Maren Capital LLC: LINDE PLC (LIN): Quarterly 13F Position History
As of Q2 2026, Maren Capital LLC reported 395,385 shares of LINDE PLC (LIN), worth $205.2M and representing 9.5% of its 13F equity book. Quarter-over-quarter share count change: + 8,682 (+2.2%) . The position first appeared in Q4 2023 and has been disclosed across 11 13F-HR filings in Pactolio's tracked window.
- 395,385Shares Held (Latest Filing)
- $205.2MReported Market Value (Latest Filing)
- 9.5%Portfolio Weight (% of 13F Equity Book)
- +8,682Quarter-over-Quarter Share Change
- +$13.5MQuarter-over-Quarter Value Change
- 395,385Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 11 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q2 2026 | 395,385 | +8,682 | +2.2% | $205.2M | 9.5% | $518.9 |
| Q1 2026 | 386,703 | +22,470 | +6.2% | $191.7M | 10.0% | $495.8 |
| Q4 2025 | 364,233 | +94,996 | +35.3% | $155.3M | 8.4% | $426.4 |
| Q3 2025 | 269,237 | +18,796 | +7.5% | $127.9M | 7.1% | $475.0 |
| Q2 2025 | 250,441 | +11,992 | +5.0% | $117.5M | 7.1% | $469.2 |
| Q1 2025 | 238,449 | +17,123 | +7.7% | $111.0M | 7.6% | $465.6 |
| Q4 2024 | 221,326 | +25,950 | +13.3% | $92.7M | 7.1% | $418.7 |
| Q3 2024 | 195,376 | +3,149 | +1.6% | $93.2M | 7.7% | $476.9 |
| Q2 2024 | 192,227 | +13,728 | +7.7% | $84.4M | 8.1% | $438.8 |
| Q1 2024 | 178,499 | +60,605 | +51.4% | $82.9M | 8.0% | $464.3 |
| Q4 2023 | 117,894 | – | – | $48.4M | 6.2% | $410.7 |
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 rather than the manager's cost basis. See the full methodology document for the normalization rules.
When did Maren Capital LLC first disclose a LIN position in 13F-HR filings?
Maren Capital LLC first reported LINDE PLC (LIN) on its 13F-HR filing for the period ending 2023-12-31 (Q4 2023). The position has appeared on 11 reported quarters within Pactolio's tracked window.
What was Maren Capital LLC's most recent quarter-over-quarter share-count change in LIN?
Between Q1 2026 and Q2 2026, Maren Capital LLC added 8,682 shares of LIN (+2.2%), bringing the total reported position to 395,385 shares at a market value of $205.2M.
Does the implied price-per-share represent Maren Capital LLC'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.