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LPX · 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.

LPXLIN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

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.
  • LPX
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterLPXLIN
Q3 202014 holders, $427mnone listed holders, n.a.
Q4 202010 holders, $429mnone listed holders, n.a.
Q1 202110 holders, $585mnone listed holders, n.a.
Q2 202112 holders, $617mnone listed holders, n.a.
Q3 202113 holders, $513mnone listed holders, n.a.
Q4 202112 holders, $617mnone listed holders, n.a.
Q1 20227 holders, $324mnone listed holders, n.a.
Q2 20228 holders, $279mnone listed holders, n.a.
Q3 202210 holders, $570mnone listed holders, n.a.
Q4 202212 holders, $723mnone listed holders, n.a.
Q1 202312 holders, $635m40 holders, $29.9bn
Q2 202313 holders, $928m35 holders, $30.7bn
Q3 202311 holders, $499m31 holders, $30.1bn
Q4 202313 holders, $704m32 holders, $32.7bn
Q1 202417 holders, $1.0bn27 holders, $34.3bn
Q2 202415 holders, $1.0bn28 holders, $30.5bn
Q3 202415 holders, $1.3bn23 holders, $32.2bn
Q4 202417 holders, $1.1bn32 holders, $28.9bn
Q1 202510 holders, $810m32 holders, $31.9bn
Q2 20257 holders, $728m31 holders, $31.8bn
Q3 202510 holders, $728m28 holders, $31.5bn
Q4 202510 holders, $758m36 holders, $30.2bn
Q1 202612 holders, $1.0bn35 holders, $37.0bn
Q2 202610 holders, $1.1bn34 holders, $40.4bn
LPX

Louisiana Pac Corp

Holders
17
Reported value
$1.0bn
Buyers
13
Sellers
5

Breadth +8 among 93 comparable managers.

Materials
LIN

Linde PLC

Holders
27
Reported value
$34.3bn
Buyers
13
Sellers
13

Breadth 0 among 93 comparable managers.

Materials

Who holds both, Q1 2024

Among the 39 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only LPX (12)

Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Caxton Associates LLP, ExodusPoint Capital Management LP, Maverick Capital Ltd, PDT Partners LLC, Point72 Asset Management LP, Two Sigma Advisers LP, Two Sigma Investments LP, Verition Fund Management LLC, Winton Group Ltd

Only LIN (22)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Markel Group Inc, MFS Investment Management, Neuberger Berman Group LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Tybourne Capital Management HK Ltd, Walleye Capital LLC, Wellington Management Group LLP

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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