LIN β€” LINDE PLC

Ownership history in Geneva Partners, LLC  Β·  7 quarters on record

This page tracks every 13F SEC filing in which Geneva Partners, LLC reported a position in LINDE PLC (LIN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.24% (2019 Q3)
πŸ“Š Avg. % of fund
0.12%
πŸ“… First filed
2019 Q3
πŸ“… Last filed
2025 Q3
⏱ Quarters held
7

Position Intelligence

Geneva Partners, LLC Γ— LIN AI Analytics

πŸ“ˆ Geneva Partners, LLC outperformed the S&P 500 by +24.0% annually on this LIN position. Average cost basis: $176.42. Maximum drawdown during holding period: –9.0%.

πŸ“ˆ Position Alpha vs SPY
+24.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 24.0% per year on this position.
6 quarters analyzed

πŸ’° Entry Quality
$176.42
+167.4% vs current ($471.67)

Best entry: $176.42 (2019 Q3)  Β·  Worst: $176.42 (2019 Q3)

πŸ›‘οΈ Drawdown Resilience
–9.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

1 add Β· 1 trim. Bought during 0 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.09% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    LIN price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 500 β€” 0% 0.09% $238K $471.67
2025 Q2 UNCHANGED 500 β€” 0% 0.09% $235K $464.41
2024 Q4 UNCHANGED 500 β€” 0% 0.08% $209K $411.72
2024 Q2 UNCHANGED 500 β€” 0% 0.09% $219K $428.96
2024 Q1 UNCHANGED 500 β€” 0% 0.10% $232K $452.45
2023 Q4 REDUCED 500 -1,100 -68.8% 0.11% $205K $399.03
2019 Q3 INITIATED 1,600 β€” β€” 0.24% $310K $176.42

🏒 Other funds also holding LIN

As of 2025 Q4 β€” sorted by position size

Freemont Capital Pte Ltd 3Y 48.46% Zeno Equity Partners LLP 23.89% Pelham Capital Ltd. 3Y 7Y 12.43% CRITERIA CAIXA, S.A.U. 12.34% Obion Capital Management LP 11.4% SailingStone Capital Partners LLC 3Y 7Y 11.04% Maren Capital LLC 8.35% Albar Capital Partners LLP 7.64% LANSDOWNE PARTNERS (UK) LLP 3Y 7Y 7.11% LOCUST WOOD CAPITAL ADVISERS, LLC 3Y 7Y 6.8%
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