Port Capital’s Linde LIN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $84.7M | Sell |
170,919
-5,826
| -3% | -$2.75M | 3.77% | 8 |
|
|
2025
Q4 | $75.4M | Buy |
176,745
+726
| +0.4% | +$311K | 3.25% | 10 |
|
|
2025
Q3 | $83.6M | Buy |
176,019
+150
| +0.1% | +$71K | 3.48% | 10 |
|
|
2025
Q2 | $82.5M | Buy |
175,869
+2,220
| +1% | +$1.01M | 3.51% | 9 |
|
|
2025
Q1 | $80.9M | Sell |
173,649
-1,067
| -0.6% | -$480K | 3.67% | 9 |
|
|
2024
Q4 | $73.1M | Buy |
174,716
+1,427
| +0.8% | +$650K | 3.34% | 10 |
|
|
2024
Q3 | $82.6M | Buy |
173,289
+1,864
| +1% | +$851K | 3.7% | 8 |
|
|
2024
Q2 | $75.2M | Buy |
171,425
+8,211
| +5% | +$3.61M | 3.77% | 9 |
|
|
2024
Q1 | $75.8M | Sell |
163,214
-615
| -0.4% | -$266K | 3.8% | 8 |
|
|
2023
Q4 | $67.3M | Buy |
163,829
+557
| +0.3% | +$220K | 3.75% | 8 |
|
|
2023
Q3 | $60.8M | Sell |
163,272
-148
| -0.1% | -$56.3K | 3.79% | 8 |
|
|
2023
Q2 | $62.3M | Buy |
163,420
+3,689
| +2% | +$1.35M | 3.75% | 10 |
|
|
2023
Q1 | $56.2M | Buy |
159,731
+2,923
| +2% | +$979K | 3.65% | 9 |
|
|
2022
Q4 | $51.1M | Sell |
156,808
-1,997
| -1% | -$626K | 3.7% | 9 |
|
|
2022
Q3 | $42.8M | Sell |
158,805
-605
| -0.4% | -$174K | 3.48% | 11 |
|
|
2022
Q2 | $45.8M | Buy |
159,410
+267
| +0.2% | +$83.4K | 3.59% | 8 |
|
|
2022
Q1 | $50.8M | Buy |
159,143
+1,460
| +0.9% | +$451K | 3.51% | 9 |
|
|
2021
Q4 | $54.6M | Sell |
157,683
-4,240
| -3% | -$1.37M | 3.36% | 11 |
|
|
2021
Q3 | $47.5M | Sell |
161,923
-1,815
| -1% | -$552K | 2.4% | 16 |
|
|
2021
Q2 | $47.3M | Sell |
163,738
-178
| -0.1% | -$51.9K | 2.46% | 15 |
|
|
2021
Q1 | $45.9M | Buy |
163,916
+1,869
| +1% | +$485K | 2.6% | 16 |
|
|
2020
Q4 | $42.7M | Buy |
162,047
+3,610
| +2% | +$886K | 2.91% | 13 |
|
|
2020
Q3 | $37.7M | Sell |
158,437
-1,053
| -0.7% | -$255K | 3.25% | 12 |
|
|
2020
Q2 | $33.8M | Buy |
159,490
+7,314
| +5% | +$1.41M | 3.26% | 12 |
|
|
2020
Q1 | $26.3M | Buy |
152,176
+13,041
| +9% | +$2.57M | 3.66% | 8 |
|
|
2019
Q4 | $29.6M | Sell |
139,135
-445
| -0.3% | -$89.7K | 3.27% | 13 |
|
|
2019
Q3 | $27M | Buy |
139,580
+6,785
| +5% | +$1.31M | 3.09% | 11 |
|
|
2019
Q2 | $26.7M | Sell |
132,795
-130
| -0.1% | -$24.3K | 3.14% | 7 |
|
|
2019
Q1 | $23.4M | Buy |
132,925
+6,336
| +5% | +$1.05M | 3.06% | 7 |
|
|
2018
Q4 | $19.8M | Buy |
+126,589
| New | +$20M | 3% | 6 |
|
Other funds holding LIN
VCM
VPM
Port Capital's LIN Position: Q1 2026 in Review
Port Capital reduced its Linde (LIN) stake by 3.3% in Q1 2026, selling an estimated $2.75M and leaving 170,919 shares worth $84.7M. The position accounts for 3.77% of the portfolio, ranked #8.
Port Capital first reported a position in LIN in Q4 2018 and has held it in 30 quarters since. 2,267 funds tracked by Wall St. Rank hold LIN as of Q1 2026.
- Port Capital held 170,919 shares of Linde worth $84.7M as of Q1 2026.
- Port Capital sold 5,826 Linde shares in Q1 2026, an estimated $2.75M.
- Linde made up 3.77% of Port Capital's portfolio in Q1 2026, its #8 holding.
- Port Capital first reported a position in Linde in Q4 2018 and has held it in 30 quarters since.
- 2,267 funds tracked by Wall St. Rank held Linde as of Q1 2026.
Based on Port Capital's 13F filing for Q1 2026, filed 15 May 2026.