Sessa Capital IM, L.P.

Position in APD — Air Products & Chemicals, Inc.

CIK 1595849 NEW YORK, NY

Position in APD

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

Position Value

$344,425,859

+$51,541,162 QoQ

Shares Held

1,185,672

0.0% QoQ

Ownership

0.532%

of shares outstanding

% of Portfolio

6.55%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2025

4 quarters on record

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

Basic Materials · as of Mar 31, 2026

Sessa Capital IM, L.P. holds $619,969,807 across 3 Specialty Chemicals names. APD ranks #1 (55.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APD	Air Products & Chemicals, Inc. This page	1,185,672	$344,425,859
2	SOLS	Solstice Advanced Materials Inc.	2,809,319	$213,957,735
3	AXTA	Axalta Coating Systems Ltd.	2,223,329	$61,586,213

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$344,425,859	1,185,672	0.0%	Shares	Sole	2026-05-15
2025-12-31	$292,884,697	1,185,672	+33.0%	Shares	Sole	2026-02-17
2025-09-30	$243,212,241	891,802	+35.3%	Shares	Sole	2025-11-14
2025-06-30	$185,877,540	659,000	—	Shares	Sole	2025-08-13
No filing history on record for this holder in this stock.