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
2024
Q2
Sell
-106,000
Closed -$49.2M 47
2024
Q1
$49.2M Buy
+106,000
New +$45.9M 1.76% 26
2019
Q3
Sell
-28,500
Closed -$5.72M 52
2019
Q2
$5.72M Buy
+28,500
New +$5.33M 0.42% 47

Other funds holding LIN

Locust Wood Capital Advisers's LIN Position: Q1 2026 in Review

Locust Wood Capital Advisers reduced its Linde (LIN) stake by 29% in Q1 2026, selling an estimated $89.9M and leaving 469,131 shares worth $233M. The position accounts for 5.89% of the portfolio, ranked #5.

Locust Wood Capital Advisers first reported a position in LIN in Q4 2018 and has held it in 30 quarters since. The position peaked at $281M in Q4 2025. 2,275 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Locust Wood Capital Advisers held 469,131 shares of Linde worth $233M as of Q1 2026.
  • Locust Wood Capital Advisers sold 190,443 Linde shares in Q1 2026, an estimated $89.9M.
  • Linde made up 5.89% of Locust Wood Capital Advisers's portfolio in Q1 2026, its #5 holding.
  • Locust Wood Capital Advisers first reported a position in Linde in Q4 2018 and has held it in 30 quarters since.
  • Locust Wood Capital Advisers's Linde position peaked at $281M in Q4 2025.
  • 2,275 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Locust Wood Capital Advisers's 13F filing for Q1 2026, filed 11 May 2026.