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REX · 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.
  • REX
  • LIN
0102030402017201820222023202420252026
Holders and value by quarter
QuarterREXLIN
Q4 20161 holders, $56mnone listed holders, n.a.
Q1 20171 holders, $51mnone listed holders, n.a.
Q2 20171 holders, $53mnone listed holders, n.a.
Q3 20172 holders, $53mnone listed holders, n.a.
Q1 20181 holders, $1.2mnone listed holders, n.a.
Q2 20201 holders, $3.5mnone listed holders, n.a.
Q2 20211 holders, $34mnone listed holders, n.a.
Q3 20211 holders, $30mnone listed holders, n.a.
Q4 20211 holders, $35mnone listed holders, n.a.
Q1 20221 holders, $36mnone listed holders, n.a.
Q1 2023none listed holders, n.a.40 holders, $29.9bn
Q2 20231 holders, $31m35 holders, $30.7bn
Q3 20232 holders, $35m31 holders, $30.1bn
Q4 20232 holders, $42m32 holders, $32.7bn
Q1 20242 holders, $54m27 holders, $34.3bn
Q2 20242 holders, $42m28 holders, $30.5bn
Q3 20242 holders, $41m23 holders, $32.2bn
Q4 20242 holders, $38m32 holders, $28.9bn
Q1 20252 holders, $33m32 holders, $31.9bn
Q2 20252 holders, $42m31 holders, $31.8bn
Q3 20252 holders, $55m28 holders, $31.5bn
Q4 20252 holders, $53m36 holders, $30.2bn
Q1 20262 holders, $72m35 holders, $37.0bn
Q2 20262 holders, $68m34 holders, $40.4bn
REX

Rex American Resources Corp

Holders
2
Reported value
$42m
Buyers
1
Sellers
1

Breadth 0 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 29 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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