LANSDOWNE PARTNERS (UK) LLP Q3 2021 Filing
Filed November 12, 2021
Portfolio Value
$2.1T
Holdings
30
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (30 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FCXFREEPORT-MCMORAN INC | 5,662,865 | $184.2B | 8.68% | |
| 2 | ETNEATON CORP PLC | 1,226,917 | $183.2B | 8.63% | |
| 3 | DALDELTA AIR LINES INC DEL | 4,021,677 | $171.4B | 8.08% | |
| 4 | ADIANALOG DEVICES INC | 993,432 | $166.4B | 7.84% | |
| 5 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,369,357 | $152.9B | 7.21% | |
| 6 | ILMNILLUMINA INC | 369,679 | $149.9B | 7.07% | |
| 7 | AMATAPPLIED MATLS INC | 1,134,590 | $146.1B | 6.88% | |
| 8 | CARRCARRIER GLOBAL CORPORATION | 2,306,773 | $119.4B | 5.63% | |
| 9 | WRKUSDWESTROCK CO | 2,326,568 | $115.9B | 5.46% | |
| 10 | GEGENERAL ELECTRIC CO | 1,080,000 | $111.3B | 5.24% | Call |
| 11 | RYAAYRYANAIR HOLDINGS PLC | 929,058 | $102.3B | 4.82% | |
| 12 | GEGENERAL ELECTRIC CO | 908,989 | $93.7B | 4.41% | |
| 13 | IEURISHARES TR | 1,653,009 | $92.7B | 4.37% | |
| 14 | NVTNVENT ELECTRIC PLC | 2,150,017 | $69.5B | 3.28% | |
| 15 | ELDELDORADO GOLD CORP NEW | 5,278,647 | $40.8B | 1.92% | |
| 16 | WMGWARNER MUSIC GROUP CORP | 832,476 | $35.6B | 1.68% | |
| 17 | FSLRFIRST SOLAR INC | 341,555 | $32.6B | 1.54% | |
| 18 | CTRACABOT OIL & GAS CORP | 1,054,663 | $22.9B | 1.08% | |
| 19 | OTISOTIS WORLDWIDE CORP | 249,942 | $20.6B | 0.97% | |
| 20 | BLDPBALLARD PWR SYS INC NEW | 1,173,218 | $16.5B | 0.78% | |
| 21 | XECEURCIMAREX ENERGY CO | 172,026 | $15.0B | 0.71% | |
| 22 | CFCF INDS HLDGS INC | 249,764 | $13.9B | 0.66% | |
| 23 | VMCVULCAN MATLS CO | 66,749 | $11.3B | 0.53% | |
| 24 | PAASPAN AMERN SILVER CORP | 460,000 | $10.7B | 0.50% | Call |
| 25 | BLBDBLUE BIRD CORP | 481,354 | $10.0B | 0.47% | |
| 26 | TLRYEURTILRAY INC | 860,000 | $9.7B | 0.46% | Call |
| 27 | BKNGBOOKING HOLDINGS INC | 4,000 | $9.5B | 0.45% | |
| 28 | AGIALAMOS GOLD INC NEW | 966,113 | $7.0B | 0.33% | |
| 29 | CCOCAMECO CORP | 183,483 | $4.0B | 0.19% | |
| 30 | ATMPBARCLAYS BANK PLC | 97,844 | $2.7B | 0.13% |