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 (AGR) | 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 |