Palestra Capital Management’s Linde LIN Stock Holding History

Palestra Capital Management’s Portfolio LIN Stock Details LIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$227M	Buy	436,859 +83,917	+24%	+$42.5M	7.69%	2
2026 Q1	$175M	Sell	352,942 -48,552	-12%	-$22.9M	6.82%	4
2025 Q4	$171M	Buy	+401,494	New	+$172M	6.05%	3

Other funds holding LIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Palestra Capital Management's LIN Position: Q2 2026 in Review

Palestra Capital Management increased its Linde (LIN) stake by 24% in Q2 2026, buying an estimated $42.5M and bringing the position to 436,859 shares worth $227M. The position accounts for 7.69% of the portfolio, ranked #2.

Palestra Capital Management first reported a position in LIN in Q4 2025 and has held it in 3 quarters since. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

Palestra Capital Management held 436,859 shares of Linde worth $227M as of Q2 2026.
Palestra Capital Management bought 83,917 Linde shares in Q2 2026, an estimated $42.5M.
Linde made up 7.69% of Palestra Capital Management's portfolio in Q2 2026, its #2 holding.
Palestra Capital Management first reported a position in Linde in Q4 2025 and has held it in 3 quarters since.
2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on Palestra Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.