SHERWIN WILLIAMS CO (SHW) — Hedge Fund Ownership Q1 2026
SHW
- SHERWIN WILLIAMS CO (SHW) is held by 7 of 82 tracked hedge funds, with Jensen Investment Management (4%) and Viking Global Investors (3%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
- The biggest increases in SHW holdings came from Maverick Capital (+38%) and Jensen Investment Management (+1%), highlighting conviction.
- The biggest decreases in SHW holdings came from Viking Global Investors (-2%) and Mairs & Power (-7%), suggesting profit-taking or de-risking.
- Overall, hedge funds increased exposure to SHERWIN WILLIAMS CO (SHW) by +0.5% vs the prior quarter and +36% vs prior year.
| # | Fund | % of Portfolio † | Shares † | Shares vs Prior Quarter † | Shares vs Prior Year † | Aggregate Value † | Reported Price * | Option |
|---|---|---|---|---|---|---|---|---|
| 1 |
Jensen Investment Management
|
3.96% | 626K | +1.30% | +7.71% | $200.8M | $320.55 | — |
| 2 |
Viking Global Investors Andreas Halvorsen
|
2.79% | 3.1M | -1.88% | +220.17% | $997.8M | $320.55 | — |
| 3 |
Maverick Capital Lee Ainslie
|
1.46% | 392K | +37.82% | — | $125.6M | $320.55 | — |
| 4 |
Mairs & Power
|
1.43% | 438K | -6.78% | -7.12% | $140.3M | $320.55 | — |
| 5 |
Torray Investment Partners Robert Torray
|
0.55% | 12K | -0.19% | -8.63% | $3.7M | $320.55 | — |
| 6 |
Tiger Global Management Chase Coleman
|
0.36% | 257K | — | -78.65% | $82.4M | $320.55 | — |
| 7 |
Markel Group Tom Gayner
|
0.25% | 94K | — | — | $30.2M | $320.55 | — |
| 7 | Total | — | 4.9M | +0.49% | +36.08% | $1.58B | — | — |
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.