← Top Holdings

APDAir Products & Chemicals, Inc.

CUSIP: 009158106

8

Guru Owners

$3.91B

Total Value Held

13.7M

Total Shares

$2.68B
1.47%
$1.19B
3.33%
$21.9M
0.18%
$5.1M
0.16%
$3.4M
6.76%
$2.2M
0.04%
$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 Yield2.37%
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

$0$975.9M$1.95B$2.93B$3.90BQ2 '14Q4 '14Q2 '15Q3 '23Q1 '24Q3 '24Q1 '25Q3 '25Q1 '26

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
SOLDRay Dalio
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
SELLRo KhannaD
$15,001 - $50,0002025-11-25
SELLJulie JohnsonD
$1,001 - $15,0002025-11-13
BUYRo KhannaD
$1,001 - $15,0002025-11-10
BUYRich McCormickR
$1,001 - $15,0002025-11-05
BUYRo KhannaD
$1,001 - $15,0002025-11-03
SELLRo KhannaD
$1,001 - $15,0002025-10-07
SELLJulie JohnsonD
$1,001 - $15,0002025-08-14
BUYLisa McClainR
$1,001 - $15,0002025-08-04
BUYRo KhannaD
$1,001 - $15,0002025-08-04
BUYRo KhannaD
$1,001 - $15,0002025-07-01
BUYRo KhannaD
$15,001 - $50,0002025-06-06
SELLRo KhannaD
$1,001 - $15,0002025-05-28
BUYRo KhannaD
$1,001 - $15,0002025-05-19
BUYRob BresnahanR
$1,001 - $15,0002025-05-15
BUYRo KhannaD
$1,001 - $15,0002025-04-25
SELLRo KhannaD
$1,001 - $15,0002025-04-23
SELLRo KhannaD
$1,001 - $15,0002025-04-15
SELLJosh GottheimerD
$1,001 - $15,0002025-04-09
APD Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker