Thomas Gayner - Markel Group
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    129
Portfolio value:    $11,938,885,174
Holdings Activity Buys Sells    History
Holding/activity history for  Air Products and Chemicals, Inc. (APD)
← All APD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 75,500 0.18 Add 5.59% <0.01 $268.12–307.96 · VW $284.90i $21,931,995 SEC
2025   Q4 71,500 0.14 Add 10.00% 0.01 $229.11–296.46 · VW $267.08i $17,661,930 SEC
2025   Q3 65,000 0.14 $272.72 $17,726,800 SEC
2025   Q2 65,000 0.16 $282.06 $18,333,900 SEC
2025   Q1 65,000 0.17 Add 0.78% <0.01 $243.69–321.47 · VW $281.36i $19,169,800 SEC
2024   Q4 64,500 0.16 Add 24.04% 0.03 $281.97–341.14 · VW $313.09i $18,707,580 SEC
2024   Q3 52,000 0.14 Add 36.84% 0.04 $267.35–336.42 · VW $312.70i $15,482,480 SEC
2024   Q2 38,000 0.10 Add 153.33% 0.06 $246.00–296.00 · VW $273.62i $9,805,900 SEC
2024   Q1 15,000 0.04 Buy 0.04 $227.53–267.25 · VW $253.83i $3,634,050 SEC
2014   Q2 0 0.00 Sell 100.00% 0.09 $110.38–126.65 · VW $120.09i SEC
2014   Q1 25,944 0.09 Reduce 4.00% <0.01 $105.72–115.08 · VW $110.59i $2,857,000 SEC
2013   Q4 27,025 0.09 $103.39 $2,794,000 SEC
2013   Q3 27,025 0.09 Reduce 3.85% <0.01 $94.38–106.15 · VW $100.40i $2,664,000 SEC
2013   Q2 28,106 0.09 Reduce 1.51% <0.01 $83.37–102.68 · VW $93.51i $2,381,000 SEC
2013   Q1 28,538 0.09 Reduce 3.30% <0.01 $77.74–88.95 · VW $84.67i $2,300,000 SEC
2012   Q4 29,511 0.10 Reduce 1.45% <0.01 $75.08–83.25 · VW $79.40i $2,294,000 SEC
2012   Q3 29,944 0.11 Add 75.32% 0.05 $71.03–79.51 · VW $75.75i $2,291,000 SEC
2012   Q2 17,080 0.06 Add 464.26% 0.05 $70.41–78.79 · VW $75.20i $1,276,000 SEC
2012   Q1 3,027 0.01 Reduce 41.67% <0.01 $71.77–85.84 · VW $76.91i $257,000 SEC
2011   Q4 5,189 0.02 Reduce 2.04% <0.01 $74.03–85.51 · VW $81.01i $409,000 SEC
2011   Q3 5,297 0.02 Reduce 7.54% <0.01 $66.85–83.44 · VW $75.92i $374,000 SEC
2011   Q2 5,729 0.03 Add 1.92% <0.01 $68.99–90.66 · VW $78.46i $507,000 SEC
2011   Q1 5,621 0.03 Reduce 3.70% <0.01 $76.98–88.81 · VW $84.59i $469,000 SEC
2010   Q4 5,837 0.03 Reduce 3.58% <0.01 $79.13–87.88 · VW $84.04i $491,000 SEC
2010   Q3 6,054 0.03 $76.65 $464,000 SEC
2010   Q2 6,054 0.03 Add 36.60% <0.01 $59.32–72.01 · VW $66.60i $363,000 SEC
2010   Q1 4,432 0.02 Buy 0.02 $59.64–74.23 · VW $65.92i $303,000 SEC
Price snapshot:
Current price$301.96
Avg. buy price$268.58
+/- since buy12.43%
52-week low$224.64
52-week high$314.87