Linde plc (LIN)

Sector:Materials
Super Investor Stats:
Ownership count:4
Ownership rank:127
% of all portfolios:0.036%
Hold Price * :$476.86
History Portfolio Manager Activity Share change % change to portfolio ▼
Q3  2024
≡ Thomas Gayner - Markel Group Add 8.01% 11,500 0.05
≡ AKO Capital Reduce 0.26% 932 0.01
Q2  2024
≡ AKO Capital Add 2.84% 9,775 0.06
≡ Thomas Gayner - Markel Group Add 9.13% 12,000 0.05
≡ First Eagle Investment Management Reduce 99.23% 6,800 0.00
Q1  2024
≡ Wallace Weitz - Weitz Large Cap Equity Fund Sell 100.00% 42,000 1.99
≡ AKO Capital Reduce 36.51% 198,227 1.31
≡ Thomas Gayner - Markel Group Add 4.20% 5,300 0.02
≡ Lee Ainslie - Maverick Capital Sell 100.00% 768 0.01
Q4  2023
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 16.00% 8,000 0.38
≡ AKO Capital Reduce 9.38% 56,179 0.33
≡ Thomas Gayner - Markel Group Add 4.73% 5,700 0.03
≡ Lee Ainslie - Maverick Capital Add 21.71% 137 0.00
≡ Jensen Investment Management Reduce 4.32% 68 0.00
Q3  2023
≡ AKO Capital Reduce 51.90% 646,532 3.93
≡ Thomas Gayner - Markel Group Add 5.33% 6,100 0.03
≡ Lee Ainslie - Maverick Capital Buy 631 0.01
Q2  2023
≡ AKO Capital Add 31.79% 300,482 1.73
≡ John Armitage - Egerton Capital Sell 100.00% 119,255 0.46
≡ Thomas Gayner - Markel Group Add 9.06% 9,500 0.04
≡ Jensen Investment Management Reduce 42.06% 1,142 0.00
Q1  2023
≡ AKO Capital Add 10.28% 88,102 0.48
≡ John Armitage - Egerton Capital Buy 119,255 0.46
≡ Thomas Gayner - Markel Group Add 6.61% 6,500 0.03
≡ Jensen Investment Management Reduce 23.09% 815 0.00
Q4  2022
≡ John Armitage - Egerton Capital Sell 100.00% 1,094,168 2.29
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 23.08% 15,000 0.67
≡ Viking Global Investors Sell 100.00% 311,600 0.39
≡ AKO Capital Reduce 3.19% 28,267 0.15
≡ Thomas Gayner - Markel Group Add 4.24% 4,000 0.02
≡ First Eagle Investment Management Add 41.71% 2,017 0.00
≡ Jensen Investment Management Reduce 15.85% 665 0.00
Q3  2022
≡ AKO Capital Reduce 17.28% 184,961 0.82
≡ Viking Global Investors Buy 311,600 0.39
≡ John Armitage - Egerton Capital Reduce 14.21% 181,199 0.38
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 7.14% 5,000 0.20
≡ First Eagle Investment Management Add 9.91% 436 0.00
Q2  2022
≡ AKO Capital Reduce 46.26% 921,356 3.71
≡ John Armitage - Egerton Capital Reduce 47.81% 1,168,350 2.27
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 6.67% 5,000 0.19
Q1  2022
≡ AKO Capital Reduce 30.52% 874,936 3.03
≡ John Armitage - Egerton Capital Add 92.12% 1,171,725 1.97
≡ Jensen Investment Management Reduce 0.59% 25 0.00
≡ First Eagle Investment Management Reduce 35.21% 2,391 0.00
Q4  2021
≡ John Armitage - Egerton Capital Reduce 64.53% 2,314,175 3.73
≡ AKO Capital Reduce 24.63% 936,707 3.17
≡ First Eagle Investment Management Reduce 99.63% 1,811,977 2.67
Q3  2021
≡ AKO Capital Reduce 9.05% 378,596 1.16
≡ First Eagle Investment Management Reduce 31.68% 843,212 0.64
≡ John Armitage - Egerton Capital Add 10.06% 327,763 0.46
