Lansdowne Partners as of Sept. 30, 2022
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 17 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Delta Air Lines Inc Del Com New (DAL) | 25.1 | $117M | 4.2M | 28.06 | |
| Ryanair Holdings Sponsored Ads (RYAAY) | 16.1 | $75M | 1.3M | 58.42 | |
| Freeport-mcmoran CL B (FCX) | 14.1 | $65M | 2.4M | 27.33 | |
| Westrock (WRK) | 13.9 | $64M | 2.1M | 30.89 | |
| Eaton Corp SHS (ETN) | 10.8 | $50M | 377k | 133.40 | |
| Analog Devices (ADI) | 10.6 | $49M | 354k | 139.34 | |
| Membership Collective Group Com Cl A (SHCO) | 3.1 | $14M | 3.0M | 4.73 | |
| Ionq Inc Pipe (IONQ) | 2.0 | $9.2M | 1.8M | 5.07 | |
| Roblox Corp Cl A (RBLX) | 1.9 | $8.7M | 244k | 35.84 | |
| Booking Holdings (BKNG) | 0.9 | $4.2M | 2.6k | 1643.11 | |
| Moderna (MRNA) | 0.7 | $3.4M | 29k | 118.26 | |
| Rigetti Computing Common Stock (RGTI) | 0.3 | $1.2M | 653k | 1.89 | |
| Wejo Group Common Shares (WEJOF) | 0.2 | $923k | 847k | 1.09 | |
| Iqiyi Sponsored Ads (IQ) | 0.2 | $867k | 320k | 2.71 | |
| Victorias Secret And Common Stock (VSCO) | 0.1 | $434k | 15k | 29.11 | |
| Vulcan Materials Company (VMC) | 0.1 | $418k | 2.7k | 157.56 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $208k | 3.0k | 68.42 |
