LANSDOWNE PARTNERS (UK) LLP: LINDE PLC (LIN): Quarterly 13F Position History
As of Q1 2026, LANSDOWNE PARTNERS (UK) LLP reported 449,206 shares of LINDE PLC (LIN), worth $222.7M and representing 11.9% of its 13F equity book. Quarter-over-quarter share count change: + 221,749 (+97.5%) . The position first appeared in Q1 2023 and has been disclosed across 13 13F-HR filings in Pactolio's tracked window.
- 449,206Shares Held (Latest Filing)
- $222.7MReported Market Value (Latest Filing)
- 11.9%Portfolio Weight (% of 13F Equity Book)
- +221,749Quarter-over-Quarter Share Change
- +$125.7MQuarter-over-Quarter Value Change
- 564,018Peak Reported Shares (Historical)
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 | 11.9% | $495.8 |
| Q4 2025 | 227,457 | 137,085 | -37.6% | $97.0M | 7.1% | $426.4 |
| Q3 2025 | 364,542 | +55,908 | +18.1% | $173.2M | 14.4% | $475.0 |
| Q2 2025 | 308,634 | 136,638 | -30.7% | $144.8M | 18.8% | $469.2 |
| Q1 2025 | 445,272 | +25,486 | +6.1% | $207.3M | 29.4% | $465.6 |
| Q4 2024 | 419,786 | +64,938 | +18.3% | $175.8M | 12.8% | $418.7 |
| Q3 2024 | 354,848 | 44,248 | -11.1% | $169.2M | 13.2% | $476.9 |
| Q2 2024 | 399,096 | +22,546 | +6.0% | $175.1M | 13.9% | $438.8 |
| Q1 2024 | 376,550 | 150,594 | -28.6% | $174.8M | 11.5% | $464.3 |
| Q4 2023 | 527,144 | 36,874 | -6.5% | $216.5M | 16.2% | $410.7 |
| Q3 2023 | 564,018 | +153,028 | +37.2% | $210.0M | 19.2% | $372.4 |
| Q2 2023 | 410,990 | +75,458 | +22.5% | $156.6M | 17.4% | $381.1 |
| Q1 2023 | 335,532 | — | — | $119.3M | 18.4% | $355.4 |
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.