Locust Wood Capital Advisers’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $177M | Sell |
341,028
-128,103
| -27% | -$64.9M | 4.26% | 9 |
|
|
2026
Q1 | $233M | Sell |
469,131
-190,443
| -29% | -$89.9M | 5.89% | 5 |
|
|
2025
Q4 | $281M | Buy |
659,574
+145,658
| +28% | +$62.4M | 6.8% | 1 |
|
|
2025
Q3 | $244M | Buy |
513,916
+37,676
| +8% | +$17.8M | 6.09% | 2 |
|
|
2025
Q2 | $223M | Sell |
476,240
-195
| -0% | -$89K | 5.95% | 3 |
|
|
2025
Q1 | $222M | Buy |
476,435
+36,120
| +8% | +$16.3M | 7.03% | 1 |
|
|
2024
Q4 | $184M | Sell |
440,315
-1,271
| -0.3% | -$579K | 6.36% | 2 |
|
|
2024
Q3 | $211M | Sell |
441,586
-15,657
| -3% | -$7.14M | 7.03% | 1 |
|
|
2024
Q2 | $201M | Buy |
457,243
+50,851
| +13% | +$22.4M | 7.19% | 1 |
|
|
2024
Q1 | $189M | Sell |
406,392
-40,978
| -9% | -$17.7M | 6.76% | 2 |
|
|
2023
Q4 | $184M | Sell |
447,370
-29,439
| -6% | -$11.6M | 6.98% | 1 |
|
|
2023
Q3 | $178M | Buy |
476,809
+44,632
| +10% | +$17M | 7.55% | 1 |
|
|
2023
Q2 | $165M | Buy |
432,177
+11,691
| +3% | +$4.27M | 7.65% | 1 |
|
|
2023
Q1 | $149M | Sell |
420,486
-7,379
| -2% | -$2.47M | 8.75% | 1 |
|
|
2022
Q4 | $140M | Sell |
427,865
-31,755
| -7% | -$9.95M | 7.83% | 2 |
|
|
2022
Q3 | $124M | Buy |
459,620
+34,123
| +8% | +$9.8M | 8.55% | 1 |
|
|
2022
Q2 | $122M | Sell |
425,497
-52,086
| -11% | -$16.3M | 7.57% | 1 |
|
|
2022
Q1 | $153M | Buy |
477,583
+1,846
| +0.4% | +$571K | 8.37% | 1 |
|
|
2021
Q4 | $165M | Buy |
475,737
+29,784
| +7% | +$9.65M | 8.24% | 1 |
|
|
2021
Q3 | $131M | Sell |
445,953
-14,829
| -3% | -$4.51M | 7.1% | 2 |
|
|
2021
Q2 | $133M | Sell |
460,782
-26,556
| -5% | -$7.74M | 7.66% | 1 |
|
|
2021
Q1 | $137M | Buy |
487,338
+101,773
| +26% | +$26.4M | 8.03% | 1 |
|
|
2020
Q4 | $102M | Buy |
385,565
+41,250
| +12% | +$10.1M | 5.78% | 2 |
|
|
2020
Q3 | $82M | Sell |
344,315
-103,765
| -23% | -$25.2M | 5.29% | 2 |
|
|
2020
Q2 | $95M | Sell |
448,080
-112,820
| -20% | -$21.8M | 5.9% | 2 |
|
|
2020
Q1 | $97M | Buy |
560,900
+183,525
| +49% | +$36.2M | 8.21% | 1 |
|
|
2019
Q4 | $80.3M | Sell |
377,375
-30,265
| -7% | -$6.1M | 5.95% | 2 |
|
|
2019
Q3 | $79M | Buy |
407,640
+23,550
| +6% | +$4.56M | 6.66% | 1 |
|
|
2019
Q2 | $77.1M | Sell |
384,090
-123,557
| -24% | -$23.1M | 5.7% | 1 |
|
|
2019
Q1 | $89.3M | Sell |
507,647
-86,341
| -15% | -$14.3M | 6.98% | 1 |
|
|
2018
Q4 | $92.7M | Buy |
+593,988
| New | +$93.9M | 7.14% | 1 |
|
Other funds holding LIN
Locust Wood Capital Advisers's LIN Position: Q2 2026 in Review
Locust Wood Capital Advisers reduced its Linde (LIN) stake by 27% in Q2 2026, selling an estimated $64.9M and leaving 341,028 shares worth $177M. The position accounts for 4.26% of the portfolio, ranked #9.
Locust Wood Capital Advisers first reported a position in LIN in Q4 2018 and has held it in 31 quarters since. The position peaked at $281M in Q4 2025. 2,327 funds tracked by Wall St. Rank hold LIN as of Q2 2026.
- Locust Wood Capital Advisers held 341,028 shares of Linde worth $177M as of Q2 2026.
- Locust Wood Capital Advisers sold 128,103 Linde shares in Q2 2026, an estimated $64.9M.
- Linde made up 4.26% of Locust Wood Capital Advisers's portfolio in Q2 2026, its #9 holding.
- Locust Wood Capital Advisers first reported a position in Linde in Q4 2018 and has held it in 31 quarters since.
- Locust Wood Capital Advisers's Linde position peaked at $281M in Q4 2025.
- 2,327 funds tracked by Wall St. Rank held Linde as of Q2 2026.
Based on Locust Wood Capital Advisers's 13F filing for Q2 2026, filed 10 Aug 2026.