John Armitage's LIN Position Overview
John Armitage (via Egerton Capital (Uk) Llp) currently holds 300,854 shares of Linde plc (LIN) worth $156.13 M, representing 1.51% of the portfolio. First purchased in 2023-Q1, this short-term holding has been held for 4 quarters.
Based on 13F filings, John Armitage has maintained this position in LIN for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 1.07 M shares. Largest reduction occurred in Q2 2026, reducing 767,517 shares.
Analysis based on 13F filings available since 2013 Q2
John Armitage's Linde plc (LIN) Holding Value Over Time
Track share changes against reported price movement
Quarterly Linde plc (LIN) Trades by John Armitage
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | -767,517 | Reduce 71.84% | 300,854 | $518.94 |
| Q1 2026 | +1.07 M | New Buy | 1.07 M | $495.76 |
| Q2 2023 | -119,255 | Sold Out | 0 | $0.00 |
| Q1 2023 | +119,255 | New Buy | 119,255 | $355.44 |
John Armitage's Linde plc Investment FAQs
John Armitage first purchased Linde plc (LIN) in Q1 2023, acquiring 119,255 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Armitage has held Linde plc (LIN) for 4 quarters since Q1 2023.
John Armitage's largest addition to Linde plc (LIN) was in Q1 2026, adding 1,068,371 shares worth $529.66 M.
According to the latest 13F filing for Q2 2026, John Armitage's firm, Egerton Capital (Uk) Llp, owns 300,854 shares of Linde plc (LIN), valued at approximately $156.13 M.
As of the Q2 2026 filing, Linde plc (LIN) represents approximately 1.51% of John Armitage's publicly disclosed stock portfolio, making it one of their key holdings.
John Armitage's peak holding in Linde plc (LIN) was 1,068,371 shares, as reported at the end of Q1 2026.