← Top Holdings

APDAir Products & Chemicals, Inc.

CUSIP: 009158106

🔥 Bought by 2 superinvestors this quarter

6

Guru Owners

$3.49B

Total Value Held

14.1M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	9236610	$2.28B	1.23%	$247.02	Q4 2025
Andreas Halvorsen	Viking Global Investors	4782534	$1.18B	3.14%	$247.02	Q4 2025
Tom Gayner	Markel Group	71500	$17.7M	0.14%	$247.02	Q4 2025
FPA Queens Road	Bragg Financial Advisors	23104	$5.7M	0.19%	$247.02	Q4 2025
Jensen Investment Management	Jensen Investment Management	9035	$2.2M	0.04%	$247.02	Q4 2025
Hillman Value Fund	Hillman Capital Management	1367	$338K	0.21%	$247.02	Q4 2025

$2.28B

1.23%

Andreas Halvorsen

$1.18B

3.14%

$17.7M

0.14%

FPA Queens Road

$5.7M

0.19%

Jensen Investment Management

$2.2M

0.04%

Hillman Value Fund

$338K

0.21%

📊 Fundamentals

Market Cap$65.8B

Forward P/E20.9x

EPS (TTM)$-1.48

Revenue (TTM)$12.2B

Profit Margin-2.73%

Div Yield2.44%

Beta0.81

52-Week Range

$229.11

$301.25

Current: $295.45

Data from Yahoo Finance · refreshed every 4 hours

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

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

NEWFPA Queens Road$9.4M

NEWJensen Investment Management$3.7M

NEWHillman Value Fund$305K

Q4 '243 owners · $1.95B

INCREASEDDodge & Cox$1.93B

INCREASEDTom Gayner$18.7M

REDUCEDRay Dalio$213K

Q3 '243 owners · $1.98B

INCREASEDDodge & Cox$1.96B

INCREASEDTom Gayner$15.5M

INCREASEDRay Dalio$289K

💰 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. 6.1%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

5.0%current: -50.4%

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 6 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