
What smart money is saying about Quaker Houghton
6 funds in our archive have pitched Quaker Houghton, most recently Heartland Value Plus Fund in September 2026.
Quaker Chemical Corporation is a global provider of specialized chemical formulations, which it develops, produces, and markets for a broad spectrum of heavy industrial and manufacturing applications. Its global operations are strategically divided into four segments: the Americas; Europe, the Middle East, and Africa (EMEA); Asia/Pacific; and dedicated Global Specialty Businesses. The company's extensive product portfolio encompasses a wide array of offerings, including fluids for metal removal, drawing, forming, finishing, and forging, as well as cleaning solutions, corrosion inhibitors, die cast mold release agents, heat treatment and quenching compounds, hydraulic fluids, specialized greases, offshore sub-sea energy control fluids, rolling lubricants, rod and wire drawing fluids, and various surface treatment chemicals. Beyond its products, the company also delivers comprehensive chemical management services. It serves major industries such as steel, aluminum, automotive, aerospace, offshore, can manufacturing, mining, and the broader metalworking sector. Established in 1918, and formerly known as Quaker Chemical Products Corporation until its rebranding in August 1962, Quaker Chemical Corporation is headquartered in Conshohocken, Pennsylvania.
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Position history
Between Q2 2025 and Q3 2026, 3 fund letters reported a position in Quaker Houghton, with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 0 | 1 |
| Q2 2026 | 0 | 0 | 0 | 1 |
| Q3 2025 | 1 | 1 | 0 | 2 |
| Q2 2025 | 0 | 0 | 0 | 2 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 3 positions · 1 move
- September 2026
“An example of a high-quality company in our portfolio that also happens to benefit from an improving PMI is Quaker Houghton (KWR) .”
Quaker Houghton - September 2026
“An example of a high-quality company in our portfolio that also happens to benefit from an improving PMI is Quaker Houghton (KWR) .”
Quaker Houghton - New positionClearbridge Small Cap StrategySeptember 2025
“One notable addition was Quaker Houghton, a global specialty chemicals company in the materials sector serving industrial and CLEARBRIDGE SMALL CAP STRATEGY 3 manufacturing end markets. We initiated a position as the company appeared to be nearing the bottom of its estimate revision cycle, with embedded expectations that seemed overly pessimistic relative to its long-term growth prospects.”
Quaker Houghton
Fund coverage · 6 theses
- Heartland Value Plus FundSeptember 2026
Quaker Houghton supplies mission-critical metalworking fluids and is seen as a high-quality, undervalued beneficiary of improving industrial production, with a new CEO, share buybacks, and a long dividend-growth record.
Read the full thesis Quaker Houghton is a leading industrial fluids business with recurring revenue, strong cash flow and a seasoned management team.
Read the full thesis- Schafer Cullen Small Cap Value EquitySeptember 2025
Quaker Houghton is a resilient leader in industrial process fluids and specialty chemicals with strong pricing power and growth potential, well-positioned to benefit from global manufacturing recovery and sustainability trends.
Read the full thesis - Clearbridge Small Cap StrategySeptember 2025
Quaker Houghton is well-positioned for above-industry average growth due to its resilient business model and optimistic long-term prospects despite current pessimistic expectations.
Read the full thesis - Royce IPJune 2025
Quaker Houghton is demonstrating resilience and strategic growth through acquisitions, effectively navigating challenges in a fluctuating macroeconomic environment while maintaining stable volumes and positioning for future success.
Read the full thesis - Heartland Value FundJune 2025
Quaker Chemical Corp. is a resilient investment with strong free cash flow potential and a current undervaluation, poised for growth as industrial production improves.
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