Lansdowne Partners as of March 31, 2019
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 38 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Delta Air Lines (DAL) | 22.2 | $999M | 19M | 51.65 | |
| Hldgs (UAL) | 13.4 | $604M | 7.6M | 79.78 | |
| Tesla Motors (TSLA) | 6.8 | $308M | 1.1M | 279.86 | |
| JPMorgan Chase & Co. (JPM) | 6.0 | $270M | 2.7M | 101.23 | |
| Bank of America Corporation (BAC) | 6.0 | $268M | 9.7M | 27.59 | |
| American Airls (AAL) | 5.6 | $252M | 7.9M | 31.76 | |
| Citigroup (C) | 5.3 | $241M | 3.9M | 62.22 | |
| Taiwan Semiconductor Mfg (TSM) | 5.2 | $236M | 5.8M | 40.96 | |
| Applied Materials (AMAT) | 4.9 | $220M | 5.5M | 39.66 | |
| Texas Instruments Incorporated (TXN) | 4.5 | $202M | 1.9M | 106.07 | |
| Micron Technology (MU) | 4.3 | $193M | 4.7M | 41.33 | |
| Grubhub | 3.3 | $151M | 2.2M | 69.47 | |
| General Electric Company | 1.7 | $78M | 7.8M | 9.99 | |
| First Solar (FSLR) | 1.3 | $58M | 1.1M | 52.84 | |
| Cree | 1.3 | $57M | 1.0M | 57.22 | |
| Cenovus Energy (CVE) | 1.0 | $45M | 5.2M | 8.68 | |
| United Technologies Corporation | 0.9 | $41M | 315k | 128.87 | |
| Canadian Natural Resources (CNQ) | 0.9 | $41M | 1.5M | 27.50 | |
| Warrior Met Coal (HCC) | 0.7 | $33M | 1.1M | 30.40 | |
| Avangrid | 0.7 | $32M | 638k | 50.35 | |
| Transocean (RIG) | 0.6 | $28M | 3.3M | 8.71 | |
| Ingersoll-rand Co Ltd-cl A | 0.6 | $28M | 263k | 107.95 | |
| Manchester Utd Plc New Ord Cl (MANU) | 0.6 | $27M | 1.4M | 19.22 | |
| United Rentals (URI) | 0.5 | $21M | 183k | 114.25 | |
| Dht Holdings (DHT) | 0.3 | $14M | 3.1M | 4.46 | |
| Eaton (ETN) | 0.3 | $12M | 147k | 80.56 | |
| Cytokinetics (CYTK) | 0.3 | $12M | 1.5M | 8.09 | |
| Alamos Gold Inc New Class A (AGI) | 0.2 | $8.0M | 1.6M | 5.08 | |
| Market Vectors Etf Tr Oil Svcs | 0.1 | $6.9M | 400k | 17.23 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $4.6M | 3.9k | 1176.79 | |
| Amazon (AMZN) | 0.1 | $3.3M | 1.9k | 1780.68 | |
| Summit Therapeutics Plc spons ads | 0.1 | $2.9M | 1.6M | 1.83 | |
| Dropbox Inc-class A (DBX) | 0.1 | $2.5M | 114k | 21.80 | |
| Barclays Bk Plc cmn | 0.1 | $2.5M | 87k | 29.26 | |
| Vaneck Vectors Gold Miners mutual (GDX) | 0.1 | $2.4M | 108k | 22.42 | |
| DISH Network | 0.0 | $969k | 31k | 31.70 | |
| Alibaba Group Holding (BABA) | 0.0 | $1.1M | 5.8k | 182.41 | |
| Spotify Technology Sa (SPOT) | 0.0 | $958k | 6.9k | 138.82 |
