Tom Gayner's APD Position Overview
Tom Gayner (via Markel Group Inc.) currently holds 71,500 shares of Air Products and Chemicals, Inc. (APD) worth $17.66 M, representing 0.14% of the portfolio. First purchased in 2013-Q2, this medium-term investment has been held for 13 quarters.
Based on 13F filings, Tom Gayner has maintained a strategic position in APD, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2024, adding 23,000 shares. Largest reduction occurred in Q2 2014, reducing 24,000 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +6,500 | Add 10.00% | 71,500 | $247.02 |
| Q1 2025 | +500 | Add 0.78% | 65,000 | $294.92 |
| Q4 2024 | +12,500 | Add 24.04% | 64,500 | $290.04 |
| Q3 2024 | +14,000 | Add 36.84% | 52,000 | $297.74 |
| Q2 2024 | +23,000 | Add 153.33% | 38,000 | $258.05 |
| Q1 2024 | +15,000 | New Buy | 15,000 | $242.27 |
| Q2 2014 | -24,000 | Sold Out | 0 | $0.00 |
| Q1 2014 | -1,000 | Reduce 4.00% | 24,000 | $119.04 |
| Q3 2013 | -1,000 | Reduce 3.85% | 25,000 | $106.56 |
| Q2 2013 | +26,001 | Add 0.00% | 26,000 | $91.58 |
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 13 quarters since Q2 2013.
Tom Gayner's largest addition to Air Products and Chemicals, Inc. (APD) was in Q2 2013, adding 26,000 shares worth $2.38 M.
According to the latest 13F filing for Q4 2025, Tom Gayner's firm, Markel Group Inc., owns 71,500 shares of Air Products and Chemicals, Inc. (APD), valued at approximately $17.66 M.
As of the Q4 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.
Tom Gayner's peak holding in Air Products and Chemicals, Inc. (APD) was 71,500 shares, as reported at the end of Q4 2025.