Lansdowne Partners as of Dec. 31, 2025
Portfolio Holdings for Lansdowne Partners
Lansdowne Partners holds 24 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 29.5 | $403M | 1.3M | 303.89 | |
| Analog Devices (ADI) | 12.6 | $172M | 635k | 271.20 | |
| Delta Air Lines Inc Del Com New (DAL) | 12.3 | $168M | 2.4M | 69.40 | |
| Hldgs (UAL) | 10.1 | $138M | 1.2M | 111.82 | |
| Linde SHS (LIN) | 7.1 | $97M | 228k | 426.39 | |
| Teck Resources CL B (TECK) | 6.3 | $87M | 1.8M | 47.89 | |
| Arm Holdings Sponsored Ads (ARM) | 3.8 | $52M | 472k | 109.31 | |
| Acushnet Holdings Corp (GOLF) | 3.1 | $42M | 530k | 79.82 | |
| CRH Ord (CRH) | 2.8 | $38M | 308k | 124.80 | |
| Eaton Corp SHS (ETN) | 2.6 | $35M | 110k | 318.51 | |
| Ionq Inc Pipe (IONQ) | 2.1 | $29M | 643k | 44.87 | |
| Soho House & Co Com Cl A | 1.7 | $23M | 2.6M | 8.96 | |
| Texas Instruments Incorporated (TXN) | 1.0 | $14M | 78k | 173.49 | |
| Rockwell Automation (ROK) | 0.9 | $12M | 31k | 389.07 | |
| Barrick Mng Corp Com Shs (B) | 0.8 | $12M | 266k | 43.55 | |
| Amazon (AMZN) | 0.8 | $11M | 48k | 230.82 | |
| Alcon Ord Shs (ALC) | 0.8 | $11M | 134k | 79.84 | |
| Smurfit Westrock SHS (SW) | 0.7 | $9.9M | 257k | 38.67 | |
| Ralliant Corp (RAL) | 0.4 | $5.1M | 100k | 50.91 | |
| Medtronic SHS (MDT) | 0.2 | $3.0M | 31k | 96.06 | |
| Fortive (FTV) | 0.2 | $2.7M | 48k | 55.21 | |
| Agnico (AEM) | 0.1 | $772k | 4.6k | 169.53 | |
| Marriott Intl Cl A (MAR) | 0.0 | $403k | 1.3k | 310.24 | |
| Flutter Entmt SHS (FLUT) | 0.0 | $354k | 1.6k | 215.04 |
