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What smart money is saying about Sherwin-WilliamsUnited States flag

SHW · Basic Materials · Chemicals - Specialty · Market cap $83.85B

1 fund in our archive has pitched Sherwin-Williams — most recently Aoris in December 2024.

Company profile

The Sherwin-Williams Company develops, manufactures, distributes, and sells paints, coatings, and related products to professional, industrial, commercial, and retail customers. It operates through three segments: The Americas Group, Consumer Brands Group, and Performance Coatings Group. The Americas Group segment offers architectural paints and coatings, and protective and marine products, as well as OEM product finishes and related products for architectural and industrial paint contractors, and do-it-yourself homeowners. The Consumer Brands Group segment supplies a portfolio of branded and private-label architectural paints, stains, varnishes, industrial products, wood finishes products, wood preservatives, applicators, corrosion inhibitors, aerosols, caulks, and adhesives to retailers and distributors. The Performance Coatings Group segment develops and sells industrial coatings for wood finishing and general industrial applications, automotive refinish products, protective and marine coatings, coil coatings, packaging coatings, and performance-based resins and colorants. It serves retailers, dealers, jobbers, licensees, and other third-party distributors through its branches and direct sales staff, as well as through outside sales representatives. The company has operations primarily in the North and South America, the Caribbean, Europe, Asia, and Australia. As of February 17, 2022, it operated approximately 5,000 company-operated stores and facilities. The Sherwin-Williams Company was founded in 1866 and is headquartered in Cleveland, Ohio.

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2
Reported positions
0
Bought
0
Sold
3
Letters

Position history

Between Q4 2024 and Q2 2026, 2 fund letters reported a position in Sherwin-Williams, with no move described.

Fund letters reporting a position in Sherwin-Williams, by quarter
QuarterLettersBoughtSoldTheses
Q2 20262000
Q4 20240001

Fund activity · 2 positions

  • HoldsJensen Quality Growth Fund
    June 2026

    Listed in Jensen Quality Growth Fund’s reported holdings.

    Read the letterSherwin-Williams
  • HoldsJensen Quality Mid Cap Fund
    June 2026
    SHW is a leading manufacturer, distributor, and seller of paints and coatings and is one of the portfolio’s largest holdings due to its strong brand name, dominant market position, and economies of scale versus smaller competitors.
    Read the letterSherwin-Williams

Fund coverage · 1 thesis

  • Aoris
    December 2024

    Sherwin-Williams is the world's largest paint and coatings company with a dominant market share in the US professional painters segment and exclusive supply agreements with major home builders.

    Read the full thesis

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