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Lansdowne Partners (uk) Llp Buys WestRock Co, General Electric Co, nVent Electric PLC, Sells Lam Research Corp, Micron Technology Inc, Freeport-McMoRan Inc

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Nov 13, 2021
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London, X0, based Investment company Lansdowne Partners (uk) Llp (Current Portfolio) buys WestRock Co, General Electric Co, nVent Electric PLC, Illumina Inc, First Solar Inc, sells Lam Research Corp, Micron Technology Inc, Freeport-McMoRan Inc, Carrier Global Corp, Eaton Corp PLC during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Lansdowne Partners (uk) Llp. As of 2021Q3, Lansdowne Partners (uk) Llp owns 30 stocks with a total value of $2.1 billion. These are the details of the buys and sells.

For the details of LANSDOWNE PARTNERS (UK) LLP's stock buys and sells, go to https://www.gurufocus.com/guru/lansdowne+partners+%28uk%29+llp/current-portfolio/portfolio

These are the top 5 holdings of LANSDOWNE PARTNERS (UK) LLP
  1. Freeport-McMoRan Inc (FCX) - 5,662,865 shares, 8.68% of the total portfolio. Shares reduced by 25.88%
  2. Eaton Corp PLC (ETN) - 1,226,917 shares, 8.63% of the total portfolio. Shares reduced by 23.82%
  3. Delta Air Lines Inc (DAL) - 4,021,677 shares, 8.08% of the total portfolio. Shares reduced by 12.38%
  4. Analog Devices Inc (ADI) - 993,432 shares, 7.84% of the total portfolio. Shares added by 10.23%
  5. Taiwan Semiconductor Manufacturing Co Ltd (TSM) - 1,369,357 shares, 7.21% of the total portfolio. Shares added by 17.49%
New Purchase: WestRock Co (WRK)

Lansdowne Partners (uk) Llp initiated holding in WestRock Co. The purchase prices were between $47.96 and $53.34, with an estimated average price of $50.58. The stock is now traded at around $49.000000. The impact to a portfolio due to this purchase was 5.46%. The holding were 2,326,568 shares as of 2021-09-30.

New Purchase: General Electric Co (GE)

Lansdowne Partners (uk) Llp initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $107.590000. The impact to a portfolio due to this purchase was 4.41%. The holding were 908,989 shares as of 2021-09-30.

New Purchase: First Solar Inc (FSLR)

Lansdowne Partners (uk) Llp initiated holding in First Solar Inc. The purchase prices were between $81.35 and $106.17, with an estimated average price of $92.84. The stock is now traded at around $110.920000. The impact to a portfolio due to this purchase was 1.54%. The holding were 341,555 shares as of 2021-09-30.

New Purchase: Coterra Energy Inc (CTRA)

Lansdowne Partners (uk) Llp initiated holding in Coterra Energy Inc. The purchase prices were between $14.42 and $22.55, with an estimated average price of $17.17. The stock is now traded at around $20.600000. The impact to a portfolio due to this purchase was 1.08%. The holding were 1,054,663 shares as of 2021-09-30.

New Purchase: (XEC)

Lansdowne Partners (uk) Llp initiated holding in . The purchase prices were between $57.83 and $90, with an estimated average price of $69.52. The stock is now traded at around $. The impact to a portfolio due to this purchase was 0.71%. The holding were 172,026 shares as of 2021-09-30.

New Purchase: CF Industries Holdings Inc (CF)

Lansdowne Partners (uk) Llp initiated holding in CF Industries Holdings Inc. The purchase prices were between $43.34 and $56.64, with an estimated average price of $48.02. The stock is now traded at around $64.570000. The impact to a portfolio due to this purchase was 0.66%. The holding were 249,764 shares as of 2021-09-30.

Added: nVent Electric PLC (NVT)

Lansdowne Partners (uk) Llp added to a holding in nVent Electric PLC by 467.64%. The purchase prices were between $28.98 and $34.51, with an estimated average price of $32.4. The stock is now traded at around $37.050000. The impact to a portfolio due to this purchase was 2.7%. The holding were 2,150,017 shares as of 2021-09-30.

Added: Illumina Inc (ILMN)

Lansdowne Partners (uk) Llp added to a holding in Illumina Inc by 60.82%. The purchase prices were between $405.61 and $524.84, with an estimated average price of $472.7. The stock is now traded at around $383.450000. The impact to a portfolio due to this purchase was 2.67%. The holding were 369,679 shares as of 2021-09-30.

Added: Booking Holdings Inc (BKNG)

Lansdowne Partners (uk) Llp added to a holding in Booking Holdings Inc by 48.15%. The purchase prices were between $2067.55 and $2491.35, with an estimated average price of $2243.82. The stock is now traded at around $2451.650000. The impact to a portfolio due to this purchase was 0.15%. The holding were 4,000 shares as of 2021-09-30.

Sold Out: Lam Research Corp (LRCX)

Lansdowne Partners (uk) Llp sold out a holding in Lam Research Corp. The sale prices were between $565.97 and $649.78, with an estimated average price of $608.7.

Sold Out: Micron Technology Inc (MU)

Lansdowne Partners (uk) Llp sold out a holding in Micron Technology Inc. The sale prices were between $70.23 and $82, with an estimated average price of $75.15.

Sold Out: AerCap Holdings NV (AER)

Lansdowne Partners (uk) Llp sold out a holding in AerCap Holdings NV. The sale prices were between $48.16 and $60.08, with an estimated average price of $53.57.

Sold Out: United Airlines Holdings Inc (UAL)

Lansdowne Partners (uk) Llp sold out a holding in United Airlines Holdings Inc. The sale prices were between $43.46 and $53.08, with an estimated average price of $47.19.

Sold Out: Southwest Airlines Co (LUV)

Lansdowne Partners (uk) Llp sold out a holding in Southwest Airlines Co. The sale prices were between $47.36 and $53.86, with an estimated average price of $50.53.

Sold Out: Enel Americas SA (ENIA)

Lansdowne Partners (uk) Llp sold out a holding in Enel Americas SA. The sale prices were between $5.85 and $7.33, with an estimated average price of $6.71.



Here is the complete portfolio of LANSDOWNE PARTNERS (UK) LLP. Also check out:

1. LANSDOWNE PARTNERS (UK) LLP's Undervalued Stocks
2. LANSDOWNE PARTNERS (UK) LLP's Top Growth Companies, and
3. LANSDOWNE PARTNERS (UK) LLP's High Yield stocks
4. Stocks that LANSDOWNE PARTNERS (UK) LLP keeps buying
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