Follow-The-Filings

Security · featured owners

LIN Linde PLC

Materials SHS Equity as of 2026 Q2 among managers we track

  • 15 Owners
  • #44
  • Max 4.9%
  • Master 0.13%
  • $2.2B
  • 3 new 4 add 4 reduce 2 exits

LIN (Linde PLC) is held in 15 featured 13F books as of 2026 Q2. Stephen Mandel - Lone Pine Capital is the largest tracked holder by portfolio weight (4.9%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 4.9% (Stephen Mandel - Lone Pine Capital) · not free-float ownership

  1. Stephen Mandel new 4.9%
  2. George Soros add 1.7%
  3. John Armitage reduce 1.5%
  4. Ben Jacobs reduce 1.0%
  5. Thomas Gayner add 0.85%
  6. Ako Capital reduce 0.78%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Stephen Mandel - Lone Pine Capital 2026 Q2 4.9% New 4.9% 1,558,081 $809M history
Dodge & Cox 2026 Q2 0.36% Hold 1,326,590 $688M history
Dan Sundheim - D1 Capital Partners 2026 Q2 0.51% New 0.51% 341,538 $177M history
John Armitage - Egerton Capital (UK) 2026 Q2 1.5% Reduce −71.8% 300,854 $156M history
George Soros - Soros Fund Management 2026 Q2 1.7% Add +2.9% 267,349 $139M history
Thomas Gayner - Markel Group 2026 Q2 0.85% Add +5.4% 215,600 $112M history
Ako Capital 2026 Q2 0.78% Reduce −51.9% 64,789 $34M history
Davidson Kempner Capital Management 2026 Q2 0.37% Add +9.1% 60,000 $31M history
Ben Jacobs - Anomaly Capital Management 2026 Q2 1.0% Reduce −50.8% 50,276 $26M history
Stanley Druckenmiller - Duquesne Family Office 2026 Q2 0.41% Hold 41,200 $21M history
Wallace Weitz - Weitz Investment Management 2026 Q2 0.26% Reduce −1.4% 7,100 $4M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.01% Hold 1,400 $727K history
Jensen Investment Management 2026 Q2 0.02% Hold 1,290 $669K history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.05% Add +1.0% 212 $110K history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 <0.01% New <0.01% 88 $46K history
Lee Ainslie - Maverick Capital exited 2026 Q2 last 2026 Q1 2.4% Exit −2.44% 426,111 $211M history
Ning Jin - Avantyr Capital Partners exited 2026 Q2 last 2026 Q1 2.5% Exit −2.51% 105,356 $52M history

SEC filings

Recent issuer filings from EDGAR · 9 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
8-K 2.02,9.01
10-Q
8-K 5.07,9.01
8-K 8.01,9.01
8-K 2.02,9.01
10-Q
DEFA14A
10-K
8-K 2.02,9.01

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Aug 18, 2026
4 Period Jul 1, 2026 · 2 forms
4 Period Jun 8, 2026
4 Period May 14, 2026
4/A Period Mar 9, 2026
4 Period Apr 1, 2026 · 2 forms
4 Period Mar 10, 2026 · 2 forms
4 Period Mar 9, 2026 · 10 forms
4 Period Mar 9, 2026 · 5 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $32.85B $33B $33.99B
Net income $6.2B $6.56B $6.9B
Net margin * 18.9% 19.9% 20.3%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $12.62B $12.94B $13.32B
Total non-current assets * $68.19B $67.2B $73.49B
Total assets $80.81B $80.15B $86.82B
Total current liabilities $15.72B $14.54B $15.2B
Total non-current liabilities * $24B $26.12B $31.88B
Total equity $39.72B $38.09B $38.24B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $9.3B $9.42B $10.35B
Cash from investing -$4.67B -$4.64B -$5.72B
Cash from financing -$5.4B -$4.36B -$4.55B
Net change in cash -$772M $186M $206M

ownership over time

filing count by report period · click a bar for that quarter’s holders