≡ Jensen Investment Management Reduce 1.17% 50 0.00
Q2  2021
≡ First Eagle Investment Management Reduce 16.95% 543,397 0.39
≡ AKO Capital Reduce 0.93% 39,270 0.13
≡ John Armitage - Egerton Capital Add 0.35% 11,372 0.02
≡ Jensen Investment Management Reduce 5.95% 270 0.00
≡ Lee Ainslie - Maverick Capital Sell 100.00% 1,279 0.00
Q1  2021
≡ AKO Capital Add 14.44% 532,641 1.85
≡ John Armitage - Egerton Capital Add 13.23% 379,336 0.56
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 16.67% 15,000 0.47
≡ First Eagle Investment Management Reduce 0.15% 4,762 0.00
≡ Jensen Investment Management Reduce 1.09% 50 0.00
≡ Lee Ainslie - Maverick Capital Buy 1,279 0.00
Q4  2020
≡ John Armitage - Egerton Capital Add 36.40% 765,279 1.14
≡ First Eagle Investment Management Reduce 9.32% 330,036 0.24
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 5.26% 5,000 0.16
≡ AKO Capital Reduce 0.60% 22,416 0.08
≡ Jensen Investment Management Reduce 42.77% 3,430 0.01
Q3  2020
≡ AKO Capital Reduce 10.46% 433,406 1.61
≡ John Armitage - Egerton Capital Reduce 25.20% 708,196 1.04
≡ Viking Global Investors Sell 100.00% 803,694 0.74
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 5.00% 5,000 0.15
≡ First Eagle Investment Management Reduce 4.64% 172,347 0.12
≡ Jensen Investment Management Reduce 8.86% 780 0.00
Q2  2020
≡ AKO Capital Add 9.85% 371,462 1.37
≡ Viking Global Investors Buy 803,694 0.74
≡ Chris Hohn - TCI Fund Management Sell 100.00% 167,130 0.14
≡ John Armitage - Egerton Capital Reduce 2.75% 79,596 0.13
≡ First Eagle Investment Management Add 0.01% 258 0.00
Q1  2020
≡ John Armitage - Egerton Capital Buy 2,890,209 5.17
≡ AKO Capital Add 44.07% 1,154,087 4.27
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 33.33% 50,000 1.37
≡ Chris Hohn - TCI Fund Management Buy 167,130 0.14
≡ First Eagle Investment Management Reduce 4.69% 182,590 0.12
≡ Jensen Investment Management Reduce 50.84% 9,100 0.02
Q4  2019
≡ AKO Capital Reduce 1.76% 47,027 0.22
≡ First Eagle Investment Management Reduce 6.53% 271,924 0.16
≡ Jensen Investment Management Reduce 0.11% 20 0.00
Q3  2019
≡ AKO Capital Add 35.80% 702,716 3.32
≡ Jensen Investment Management Reduce 4.32% 810 0.00
Q2  2019
≡ Jensen Investment Management Reduce 99.17% 2,235,665 4.77
≡ AKO Capital Reduce 3.08% 62,450 0.32
≡ Wallace Weitz - Weitz Large Cap Equity Fund Reduce 3.23% 5,000 0.13
Q1  2019
≡ Jensen Investment Management Add 0.18% 4,084 0.01
Q4  2018
≡ Jensen Investment Management Buy 2,250,311 4.96
≡ Wallace Weitz - Weitz Large Cap Equity Fund Buy 155,000 3.71
≡ Thomas Gayner - Markel Group Buy 94,400 0.28
Q2  2012
≡ Tweedy Browne Co. - Tweedy Browne Value Fund Sell 100.00% 28,400 1.19
Q4  2011
≡ Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 30.05% 12,200 0.47
Q3  2011
≡ Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 2.40% 1,000 0.04
Q2  2011
≡ Tweedy Browne Co. - Tweedy Browne Value Fund Reduce 3.26% 1,400 0.06

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.