13FPulse
OL

OLN OLIN CORP

2026Q2 · CUSIP 680665205 · Sector: Materials

Exiting + falling

Funds leaving and price falling — historically weak for the next six months

Funds that own it
402
Institutions that reported holding it to the SEC
Net decrease in holders
14
Last quarter 416 → now 402
How unusual is that
Bottom 20%
Stronger than only 10% of US stocks
What the filings say, in one paragraph

402 funds held OLN at the end of 2026Q2, down 14 from the quarter before. Buying is stronger than only 9.9% of US stocks, and the price fell over the same quarter — funds leaving and price weakness at the same time. On the business itself, revenue over the last 12 months was $6.7B(YoY +0.6%), return on equity is -11.4%. OLN has had 12 buying rushes in its history, and the price moved +6.2% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Materials sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2013Q3: holders=249 2013Q4: holders=249 2014Q1: holders=246 2014Q2: holders=250 2014Q3: holders=229 2014Q4: holders=240 2015Q1: holders=242 2015Q2: holders=240 2015Q3: holders=247 2015Q4: holders=275 2016Q1: holders=268 2016Q2: holders=274 2016Q3: holders=268 2016Q4: holders=287 2017Q1: holders=321 2017Q2: holders=314 2017Q3: holders=312 2017Q4: holders=346 2018Q1: holders=336 2018Q2: holders=317 2018Q3: holders=323 2018Q4: holders=327 2019Q1: holders=340 2019Q2: holders=319 2019Q3: holders=313 2019Q4: holders=304 2020Q1: holders=273 2020Q2: holders=271 2020Q3: holders=266 2020Q4: holders=286 2021Q1: holders=316 2021Q2: holders=359 2021Q3: holders=386 2021Q4: holders=463 2022Q1: holders=475 2022Q2: holders=478 2022Q3: holders=454 2022Q4: holders=473 2023Q1: holders=479 2023Q2: holders=460 2023Q3: holders=427 2023Q4: holders=426 2024Q1: holders=433 2024Q2: holders=446 2024Q3: holders=395 2024Q4: holders=385 2025Q1: holders=356 2025Q2: holders=354 2025Q3: holders=368 2025Q4: holders=379 2026Q1: holders=416 2026Q2: holders=402 -77 -38.5 +0 +38.5 +77 206355503 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 12 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 10% -27.0%
2022Q1 Top 20% -28.5% -7.4%
2021Q4 Top 10% +1.1% +20.8%
2021Q3 Top 10% -10.0% -19.8%
2021Q2 Top 5% +7.2% +40.0%
2021Q1 Top 20% -3.5% +0.6%
2017Q4 Top 20% -7.3% +2.3%
2017Q1 Top 5% -1.1% +0.5%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
174
Change in large funds
+14
Total value they hold
$2.2B
Funds buying for the first time
75
Funds that sold out entirely
89
Price change that quarter
-35.7%
Funds holding puts (bearish)
9
Funds holding calls (bullish)
8

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
EPS (TTM)
$-1.73
EPS YoY
Revenue (TTM)
$6.7B
Revenue YoY
+0.6%
Net margin
-2.9%
ROE
-11.4%
Debt ratio
77.0%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2021-09-30: EPS 2.38 2021-12-31: EPS 1.90 2022-03-31: EPS 2.48 2022-06-30: EPS 2.76 2022-09-30: EPS 2.18 2022-12-31: EPS 1.52 2023-03-31: EPS 1.16 2023-06-30: EPS 1.13 2023-09-30: EPS 0.82 2023-12-31: EPS 0.46 2024-03-31: EPS 0.40 2024-06-30: EPS 0.62 2024-09-30: EPS -0.21 2024-12-31: EPS 0.10 2025-03-31: EPS 0.01 2025-06-30: EPS -0.01 2025-09-30: EPS 0.37 2025-12-31: EPS -1.25 2026-03-31: EPS -0.73 2026-06-30: EPS -0.12 0B 1.3B 2.6B $B -1.37 0.83 3.04 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 14 5 24 44 20222023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-147M201M549M 20162017201820192020202120222023202420252026
Latest quarter $-92M (2026-03-31)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.