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SCCO · LIN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • SCCO
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterSCCOLIN
Q3 20209 holders, $418mnone listed holders, n.a.
Q4 202010 holders, $886mnone listed holders, n.a.
Q1 20219 holders, $755mnone listed holders, n.a.
Q2 20217 holders, $500mnone listed holders, n.a.
Q3 202110 holders, $501mnone listed holders, n.a.
Q4 202110 holders, $468mnone listed holders, n.a.
Q1 20226 holders, $287mnone listed holders, n.a.
Q2 20225 holders, $283mnone listed holders, n.a.
Q3 20223 holders, $205mnone listed holders, n.a.
Q4 20222 holders, $195mnone listed holders, n.a.
Q1 20236 holders, $216m40 holders, $29.9bn
Q2 20237 holders, $249m35 holders, $30.7bn
Q3 20238 holders, $667m31 holders, $30.1bn
Q4 20236 holders, $749m32 holders, $32.7bn
Q1 20244 holders, $1.4bn27 holders, $34.3bn
Q2 20247 holders, $1.5bn28 holders, $30.5bn
Q3 202411 holders, $1.4bn23 holders, $32.2bn
Q4 202411 holders, $1.2bn32 holders, $28.9bn
Q1 202515 holders, $1.3bn32 holders, $31.9bn
Q2 202515 holders, $1.4bn31 holders, $31.8bn
Q3 202510 holders, $1.9bn28 holders, $31.5bn
Q4 202511 holders, $2.2bn36 holders, $30.2bn
Q1 202611 holders, $3.3bn35 holders, $37.0bn
Q2 202610 holders, $2.8bn34 holders, $40.4bn
SCCO

Southern Copper Corp

Holders
6
Reported value
$749m
Buyers
4
Sellers
2

Breadth +2 among 93 comparable managers.

LIN

Linde PLC

Holders
32
Reported value
$32.7bn
Buyers
17
Sellers
14

Breadth +3 among 93 comparable managers.

Who holds both, Q4 2023

Among the 35 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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