SEC 13F Intelligence

Zenyatta Capital Management LP / APD

Zenyatta Capital Management LP’s Air Products And Chemicals I Position

Does Zenyatta Capital Management LP own Air Products And Chemicals I (APD)? Not currently — the last reported position was 22.0K shares worth $6M in Q4 2023; the fund’s latest 13F (Q1 2024) no longer reports it.

Position Value
$6M
Q4 2023
Shares
22.0K
% of Portfolio
+2.33%
Quarters Held
9
position exited

Position History APD

Reported value by quarter
Q4 ’21: $8MQ4 ’21Q1 ’22: $15MQ2 ’22: $10MQ2 ’22Q3 ’22: $16MQ4 ’22: $22MQ4 ’22Q1 ’23: $8MQ2 ’23: $6MQ2 ’23Q3 ’23: $4MQ4 ’23: $6MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202322.0K$6M+2.33%
Q3 202315.0K$4M+2.31%
Q2 202320.0K$6M+3.81%
Q1 202327.5K$8M+8.50%
Q4 202270.0K$22M+12.06%
Q3 202270.0K$16M+9.46%
Q2 202240.0K$10M+7.32%
Q1 202260.0K$15M+6.22%
Q4 202127.5K$8M+3.14%

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