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PKG · 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.
  • PKG
  • LIN
010203040202120222023202420252026
Holders and value by quarter
QuarterPKGLIN
Q3 20209 holders, $2.1bnnone listed holders, n.a.
Q4 20207 holders, $2.5bnnone listed holders, n.a.
Q1 20219 holders, $2.3bnnone listed holders, n.a.
Q2 202115 holders, $2.3bnnone listed holders, n.a.
Q3 20219 holders, $2.1bnnone listed holders, n.a.
Q4 20217 holders, $1.4bnnone listed holders, n.a.
Q1 202212 holders, $1.1bnnone listed holders, n.a.
Q2 202212 holders, $1.2bnnone listed holders, n.a.
Q3 20228 holders, $661mnone listed holders, n.a.
Q4 20228 holders, $507mnone listed holders, n.a.
Q1 20238 holders, $597m40 holders, $29.9bn
Q2 20235 holders, $461m35 holders, $30.7bn
Q3 20236 holders, $620m31 holders, $30.1bn
Q4 20239 holders, $743m32 holders, $32.7bn
Q1 20249 holders, $1.1bn27 holders, $34.3bn
Q2 20248 holders, $796m28 holders, $30.5bn
Q3 202412 holders, $1.6bn23 holders, $32.2bn
Q4 202417 holders, $1.9bn32 holders, $28.9bn
Q1 202520 holders, $1.7bn32 holders, $31.9bn
Q2 202515 holders, $1.4bn31 holders, $31.8bn
Q3 202513 holders, $1.7bn28 holders, $31.5bn
Q4 202511 holders, $1.7bn36 holders, $30.2bn
Q1 20269 holders, $1.8bn35 holders, $37.0bn
Q2 20267 holders, $1.9bn34 holders, $40.4bn
PKG

Packaging Corp Amer

Holders
8
Reported value
$796m
Buyers
7
Sellers
0

Breadth +7 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 32 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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