13F HOLDINGS REPORT
LANSDOWNE PARTNERS (UK) LLP
Quarter ended Q1 2025 · Filed May 14, 2025 · Accession 0000919574-25-002982
Total Value
$706.1M
Positions
47
Other Managers
3
Confidential Omitted
No
Holdings (47)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LINDE PLC | LIN | 445,272 | $207.3M | 29.36% |
| 2 | CRH PLC | CRH | 417,303 | $36.7M | 5.20% |
| 3 | SMURFIT WESTROCK PLC | SW | 793,201 | $35.7M | 5.06% |
| 4 | CRH PLC | CRH | 391,521 | $34.4M | 4.88% |
| 5 | DELTA AIR LINES INC DEL | DAL | 746,220 | $32.5M | 4.61% |
| 6 | DELTA AIR LINES INC DEL | DAL | 729,693 | $31.8M | 4.51% |
| 7 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 185,950 | $30.9M | 4.37% |
| 8 | SMURFIT WESTROCK PLC | SW | 648,762 | $29.2M | 4.14% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 172,021 | $28.6M | 4.04% |
| 10 | CRH PLC | CRH | 172,420 | $15.2M | 2.15% |
| 11 | ACUSHNET HLDGS CORP | GOLF | 217,494 | $14.9M | 2.11% |
| 12 | ANALOG DEVICES INC | ADI | 73,050 | $14.7M | 2.09% |
| 13 | ANALOG DEVICES INC | ADI | 70,677 | $14.3M | 2.02% |
| 14 | DELTA AIR LINES INC DEL | DAL | 301,337 | $13.1M | 1.86% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 76,831 | $12.8M | 1.81% |
| 16 | CRH PLC | CRH | 141,873 | $12.5M | 1.77% |
| 17 | SMURFIT WESTROCK PLC | SW | 267,760 | $12.1M | 1.71% |
| 18 | ACUSHNET HLDGS CORP | GOLF | 161,529 | $11.1M | 1.57% |
| 19 | DELTA AIR LINES INC DEL | DAL | 247,749 | $10.8M | 1.53% |
| 20 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 63,215 | $10.5M | 1.49% |
| 21 | SMURFIT WESTROCK PLC | SW | 220,229 | $9.9M | 1.41% |
| 22 | FREEPORT-MCMORAN INC | FCX | 234,562 | $8.9M | 1.26% |
| 23 | FREEPORT-MCMORAN INC | FCX | 184,867 | $7.0M | 0.99% |
| 24 | SOHO HOUSE & CO INC | 586001109 | 1,025,159 | $6.3M | 0.90% |
| 25 | ACUSHNET HLDGS CORP | GOLF | 89,651 | $6.2M | 0.87% |
| 26 | ANALOG DEVICES INC | ADI | 29,144 | $5.9M | 0.83% |
| 27 | ACUSHNET HLDGS CORP | GOLF | 73,610 | $5.1M | 0.72% |
| 28 | ANALOG DEVICES INC | ADI | 23,958 | $4.8M | 0.68% |
| 29 | SOHO HOUSE & CO INC | 586001109 | 770,220 | $4.8M | 0.67% |
| 30 | IONQ INC | IONQ-WT | 191,355 | $4.2M | 0.60% |
| 31 | ROCKWELL AUTOMATION INC | ROK | 15,727 | $4.1M | 0.58% |
| 32 | IONQ INC | IONQ-WT | 158,475 | $3.5M | 0.50% |
| 33 | AMAZON COM INC | AMZN | 16,930 | $3.2M | 0.46% |
| 34 | TEXAS INSTRS INC | 882508104 | 17,451 | $3.1M | 0.44% |
| 35 | FREEPORT-MCMORAN INC | FCX | 76,351 | $2.9M | 0.41% |
| 36 | SOHO HOUSE & CO INC | 586001109 | 423,569 | $2.6M | 0.37% |
| 37 | FREEPORT-MCMORAN INC | FCX | 62,510 | $2.4M | 0.34% |
| 38 | SOHO HOUSE & CO INC | 586001109 | 348,465 | $2.2M | 0.30% |
| 39 | FORTIVE CORP | FTV | 27,445 | $2.0M | 0.28% |
| 40 | BARRICK GOLD CORP | 067901108 | 100,790 | $2.0M | 0.28% |
| 41 | IONQ INC | IONQ-WT | 79,058 | $1.7M | 0.25% |
| 42 | IONQ INC | IONQ-WT | 64,897 | $1.4M | 0.20% |
| 43 | FLUTTER ENTMT PLC | G3643J108 | 5,009 | $1.1M | 0.16% |
| 44 | AGNICO EAGLE MINES LTD | AEM | 5,404 | $585,848 | 0.08% |
| 45 | MARRIOTT INTL INC NEW | 571903202 | 2,036 | $484,975 | 0.07% |
| 46 | ALIBABA GROUP HLDG LTD | BBAAY | 2,955 | $390,740 | 0.06% |
| 47 | SPOTIFY USA INC | 84921RAB6 | 434 | $238,713 | 0.03% |