Lansdowne Partners Limited Partnership as of Dec. 31, 2012
Portfolio Holdings for Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership holds 32 positions in its portfolio as reported in the December 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 14.3 | $864M | 20M | 43.97 | |
| Nike (NKE) | 10.9 | $657M | 13M | 51.60 | |
| Wells Fargo & Company (WFC) | 10.2 | $614M | 18M | 34.18 | |
| 10.1 | $608M | 859k | 707.39 | ||
| Accenture (ACN) | 8.1 | $487M | 7.3M | 66.50 | |
| Amazon (AMZN) | 8.0 | $483M | 1.9M | 250.87 | |
| Delta Air Lines (DAL) | 7.0 | $418M | 35M | 11.87 | |
| Colgate-Palmolive Company (CL) | 6.0 | $359M | 3.4M | 104.54 | |
| Bank of America Corporation (BAC) | 5.1 | $308M | 27M | 11.61 | |
| Comcast Corporation (CMCSA) | 4.8 | $289M | 7.7M | 37.36 | |
| Coca-Cola Company (KO) | 3.3 | $199M | 5.5M | 36.25 | |
| Time Warner Cable | 3.0 | $178M | 1.8M | 97.19 | |
| Virgin Media | 2.5 | $150M | 4.1M | 36.75 | |
| Citigroup (C) | 1.4 | $84M | 2.1M | 39.56 | |
| American International (AIG) | 0.9 | $55M | 1.6M | 35.30 | |
| Manchester Utd Plc New Ord Cl (MANU) | 0.6 | $34M | 2.4M | 14.05 | |
| Capital One Financial (COF) | 0.5 | $32M | 547k | 57.93 | |
| KKR & Co | 0.5 | $30M | 2.0M | 15.23 | |
| Blackstone | 0.5 | $29M | 1.8M | 15.59 | |
| Walter Investment Management | 0.5 | $28M | 658k | 43.02 | |
| PHH Corporation | 0.3 | $19M | 829k | 22.75 | |
| Nationstar Mortgage | 0.3 | $19M | 597k | 30.98 | |
| Ryanair Holdings | 0.3 | $17M | 500k | 34.28 | |
| Limited Brands | 0.2 | $13M | 285k | 47.06 | |
| Silver Bay Rlty Tr | 0.2 | $9.4M | 500k | 18.83 | |
| PennyMac Mortgage Investment Trust (PMT) | 0.1 | $8.2M | 325k | 25.29 | |
| Cytokinetics | 0.1 | $6.9M | 10M | 0.66 | |
| Cit | 0.1 | $6.0M | 156k | 38.64 | |
| Response Genetics (RGDXQ) | 0.1 | $5.3M | 3.8M | 1.39 | |
| Facebook Inc cl a (META) | 0.1 | $5.2M | 197k | 26.62 | |
| alexza Pharmaceuticals | 0.0 | $1.5M | 308k | 4.95 | |
| Cymer | 0.0 | $643k | 7.1k | 90.40 |
