LIN
Linde plc Ordinary Shares
Linde plc Ordinary Shares historical holders
total: 10
Egerton Capital Linde plc Ordinary Shares transactions over time
- Total transactions:
- 18
- New positions:
- 4
- Sold out:
- 3
- Added:
- 5
- Reduced:
- 6
- Held since:
- 2026 Q1
- Held for:
- 2 quarters
- Latest activity:
- 2026 Q2
John Armitage has been an institutional investor in Linde plc Ordinary Shares (LIN) since 2018 Q4. According to 2026 Q2 report, John Armitage holds 300,854 shares with a market value of roughly $156.13M representing 1.51% of their equity portfolio. The fund/company first acquired LIN in 2018 Q4, initially purchasing about 3.01M shares. John Armitage later completely sold out the position and reinvested in LIN again in 2026 Q1. Since the initial investment, Egerton Capital has made 17 more transactions in this position.
Does John Armitage still hold LIN?
Yes, John Armitage continues to hold Linde plc Ordinary Shares (LIN). According to their 2026 Q2 report, they maintain a position of 300,854 shares valued at approximately $156.13M, representing 1.51% of their equity portfolio.
When did John Armitage first invest in LIN?
John Armitage first invested in Linde plc Ordinary Shares (LIN) in 2018 Q4 at the reported quarter-end price of $156.04 per share, acquiring 3,006,048 shares in their initial purchase.
What is John Armitage's average cost basis for LIN?
Based on historical transaction data, John Armitage's estimated cost basis for Linde plc Ordinary Shares (LIN) is approximately $495.76 per share. This represents their average reported price* across all buy transactions.
Has John Armitage reinvested in LIN after selling?
Yes, John Armitage has shown renewed interest in Linde plc Ordinary Shares (LIN). After completely selling their position, they reinitiated an investment in 2026 Q1, demonstrating continued conviction in this ticker.
Estimated cost basis*
- Weighted AVG buy price:
- $495.76
- Weighted AVG sell price:
- $518.94
LIN transactions history by Egerton Capital
18 results
| Period |
% of portfolio |
Shares held after* |
Reported price* |
Value* |
% (shares) of activity |
% change to portfolio |
|---|---|---|---|---|---|---|
|
2026 Q2
|
1.51%
|
300,854
|
$518.94
|
$156,125,175
|
-71.84% (-767,517)
|
-4.42%
|
|
2026 Q1
|
5.88%
|
1,068,371
|
$495.76
|
$529,655,607
|
new
|
+5.88%
|
|
2023 Q2
|
0.00%
|
0
|
$355.44
|
|
-100% (-119,255)
|
-0.46%
|
|
2023 Q1
|
0.46%
|
119,255
|
$355.44
|
$42,387,997
|
new
|
+0.46%
|
|
2022 Q4
|
0.00%
|
0
|
$269.59
|
|
-100% (-1,094,168)
|
-2.29%
|
|
2022 Q3
|
2.29%
|
1,094,168
|
$269.59
|
$294,977,000
|
-14.21% (-181,199)
|
-0.33%
|
|
2022 Q2
|
2.48%
|
1,275,367
|
$287.53
|
$366,706,000
|
-47.81% (-1,168,350)
|
-1.77%
|
|
2022 Q1
|
4.11%
|
2,443,717
|
$319.43
|
$780,597,000
|
+92.12% (+1,171,725)
|
+1.97%
|
|
2021 Q4
|
2.05%
|
1,271,992
|
$346.43
|
$440,656,000
|
-64.53% (-2,314,175)
|
-3.81%
|
|
2021 Q3
|
5.00%
|
3,586,167
|
$293.38
|
$1,052,110,000
|
+10.06% (+327,763)
|
+0.46%
|
|
2021 Q2
|
4.68%
|
$289.10
|
+0.35% (+11,372)
|
|||
|
2021 Q1
|
4.79%
|
$280.14
|
+13.23% (+379,336)
|
|||
|
2020 Q4
|
4.28%
|
$263.51
|
+36.40% (+765,279)
|
|||
|
2020 Q3
|
3.09%
|
$238.13
|
-25.20% (-708,196)
|
|||
|
2020 Q2
|
4.43%
|
$212.11
|
-2.75% (-79,596)
|
|||
|
2020 Q1
|
5.17%
|
$173.00
|
new
|
|||
|
2019 Q1
|
0.00%
|
$156.04
|
-100% (-3,006,048)
|
|||
|
2018 Q4
|
3.90%
|
$156.04
|
new
|
|||
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.