# Air Products & Chemicals (APD): value investors who own it

5 value investors held Air Products & Chemicals in their Q3 2026 13F, led by AKO Capital, Dodge & Cox, Markel Group, Jensen Investment Management, First…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| AKO Capital | 3.8% | $162m | Added +137% | 2 |
| Dodge & Cox | 1.4% | $2.8bn | Added +1.8% | 53 |
| Markel Group | 0.2% | $25.9m | Added +17% | 10 |
| Jensen Investment Management | 0.0% | $1.6m | Trimmed -29% | 9 |
| First Eagle Investment Management | 0.0% | $13k | Added +165% | 3 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Dodge & Cox Global Stock Fund | Dodge & Cox | 1.1% | $148m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/apd). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.