Lansdowne Partners Limited Partnership as of March 31, 2013
Portfolio Holdings for Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership holds 36 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 11.7 | $854M | 18M | 47.46 | |
| Nike (NKE) | 10.4 | $761M | 13M | 59.01 | |
| Accenture (ACN) | 9.5 | $692M | 9.1M | 75.97 | |
| Comcast Corporation (CMCSA) | 8.8 | $644M | 15M | 41.98 | |
| 8.7 | $635M | 800k | 794.09 | ||
| Delta Air Lines (DAL) | 7.9 | $577M | 35M | 16.51 | |
| Amazon (AMZN) | 6.8 | $496M | 1.9M | 266.47 | |
| Bank of America Corporation (BAC) | 6.4 | $465M | 38M | 12.18 | |
| Colgate-Palmolive Company (CL) | 6.3 | $462M | 3.9M | 118.03 | |
| Intel Corporation (INTC) | 6.2 | $451M | 21M | 21.84 | |
| Wells Fargo & Company (WFC) | 5.4 | $397M | 11M | 36.99 | |
| Time Warner Cable | 3.3 | $241M | 2.5M | 96.05 | |
| Linkedin Corp | 1.4 | $105M | 594k | 176.04 | |
| Limited Brands | 1.0 | $72M | 1.6M | 44.66 | |
| Citigroup (C) | 1.0 | $70M | 1.6M | 44.24 | |
| Morgan Stanley (MS) | 0.6 | $42M | 1.9M | 21.98 | |
| Ryanair Holdings | 0.6 | $41M | 976k | 41.78 | |
| Manchester Utd Plc New Ord Cl (MANU) | 0.6 | $41M | 2.4M | 16.75 | |
| Goldman Sachs (GS) | 0.5 | $38M | 259k | 147.15 | |
| American International (AIG) | 0.4 | $30M | 777k | 38.82 | |
| Capital One Financial (COF) | 0.3 | $23M | 424k | 54.95 | |
| Carlyle Group | 0.3 | $21M | 709k | 30.25 | |
| KKR & Co | 0.3 | $19M | 979k | 19.32 | |
| PHH Corporation | 0.2 | $18M | 829k | 21.96 | |
| Blackstone | 0.2 | $18M | 919k | 19.78 | |
| Walter Investment Management | 0.2 | $18M | 475k | 37.25 | |
| MGIC Investment (MTG) | 0.2 | $15M | 3.0M | 4.95 | |
| Nationstar Mortgage | 0.2 | $13M | 360k | 36.90 | |
| Cytokinetics | 0.2 | $12M | 10M | 1.14 | |
| Silver Bay Rlty Tr | 0.1 | $10M | 500k | 20.70 | |
| PennyMac Mortgage Investment Trust (PMT) | 0.1 | $8.4M | 325k | 25.89 | |
| Dollar General (DG) | 0.1 | $5.1M | 100k | 50.58 | |
| Response Genetics (RGDXQ) | 0.1 | $5.0M | 3.8M | 1.32 | |
| Pan American Silver Corp Can (PAAS) | 0.1 | $3.9M | 237k | 16.38 | |
| Tri Pointe Homes (TPH) | 0.0 | $2.0M | 100k | 20.15 | |
| alexza Pharmaceuticals | 0.0 | $1.4M | 308k | 4.42 |
