Lansdowne Partners Limited Partnership as of Sept. 30, 2012
Portfolio Holdings for Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership holds 34 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 15.0 | $744M | 18M | 40.48 | |
| 12.7 | $629M | 834k | 754.51 | ||
| Nike (NKE) | 10.5 | $521M | 5.5M | 94.91 | |
| Wells Fargo & Company (WFC) | 10.4 | $517M | 15M | 34.53 | |
| Accenture (ACN) | 9.4 | $468M | 6.7M | 70.03 | |
| Colgate-Palmolive Company (CL) | 6.5 | $325M | 3.0M | 107.22 | |
| Amazon (AMZN) | 6.4 | $318M | 1.3M | 254.32 | |
| Delta Air Lines (DAL) | 6.3 | $315M | 34M | 9.16 | |
| Coca-Cola Company (KO) | 3.3 | $164M | 4.3M | 37.93 | |
| Intel Corporation (INTC) | 3.2 | $161M | 7.1M | 22.65 | |
| Comcast Corporation (CMCSA) | 2.2 | $111M | 3.1M | 35.74 | |
| International Business Machines (IBM) | 1.4 | $72M | 345k | 207.45 | |
| Citigroup (C) | 1.3 | $66M | 2.0M | 32.72 | |
| Morgan Stanley (MS) | 1.3 | $63M | 3.8M | 16.74 | |
| American International (AIG) | 1.0 | $50M | 1.5M | 32.79 | |
| KKR & Co | 0.9 | $45M | 3.0M | 15.11 | |
| Ocwen Financial Corporation | 0.9 | $44M | 1.6M | 27.41 | |
| iShares MSCI Emerging Markets Indx (EEM) | 0.9 | $44M | 1.1M | 41.33 | |
| Blackstone | 0.7 | $36M | 2.5M | 14.28 | |
| Suntrust Banks Inc $1.00 Par Cmn | 0.7 | $34M | 1.2M | 28.27 | |
| Time Warner Cable | 0.6 | $28M | 295k | 95.05 | |
| Xerox Corporation | 0.5 | $26M | 3.5M | 7.34 | |
| Manchester Utd Plc New Ord Cl (MANU) | 0.5 | $25M | 2.0M | 12.73 | |
| Market Vectors Gold Miners ETF | 0.5 | $25M | 465k | 53.69 | |
| Nationstar Mortgage | 0.4 | $22M | 665k | 33.18 | |
| Nasdaq Omx (NDAQ) | 0.4 | $21M | 898k | 23.29 | |
| Cymer | 0.4 | $21M | 405k | 51.06 | |
| Pulte (PHM) | 0.3 | $17M | 1.1M | 15.50 | |
| Two Harbors Investment | 0.3 | $17M | 1.4M | 11.75 | |
| Virgin Media | 0.3 | $14M | 464k | 29.41 | |
| Cytokinetics | 0.2 | $8.0M | 9.6M | 0.83 | |
| Nuance Communications | 0.1 | $5.8M | 233k | 24.89 | |
| Response Genetics (RGDXQ) | 0.1 | $4.9M | 3.8M | 1.29 | |
| SPDR KBW Bank (KBE) | 0.1 | $2.9M | 125k | 23.48 |
