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Night Owl Capital Management, LLC

Position in LIN — Linde PLC

CIK 1410833 GREENWICH, CT

Position in LIN

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$27,373,566
+$1,610,902 QoQ
Shares Held
52,749
+1.5% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
2.92%
of 13F equity value
Holder Rank
#365
of 2,293 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority Sole 39% Shared 0% None 61%

Common Shares in LIN Over Time

Shares Held

Position Value (USD)

Position in Specialty Chemicals

Basic Materials · as of Jun 30, 2026

Night Owl Capital Management, LLC holds $27,373,566 across 1 Specialty Chemicals name. LIN ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LIN
Linde PLC
This page
52,749 $27,373,566

All Filings in LIN

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10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $27,373,566 52,749
2026-03-31 $25,762,664 51,966
2025-12-31 $22,020,485 51,644
2025-09-30 $24,266,800 51,088
2025-06-30 $23,770,535 50,664
2025-03-31 $22,907,159 49,195
2024-12-31 $19,979,351 47,721
2024-09-30 $21,952,726 46,036
2024-06-30 $19,570,048 44,598
2024-03-31 $20,911,579 45,037