Position in APD
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,920,162
+$1,821,728 QoQ
Shares Held
13,495
+58.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
4.59%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APD Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Mar 31, 2026Walnut Level Capital LLC holds $13,645,636 across 10 Specialty Chemicals names. APD ranks #1 (28.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APD |
Air Products & Chemicals, Inc.
This page
|
13,495 | $3,920,162 | |
| 2 | EMN |
Eastman Chemical Co
|
30,000 | $2,289,600 | |
| 3 | ECL |
Ecolab Inc.
|
7,523 | $2,001,268 | |
| 4 | DD |
DuPont de Nemours, Inc.
|
10,000 | $1,373,999 | |
| 5 | WLK |
Westlake Corp
|
10,000 | $1,168,200 | |
| 6 | PPG |
Ppg Industries Inc
|
7,504 | $802,027 | |
| 7 | SHW |
Sherwin Williams Co
|
2,447 | $784,385 | |
| 8 | AXTA |
Axalta Coating Systems Ltd.
|
17,500 | $484,750 |
All Filings in APD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,920,162 | 13,495 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,098,434 | 8,495 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,316,756 | 8,495 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,396,099 | 8,495 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,505,345 | 8,495 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,089,795 | 27,892 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $15,003,714 | 50,392 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $18,906,807 | 73,268 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $13,565,908 | 55,995 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,868,791 | 50,653 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||