Lansdowne Partners Limited Partnership as of Sept. 30, 2013
Portfolio Holdings for Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership holds 35 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Comcast Corporation (CMCSA) | 10.9 | $1.0B | 22M | 45.12 | |
| JPMorgan Chase & Co. (JPM) | 10.6 | $975M | 19M | 51.69 | |
| 9.7 | $887M | 1.0M | 875.92 | ||
| Nike (NKE) | 9.4 | $862M | 12M | 72.64 | |
| Amazon (AMZN) | 8.1 | $744M | 2.4M | 312.64 | |
| Delta Air Lines (DAL) | 7.6 | $698M | 30M | 23.59 | |
| Wells Fargo & Company (WFC) | 6.0 | $552M | 13M | 41.32 | |
| Accenture (ACN) | 5.3 | $487M | 6.6M | 73.64 | |
| Time Warner Cable | 5.2 | $475M | 4.3M | 111.60 | |
| Colgate-Palmolive Company (CL) | 4.9 | $451M | 7.6M | 59.30 | |
| Whole Foods Market | 3.7 | $338M | 5.8M | 58.50 | |
| Netflix (NFLX) | 3.6 | $330M | 1.1M | 309.21 | |
| Linkedin Corp | 3.2 | $294M | 1.2M | 246.08 | |
| Intel Corporation (INTC) | 3.2 | $291M | 13M | 22.92 | |
| L Brands | 3.0 | $271M | 4.4M | 61.10 | |
| Capital One Financial (COF) | 0.8 | $70M | 1.0M | 68.74 | |
| Ryanair Holdings | 0.8 | $70M | 1.4M | 49.74 | |
| Bank of America Corporation (BAC) | 0.7 | $67M | 4.9M | 13.80 | |
| Citigroup (C) | 0.7 | $67M | 1.4M | 48.51 | |
| Manchester Utd Plc New Ord Cl (MANU) | 0.5 | $47M | 2.7M | 17.37 | |
| American International (AIG) | 0.5 | $45M | 922k | 48.63 | |
| Tableau Software Inc Cl A | 0.3 | $27M | 375k | 71.24 | |
| Carlyle Group | 0.3 | $26M | 1.0M | 25.72 | |
| Apollo Global Management 'a' | 0.2 | $23M | 826k | 28.26 | |
| Cytokinetics (CYTK) | 0.2 | $15M | 2.0M | 7.57 | |
| Walt Disney Company (DIS) | 0.2 | $15M | 233k | 64.49 | |
| PHH Corporation | 0.1 | $13M | 531k | 23.74 | |
| Response Genetics (RGDXQ) | 0.1 | $8.4M | 3.8M | 2.22 | |
| Silver Bay Rlty Tr | 0.1 | $7.8M | 500k | 15.66 | |
| Newcastle Investment | 0.1 | $5.5M | 984k | 5.62 | |
| Morgan Stanley (MS) | 0.0 | $2.7M | 100k | 26.95 | |
| PDL BioPharma | 0.0 | $80k | 10k | 7.94 | |
| ARMOUR Residential REIT | 0.0 | $103k | 25k | 4.21 | |
| Meritor | 0.0 | $133k | 17k | 7.87 | |
| Gt Solar Int'l | 0.0 | $179k | 21k | 8.53 |
