Lansdowne Partners as of Dec. 31, 2024
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 25 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 23.8 | $328M | 1.7M | 197.49 | |
| Smurfit Westrock SHS (SW) | 16.3 | $224M | 4.2M | 53.86 | |
| Delta Air Lines Inc Del Com New (DAL) | 15.1 | $208M | 3.4M | 60.50 | |
| CRH Ord (CRH) | 13.2 | $182M | 2.0M | 92.52 | |
| Linde SHS (LIN) | 12.8 | $176M | 420k | 418.67 | |
| Analog Devices (ADI) | 4.3 | $60M | 281k | 212.46 | |
| Ionq Inc Pipe (IONQ) | 3.0 | $42M | 1.0M | 41.77 | |
| Acushnet Holdings Corp (GOLF) | 2.9 | $40M | 563k | 71.08 | |
| Amazon (AMZN) | 2.5 | $34M | 155k | 219.39 | |
| Eaton Corp SHS (ETN) | 2.0 | $27M | 83k | 331.87 | |
| Soho House & Co Com Cl A | 1.4 | $19M | 2.6M | 7.45 | |
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.9 | $13M | 291k | 43.59 | |
| Freeport-mcmoran CL B (FCX) | 0.8 | $11M | 279k | 38.08 | |
| Texas Instruments Incorporated (TXN) | 0.2 | $3.1M | 17k | 187.51 | |
| Marriott Intl Cl A (MAR) | 0.2 | $2.9M | 10k | 278.94 | |
| Rockwell Automation (ROK) | 0.1 | $1.8M | 6.1k | 285.79 | |
| Moderna (MRNA) | 0.1 | $1.5M | 35k | 41.58 | |
| Fortive (FTV) | 0.1 | $946k | 13k | 75.00 | |
| Flutter Entmt SHS (FLUT) | 0.1 | $879k | 3.4k | 258.45 | |
| Bilibili Spons Ads Rep Z (BILI) | 0.0 | $609k | 34k | 18.11 | |
| Barrick Gold Corp | 0.0 | $560k | 36k | 15.50 | |
| Agnico (AEM) | 0.0 | $449k | 5.7k | 78.21 | |
| Vulcan Materials Company (VMC) | 0.0 | $297k | 1.2k | 257.23 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $236k | 527.00 | 447.38 | |
| Zhihu Sponsored Ads (ZH) | 0.0 | $75k | 21k | 3.54 |
