Balyasny Asset Management L.P.

Position in APD — Air Products & Chemicals, Inc.

CIK 1218710 Chicago, IL

Back to APD Full portfolio

Position in APD

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$210,629,651

+$170,209,028 QoQ

Shares Held

725,084

+343.1% QoQ

Ownership

0.326%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Common Shares in APD Over Time

Shares Held

Position Value (USD)

Derivatives in APD

reported options exposure · as of Sep 30, 2025

CallValue

$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 Mar 31, 2026

Balyasny Asset Management L.P. holds $591,161,450 across 28 Specialty Chemicals names. APD ranks #1 (35.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APD	Air Products & Chemicals, Inc. This page	725,084	$210,629,651
2	SHW	Sherwin Williams Co	463,367	$148,532,291
3	RPM	Rpm International Inc/De/	630,180	$62,639,892
4	AXTA	Axalta Coating Systems Ltd.	1,792,695	$49,657,650
5	WLK	Westlake Corp	369,672	$43,185,083
6	ECL	Ecolab Inc.	108,501	$28,863,436
7	SQM	Chemical & Mining Co Of Chile Inc	152,429	$12,337,603
8	BCPC	Balchem Corp	38,610	$6,543,622

All Filings in APD

Export CSV

37 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$210,629,651	725,084	+343.1%	Shares	Sole	2026-05-15
2025-12-31	$40,420,623	163,633	+350.7%	Shares	Sole	2026-02-17
2025-09-30	$9,902,463	36,310	+3934.4%	Shares	Sole	2025-11-14
2025-09-30	$245,448	900	-57.1%	Put	Sole	2025-11-14
2025-09-30	$572,712	2,100	-83.9%	Call	Sole	2025-11-14
2025-06-30	$3,690,473	13,084	+36.3%	Shares	Sole	2025-08-14
2025-03-31	$2,831,232	9,600	+209.7%	Put	Sole	2025-05-15
2025-03-31	$914,252	3,100	-3.0%	Call	Sole	2025-05-15
2025-03-31	$942,564	3,196	-99.3%	Shares	Sole	2025-05-15
2024-12-31	$126,770,973	437,081	+116.4%	Shares	Sole	2025-02-14
2024-09-30	$60,142,884	201,998	-19.0%	Shares	Sole	2024-11-14
2024-06-30	$64,337,542	249,322	+1847.5%	Shares	Sole	2024-08-14
2024-03-31	$3,101,540	12,802	-36.0%	Shares	Sole	2024-05-13
2023-12-31	$5,476,000	20,000	+300.0%	Put	Sole	2024-02-14
2023-12-31	$1,369,000	5,000	+9.0%	Call	Sole	2024-02-14
2023-12-31	$1,255,646	4,586	-98.4%	Shares	Other	2024-02-14
2023-09-30	$81,891,830	288,962	+1344.8%	Shares	Other	2023-11-14
2023-09-30	$5,668,000	20,000	-92.7%	Put	Sole	2023-11-14
2023-06-30	$81,512,297	272,134	+1260.7%	Shares	Sole	2023-08-14
2023-06-30	$5,990,600	20,000	0.0%	Put	Sole	2023-08-14
2023-03-31	$5,744,200	20,000	+6.3%	Put	Sole	2023-05-15
2023-03-31	$5,406,153	18,823	-53.4%	Shares	Other	2023-05-15
2022-12-31	$12,453,704	40,400	+1.0%	Put	Sole	2023-02-14
2022-09-30	$9,309,200	40,000	+305.2%	Put	Sole	2022-11-15
2022-09-30	$2,297,277	9,871	-75.3%	Shares	Sole	2022-11-15
2022-06-30	$9,619,200	40,000	+286.4%	Put	Sole	2022-08-15
2022-06-30	$2,489,448	10,352	-90.3%	Shares	Sole	2022-08-15
2022-03-31	$26,557,935	106,270	+165.7%	Shares	Sole	2022-05-16
2022-03-31	$9,996,400	40,000	+700.0%	Put	Sole	2022-05-16
2021-09-30	$1,280,550	5,000	-96.0%	Call	Sole	2021-12-01
2021-09-30	$31,714,357	123,831	+63.7%	Shares	Sole	2021-12-01
2021-06-30	$21,756,375	75,627	+31.4%	Shares	Sole	2021-08-16
2021-03-31	$16,195,618	57,566	+15.1%	Shares	Sole	2021-05-17
2021-03-31	$14,067,000	50,000	-51.0%	Call	Sole	2021-05-17
2020-12-31	$27,866,527	101,993	-36.4%	Shares	Sole	2021-02-16
2020-09-30	$47,776,446	160,399	+5.0%	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.