APD — AIR PRODS & CHEMS INC

Ownership history in Sessa Capital IM, L.P.  ·  3 quarters on record

This page tracks every 13F SEC filing in which Sessa Capital IM, L.P. reported a position in AIR PRODS & CHEMS INC (APD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.76% (2025 Q3)
Avg. % of fund
5.56%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,185,672 +293,870 +33.0% 5.47% $292.9M $245.23
2025 Q3 ADDED 891,802 +232,802 +35.3% 5.76% $243.2M $268.97
2025 Q2 INITIATED 659,000 — — 5.44% $185.9M $276.41
% of Fund (quarterly)    APD price (monthly, adj. close)

Other funds also holding APD

As of 2025 Q4 — sorted by position size

Mantle Ridge LP 3Y 7Y 40.53% CINCINNATI INDEMNITY CO 3Y 7Y 9.3% CSU Producer Resources, Inc. 3Y 7Y 4.11% VANTAGE WEALTH 3Y 7Y 4.02% Tiller Private Wealth, Inc. 3Y 7Y 3.62% VIKING GLOBAL INVESTORS LP 3Y 7Y 3.14% CINCINNATI CASUALTY CO 3Y 7Y 3.1% Socorro Asset Management LP 3Y 2.92% Eliot Finkel Investment Counsel, LLC 3Y 7Y 2.74% Iron Gate Global Advisors LLC 3Y 7Y 2.66%
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