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NASDAQ · Industrials

SOLSTICE ADVANCED MATLS INC SOLS

Solstice Advanced Materials, Inc. operates as a specialty chemicals and advanced materials company in the United States and internationally. It operates in two segments: Refrigerants & Applied Solutions (RAS), and Electronic & Specialty Materials (ESM). The RAS segment manufactures and sells low global warming potential (LGWP) refrigerants, blowing agents, solvents, and aerosol materials; and provides, aerosol propellants, cleaning solvents, pharmaceutical packaging materials, and alternative energy services under the Solstice, Genetron, and Aclar brands.

Sources StockAnalysis company profile stockanalysis.com
Aerospace

Company profile

Business mix

  • It operates in two segments: Refrigerants & Applied Solutions (RAS), and Electronic & Specialty Materials (ESM).
  • The RAS segment manufactures and sells low global warming potential (LGWP) refrigerants, blowing agents, solvents, and aerosol materials.
  • The ESM segment offers electronic materials, fibers and laboratory life science chemicals for semiconductor, defense, pharmaceutical, and construction markets.
  • This segment provides sputtering targets, lightweight high-strength fibers, and high-purity life science solutions under the Spectra, Fluka, and Hydranal brands.

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 69.17 FCF 1.13% Buyback -0.22%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Alkeon Capital Management 0.5% $279.4M 2026-03-31
Sessa Capital 3.9% $214.0M 2026-03-31
Coatue Management Philippe Laffont 0.4% $126.0M 2026-03-31
Duquesne Family Office Stanley Druckenmiller 0.1% $4,762 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 4 Last 3 13F filing periods
Net reducers 0 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $533.7M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +628.4% +7,069,453 / 1,125,000
Coatue Management Philippe Laffont 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$126.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +1,654,589 (New) Total shares 1,654,589 Value $126.0M
Duquesne Family Office Stanley Druckenmiller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$4,762
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +62,525 (New) Total shares 62,525 Value $4,762
Alkeon Capital Management 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 226.0% 13F value change +$224.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,125,000 Last 3 periods +2,543,020 (+226.0%) Total shares 3,668,020 Value $279.4M
Glenview Capital Management Larry Robbins 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$16.4M
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$16.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0
Sessa Capital 2 filing periods
13F 2025-12-31 Filed 2026-02-17
New Shares - 13F value change +$362.8M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -62.4% 13F value change -$148.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +2,809,319 (New) Total shares 2,809,319 Value $214.0M

Recent mentions

No public mentions.