What smart money is saying about NewMarket Corporation
NEU
No fund has written a full thesis on NewMarket Corporation in our archive, but 2 fund letters report a position in it — most recently The London Company Mid Cap Strategy in June 2026.
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2
Reported positions
1
Bought
0
Sold
2
Letters
Position history
Between Q4 2025 and Q2 2026, 2 fund letters reported a position in NewMarket Corporation — 1 opened or added to the position.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 1 | 0 | 0 |
| Q4 2025 | 1 | 0 | 0 | 0 |
Fund activity · 2 positions · 1 move
- June 2026
“Increased: NewMarket (NEU) – Addition reflects confidence in NEU’s resilient business model, disciplined operating culture, and strong free cash flow generation, which continues to support buybacks and dividends.”
NewMarket Corporation - December 2025
“NewMarket Corporation (NEU) – NEU was a weaker performer as a softer global environment (mostly China's slowdown) pressured Petroleum Additives volumes and margins.”
NewMarket Corporation
Read the letters behind these NewMarket Corporation positions
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