Position in LIN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$87,305,427
+$2,570,624 QoQ
Shares Held
168,238
-1.6% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
3.82%
of 13F equity value
Holder Rank
#208
of 2,293 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LIN Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Port Capital LLC holds $127,830,169 across 2 Specialty Chemicals names. LIN ranks #1 (68.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIN |
Linde PLC
This page
|
168,238 | $87,305,427 | |
| 2 | SHW |
Sherwin Williams Co
|
117,695 | $40,524,742 |
All Filings in LIN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,305,427 | 168,238 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $84,734,803 | 170,919 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $75,362,300 | 176,745 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $83,609,025 | 176,019 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $82,514,217 | 175,869 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $80,857,920 | 173,649 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $73,148,347 | 174,716 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $82,634,592 | 173,289 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $75,223,004 | 171,425 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $75,783,524 | 163,214 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $67,286,208 | 163,829 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $60,794,329 | 163,272 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $62,276,093 | 163,420 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $56,774,786 | 159,731 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||