APD
Air Products & Chemicals Inc
8 super-investors hold APD worth a combined $4.26B. The largest position: Viking Global Investors at 3.3% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 34 — ranked #234 of 724 scored stocks. Conviction rising: 1 more super-investor hold it than in 2025Q4.
Why super-investors own APD
Cohort interest in APD is nascent and almost entirely concentrated in two holders. Dodge & Cox carries the largest absolute stake at $2.7B, representing 1.5% of their portfolio, while Viking Global holds $1.2B at a higher 3.3% concentration — the deepest conviction in the cohort. The only activity in 2026Q1 was AKO Capital initiating a new position, making it the first time any of the tracked super-investors held APD across the prior eight quarters. No existing holders added or trimmed. With eight owners total and a single new entrant this quarter, interest is technically rising from a low base, but the cohort remains lightly represented outside the two anchor positions.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 1.5% | 40q | $2.68B | 9,231,575 |
| 2 | Viking Global Investors | 3.3% | 8q | $1.19B | 4,104,095 |
| 3 | Joel Greenblatt | 0.2% | 40q | $295M | 1,016,233 |
| 4 | AKO Capital | 1.3% | — 1q | $68M | 233,356 |
| 5 | Thomas Gayner | 0.2% | 9q | $22M | 75,500 |
| 6 | Jensen Investment Management | <0.1% | 8q | $2M | 7,695 |
| 7 | Hillman Capital Management | 0.3% | 18q | $389K | 1,339 |
| 8 | First Eagle Investment Management | 0.0% | 11q | $5K | 17 |
- 1Dodge & Cox Fundsport1.5%val$2.68B9,231,575 sh·40q held
- 2Viking Global Investorsport3.3%val$1.19B4,104,095 sh·8q held
- 3Joel Greenblattport0.2%val$295M1,016,233 sh·40q held
- 4AKO Capitalport1.3%val$68M233,356 sh·—1q held
- 5Thomas Gaynerport0.2%val$22M75,500 sh·9q held
- 6Jensen Investment Managementport<0.1%val$2M7,695 sh·8q held
- 7Hillman Capital Managementport0.3%val$389K1,339 sh·18q held
- 8First Eagle Investment Managementport0.0%val$5K17 sh·11q held
Owners of APD also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | NEW | 1.3% | +100% | $68M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 009158106. Not investment advice.