Linde plc (LIN)

Sector:Materials
Super Investor Stats:
Ownership count:7
Ownership rank:74
% of all portfolios:0.106%
Hold Price * :$518.94
History Portfolio Manager Activity ▲ Share change % change to portfolio
Q2  2026
≡ Thomas Gayner - Markel Group Add 5.38% 11,000 0.04
≡ Stephen Mandel - Lone Pine Capital Buy 1,558,081 4.94
≡ John Armitage - Egerton Capital Reduce 71.84% 767,517 3.85
≡ AKO Capital Reduce 51.88% 69,842 0.84
≡ Wallace Weitz - Weitz Investment Management Reduce 1.39% 100 0.00
≡ Lee Ainslie - Maverick Capital Sell 100.00% 426,111 2.46
Q1  2026
≡ Thomas Gayner - Markel Group Add 2.25% 4,500 0.02
≡ AKO Capital Add 899.04% 121,155 1.18
≡ Lee Ainslie - Maverick Capital Buy 426,111 2.46
≡ John Armitage - Egerton Capital Buy 1,068,371 5.88
≡ Dodge & Cox Funds Reduce 0.23% 3,000 0.00
Q4  2025
≡ Thomas Gayner - Markel Group Add 3.76% 7,250 0.02
≡ Wallace Weitz - Weitz Investment Management Add 4.35% 300 0.01
≡ AKO Capital Reduce 82.96% 65,609 0.44
≡ Jensen Investment Management Reduce 6.52% 90 0.00
≡ Mairs & Power Funds Sell 100.00% 429 0.00
Q3  2025
≡ Thomas Gayner - Markel Group Add 3.35% 6,250 0.02
≡ Mairs & Power Funds Buy 429 0.00
≡ AKO Capital Reduce 3.50% 2,868 0.02
≡ First Eagle Investment Management Sell 100.00% 53 0.00
Q2  2025
≡ Thomas Gayner - Markel Group Add 3.09% 5,600 0.02
≡ Jensen Investment Management Reduce 4.50% 65 0.00
≡ AKO Capital Reduce 3.57% 3,038 0.02
Q1  2025
≡ Thomas Gayner - Markel Group Add 7.74% 13,000 0.05
≡ AKO Capital Reduce 33.63% 43,071 0.26
≡ Jensen Investment Management Reduce 3.99% 60 0.00
Q4  2024
≡ Dodge & Cox Funds Add 0.20% 2,600 0.00
≡ Thomas Gayner - Markel Group Add 8.39% 13,000 0.05
≡ AKO Capital Reduce 63.78% 225,547 1.30
Q3  2024
≡ Thomas Gayner - Markel Group Add 8.01% 11,500 0.05
≡ AKO Capital Reduce 0.26% 932 0.01
≡ Mairs & Power Funds Sell 100.00% 515 0.00
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
≡ Thomas Gayner - Markel Group Add 4.20% 5,300 0.02
≡ Wallace Weitz - Weitz Investment Management Reduce 85.89% 42,000 0.97
≡ AKO Capital Reduce 36.51% 198,227 1.31
≡ Lee Ainslie - Maverick Capital Sell 100.00% 768 0.01
Q4  2023
≡ Thomas Gayner - Markel Group Add 4.73% 5,700 0.03
≡ Lee Ainslie - Maverick Capital Add 21.71% 137 0.00
≡ Wallace Weitz - Weitz Investment Management Reduce 16.77% 9,850 0.22
≡ AKO Capital Reduce 9.38% 56,179 0.33
≡ Jensen Investment Management Reduce 4.32% 68 0.00
Q3  2023
≡ Thomas Gayner - Markel Group Add 5.33% 6,100 0.03
≡ Lee Ainslie - Maverick Capital Buy 631 0.01
≡ AKO Capital Reduce 51.90% 646,532 3.93
Q2  2023
≡ Thomas Gayner - Markel Group Add 9.06% 9,500 0.04
≡ AKO Capital Add 31.79% 300,482 1.73
≡ Jensen Investment Management Reduce 42.06% 1,142 0.00
