What smart money is saying about Eastman Chemical
EMN
No fund has written a full thesis on Eastman Chemical in our archive, but 3 fund letters report a position in it, most recently ClearBridge Investments Value Strategy in June 2026.
Get an email when a fund buys, sells or pitches it
3
Reported positions
1
Bought
1
Sold
3
Letters
Position history
Between Q4 2025 and Q2 2026, 3 fund letters reported a position in Eastman Chemical, with 1 buy (opened or added) and 1 sell (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q4 2025 | 1 | 1 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 2 moves
- 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 - New positionDavenportDecember 2025
“We added global insurance broker Marsh & McLennan Companies Inc. (MMC), as well as specialty chemicals manufacturer Eastman Chemicals Co (EMN).”
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