SEC 13F Intelligence

Dilation Capital Management LP / SHW

Dilation Capital Management LP’s Sherwin Williams Co Position

Does Dilation Capital Management LP own Sherwin Williams Co (SHW)? Yes — 47.6K shares worth $15M (+7.66% of its 13F portfolio) as of Q1 2026, up from 29.4K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
47.6K
% of Portfolio
+7.66%
Quarters Held
6
currently held

Position History SHW

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $6MQ1 ’25Q2 ’25: $5MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $10MQ4 ’25Q1 ’26: $15MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.6K$15M+7.66%
Q4 202529.4K$10M+4.38%
Q3 202522.7K$8M+3.90%
Q2 202514.1K$5M+2.59%
Q1 202516.2K$6M+6.87%
Q4 202413.1K$4M+4.09%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dilation Capital Management LP’s full portfolio or all institutional holders of SHW.