Tom Gayner's APD Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 65,000 shares of Air Products and Chemicals, Inc. (APD) worth $17.73 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Tom Gayner has maintained a long-term strategic position in APD, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2024, adding 23,000 shares. Largest reduction occurred in Q1 2024, reducing 9,000 shares.
Analysis based on 13F filings available since 2013 Q2
Tom Gayner's Air Products and Chemicals (APD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Air Products and Chemicals (APD) Trades by Tom Gayner
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +26,001 | Add 0.00% | 26,000 | $91.58 |
| Q3 2013 | -1,000 | Reduce 3.85% | 25,000 | $106.56 |
| Q1 2014 | -1,000 | Reduce 4.00% | 24,000 | $119.04 |
| Q2 2014 | -24,000 | Sold Out | 24,000 | $0.00 |
| Q1 2024 | +15,000 | New Buy | 15,000 | $242.27 |
| Q2 2024 | +23,000 | Add 153.33% | 38,000 | $258.05 |
| Q3 2024 | +14,000 | Add 36.84% | 52,000 | $297.74 |
| Q4 2024 | +12,500 | Add 24.04% | 64,500 | $290.04 |
| Q1 2025 | +500 | Add 0.78% | 65,000 | $294.92 |
Tom Gayner's Air Products and Chemicals Investment FAQs
Tom Gayner first purchased Air Products and Chemicals, Inc. (APD) in Q2 2013, acquiring 26,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner has held Air Products and Chemicals, Inc. (APD) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's largest addition to Air Products and Chemicals, Inc. (APD) was in Q2 2013, adding 26,000 shares worth $2.38 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tom Gayner's firm, Markel Group Inc., owns 65,000 shares of Air Products and Chemicals, Inc. (APD), valued at approximately $17.73 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Air Products and Chemicals, Inc. (APD) represents approximately 0.14% of Tom Gayner's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Gayner's peak holding in Air Products and Chemicals, Inc. (APD) was 65,000 shares, as reported at the end of Q1 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.