$CLMT

$49.89 -$2.28 (4.37%) Close

$CLMT Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 87.9M shares outstanding

Who owns CLMT?

By type of holder

Institutions 51.9% Insiders 15.2% Everyone else 32.9%

Concentration Top 10 holders own 49.6%

The Heritage Group 16.5% · Two Seas Capital LP 7.5%

Institutional ownership

51.9%

+0.2 pts vs last qtr

Institutional holders

186

+5 vs last qtr

Net shares bought

+185.2K

by institutions in Q2 2026

New / sold out

38 / 33

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Barclays PLC +731.9K
Two Seas Capital LP +659.4K

Biggest sellers in Q2 2026

Adams Asset Advisors, LLC −1.2M
Wasserstein Management, L.P. −608.5K

Who is planning to sell?

Notices of proposed sale, last 12 months

$272K

2 notices from 1 person

Shares covered

7.6K

0.01% of the company

Arranged in advance

100%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Daniel J Sajkowski 2011 Trust Director 10b5-1 $272K

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2022–FY2025

+9.4%

+3.03% a year

Each share's claim on the business

−8.6%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

— vs $51.1M

over 4 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years0% 3–5 years0% 1–3 years87% Under 1 year13%

Quarterly turnover

12.5%

of institutional shares changed hands

Top 10 managers, median time held

1.8 years

Super Investors

Investment managers reporting CLMT on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
TS Two Seas Capital LP	6.6M	7.53%	+659.4K (+11.1%)	2024	4.7%
Shares held by quarter Peak holding7.0M (Q4'25) Change over 8 quarters+6.3M Share of the company7.530% Two Seas Capital LP's full portfolio →
B BlackRock, Inc.	5.2M	5.95%	+253.6K (+5.1%)	2024	0.0%
Shares held by quarter Peak holding5.2M (Q2'26) Change over 8 quarters+4.1M Share of the company5.950% BlackRock, Inc.'s full portfolio →

Two Seas Capital LP

6.6M

% of company

7.53%

Change vs last qtr

+659.4K (+11.1%)

Held since

2024

BlackRock, Inc.

5.2M

% of company

5.95%

Change vs last qtr

+253.6K (+5.1%)

Held since

2024

28 more super investors behind a free account

See every manager holding Calumet, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting CLMT on Form N-PORT; together they hold 15.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$94.7M	2.6M	2.99%	0.00%	June 30, 2026
SS State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF SPDR Series Trust	$65.2M	1.8M	2.06%	2.24%	June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$94.7M

% of company

2.99%

% of the fund

0.00%

As of

June 30, 2026

State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF

SPDR Series Trust

Position value

$65.2M

% of company

2.06%

% of the fund

2.24%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Calumet, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
HG The Heritage Group 5%+ holder 13D · 16.6%	14.5M	16.52%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company16.520% Disclosed stake13D · 16.6% View the 13D/G filing →

The Heritage Group

5%+ holder13D · 16.6%

14.5M

% of company

16.52%

Change vs last qtr

—

Held since

—

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