Palestra Capital Management LLC: LINDE PLC (LIN): Quarterly 13F Position History
As of Q1 2026, Palestra Capital Management LLC reported 352,942 shares of LINDE PLC (LIN), worth $175.0M and representing 6.9% of its 13F equity book. Quarter-over-quarter share count change: 48,552 (-12.1%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 352,942Shares Held (Latest Filing)
- $175.0MReported Market Value (Latest Filing)
- 6.9%Portfolio Weight (% of 13F Equity Book)
- 48,552Quarter-over-Quarter Share Change
- +$3.8MQuarter-over-Quarter Value Change
- 401,494Peak Reported Shares (Historical)
Recent initiation: Palestra Capital Management LLC first reported LIN on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 352,942 | 48,552 | -12.1% | $175.0M | 6.9% | $495.8 |
| Q4 2025 | 401,494 | — | — | $171.2M | 6.1% | $426.4 |
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 Palestra Capital Management LLC first disclose a LIN position in 13F-HR filings?
Palestra Capital Management LLC first reported LINDE PLC (LIN) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Palestra Capital Management LLC's most recent quarter-over-quarter share-count change in LIN?
Between Q4 2025 and Q1 2026, Palestra Capital Management LLC reduced its LIN position by 48,552 shares (-12.1%), leaving 352,942 shares at a market value of $175.0M.
Does the implied price-per-share represent Palestra Capital Management 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.