Balyasny Asset Management L.P.
Position in APD — Air Products & Chemicals, Inc.
CIK 1218710
Chicago, IL
Position in APD
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,916,966
-$180,712,685 QoQ
Shares Held
102,043
-85.9% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#144
of 1,769 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Derivatives in APD
reported options exposure · as of Sep 30, 2025CallValue
$572,712
CallShares
2,100
PutValue
$245,448
PutShares
900
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Balyasny Asset Management L.P. holds $840,337,228 across 29 Specialty Chemicals names. APD ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ECL |
Ecolab Inc.
|
810,128 | $225,709,761 | |
| 2 | SHW |
Sherwin Williams Co
|
586,345 | $201,890,310 | |
| 3 | RPM |
Rpm International Inc/De/
|
1,146,089 | $127,387,792 | |
| 4 | ESI |
Element Solutions Inc
|
1,759,552 | $84,018,608 | |
| 5 | WLK |
Westlake Corp
|
625,859 | $45,687,707 | |
| 6 | LIN |
Linde PLC
|
79,911 | $41,469,014 | |
| 7 | SOLS |
Solstice Advanced Materials Inc.
|
375,521 | $33,271,160 | |
| 8 | APD |
Air Products & Chemicals, Inc.
This page
|
102,043 | $29,916,966 |
All Filings in APD
Export CSV
38 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,916,966 | 102,043 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $210,629,651 | 725,084 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $40,420,623 | 163,633 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,902,463 | 36,310 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $245,448 | 900 | Put | Sole | 2025-11-14 | |
| 2025-09-30 | $572,712 | 2,100 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $3,690,473 | 13,084 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,831,232 | 9,600 | Put | Sole | 2025-05-15 | |
| 2025-03-31 | $914,252 | 3,100 | Call | Sole | 2025-05-15 | |
| 2025-03-31 | $942,564 | 3,196 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $126,770,973 | 437,081 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $60,142,884 | 201,998 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $64,337,542 | 249,322 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,101,540 | 12,802 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,476,000 | 20,000 | Put | Sole | 2024-02-14 | |
| 2023-12-31 | $1,369,000 | 5,000 | Call | Sole | 2024-02-14 | |
| 2023-12-31 | $1,255,646 | 4,586 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $81,891,830 | 288,962 | Shares | Other | 2023-11-14 | |
| 2023-09-30 | $5,668,000 | 20,000 | Put | Sole | 2023-11-14 | |
| 2023-06-30 | $81,512,297 | 272,134 | Shares | Sole | 2023-08-14 | |
| 2023-06-30 | $5,990,600 | 20,000 | Put | Sole | 2023-08-14 | |
| 2023-03-31 | $5,744,200 | 20,000 | Put | Sole | 2023-05-15 | |
| 2023-03-31 | $5,406,153 | 18,823 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $12,453,704 | 40,400 | Put | Sole | 2023-02-14 | |
| 2022-09-30 | $9,309,200 | 40,000 | Put | Sole | 2022-11-15 | |
| 2022-09-30 | $2,297,277 | 9,871 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $9,619,200 | 40,000 | Put | Sole | 2022-08-15 | |
| 2022-06-30 | $2,489,448 | 10,352 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $26,557,935 | 106,270 | Shares | Sole | 2022-05-16 | |
| 2022-03-31 | $9,996,400 | 40,000 | Put | Sole | 2022-05-16 | |
| 2021-09-30 | $1,280,550 | 5,000 | Call | Sole | 2021-12-01 | |
| 2021-09-30 | $31,714,357 | 123,831 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $21,756,375 | 75,627 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $16,195,618 | 57,566 | Shares | Sole | 2021-05-17 | |
| 2021-03-31 | $14,067,000 | 50,000 | Call | Sole | 2021-05-17 | |
| 2020-12-31 | $27,866,527 | 101,993 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $47,776,446 | 160,399 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $36,869,010 | 152,692 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||