Lansdowne Partners as of Dec. 31, 2022
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 15 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ryanair Holdings Sponsored Ads (RYAAY) | 27.5 | $133M | 1.8M | 74.76 | |
| Freeport-mcmoran CL B (FCX) | 21.7 | $105M | 2.8M | 38.00 | |
| Delta Air Lines Inc Del Com New (DAL) | 18.1 | $87M | 2.7M | 32.86 | |
| Analog Devices (ADI) | 13.3 | $64M | 392k | 164.02 | |
| Eaton Corp SHS (ETN) | 11.6 | $56M | 356k | 156.95 | |
| Membership Collective Group Com Cl A (SHCO) | 2.2 | $11M | 2.8M | 3.74 | |
| Acushnet Holdings Corp (GOLF) | 1.5 | $7.1M | 166k | 42.46 | |
| Moderna (MRNA) | 1.3 | $6.5M | 36k | 179.62 | |
| Ionq Inc Pipe (IONQ) | 1.2 | $5.9M | 1.7M | 3.45 | |
| Booking Holdings (BKNG) | 0.9 | $4.3M | 2.1k | 2015.28 | |
| Iqiyi Sponsored Ads (IQ) | 0.3 | $1.5M | 289k | 5.30 | |
| Rigetti Computing Common Stock (RGTI) | 0.1 | $484k | 664k | 0.73 | |
| Vulcan Materials Company (VMC) | 0.1 | $413k | 2.4k | 175.11 | |
| Wejo Group Common Shares (WEJOF) | 0.1 | $407k | 847k | 0.48 | |
| Victorias Secret And Common Stock (VSCO) | 0.0 | $241k | 6.7k | 35.78 |
