Form 13-F position report

SENSIENT TECHNOLOGIES CORP

Reported by BEACONLIGHT CAPITAL LLC

SXT CUSIP 81725T100 Manager CIK 0001569537

Reported 138,033 shares, up 23,802 (20.8%) from the prior quarter.

Reported value 21.0%; share count 20.8% vs. the prior quarter.

Added
% of reported 13F value 7.57% This manager · Q4 2025
Shares 138,033 Quarter-end amount reported
Reported value $12,968,200 Fair value at quarter end
Consecutive quarters held 3 Through Q4 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2025-06-30 14001761
2025-09-30 10720579
2025-12-31 12968200
2026-03-31 10734292
2026-06-30 27347078

Quarterly position history

How this manager's reported quarter-end position changed over time.

5 quarters
Quarterly reported position history for SENSIENT TECHNOLOGIES CORP held by BEACONLIGHT CAPITAL LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Added 221,811 +97,629 (78.6%) 9.65% $27,347,078 2026-08-14
Q1 2026 Reduced 124,182 -13,851 (-10.0%) 5.66% $10,734,292 2026-05-14
Q4 2025 Added 138,033 +23,802 (20.8%) 7.57% $12,968,200 2026-02-17
Q3 2025 Reduced 114,231 -27,890 (-19.6%) 5.29% $10,720,579 2025-11-14
Q2 2025 New 142,121 +142,121 (0.0%) 7.99% $14,001,761 2025-08-14

Who else reported the position

390 managers reported SENSIENT TECHNOLOGIES CORP for Q4 2025.

Managers reporting SENSIENT TECHNOLOGIES CORP in Q4 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
Freemont Capital Pte Ltd Unchanged 6,304,914 0 13.24% $592,346,670 5 qtrs
BlackRock Inc Added 6,282,539 +87,008 < 0.01% $590,244,504 6 qtrs
VANGUARD GROUP INC Reduced 4,954,131 -8,627 < 0.01% $465,440,607 51 qtrs
JANUS HENDERSON GROUP PLC Reduced 2,084,311 -201,837 0.09% $195,820,445 45 qtrs
STATE STREET CORPORATION Reduced 1,589,920 -22,023 < 0.01% $149,372,984 51 qtrs
WESTWOOD HOLDINGS GROUP INC Added 1,107,789 +104,518 0.85% $104,076,777 3 qtrs
DIMENSIONAL FUND ADVISORS LP Reduced 1,024,057 -15,365 0.02% $96,211,446 51 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 1,010,258 +4,123 < 0.01% $94,930,240 51 qtrs
CONGRESS ASSET MANAGEMENT CO MA Added 734,573 +17,935 0.49% $69,013,123 4 qtrs
SNYDER CAPITAL MANAGEMENT L P Added 695,170 +29,707 1.22% $65,311,221 40 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2025
Filed
February 17, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
138,033
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.