← Top Holdings

APDAir Products & Chemicals, Inc.

CUSIP: 009158106

8

Guru Owners

$3.91B

Total Value Held

13.7M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	9231575	$2.68B	1.47%	$290.49	Q1 2026
Andreas Halvorsen	Viking Global Investors	4104095	$1.19B	3.33%	$290.49	Q1 2026
Tom Gayner	Markel Group	75500	$21.9M	0.18%	$290.49	Q1 2026
FPA Queens Road	Bragg Financial Advisors	17715	$5.1M	0.16%	$290.48	Q1 2026
Whitney Tilson	T2 Partners Management	26688	$3.4M	6.76%	$127.59	Q3 2015
Jensen Investment Management	Jensen Investment Management	7695	$2.2M	0.04%	$290.49	Q1 2026
Hillman Value Fund	Hillman Capital Management	1339	$389K	0.27%	$290.49	Q1 2026
AKO Capital	AKO Capital	233356	$68K	1.33%	$0.29	Q1 2026

$2.68B

1.47%

Andreas Halvorsen

$1.19B

3.33%

$21.9M

0.18%

FPA Queens Road

$5.1M

0.16%

$3.4M

6.76%

Jensen Investment Management

$2.2M

0.04%

Hillman Value Fund

$389K

0.27%

$68K

1.33%

📊 Fundamentals

Market Cap$67.9B

P/E Ratio32.6x

Above market avg

Forward P/E21.4x

EPS (TTM)$9.37

Revenue (TTM)$12.5B

Profit Margin16.91%

Div Yield2.34%

Beta0.74

52-Week Range

$229.11

$314.87

Current: $305.05

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 32.6x trailing earnings → 21.4x forward · 16.9% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '267 owners · $3.90B

REDUCEDDodge & Cox$2.68B

REDUCEDAndreas Halvorsen$1.19B

INCREASEDTom Gayner$21.9M

REDUCEDFPA Queens Road$5.1M

REDUCEDJensen Investment Management$2.2M

REDUCEDHillman Value Fund$389K

NEWAKO Capital$68K

Q4 '256 owners · $3.49B

INCREASEDDodge & Cox$2.28B

INCREASEDAndreas Halvorsen$1.18B

INCREASEDTom Gayner$17.7M

REDUCEDFPA Queens Road$5.7M

INCREASEDJensen Investment Management$2.2M

INCREASEDHillman Value Fund$338K

Q3 '256 owners · $3.49B

INCREASEDDodge & Cox$2.46B

INCREASEDAndreas Halvorsen$1.00B

REDUCEDFPA Queens Road$8.7M

INCREASEDJensen Investment Management$2.5M

INCREASEDHillman Value Fund$312K

Q2 '256 owners · $3.13B

INCREASEDDodge & Cox$2.49B

NEWAndreas Halvorsen$607.6M

INCREASEDFPA Queens Road$9.1M

INCREASEDHillman Value Fund$317K

Q1 '255 owners · $2.62B

INCREASEDDodge & Cox$2.58B

INCREASEDTom Gayner$19.2M

REDUCEDFPA Queens Road$9.4M

NEWJensen Investment Management$3.7M

NEWHillman Value Fund$305K

SOLDMairs & Power

Q4 '245 owners · $1.96B

INCREASEDDodge & Cox$1.93B

INCREASEDTom Gayner$18.7M

NEWFPA Queens Road$9.3M

REDUCEDMairs & Power$341K

REDUCEDRay Dalio$213K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

⚠️ This company currently has negative free cash flow. The valuation assumes it will improve.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

6%analyst est. 5.9%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -28.2%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

APD: Held by 8 superinvestors · 27 congress member trades

SELLJulie JohnsonD

$1,001 - $15,0002025-12-18

SELLJosh GottheimerD

$15,001 - $50,0002025-12-08

$15,001 - $50,0002025-11-25

SELLJulie JohnsonD

$1,001 - $15,0002025-11-13

$1,001 - $15,0002025-11-10

BUYRich McCormickR

$1,001 - $15,0002025-11-05

$1,001 - $15,0002025-11-03

$1,001 - $15,0002025-10-07

SELLJulie JohnsonD

$1,001 - $15,0002025-08-14

BUYLisa McClainR

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-08-04

$1,001 - $15,0002025-07-01

$15,001 - $50,0002025-06-06

$1,001 - $15,0002025-05-28

$1,001 - $15,0002025-05-19

BUYRob BresnahanR

$1,001 - $15,0002025-05-15

$1,001 - $15,0002025-04-25

$1,001 - $15,0002025-04-23

$1,001 - $15,0002025-04-15

SELLJosh GottheimerD

$1,001 - $15,0002025-04-09