CLMT · NASDAQ · Chemicals - Specialty

Calumet

Formulates specialty hydrocarbons and branded lubricants while producing conventional and renewable fuels.

$47.75
After-hours close−0.01 (−0.02%)
At close$47.76(+4.35%)

Breakdown13F · Form 4

Institutions 52.15%45.45M sharesInsiders 3.24%2.83M sharesOther 44.61%38.87M shares

Shares outstanding 87.15M · Float 58.41M · 67.0% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
Heritage Group · 10 percent owner, other: 13(d) 10% Group Member12.44M14.27%Form 4Jun 5, 2026
Bagaria Rajay6.03M7.00%13GMar 19, 2025
Two Seas Capital LP5.96M6.84%13FMay 15, 2026
BlackRock, Inc.4.98M5.72%13FMay 13, 2026
Wasserstein Debt Opportunities Management, L.P.4.57M5.25%13FMay 15, 2026

Institutions13F, as of Mar 31, 2026

204 holders · 45.45M shares · 63 new positions · 120 increased · 46 reduced · 24 closed

HolderShares% outstandingChg q/qFiled
Two Seas Capital LP5.96M6.84%−1.02MMay 15, 2026
BlackRock, Inc.4.98M5.72%+40.0KMay 13, 2026
Wasserstein Debt Opportunities Management, L.P.4.57M5.25%−1.00MMay 15, 2026
Vanguard Capital Management LLC3.44M3.94%+3.44MnewMay 15, 2026
Adams Asset Advisors, LLC3.20M3.67%−1.95MApr 27, 2026
State Street Corp3.08M3.53%+925.1KMay 15, 2026
Geode Capital Management, LLC1.87M2.15%+213.4KMay 15, 2026
Bank of America Corp /DE/1.15M1.32%+455.0KMay 18, 2026

Beneficial owners13D/G · 5% or more, as filed

Holder% of classSharesFormFiled
The Heritage Group16.56%14.52M13DJun 5, 2026
Two Seas Capital LP9.30%8.10M13GFeb 17, 2026
Bagaria Rajayincl. Wasserstein Debt Opportunities Master, LP, WDO Management GP, LLC +3 more7.00%6.03M13GMar 19, 2025
Rajay Bagariaincl. Joseph Dutton, Wasserstein Debt Opportunities Management, LP +3 more7.00%6.04M13GFeb 25, 2025
BlackRock, Inc.5.40%4.71M13GJul 17, 2025

InsidersForm 4

InsiderRoleShares% outstandingFiled
Heritage Group10 percent owner, other: 13(d) 10% Group Member12.44M14.27%Jun 5, 2026
Jennifer Strauminsdirector943.4K1.08%Dec 5, 2025
Bruce A. Flemingofficer: EVP - MONTANA RENEWABLES550.0K0.63%Mar 11, 2026
Stephen P. Mawerdirector311.6K0.36%Jul 13, 2026
Louis Todd Borgmannofficer: CHIEF EXECUTIVE OFFICER263.7K0.30%Mar 11, 2026
Amy M. Schumacherdirector258.2K0.30%Jul 13, 2026
Scott Obermeierofficer: EVP - SPECIALTIES237.7K0.27%Mar 11, 2026
Daniel J. Sajkowskidirector82.0K0.09%Jul 13, 2026
Gregory J. Moricalofficer: SVP, GENERAL COUNSEL47.8K0.05%Mar 11, 2026
John G. Bossdirector33.0K0.04%Jul 13, 2026

1 ten-percent owner holds 12.44M shares by Form 4 — the 13D/G table above shows that stake, the figure above counts officers and directors only · 2 people have not refiled in the last 18 months (402.1K shares), so they are not in the figure above

Latest trades

DateInsiderTypeSharesAvg priceOwned after
Jul 1, 2026
Daniel J. Sajkowskidirector
Sale4,240$36.1677,718
May 15, 2026
Heritage Group10 percent owner, other: 13(d) 10% Group Member
Sale626,998$32.5412,980,211
Apr 1, 2026
Daniel J. Sajkowskidirector
Sale3,310$34.4681,958
Jun 2, 2025
Daniel J. Sajkowskidirector
Sale20,000$13.4081,959
Jul 1, 2025
Daniel J. Sajkowskidirector
Sale2,000$15.7782,237
May 1, 2025
Daniel J. Sajkowskidirector
Sale20,000$10.66101,959
Apr 1, 2025
Daniel J. Sajkowskidirector
Sale20,000$12.55121,959
Mar 3, 2025
Daniel J. Sajkowskidirector
Sale20,000$13.73141,959
Jun 24, 2025
Daniel J. Sajkowskidirector
Sale1,51884,237
Dec 4, 2025
Daniel J. Sajkowskidirector
Sale2,02285,268

CongressHouse and Senate disclosures

Not reported.