Azimuth Capital Investment Management LLC
Position in LIN — Linde PLC
CIK 1942364
BLOOMFIELD HILLS, MI
Position in LIN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$13,831,704
+$1,442,090 QoQ
Shares Held
27,900
-4.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in LIN Over Time
Shares Held
Position Value (USD)
Position in Specialty Chemicals
Basic Materials · as of Jun 30, 2026Azimuth Capital Investment Management LLC holds $26,406,406 across 6 Specialty Chemicals names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHW |
Sherwin Williams Co
|
34,342 | $11,824,637 | |
| 2 | ECL |
Ecolab Inc.
|
20,277 | $5,649,374 | |
| 3 | EMN |
Eastman Chemical Co
|
58,670 | $3,929,716 | |
| 4 | APD |
Air Products & Chemicals, Inc.
|
12,742 | $3,735,699 | |
| 5 | RPM |
Rpm International Inc/De/
|
6,975 | $775,271 | |
| 6 | PPG |
Ppg Industries Inc
|
4,054 | $491,709 |
All Filings in LIN
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,831,704 | 27,900 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $12,389,614 | 29,057 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $23,062,200 | 48,552 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,554,318 | 26,758 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $12,649,110 | 27,165 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,861,758 | 28,332 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $13,533,286 | 28,380 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,406,036 | 28,272 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $30,528,575 | 65,749 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $26,800,881 | 65,255 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $24,324,508 | 65,327 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $24,672,262 | 64,743 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,095,780 | 64,978 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||