LONDON CO OF VIRGINIA

Position in APD — Air Products & Chemicals, Inc.

CIK 1259887 RICHMOND, VA

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Position in APD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$375,552,439

-$6,891,880 QoQ

Shares Held

1,280,962

-2.7% QoQ

Ownership

0.575%

of shares outstanding

% of Portfolio

2.15%

of 13F equity value

Holder Rank

#29

of 1,769 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Common Shares in APD Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

LONDON CO OF VIRGINIA holds $834,206,485 across 5 Specialty Chemicals names. APD ranks #2 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEU	Newmarket Corp	488,482	$386,506,497
2	APD	Air Products & Chemicals, Inc. This page	1,280,962	$375,552,439
3	ESI	Element Solutions Inc	984,974	$47,032,508
4	HWKN	Hawkins Inc	167,292	$23,772,193
5	SHW	Sherwin Williams Co	3,900	$1,342,848

All Filings in APD

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,552,439	1,280,962	-2.7%	Shares	Sole	2026-08-14
2026-03-31	$382,444,319	1,316,549	-3.1%	Shares	Sole	2026-05-15
2025-12-31	$335,473,415	1,358,082	-9.6%	Shares	Sole	2026-02-17
2025-09-30	$409,520,442	1,501,615	-1.5%	Shares	Sole	2025-11-14
2025-06-30	$430,002,162	1,524,506	-2.3%	Shares	Sole	2025-08-14
2025-03-31	$460,007,368	1,559,770	-2.7%	Shares	Sole	2025-05-15
2024-12-31	$464,830,865	1,602,644	-4.9%	Shares	Sole	2025-02-14
2024-09-30	$501,908,356	1,685,727	-6.0%	Shares	Sole	2024-11-14
2024-06-30	$462,550,496	1,792,484	+3.5%	Shares	Sole	2024-08-14
2024-03-31	$419,500,922	1,731,543	+43.0%	Shares	Sole	2024-05-15
2023-12-31	$331,440,376	1,210,520	-7.1%	Shares	Sole	2024-02-14
2023-09-30	$369,231,374	1,302,863	-3.2%	Shares	Sole	2023-11-14
2023-06-30	$403,228,484	1,346,204	-2.5%	Shares	Sole	2023-08-14
2023-03-31	$396,658,263	1,381,074	-2.6%	Shares	Sole	2023-05-15
2022-12-31	$436,901,830	1,417,316	+0.3%	Shares	Sole	2023-02-14
2022-09-30	$328,815,140	1,412,861	+3.0%	Shares	Sole	2022-11-14
2022-06-30	$329,864,973	1,371,694	+0.1%	Shares	Sole	2022-08-15
2022-03-31	$342,534,393	1,370,631	-1.2%	Shares	Sole	2022-05-16
2021-12-31	$422,199,999	1,387,629	+18.6%	Shares	Sole	2022-02-14
2021-09-30	$299,559,829	1,169,653	+1.6%	Shares	Sole	2021-11-15
2021-06-30	$331,243,094	1,151,429	+1.1%	Shares	Sole	2021-08-16
2021-03-31	$320,390,836	1,138,803	+0.7%	Shares	Sole	2021-05-14
2020-12-31	$308,925,755	1,130,685	+1.4%	Shares	Sole	2021-02-16
2020-09-30	$332,132,069	1,115,061	+0.3%	Shares	Sole	2020-11-13
2020-06-30	$268,356,953	1,111,393	+4.8%	Shares	Sole	2020-08-14
2020-03-31	$211,778,824	1,060,963	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.