Nicolai Tangen's AKO Capital sold its entire Linde plc Ordinary Shares (LIN) position in 2026 Q3, according to the 13F-HR filed with the SEC on November 13, 2026. The prior filing listed 64.8K shares worth about $33.6M, 0.78% of the portfolio; the 2026 Q3 filing lists none. LIN had been in the portfolio for about 8 years, since the quarter ended December 31, 2018.
What did the 2026 Q3 filing report for LIN?
As of September 30, 2026, from the 13F-HR filed November 13, 2026.
| Before | After | |
|---|---|---|
| Shares | 64.8K | 0 |
| Reported value | $33.6M | $0 |
| Portfolio weight | 0.78% | 0% |
| Held since | 2018 Q4 | sold out in 2026 Q3 |
| Quarters held | 31 |
What did Nicolai Tangen sell?
Nicolai Tangen sold 64.8K shares of LIN between the quarter ended June 30, 2026 and September 30, 2026. The LIN exit was the 14th largest of the quarter's 23 position changes by percent change to portfolio.
Where does LIN sit in the Nicolai Tangen portfolio?
Before the sale, LIN carried 0.78% of the Nicolai Tangen portfolio, below the fund's average stock position of 6%. The largest stock position is ALC at 17.68%. Next come SUNB at 15.81% and RACE at 9.25%. The three largest stocks together are 42.74% of the book. Across the 2026 Q3 portfolio, Nicolai Tangen reported 18 stock positions, with 1 opened and 5 closed. The total portfolio value is about $3.15B, down 26% from the prior quarter.
How long has Nicolai Tangen held LIN?
Nicolai Tangen held LIN for about 8 years, from the quarter ended December 31, 2018 to June 30, 2026. The weight peaked at 15.32% in 2020 Q2. Last quarter the fund had already cut the position by 52%, so the exit finishes a two-quarter unwind. Every reported trade is on the Nicolai Tangen LIN trade history page.
Did other funds buy or sell LIN in 2026 Q3?
Among the other tracked funds that had filed for 2026 Q3 as of November 13, 2026, 2 still hold LIN. The largest buyer of LIN this quarter was John Armitage. The largest seller was Eric H. Schoenstein. Every tracked holder of LIN is on the LIN ownership page.
FAQ
How many LIN shares did Nicolai Tangen sell?
Nicolai Tangen sold all 64.8K shares of LIN it reported a quarter earlier, worth about $33.6M.
When did Nicolai Tangen first buy LIN?
Nicolai Tangen first reported LIN in the quarter ended December 31, 2018.
How much of the Nicolai Tangen portfolio was LIN?
LIN was 0.78% of the Nicolai Tangen portfolio at the prior quarter-end, and 0% after the sale.
Did other funds sell LIN in 2026 Q3?
No other tracked fund sold out of LIN in 2026 Q3, but 1 trimmed it; 2 still hold it.