← Top Holdings

LINLinde PLC

CUSIP: G54950103

🔥 Bought by 2 superinvestors this quarter

7

Guru Owners

$870.5M

Total Value Held

2.0M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	1329590	$566.9M	0.31%	$426.39	Q4 2025
Dan Sundheim	D1 Capital Partners	483808	$206.3M	1.93%	$426.39	Q4 2025
Tom Gayner	Markel Group	200100	$85.3M	0.68%	$426.39	Q4 2025
AKO Capital	AKO Capital	13476	$5.7M	0.09%	$426.39	Q4 2025
Wallace Weitz	Weitz Investment Management	7200	$3.1M	0.18%	$426.39	Q4 2025
FPA Queens Road	Bragg Financial Advisors	6093	$2.6M	0.08%	$426.39	Q4 2025
Jensen Investment Management	Jensen Investment Management	1290	$550K	0.01%	$426.39	Q4 2025

$566.9M

0.31%

$206.3M

1.93%

$85.3M

0.68%

$5.7M

0.09%

$3.1M

0.18%

FPA Queens Road

$2.6M

0.08%

Jensen Investment Management

$550K

0.01%

📊 Fundamentals

Market Cap$230.0B

P/E Ratio34.0x

Above market avg

Forward P/E25.4x

P/FCF48.0x

EPS (TTM)$14.60

Revenue (TTM)$34.0B

Profit Margin20.30%

Div Yield1.28%

Beta0.79

52-Week Range

$387.78

$510.65

Current: $496.29

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 34.0x trailing earnings → 25.4x forward · 20.3% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q4 '257 owners · $870.5M

NEWDan Sundheim$206.3M

INCREASEDTom Gayner$85.3M

REDUCEDAKO Capital$5.7M

INCREASEDWallace Weitz$3.1M

INCREASEDFPA Queens Road$2.6M

REDUCEDJensen Investment Management$550K

SOLDMairs & Power

Q3 '257 owners · $765.1M

INCREASEDTom Gayner$91.6M

REDUCEDAKO Capital$37.6M

REDUCEDFPA Queens Road$226K

NEWMairs & Power$204K

Q2 '256 owners · $753.9M

INCREASEDTom Gayner$87.5M

REDUCEDAKO Capital$38.5M

REDUCEDJensen Investment Management$647K

INCREASEDFPA Queens Road$236K

Q1 '256 owners · $747.1M

INCREASEDTom Gayner$84.3M

INCREASEDAKO Capital$39.6M

NEWJensen Investment Management$673K

NEWFPA Queens Road$231K

Q4 '245 owners · $684.0M

NEWDodge & Cox$556.7M

INCREASEDTom Gayner$70.3M

REDUCEDAKO Capital$53.6M

REDUCEDRay Dalio$488K

Q3 '244 owners · $246.6M

REDUCEDAKO Capital$168.6M

INCREASEDTom Gayner$73.9M

REDUCEDRay Dalio$737K

SOLDDodge & Cox

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

5%analyst est. 5.0%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

14.1%current: 14.1%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

LIN: Held by 7 superinvestors · 30 congress member trades

BUYGil CisnerosD

$1,001 - $15,0002026-01-09

BUYGil CisnerosD

$1,001 - $15,0002025-12-19

$15,001 - $50,0002025-11-10

$15,001 - $50,0002025-11-03

$1,001 - $15,0002025-10-30

$1,001 - $15,0002025-08-04

SELLLisa McClainR

$1,001 - $15,0002025-07-16

BUYLisa McClainR

$1,001 - $15,0002025-06-24

$1,001 - $15,0002025-06-23

$15,001 - $50,0002025-06-06

$15,001 - $50,0002025-05-19

SELLJefferson ShreveR

$50,001 - $100,0002025-05-12

SELLJonathan JacksonD

$50,001 - $100,0002025-05-07

SELLDan NewhouseR

$1,001 - $15,0002025-04-11

$1,001 - $15,0002025-04-09

SELLRob BresnahanR

$1,001 - $15,0002025-04-08

BUYJared MoskowitzD

$1,001 - $15,0002025-04-07

BUYJefferson ShreveR

$50,001 - $100,0002025-04-07

SELLGeorge WhitesidesD

$100,001 - $250,0002025-03-24

$15,001 - $50,0002025-02-25

LIN Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker