Portfolio (Quarterly) Guide ↗

LANSDOWNE PARTNERS (UK) LLP

· CIK 0001608485

13F Portfolio $1.9B AUM 65 positions Filed May 14, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 2 New 18 Added 2 Reduced 4 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	CRH PLC	—	307,987	$38.4M	2.82%	SOLD
2	—	SOHO HOUSE & CO INC	—	2,567,413	$23.0M	1.69%	SOLD
3	FTV	FORTIVE CORP	Technology	48,375	$2.7M	0.20%	SOLD
4	—	FLUTTER ENTMT PLC	—	1,645	$354K	0.03%	SOLD

Sector Allocation

Technology 47.4%

Industrials 20.0%

Basic Materials 19.2%

Energy 8.7%

Consumer Cyclical 3.7%

Healthcare 1.0%