Lansdowne Partners (Uk) LLP Portfolio Holdings

Lansdowne Partners (Uk) LLP

  • $672 Million
  • Q3 2024

Lansdowne Partners (Uk) LLP has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $672 Million distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Taiwan Semiconductor Manufacturing CO LTD with a value of $310M, Delta Air Lines, Inc. with a value of $105M, Freeport Mcmoran Inc with a value of $79.1M, Analog Devices Inc with a value of $45.6M, and Acushnet Holdings Corp. with a value of $36.6M.

Examining the 13F form we can see an decrease of $191M in the current position value, from $862M to 672M.

Lansdowne Partners (Uk) LLP is based out at London, X0

Below you can find more details about Lansdowne Partners (Uk) LLP portfolio as well as his latest detailed transactions.

Portfolio value $672 Million
Technology: $371 Million
Industrials: $145 Million
Basic Materials: $81.7 Million
Consumer Cyclical: $60.1 Million
Healthcare: $13 Million
Communication Services: $1.51 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$404M
$18.1 Million 2.69% of portfolio
2,619,959
Q2 2024 Added 0.01%
$732M
$51,000 0.01% of portfolio
10,083
Q1 2024 Reduced 98.16%
$547M
$34,000 0.01% of portfolio
12,348
Q1 2024 Reduced 97.6%

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $672 Million
  • Prior Value $862 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 4 stocks
  • Additional Purchases 10 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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