SEC 13F Intelligence

Kanawha Capital Management LLC / APD

Kanawha Capital Management LLC’s Air Products And Chemicals I Position

Does Kanawha Capital Management LLC own Air Products And Chemicals I (APD)? Yes47.9K shares worth $14M (+0.98% of its 13F portfolio) as of Q1 2026, up from 46.8K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
47.9K
% of Portfolio
+0.98%
Quarters Held
30
currently held

Position History APD

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $6MQ2 ’19: $6MQ3 ’19: $6MQ4 ’19: $7MQ4 ’19Q1 ’20: $6MQ2 ’20: $7MQ3 ’20: $9MQ4 ’20: $8MQ4 ’20Q1 ’21: $9MQ2 ’21: $10MQ3 ’21: $9MQ4 ’21: $11MQ4 ’21Q1 ’22: $9MQ2 ’22: $9MQ3 ’22: $9MQ4 ’22: $11,524Q4 ’22Q1 ’23: $11MQ2 ’23: $12MQ3 ’23: $11MQ4 ’23: $11MQ4 ’23Q1 ’24: $11MQ2 ’24: $12MQ3 ’24: $14MQ4 ’24: $14MQ4 ’24Q1 ’25: $14MQ2 ’25: $13MQ3 ’25: $13MQ4 ’25: $12MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202647.9K$14M+0.98%
Q4 202546.8K$12M+0.80%
Q3 202547.9K$13M+0.90%
Q2 202547.3K$13M+0.99%
Q1 202547.2K$14M+1.08%
Q4 202447.1K$14M+1.07%
Q3 202446.6K$14M+1.01%
Q2 202446.6K$12M+0.94%
Q1 202445.2K$11M+0.87%
Q4 202340.1K$11M+1.01%
Q3 202338.9K$11M+1.07%
Q2 202338.6K$12M+1.06%
Q1 202337.6K$11M+1.04%
Q4 202237.4K$11,524+1.13%
Q3 202237.4K$9M+0.95%
Q2 202237.1K$9M+0.90%
Q1 202236.8K$9M+0.81%
Q4 202135.7K$11M+0.92%
Q3 202135.6K$9M+0.84%
Q2 202134.4K$10M+0.91%
Q1 202133.6K$9M+0.92%
Q4 202031.1K$8M+0.87%
Q3 202030.1K$9M+1.03%
Q2 202030.3K$7M+0.90%
Q1 202030.5K$6M+0.89%
Q4 201929.6K$7M+0.81%
Q3 201928.4K$6M+0.82%
Q2 201928.7K$6M+0.87%
Q1 201929.3K$6M+0.78%
Q4 201829.7K$5M+0.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Kanawha Capital Management LLC’s full portfolio or all institutional holders of APD.