≡ John Armitage - Egerton Capital Sell 100.00% 119,255 0.46
Q1  2023
≡ Thomas Gayner - Markel Group Add 6.61% 6,500 0.03
≡ AKO Capital Add 10.28% 88,102 0.48
≡ John Armitage - Egerton Capital Buy 119,255 0.46
≡ Jensen Investment Management Reduce 23.09% 815 0.00
Q4  2022
≡ 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
≡ AKO Capital Reduce 3.19% 28,267 0.15
≡ Viking Global Investors Sell 100.00% 311,600 0.39
≡ John Armitage - Egerton Capital Sell 100.00% 1,094,168 2.29
Q3  2022
≡ First Eagle Investment Management Add 9.91% 436 0.00
≡ Viking Global Investors Buy 311,600 0.39
≡ AKO Capital Reduce 17.28% 184,961 0.82
≡ John Armitage - Egerton Capital Reduce 14.21% 181,199 0.38
Q2  2022
≡ John Armitage - Egerton Capital Reduce 47.81% 1,168,350 2.27
≡ AKO Capital Reduce 46.26% 921,356 3.71
Q1  2022
≡ John Armitage - Egerton Capital Add 92.12% 1,171,725 1.97
≡ First Eagle Investment Management Reduce 35.21% 2,391 0.00
≡ AKO Capital Reduce 30.52% 874,936 3.03
≡ Jensen Investment Management Reduce 0.59% 25 0.00
Q4  2021
≡ First Eagle Investment Management Reduce 99.63% 1,811,977 2.67
≡ John Armitage - Egerton Capital Reduce 64.53% 2,314,175 3.73
≡ AKO Capital Reduce 24.63% 936,707 3.17
Q3  2021
≡ John Armitage - Egerton Capital Add 10.06% 327,763 0.46
≡ First Eagle Investment Management Reduce 31.68% 843,212 0.64
≡ AKO Capital Reduce 9.05% 378,596 1.16
≡ Jensen Investment Management Reduce 1.17% 50 0.00
Q2  2021
≡ John Armitage - Egerton Capital Add 0.35% 11,372 0.02
≡ First Eagle Investment Management Reduce 16.95% 543,397 0.39
≡ Jensen Investment Management Reduce 5.95% 270 0.00
≡ AKO Capital Reduce 0.93% 39,270 0.13
≡ Lee Ainslie - Maverick Capital Sell 100.00% 1,279 0.00
Q1  2021
≡ John Armitage - Egerton Capital Add 13.23% 379,336 0.56
≡ AKO Capital Add 14.44% 532,641 1.85
≡ Lee Ainslie - Maverick Capital Buy 1,279 0.00
≡ Jensen Investment Management Reduce 1.09% 50 0.00
≡ First Eagle Investment Management Reduce 0.15% 4,762 0.00
Q4  2020
≡ John Armitage - Egerton Capital Add 36.40% 765,279 1.14
≡ Jensen Investment Management Reduce 42.77% 3,430 0.01
≡ First Eagle Investment Management Reduce 9.32% 330,036 0.24
≡ AKO Capital Reduce 0.60% 22,416 0.08
Q3  2020
≡ John Armitage - Egerton Capital Reduce 25.20% 708,196 1.04
≡ AKO Capital Reduce 10.46% 433,406 1.61
≡ Jensen Investment Management Reduce 8.86% 780 0.00
≡ First Eagle Investment Management Reduce 4.64% 172,347 0.12
≡ Viking Global Investors Sell 100.00% 803,694 0.74
Q2  2020
≡ First Eagle Investment Management Add 0.01% 258 0.00
≡ AKO Capital Add 9.85% 371,462 1.37
≡ Viking Global Investors Buy 803,694 0.74

* "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.