PYA Waltman Capital, LLC

Position in APD — Air Products & Chemicals, Inc.

CIK 1800135 KNOXVILLE, TN

Position in APD

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

Position Value

$1,854,656

+$929,155 QoQ

Shares Held

6,326

+98.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.51%

of 13F equity value

Holder Rank

#651

of 1,766 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Basic Materials · as of Jun 30, 2026

PYA Waltman Capital, LLC holds $1,854,656 across 1 Specialty Chemicals name. APD ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	APD	Air Products & Chemicals, Inc. This page	6,326	$1,854,656

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,854,656	6,326	+98.6%	Shares	Sole	2026-08-14
2026-03-31	$925,501	3,186	+12.1%	Shares	Sole	2026-05-13
2025-12-31	$701,783	2,841	-35.0%	Shares	Sole	2026-02-13
2025-09-30	$1,191,513	4,369	+5.5%	Shares	Sole	2025-11-14
2025-06-30	$1,167,728	4,140	+14.4%	Shares	Sole	2025-08-14
2025-03-31	$1,067,610	3,620	+1.2%	Shares	Sole	2025-05-01
2024-12-31	$1,037,473	3,577	+1.9%	Shares	Sole	2025-02-03
2024-09-30	$1,045,067	3,510	+5.6%	Shares	Sole	2024-11-15
2024-06-30	$857,758	3,324	+8.0%	Shares	Sole	2024-08-12
2024-03-31	$745,464	3,077	+14.9%	Shares	Sole	2024-05-13
2023-12-31	$733,236	2,678	+14.1%	Shares	Sole	2024-02-05
2023-09-30	$665,139	2,347	+23.9%	Shares	Sole	2023-11-13
2023-06-30	$567,609	1,895	+37.3%	Shares	Sole	2023-08-15
2023-03-31	$396,349	1,380	+45.1%	Shares	Sole	2023-05-09
2022-12-31	$293,155	951	+19.5%	Shares	Sole	2023-02-14
2022-09-30	$185,253	796	+215.9%	Shares	Sole	2022-11-04
2022-06-30	$60,600	252	—	Shares	Sole	2022-08-12
No filing history on record for this holder in this stock.