LIN
Linde Plc
9 of the 83 super-investors we track hold LIN, worth a combined $1.95B per their latest 13F filings. The largest position: Stephen Mandel at 4.9% of their portfolio. This quarter the cohort logged 1 buy and 2 sells on the name. Conviction score: 29 of 100 (how strongly the cohort backs it) — ranked #397 of 742 stocks.
Why super-investors own LIN
LIN is held by 9 super-investors in our cohort, with a combined position value of $2.0B. The highest-conviction owner is Stephen Mandel at 4.9% of their portfolio. Cohort ownership has grown from 7 to 9 over the last four quarters — net interest is rising. This quarter the cohort registered 1 new positions, 2 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q1 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (9) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 4.9% | — 1q | $809M | 1,558,081 |
| 2 | Dodge & Cox Funds | 0.4% | 14q | $688M | 1,326,590 |
| 3 | John Armitage | 1.5% | 3q | $156M | 300,854 |
| 4 | Joel Greenblatt | 0.1% | 14q | $127M | 245,593 |
| 5 | Thomas Gayner | 0.9% | 14q | $112M | 215,600 |
| 6 | AKO Capital | 0.8% | 13q | $34M | 64,789 |
| 7 | Stanley Druckenmiller | 0.5% | 2q | $21M | 41,200 |
| 8 | Wallace Weitz | 0.3% | 14q | $4M | 7,100 |
| 9 | Jensen Investment Management | <0.1% | 14q | $669K | 1,290 |
- 1Stephen Mandelport4.9%val$809M1,558,081 sh·—1q held
- 2Dodge & Cox Fundsport0.4%val$688M1,326,590 sh·14q held
- 3John Armitageport1.5%val$156M300,854 sh·3q held
- 4Joel Greenblattport0.1%val$127M245,593 sh·14q held
- 5Thomas Gaynerport0.9%val$112M215,600 sh·14q held
- 6AKO Capitalport0.8%val$34M64,789 sh·13q held
- 7Stanley Druckenmillerport0.5%val$21M41,200 sh·2q held
- 8Wallace Weitzport0.3%val$4M7,100 sh·14q held
- 9Jensen Investment Managementport<0.1%val$669K1,290 sh·14q held
Owners of LIN also hold
Congress is trading LIN
Congress tracker →- Rohit Khannabought$1,001 - $15,000 · 2026-07-20
- Rohit Khannabought$1,001 - $15,000 · 2026-04-13
- Thomas H. Kean Jrbought$1,001 - $15,000 · 2026-03-26
- Thomas H. Kean Jrbought$1,001 - $15,000 · 2026-02-18
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-01-09
- Gilbert Cisnerosbought$1,001 - $15,000 · 2025-12-19
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stephen Mandel | NEW | 4.9% | +100% | $809M | Aug 14, 2026 |
| AKO Capital | TRIM | 0.8% | -52% | $34M | Aug 12, 2026 |
| John Armitage | TRIM | 1.5% | -72% | $156M | Jul 21, 2026 |
Long US equity 13F-HR filings only. CUSIP G54950103. Not investment advice.