Lansdowne Partners Limited Partnership as of June 30, 2013
Portfolio Holdings for Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership holds 40 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 10.8 | $853M | 20M | 41.75 | |
| Nike (NKE) | 10.5 | $829M | 13M | 63.68 | |
| 10.4 | $824M | 936k | 880.30 | ||
| JPMorgan Chase & Co. (JPM) | 10.2 | $805M | 15M | 52.79 | |
| Amazon (AMZN) | 8.2 | $646M | 2.3M | 277.69 | |
| Delta Air Lines (DAL) | 7.5 | $596M | 32M | 18.71 | |
| Accenture (ACN) | 7.3 | $582M | 8.1M | 71.96 | |
| Colgate-Palmolive Company (CL) | 5.9 | $465M | 8.1M | 57.27 | |
| Wells Fargo & Company (WFC) | 5.5 | $432M | 11M | 41.27 | |
| Time Warner Cable | 5.4 | $428M | 3.8M | 112.48 | |
| Intel Corporation (INTC) | 4.1 | $326M | 14M | 24.23 | |
| Netflix (NFLX) | 2.0 | $157M | 745k | 211.09 | |
| Linkedin Corp | 1.9 | $155M | 868k | 178.32 | |
| L Brands | 1.7 | $136M | 2.8M | 49.25 | |
| Whole Foods Market | 1.6 | $125M | 2.4M | 51.48 | |
| Ryanair Holdings | 0.9 | $75M | 1.5M | 51.52 | |
| Capital One Financial (COF) | 0.8 | $64M | 1.0M | 62.81 | |
| Citigroup (C) | 0.7 | $53M | 1.1M | 47.97 | |
| American International (AIG) | 0.5 | $41M | 922k | 44.70 | |
| Manchester Utd Plc New Ord Cl (MANU) | 0.5 | $39M | 2.4M | 15.92 | |
| Bank of America Corporation (BAC) | 0.5 | $36M | 2.8M | 12.86 | |
| Invesco (IVZ) | 0.4 | $30M | 927k | 31.80 | |
| Ocwen Financial Corporation | 0.3 | $28M | 675k | 41.22 | |
| PNC Financial Services (PNC) | 0.3 | $23M | 308k | 72.92 | |
| Cit | 0.3 | $20M | 435k | 46.63 | |
| Tableau Software Inc Cl A | 0.3 | $21M | 375k | 55.42 | |
| Cytokinetics | 0.2 | $20M | 1.7M | 11.57 | |
| Carlyle Group | 0.2 | $20M | 764k | 25.63 | |
| Blackstone | 0.2 | $19M | 919k | 21.06 | |
| KKR & Co | 0.2 | $19M | 979k | 19.66 | |
| MGIC Investment (MTG) | 0.2 | $18M | 3.0M | 6.07 | |
| Apollo Global Management 'a' | 0.2 | $17M | 700k | 24.10 | |
| Silver Bay Rlty Tr | 0.1 | $8.3M | 500k | 16.56 | |
| Walter Investment Management | 0.1 | $5.4M | 161k | 33.81 | |
| Response Genetics (RGDXQ) | 0.1 | $5.8M | 3.8M | 1.52 | |
| Newcastle Investment | 0.1 | $5.1M | 984k | 5.23 | |
| alexza Pharmaceuticals | 0.0 | $1.3M | 308k | 4.34 | |
| PDL BioPharma | 0.0 | $78k | 10k | 7.74 | |
| Meritor | 0.0 | $119k | 17k | 7.04 | |
| Gt Solar Int'l | 0.0 | $87k | 21k | 4.14 |
