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ROG · 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.

ROGLIN
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.
  • ROG
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterROGLIN
Q3 20203 holders, $235mnone listed holders, n.a.
Q4 20202 holders, $370mnone listed holders, n.a.
Q1 20213 holders, $611mnone listed holders, n.a.
Q2 20213 holders, $662mnone listed holders, n.a.
Q3 20213 holders, $627mnone listed holders, n.a.
Q4 202112 holders, $419mnone listed holders, n.a.
Q1 20228 holders, $192mnone listed holders, n.a.
Q2 20228 holders, $172mnone listed holders, n.a.
Q3 20227 holders, $81mnone listed holders, n.a.
Q4 20228 holders, $107mnone listed holders, n.a.
Q1 20236 holders, $340m40 holders, $29.9bn
Q2 20233 holders, $376m35 holders, $30.7bn
Q3 20234 holders, $275m31 holders, $30.1bn
Q4 20234 holders, $317m32 holders, $32.7bn
Q1 20244 holders, $343m27 holders, $34.3bn
Q2 20243 holders, $193m28 holders, $30.5bn
Q3 20243 holders, $184m23 holders, $32.2bn
Q4 20244 holders, $193m32 holders, $28.9bn
Q1 20255 holders, $140m32 holders, $31.9bn
Q2 20253 holders, $76m31 holders, $31.8bn
Q3 20255 holders, $257m28 holders, $31.5bn
Q4 20256 holders, $284m36 holders, $30.2bn
Q1 20265 holders, $262m35 holders, $37.0bn
Q2 20265 holders, $246m34 holders, $40.4bn
ROG

Rogers Corp

Holders
4
Reported value
$343m
Buyers
2
Sellers
1

Breadth +1 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 29 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ROG (2)

GAMCO Investors Inc, Starboard Value LP

Only LIN (25)

AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), First Eagle Investment Management LLC, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Quantbot Technologies LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, 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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