← Top Holdings

LINLinde PLC

CUSIP: G54950103

🔥 Bought by 5 superinvestors this quarter

9

Guru Owners

$1.51B

Total Value Held

3.2M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Dodge & Cox	Dodge & Cox	1326590	$657.7M	0.36%	$495.76	Q1 2026
John Armitage	Egerton Capital	1068371	$529.7M	5.88%	$495.76	Q1 2026
Lee Ainslie	Maverick Capital	426111	$211.2M	2.44%	$495.76	Q1 2026
Tom Gayner	Markel Group	204600	$101.4M	0.85%	$495.76	Q1 2026
FPA Queens Road	Bragg Financial Advisors	10137	$5.0M	0.16%	$495.76	Q1 2026
Wallace Weitz	Weitz Investment Management	7200	$3.6M	0.25%	$495.76	Q1 2026
Jensen Investment Management	Jensen Investment Management	1290	$640K	0.01%	$495.76	Q1 2026
AKO Capital	AKO Capital	134631	$67K	1.31%	$0.50	Q1 2026
Stanley Druckenmiller	Duquesne Family Office	41200	$20K	0.60%	$0.50	Q1 2026

$657.7M

0.36%

$529.7M

5.88%

$211.2M

2.44%

$101.4M

0.85%

FPA Queens Road

$5.0M

0.16%

$3.6M

0.25%

Jensen Investment Management

$640K

0.01%

$67K

1.31%

Stanley Druckenmiller

$20K

0.60%

📊 Fundamentals

Market Cap$248.8B

P/E Ratio35.8x

Above market avg

Forward P/E27.3x

P/FCF53.0x

EPS (TTM)$15.02

Revenue (TTM)$34.7B

Profit Margin20.44%

Div Yield1.19%

Beta0.72

52-Week Range

$387.78

$548.20

Current: $538.23

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 35.8x trailing earnings → 27.3x forward · 20.4% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '269 owners · $1.51B

REDUCEDDodge & Cox$657.7M

NEWJohn Armitage$529.7M

NEWLee Ainslie$211.2M

INCREASEDTom Gayner$101.4M

REDUCEDFPA Queens Road$5.0M

REDUCEDAKO Capital$67K

NEWStanley Druckenmiller$20K

SOLDDan Sundheim

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

REDUCEDFPA Queens Road$231K

Q4 '246 owners · $684.2M

NEWDodge & Cox$556.7M

INCREASEDTom Gayner$70.3M

REDUCEDAKO Capital$53.6M

REDUCEDRay Dalio$488K

NEWFPA Queens Road$215K

💰 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. 4.6%

0%100%

Growth Decay Rate

15%

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

Terminal Growth Rate

3.0%

0%5%

FCF Margin

13.5%current: 13.5%

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 9 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