Lansdowne Partners as of March 31, 2023
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 21 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ryanair Holdings Sponsored Ads (RYAAY) | 25.7 | $167M | 1.8M | 94.29 | |
| Linde SHS (LIN) | 18.4 | $119M | 336k | 355.44 | |
| Freeport-mcmoran CL B (FCX) | 12.2 | $79M | 1.9M | 40.91 | |
| Analog Devices (ADI) | 11.6 | $75M | 380k | 197.22 | |
| Delta Air Lines Inc Del Com New (DAL) | 9.8 | $63M | 1.8M | 34.92 | |
| Eaton Corp SHS (ETN) | 9.1 | $59M | 344k | 171.34 | |
| Acushnet Holdings Corp (GOLF) | 3.3 | $21M | 420k | 50.94 | |
| Soho House & Co Com Cl A (SHCO) | 2.8 | $18M | 2.8M | 6.54 | |
| Eli Lilly & Co. (LLY) | 1.7 | $11M | 31k | 343.42 | |
| Barrick Gold Corp (GOLD) | 1.6 | $10M | 561k | 18.57 | |
| Ionq Inc Pipe (IONQ) | 1.6 | $10M | 1.7M | 6.15 | |
| Moderna (MRNA) | 0.9 | $5.8M | 38k | 153.58 | |
| Booking Holdings (BKNG) | 0.7 | $4.8M | 1.8k | 2652.41 | |
| Iqiyi Sponsored Ads (IQ) | 0.3 | $1.8M | 249k | 7.28 | |
| Rigetti Computing Common Stock (RGTI) | 0.1 | $479k | 663k | 0.72 | |
| Cemex Sab De Cv Spon Adr New (CX) | 0.1 | $433k | 78k | 5.53 | |
| Wejo Group Common Shares (WEJOF) | 0.1 | $418k | 847k | 0.49 | |
| Vulcan Materials Company (VMC) | 0.1 | $403k | 2.3k | 171.56 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $292k | 2.2k | 133.62 | |
| Huya Ads Rep Shs A (HUYA) | 0.0 | $164k | 46k | 3.61 | |
| Grupo Aval Acciones Y Valore Sponsored Ads (AVAL) | 0.0 | $136k | 58k | 2.34 |
