Lansdowne Partners as of June 30, 2025
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 21 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 21.7 | $167M | 738k | 226.49 | |
| Linde SHS (LIN) | 18.8 | $145M | 309k | 469.18 | |
| Delta Air Lines Inc Del Com New (DAL) | 9.9 | $76M | 1.6M | 49.18 | |
| Hldgs (UAL) | 8.9 | $68M | 856k | 79.63 | |
| Freeport-mcmoran CL B (FCX) | 8.1 | $62M | 1.4M | 43.35 | |
| Smurfit Westrock SHS (SW) | 7.3 | $56M | 1.3M | 43.15 | |
| CRH Ord (CRH) | 6.3 | $48M | 525k | 91.80 | |
| Acushnet Holdings Corp (GOLF) | 5.1 | $39M | 540k | 72.82 | |
| Analog Devices (ADI) | 4.5 | $35M | 147k | 238.02 | |
| Ionq Inc Pipe (IONQ) | 2.8 | $22M | 502k | 42.97 | |
| Soho House & Co Com Cl A | 2.5 | $19M | 2.6M | 7.35 | |
| Amazon (AMZN) | 1.4 | $11M | 48k | 219.39 | |
| Rockwell Automation (ROK) | 1.2 | $8.9M | 27k | 332.17 | |
| Texas Instruments Incorporated (TXN) | 0.8 | $6.1M | 29k | 207.62 | |
| Fortive (FTV) | 0.3 | $2.6M | 50k | 52.13 | |
| Flutter Entmt SHS (FLUT) | 0.1 | $1.1M | 3.9k | 285.76 | |
| Ralliant Corp (RAL) | 0.1 | $810k | 17k | 48.49 | |
| Agnico (AEM) | 0.1 | $754k | 6.3k | 118.93 | |
| Marriott Intl Cl A (MAR) | 0.1 | $556k | 2.0k | 273.21 | |
| Spotify Usa Note 3/1 | 0.0 | $308k | 401.00 | 767.34 | |
| Vulcan Materials Company (VMC) | 0.0 | $261k | 1.0k | 260.82 |
