
What smart money is saying about Sherwin-Williams
2 funds in our archive have pitched Sherwin-Williams — most recently Jensen Investment Management Quality Growth Equity Composite in June 2026.
The Sherwin-Williams Company engages in the development, manufacture, distribution, and sale of paint, coatings, and related products to professional, industrial, commercial and retail customers. The company operates through three segments: Paint Stores Group, Consumer Brands Group, and Performance Coatings Group. The Paint Stores Group segment offers architectural paint and coatings; protective and marine products; and OEM product finishes and related products for architectural and industrial paint contractors, and do-it-yourself homeowners under the Sherwin-Williams brand. 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, including home centers and hardware stores, and dedicated dealers 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. This segment serves retailers, dealers, jobbers, licensees, and other third-party distributors. The company operates in North America, South America, the Caribbean, Europe, Asia, and Australia. The Sherwin-Williams Company was founded in 1866 and is headquartered in Cleveland, Ohio.
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Position history
Between Q4 2024 and Q2 2026, 3 fund letters reported a position in Sherwin-Williams — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 3 | 0 | 1 | 1 |
| Q4 2024 | 0 | 0 | 0 | 1 |
Fund activity · 3 positions · 1 move
- June 2026
“Quality compounders form the foundation of the Portfolio and include Stryker (SYK), Mastercard (MA), Aon PLC (AON), and Sherwin-Williams (SHW),”
Sherwin-Williams “Quality compounders form the foundation of the Portfolio and include Stryker (SYK), Mastercard (MA), Marsh (MRSH), and Sherwin- Williams (SHW).”
Sherwin-Williams- June 2026
“Thermo Fisher Scientific (TMO), Moody’s (MCO), & Sherwin-Williams (SHW) We also exited our positions in Thermo Fisher Scientific, Moody’s, and Sherwin-Williams.”
Sherwin-Williams
Fund coverage · 2 theses
Sherwin-Williams is included among high-conviction quality compounders with dominant market positions and recurring revenue.
Read the full thesis- AorisDecember 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.
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