LINDE PLC · CUSIP G54950103 · CIK 1349434
As of 2026-06-30, LOCUST WOOD CAPITAL ADVISERS, LLC reported 341.03K LIN (shares), valued at $176.97M, or 4.28% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 27.31%; reported value decreased 23.91%, and weight changed -2.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 4.28% | 341,028 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 6.33% | 469,131 | SEC filing ↗Filed May 15, 2026Amended |
| Q4 2025 | 7.04% | 659,574 | SEC filing ↗Filed Feb 11, 2026 |
| Q3 2025 | 6.66% | 513,916 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 6.59% | 476,240 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 7.75% | 476,435 | SEC filing ↗Filed May 12, 2025 |
| Q4 2024 | 6.82% | 440,315 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 7.37% | 441,586 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 7.40% | 457,243 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 7.44% | 406,392 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 7.80% | 447,370 | SEC filing ↗Filed Feb 7, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 7.80% | 447,370 | $183.74M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 7, 2024 |
| Q1 2024 | 7.44% | 406,392 | $188.70M | Shares decreased 9.16%; reported value increased 2.70%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 7.40% | 457,243 | $200.64M | Shares increased 12.51%; reported value increased 6.33%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 7.37% | 441,586 | $210.57M | Shares decreased 3.42%; reported value increased 4.95%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 6.82% | 440,315 | $184.35M | Shares decreased 0.29%; reported value decreased 12.46%, and weight changed -0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 7.75% | 476,435 | $221.85M | Shares increased 8.20%; reported value increased 20.34%, and weight changed +0.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2025 |
| Q2 2025 | 6.59% | 476,240 | $223.44M | Shares decreased 0.04%; reported value increased 0.72%, and weight changed -1.16 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 6.66% | 513,916 | $244.11M | Shares increased 7.91%; reported value increased 9.25%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 7.04% | 659,574 | $281.24M | Shares increased 28.34%; reported value increased 15.21%, and weight changed +0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 11, 2026 |
| Q1 2026 | 6.33% | 469,131 | $232.58M | Shares decreased 28.87%; reported value decreased 17.30%, and weight changed -0.71 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 4.28% | 341,028 | $176.97M | Shares decreased 27.31%; reported value decreased 23.91%, and weight changed -2.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.