LIN
Linde Plc
9 super-investors hold LIN worth a combined $1.66B. The largest position: John Armitage at 5.9% of their portfolio. This quarter the cohort logged 3 buys and 0 sells on the name. Cohort Conviction Score: 36 — ranked #188 of 724 scored stocks. Conviction rising: 2 more super-investors hold it than in 2025Q4.
Why super-investors own LIN
The headline development in 2026Q1 is a sharp inflection in cohort interest: ownership jumped from a stable base of 2 holders across six consecutive quarters to 9 this quarter, driven by two high-profile new entrants. John Armitage initiated the largest position, committing $530M at 5.9% of his portfolio — the highest concentration in the cohort and the single biggest dollar bet outside Dodge & Cox's $658M legacy stake. Stanley Druckenmiller also started fresh. AKO Capital added to its existing position. No one trimmed or exited. The combined cohort value stands at $1.7B across 9 holders, and the direction of interest is unambiguously rising after a prolonged period of minimal engagement from this group.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2023Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (9) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.4% | 13q | $658M | 1,326,590 |
| 2 | John Armitage | 5.9% | 2q | $530M | 1,068,371 |
| 3 | Lee Ainslie | 2.5% | 3q | $211M | 426,111 |
| 4 | Thomas Gayner | 0.8% | 13q | $101M | 204,600 |
| 5 | AKO Capital | 1.3% | 12q | $67M | 134,631 |
| 6 | Joel Greenblatt | <0.1% | 13q | $64M | 129,535 |
| 7 | Stanley Druckenmiller | 0.7% | — 1q | $20M | 41,200 |
| 8 | Wallace Weitz | 0.2% | 13q | $4M | 7,200 |
| 9 | Jensen Investment Management | <0.1% | 13q | $640K | 1,290 |
- 1Dodge & Cox Fundsport0.4%val$658M1,326,590 sh·13q held
- 2John Armitageport5.9%val$530M1,068,371 sh·2q held
- 3Lee Ainslieport2.5%val$211M426,111 sh·3q held
- 4Thomas Gaynerport0.8%val$101M204,600 sh·13q held
- 5AKO Capitalport1.3%val$67M134,631 sh·12q held
- 6Joel Greenblattport<0.1%val$64M129,535 sh·13q held
- 7Stanley Druckenmillerport0.7%val$20M41,200 sh·—1q held
- 8Wallace Weitzport0.2%val$4M7,200 sh·13q held
- 9Jensen Investment Managementport<0.1%val$640K1,290 sh·13q held
Owners of LIN also hold
Recent activity (3)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AKO Capital | ADD | 1.3% | +899% | $67M | May 15, 2026 |
| Stanley Druckenmiller | NEW | 0.7% | +100% | $20M | May 15, 2026 |
| John Armitage | NEW | 5.9% | +100% | $530M | May 13, 2026 |
Long US equity 13F-HR filings only. CUSIP G54950103. Not investment advice.