What smart money is saying about Celanese
CE
No fund has written a full thesis on Celanese in our archive, but 2 fund letters report a position in it, most recently Harris Associates U.S. Large Value Strategy in March 2026.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q4 2024 and Q1 2026, 2 fund letters reported a position in Celanese, with 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 1 | 0 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- March 2026
“l We eliminated the following position(s) during the period: • APA • Baxter • Celanese • Deere”
Celanese - December 2024
“• Celanese was a detractor during the quarter. The U.S. headquartered specialty chemicals company’s stock price declined after reporting third-quarter earnings that reflected continued pressure from weak end markets. The engi- neered materials segment detracted most from performance due to declines in auto produc- tion rates, particularly in Europe. Celanese's free cash flow remained challenged due to under- whelming earnings, and a larger than expected working capital outflow. In addition, the com- pany's financial leverage came under the spot- light after acquiring DuPont Mobility and Mate- rials. After a challenging year, Celanese an- nounced that CEO, Lori Ryerkerk will step down and be replaced by Scott Richardson who has been with the company for two decades and is currently serving as COO. Despite current head- winds we see Celanese as a clear leader in en- gineered materials that offers an attractive up- side.”
Celanese
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