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SKY · 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.
  • SKY
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterSKYLIN
Q3 20203 holders, $221mnone listed holders, n.a.
Q4 20203 holders, $251mnone listed holders, n.a.
Q1 20214 holders, $400mnone listed holders, n.a.
Q2 20214 holders, $466mnone listed holders, n.a.
Q3 20215 holders, $621mnone listed holders, n.a.
Q4 20217 holders, $705mnone listed holders, n.a.
Q1 20225 holders, $504mnone listed holders, n.a.
Q2 20226 holders, $444mnone listed holders, n.a.
Q3 20227 holders, $585mnone listed holders, n.a.
Q4 20226 holders, $593mnone listed holders, n.a.
Q1 20236 holders, $836m40 holders, $29.9bn
Q2 20236 holders, $849m35 holders, $30.7bn
Q3 20235 holders, $829m31 holders, $30.1bn
Q4 20235 holders, $967m32 holders, $32.7bn
Q1 20245 holders, $1.1bn27 holders, $34.3bn
Q2 20245 holders, $762m28 holders, $30.5bn
Q3 20247 holders, $1.0bn23 holders, $32.2bn
Q4 20247 holders, $931m32 holders, $28.9bn
Q1 20258 holders, $1.1bn32 holders, $31.9bn
Q2 20257 holders, $561m31 holders, $31.8bn
Q3 20258 holders, $885m28 holders, $31.5bn
Q4 20258 holders, $793m36 holders, $30.2bn
Q1 20268 holders, $528m35 holders, $37.0bn
Q2 20268 holders, $500m34 holders, $40.4bn
SKY

Skyline Champion Corporation

Holders
5
Reported value
$967m
Buyers
3
Sellers
2

Breadth +1 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 33 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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