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MP · 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.
  • MP
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterMPLIN
Q4 20203 holders, $79mnone listed holders, n.a.
Q1 20212 holders, $22mnone listed holders, n.a.
Q2 20213 holders, $38mnone listed holders, n.a.
Q3 20216 holders, $71mnone listed holders, n.a.
Q4 20218 holders, $194mnone listed holders, n.a.
Q1 20229 holders, $273mnone listed holders, n.a.
Q2 20225 holders, $181mnone listed holders, n.a.
Q3 20225 holders, $186mnone listed holders, n.a.
Q4 20224 holders, $106mnone listed holders, n.a.
Q1 20234 holders, $187m40 holders, $29.9bn
Q2 20234 holders, $107m35 holders, $30.7bn
Q3 20234 holders, $104m31 holders, $30.1bn
Q4 20233 holders, $106m32 holders, $32.7bn
Q1 20245 holders, $60m27 holders, $34.3bn
Q2 20243 holders, $41m28 holders, $30.5bn
Q3 20244 holders, $62m23 holders, $32.2bn
Q4 20242 holders, $25m32 holders, $28.9bn
Q1 20255 holders, $92m32 holders, $31.9bn
Q2 20257 holders, $375m31 holders, $31.8bn
Q3 202512 holders, $669m28 holders, $31.5bn
Q4 202513 holders, $360m36 holders, $30.2bn
Q1 202610 holders, $322m35 holders, $37.0bn
Q2 20268 holders, $692m34 holders, $40.4bn
MP

MP Materials Corp

Holders
3
Reported value
$41m
Buyers
1
Sellers
3

Breadth -2 among 94 comparable managers.

LIN

Linde PLC

Holders
28
Reported value
$30.5bn
Buyers
9
Sellers
18

Breadth -9 among 94 comparable managers.

Who holds both, Q2 2024

Among the 30 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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