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 4 quarters

Net buyers 1 Last 4 13F filing periods
Net reducers 1 Last 4 13F filing periods
Unchanged holders 2 Share count unchanged
Increase amount $686.1M Estimated from net added shares
Reduction amount $303.6M Estimated from net reduced shares
Net share change / base shares +46.3% +1,193,445 / 2,577,312
Tiger Global Management Chase Coleman 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -72.7% 13F value change -$299.5M
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 1,204,175 Last 4 periods -947,092 (-78.7%) Total shares 257,083 Value $82.4M
Viking Global Investors Andreas Halvorsen 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Major increase Shares 101.4% 13F value change +$332.7M
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 47.2% 13F value change +$325.4M
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 972,230 Last 4 periods +2,140,537 (+220.2%) Total shares 3,112,767 Value $997.8M
Alkeon Capital Management 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-11-14
Unchanged Shares 0.0% 13F value change $0
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 4 periods +0 (0.0%) Total shares 306,735 Value $98.3M
Markel Group Tom Gayner 4 filing periods
13F 2025-06-30 Filed 2025-08-01
Unchanged Shares 0.0% 13F value change $0
13F 2025-09-30 Filed 2025-10-31
Unchanged Shares 0.0% 13F value change $0
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 4 periods +0 (0.0%) Total shares 94,172 Value $30.2M

Recent mentions

No public mentions.