Linde plc Ordinary Shares (LIN) fell to 1.51% of John Armitage's Egerton Capital portfolio in 2026 Q2, from 5.88%, according to the 13F-HR filed with the SEC on July 21, 2026. The share count dropped 72% to 301K shares, and the position is worth about $156.1M and ranks 19th of 23 stocks by weight.
What did the 2026 Q2 filing report for LIN?
As of June 30, 2026, from the 13F-HR filed July 21, 2026.
| Before | After | |
|---|---|---|
| Shares | 1.07M | 301K |
| Shares sold | -768K (72%) | |
| Reported value | $529.7M | $156.1M |
| Portfolio weight | 5.88% | 1.51% |
| Rank in portfolio | 19th of 23 |
How much did John Armitage cut LIN?
John Armitage sold 768K shares of LIN during 2026 Q2, cutting the stake from 1.07M to 301K. The reported value of the position fell by about $373.5M, from about $529.7M to about $156.1M.
Where does LIN sit in the John Armitage portfolio?
LIN ranks 19th of 23 stock positions in the John Armitage portfolio at 1.51%, below the fund's average stock position of 4%. The largest stock position is V at 14.13%. Next come GOOG at 11.24% and APH at 8.29%. The three largest stocks together are 33.66% of the book. The LIN cut was the 3rd largest of the quarter's 29 position changes by percent change to portfolio. Across the 2026 Q2 portfolio, John Armitage reported 23 stock positions, with 5 opened and 6 closed. The total portfolio value is about $10.4B, up 15% from the prior quarter.
How long has John Armitage held LIN?
John Armitage first reported LIN in the quarter ended December 31, 2018. The fund sold out of the name in 2023 Q2 and came back in 2026 Q1. The weight peaked at 5.88% in 2026 Q1. Every reported trade is on the John Armitage LIN trade history page.
Did other funds buy or sell LIN in 2026 Q2?
Among the other tracked funds that had filed for 2026 Q2 as of July 21, 2026, 4 hold LIN. Of those, 2 trimmed the position this quarter and none added. The largest buyer of LIN this quarter was Stephen Mandel. The largest sellers were Parnassus Endeavor Fund and Nicolai Tangen. Every tracked holder of LIN is on the LIN ownership page.
FAQ
How many LIN shares did John Armitage sell in 2026 Q2?
John Armitage sold 768K shares of LIN, 72% of the position, leaving 301K shares.
What remains of the LIN position of John Armitage?
John Armitage still holds 301K shares of LIN, worth about $156.1M at June 30, 2026 prices.
How much of the John Armitage portfolio is LIN now?
LIN is 1.51% of the John Armitage portfolio, down from 5.88% a quarter earlier.
Did other funds trim LIN in 2026 Q2?
Among the 4 other tracked funds that hold LIN, 2 trimmed it in 2026 Q2 and none added to it.