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Which funds own SXT

Sensient Technologies Corp in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $71m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 2; at least, of 91 current
Combined value: $71m; as reported
Opened: 1; new this quarter
Added to: 0; already held
Trimmed or sold out: 2; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
GAMCO Investors Inc Activist · $11.1bn book	$37m	0.3%	296,891	+$9.9m-12,145	Trimmed
Moore Capital Management LP Macro · $6.7bn book	$34m	0.5%	278,771	opened278,771	New

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Woodline Partners LP · Long/short equity$9.1m held before

Ownership through time

At least 4 of the 95 managers whose filings are on file listed SXT in Q2 2026, against 5 in Q2 2013. 1 manager more than in Q1 2026: 1 started a position.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Moore Capital Management LP$34m

Largest increases, by shares

Moore Capital Management LPnew: 278,771 shares+$34m
Holocene Advisors LP189,870 to 361,425 shares+$21m

Largest decreases, by shares

Janus Henderson Group Ltd1,905,920 to 1,713,595 shares-$24m
GAMCO Investors Inc309,036 to 296,891 shares-$1.5m

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Janus Henderson Group Ltd	Q4 2014	$341m	$211m
Holocene Advisors LP	Q4 2017	$45m	$45m
GAMCO Investors Inc	Q2 2013	$76m	$37m
Moore Capital Management LP	Q2 2026	$34m	$34m
Neuberger Berman Group LLC	Q2 2013	$344m	last listed Q2 2019
Wellington Management Group LLP	Q3 2014	$152m	last listed Q2 2017
Schonfeld Strategic Advisors LLC	Q2 2017	$74m	last listed Q2 2023
Marshall Wace LLP	Q2 2013	$55m	last listed Q3 2025
MFS Investment Management	Q4 2014	$54m	last listed Q4 2019
Arrowstreet Capital LP	Q2 2017	$34m	last listed Q2 2022
Artisan Partners LP	Q2 2013	$29m	last listed Q4 2015
Balyasny Asset Management LLC	Q2 2020	$26m	last listed Q3 2022
Man Group PLC	Q3 2020	$9.6m	last listed Q3 2020
Hudson Bay Capital Management LP	Q2 2022	$9.1m	last listed Q3 2023

What SXT is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around SXT →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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