PCM
LIN icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Palestra Capital Management's LIN Position: Q1 2026 in Review

Palestra Capital Management reduced its Linde (LIN) stake by 12% in Q1 2026, selling an estimated $22.9M and leaving 352,942 shares worth $175M. The position accounts for 6.82% of the portfolio, ranked #4.

Palestra Capital Management first reported a position in LIN in Q4 2025 and has held it in 2 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.

  • Palestra Capital Management held 352,942 shares of Linde worth $175M as of Q1 2026.
  • Palestra Capital Management sold 48,552 Linde shares in Q1 2026, an estimated $22.9M.
  • Linde made up 6.82% of Palestra Capital Management's portfolio in Q1 2026, its #4 holding.
  • Palestra Capital Management first reported a position in Linde in Q4 2025 and has held it in 2 quarters since.
  • 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.

Based on Palestra Capital Management's 13F filing for Q1 2026, filed 15 May 2026.