What smart money is saying about Eastman Chemical
EMN
No fund has written a full thesis on Eastman Chemical in our archive, but 2 fund letters report a position in it — most recently ClearBridge Investments Value Strategy in June 2026.
Get an email when a fund writes about it
2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Every position in Eastman Chemical on record in the archive was reported in Q2 2026, across 2 fund letters — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“Meanwhile, we sold Eastman Chemical, which funded a new position in CF Industries.”
Eastman Chemical - HoldsPolaris Capital Management Global Equity CompositeJune 2026
“Those concerns were unfounded as two days later (in early July), it agreed to buy a “better fit” ammonia facility in Texas City from Gulf Coast Ammonia for $1.3 billion, with the plant expected to reach full capacity by year-end. Eastman Chemical and Lundin Mining were also in negative territory.”
Eastman Chemical
Read the letters behind these Eastman Chemical positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
View plans→Share this ledger