13F Portfolios

LANSDOWNE PARTNERS (UK) LLP — LINDE PLC LIN: Quarterly 13F Position History

LANSDOWNE PARTNERS (UK) LLP has reported LINDE PLC (LIN) on 13 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2023. As of Q1 2026, the position is sized at 449,206 shares ($222.7M market value, 11.93% of the equity book). Quarter-over-quarter share count change: + 221,749 (+97.5%) .

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 13 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 449,206 +221,749 +97.5% $222.7M 11.93% $495.76
Q4 2025 227,457 137,085 -37.6% $97.0M 7.11% $426.39
Q3 2025 364,542 +55,908 +18.1% $173.2M 14.38% $475.00
Q2 2025 308,634 136,638 -30.7% $144.8M 18.81% $469.18
Q1 2025 445,272 +25,486 +6.1% $207.3M 29.36% $465.64
Q4 2024 419,786 +64,938 +18.3% $175.8M 12.77% $418.67
Q3 2024 354,848 44,248 -11.1% $169.2M 13.23% $476.86
Q2 2024 399,096 +22,546 +6.0% $175.1M 13.91% $438.81
Q1 2024 376,550 150,594 -28.6% $174.8M 11.47% $464.32
Q4 2023 527,144 36,874 -6.5% $216.5M 16.17% $410.71
Q3 2023 564,018 +153,028 +37.2% $210.0M 19.21% $372.35
Q2 2023 410,990 +75,458 +22.5% $156.6M 17.36% $381.08
Q1 2023 335,532 $119.3M 18.41% $355.44

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did LANSDOWNE PARTNERS (UK) LLP first disclose a LIN position in 13F-HR filings?

LANSDOWNE PARTNERS (UK) LLP first reported LINDE PLC (LIN) on its 13F-HR filing for the period ending 2023-03-31 (Q1 2023). The position has appeared on 13 reported quarters within Pactolio's tracked window.

What was LANSDOWNE PARTNERS (UK) LLP's most recent quarter-over-quarter share-count change in LIN?

Between Q4 2025 and Q1 2026, LANSDOWNE PARTNERS (UK) LLP added 221,749 shares of LIN (+97.5%), bringing the total reported position to 449,206 shares at a market value of $222.7M.

Does the implied price-per-share represent LANSDOWNE PARTNERS (UK) LLP's cost basis in LIN?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.