NASDAQ · Basic Materials

LINDE PLC LIN

Linde plc operates as an industrial gas company worldwide. It offers atmospheric gases, including oxygen, nitrogen, argon, and rare gases; and process gases, such as hydrogen, helium, carbon dioxide, carbon monoxide, electronic gases, specialty gases, and acetylene.

Major Chemicals

Company profile

Business mix

  • It offers atmospheric gases, including oxygen, nitrogen, argon, and rare gases; and process gases, such as hydrogen, helium, carbon dioxide, carbon monoxide, electronic gases, specialty gases, and acetylene.
  • The company also engages in designing and constructing of turnkey process plants for third-party customers, as well as for the gas businesses in various locations comprising air separation, hydrogen, synthesis, olefin, and natural gas plants.
  • It serves healthcare, chemicals and energy, manufacturing, metals and mining, food and beverage, and electronics industries.
  • The company operates in the United States, Brazil, Mexico, Canada, Germany, the Unted Kingdom, Eastern Europe, China, Australia, South Korea, And India.

Current key questions

  • Can demand and competitive position in specialty chemicals support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 7 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 33.68 FCF 2.17% Buyback 2.1%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Soros Fund Management George Soros 1.4% $128.9M 2026-03-31
Markel Group Tom Gayner 0.8% $101.4M 2026-03-31
Mar Vista Investment Partners 3.7% $36.9M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $35.9M 2026-03-31
Sands Capital Management Frank Sands 0.1% $27.1M 2026-03-31
Weitz Investment Management Wallace Weitz 0.2% $3.6M 2026-03-31
Duquesne Family Office Stanley Druckenmiller 0.6% $20,425 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 5 Last 3 13F filing periods
Net reducers 2 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $157.3M Estimated from net added shares
Reduction amount $38.9M Estimated from net reduced shares
Net share change / base shares +64.4% +279,840 / 434,376
Duquesne Family Office Stanley Druckenmiller 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$20,425
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +41,200 (New) Total shares 41,200 Value $20,425
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$128.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +259,926 (New) Total shares 259,926 Value $128.9M
Gotham Asset Management Joel Greenblatt 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Major increase Shares 53.3% 13F value change +$8.7M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 4.6% 13F value change -$1.5M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 34.9% 13F value change +$13.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 33,428 Last 3 periods +38,936 (+116.5%) Total shares 72,364 Value $35.9M
Weitz Investment Management Wallace Weitz 3 filing periods
13F 2025-09-30 Filed 2025-11-10
Unchanged Shares 0.0% 13F value change $0
13F 2025-12-31 Filed 2026-02-12
Minor increase Shares 4.3% 13F value change -$207,492
13F 2026-03-31 Filed 2026-05-14
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 6,900 Last 3 periods +300 (+4.3%) Total shares 7,200 Value $3.6M
Mar Vista Investment Partners 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Major reduction Shares -16.7% 13F value change -$8.9M
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 12.8% 13F value change +$592,986
13F 2026-03-31 Filed 2026-05-13
Major reduction Shares -34.5% 13F value change -$11.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 120,786 Last 3 periods -46,453 (-38.5%) Total shares 74,333 Value $36.9M
Sands Capital Management Frank Sands 3 filing periods
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -2.6% 13F value change -$585,752
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -29.8% 13F value change -$14.8M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -7.8% 13F value change +$1.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 86,662 Last 3 periods -32,069 (-37.0%) Total shares 54,593 Value $27.1M
Markel Group Tom Gayner 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Minor increase Shares 3.3% 13F value change +$4.1M
13F 2025-12-31 Filed 2026-02-06
Minor increase Shares 3.8% 13F value change -$6.3M
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 2.2% 13F value change +$16.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 186,600 Last 3 periods +18,000 (+9.6%) Total shares 204,600 Value $101.4M

Recent mentions

No public mentions.