Lansdowne Partners Limited Partnership as of Dec. 31, 2013
Portfolio Holdings for Lansdowne Partners Limited Partnership
Lansdowne Partners Limited Partnership holds 44 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| JPMorgan Chase & Co. (JPM) | 10.7 | $1.2B | 21M | 58.48 | |
| Amazon (AMZN) | 9.5 | $1.1B | 2.7M | 398.67 | |
| 9.5 | $1.1B | 974k | 1120.53 | ||
| Comcast Corporation (CMCSA) | 9.4 | $1.1B | 21M | 51.96 | |
| Wells Fargo & Company (WFC) | 9.4 | $1.1B | 24M | 45.40 | |
| Nike (NKE) | 8.4 | $968M | 12M | 78.64 | |
| Delta Air Lines (DAL) | 7.3 | $842M | 31M | 27.47 | |
| Colgate-Palmolive Company (CL) | 4.4 | $513M | 7.9M | 65.21 | |
| L Brands | 4.3 | $501M | 8.1M | 61.85 | |
| Whole Foods Market | 4.0 | $464M | 8.0M | 57.82 | |
| Time Warner Cable | 3.6 | $420M | 3.1M | 135.49 | |
| Linkedin Corp | 3.4 | $389M | 1.8M | 216.78 | |
| Netflix (NFLX) | 3.2 | $370M | 1.0M | 368.17 | |
| Walt Disney Company (DIS) | 2.8 | $318M | 4.2M | 76.40 | |
| Accenture (ACN) | 2.4 | $271M | 3.3M | 82.22 | |
| 2.1 | $245M | 3.8M | 63.65 | ||
| Visa (V) | 0.7 | $79M | 355k | 222.68 | |
| Tableau Software Inc Cl A | 0.6 | $67M | 975k | 68.93 | |
| Capital One Financial (COF) | 0.6 | $63M | 822k | 76.61 | |
| Bank of America Corporation (BAC) | 0.5 | $60M | 3.9M | 15.57 | |
| American International (AIG) | 0.4 | $47M | 922k | 51.05 | |
| KKR & Co | 0.4 | $44M | 1.8M | 24.34 | |
| Carlyle Group | 0.4 | $43M | 1.2M | 35.62 | |
| Manchester Utd Plc New Ord Cl (MANU) | 0.4 | $42M | 2.7M | 15.53 | |
| Cme (CME) | 0.4 | $42M | 532k | 78.46 | |
| Ambac Finl (AMBC) | 0.2 | $24M | 959k | 24.56 | |
| Fortress Investment | 0.2 | $19M | 2.2M | 8.56 | |
| Springleaf Holdings | 0.2 | $19M | 734k | 25.28 | |
| Apollo Global Management 'a' | 0.1 | $16M | 516k | 31.61 | |
| PHH Corporation | 0.1 | $13M | 531k | 24.35 | |
| Cytokinetics (CYTK) | 0.1 | $13M | 2.0M | 6.50 | |
| Oxford Immunotec Global | 0.1 | $10M | 522k | 19.38 | |
| E TRADE Financial Corporation | 0.1 | $9.2M | 470k | 19.64 | |
| Silver Bay Rlty Tr | 0.1 | $8.0M | 500k | 15.99 | |
| Citigroup (C) | 0.1 | $6.8M | 130k | 52.11 | |
| Newcastle Investment | 0.1 | $5.6M | 984k | 5.74 | |
| Essent (ESNT) | 0.1 | $6.0M | 250k | 24.06 | |
| Madison Square Garden | 0.0 | $4.1M | 72k | 57.58 | |
| Response Genetics (RGDXQ) | 0.0 | $4.4M | 3.8M | 1.16 | |
| General Motors Company (GM) | 0.0 | $2.7M | 65k | 40.87 | |
| PDL BioPharma | 0.0 | $85k | 10k | 8.43 | |
| ARMOUR Residential REIT | 0.0 | $98k | 25k | 4.01 | |
| Meritor | 0.0 | $155k | 15k | 10.40 | |
| Gt Solar Int'l | 0.0 | $122k | 14k | 8.72 |
