Lansdowne Partners as of Sept. 30, 2025
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 21 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 31.3 | $396M | 1.4M | 279.29 | |
| Linde SHS (LIN) | 13.7 | $173M | 365k | 475.00 | |
| Delta Air Lines Inc Del Com New (DAL) | 10.2 | $130M | 2.3M | 56.75 | |
| Ionq Inc Pipe (IONQ) | 9.4 | $119M | 1.9M | 61.50 | |
| Hldgs (UAL) | 8.4 | $106M | 1.1M | 96.50 | |
| CRH Ord (CRH) | 6.1 | $78M | 648k | 119.90 | |
| Smurfit Westrock SHS (SW) | 4.3 | $55M | 1.3M | 42.57 | |
| Acushnet Holdings Corp (GOLF) | 3.3 | $42M | 530k | 78.49 | |
| Analog Devices (ADI) | 2.9 | $37M | 151k | 245.70 | |
| Amazon (AMZN) | 2.9 | $37M | 167k | 219.57 | |
| Teck Resources CL B (TECK) | 2.5 | $32M | 722k | 43.89 | |
| Soho House & Co Com Cl A (SHCO) | 1.8 | $23M | 2.6M | 8.85 | |
| Rockwell Automation (ROK) | 0.8 | $10M | 30k | 349.53 | |
| Barrick Mng Corp Com Shs (B) | 0.7 | $8.7M | 266k | 32.77 | |
| Arm Holdings Sponsored Ads (ARM) | 0.7 | $8.5M | 60k | 141.49 | |
| Texas Instruments Incorporated (TXN) | 0.5 | $6.6M | 36k | 183.73 | |
| Fortive (FTV) | 0.2 | $2.4M | 48k | 48.99 | |
| Ralliant Corp (RAL) | 0.1 | $769k | 18k | 43.73 | |
| Agnico (AEM) | 0.1 | $768k | 4.6k | 168.56 | |
| Flutter Entmt SHS (FLUT) | 0.1 | $649k | 2.6k | 254.00 | |
| Marriott Intl Cl A (MAR) | 0.0 | $338k | 1.3k | 260.44 |
