.0%) Total shares 3,112,767 Value $997.8M
Alkeon Capital Management 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 306,735 Last 2 periods +0 (0.0%) Total shares 306,735 Value $98.3M
Markel Group Tom Gayner 2 filing periods
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 94,172 Last 2 periods +0 (0.0%) Total shares 94,172 Value $30.2M

Recent mentions

No public mentions.