← Back to signals
LIN
LONGINSIDER SELLLINDE PLC
Funds
4
Score
6.00
vs SPY
-15.9%
Stock return (since Q-end)
+0.4%
SPY return (since Q-end)
+16.3%
Current price
$497.69
News Summary
PositiveLinde delivered solid Q1 2026 results with 10% EPS growth, 30% operating margins, and raised full-year guidance (raised bottom of range by $0.20), demonstrating business resilience. A geopolitical crisis in the Middle East disrupted ~one-third of global helium supply, positioning Linde's substantial storage capacity and project backlog as strategic advantages, though helium upside is not yet reflected in conservative guidance.
Funds Buying (4)
| Fund | Manager | Shares Held | ∆ Shares | Position Value | QoQ | Status |
|---|---|---|---|---|---|---|
| Maverick Capital | Lee Ainslie | 426K | +426K | $211.2B | — | NEW |
| Soros Fund Management | Soros Family Office | 260K | +260K | $128.9B | — | NEW |
| Point72 | Steve Cohen | 89K | +89K | $44.0B | — | NEW |
| Duquesne Family Office | Stanley Druckenmiller | 41K | +41K | $20M | — | NEW |
Shares Held and Position Value reflect total quarter-end holdings. ∆ Shares is the change from the prior quarter.
Insider Activity
| Name | Title | Type | Shares | Price | Value | Filed |
|---|---|---|---|---|---|---|
| WOOD ROBERT L | — | SELL | 4K | $506.39 | $2.20M | 2026-05-15 |
| WOOD ROBERT L | — | SELL | 880 | $508.76 | $0.45M | 2026-05-14 |