LongLINJun 2026
Linde plc
SGA reinitiated Linde after previously exiting because of valuation, noting that the share price had consolidated while fundamentals continued to progress. The industrial gas…
LIN
Which hedge funds are long LIN?
3 published ideas on Linde plc across 3 funds — 3 long and 0 short.
Linde hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Linde: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongLINJun 2026
Linde PLC
Edgewood views Linde as a high-quality operator in an attractive industrial-gas oligopoly characterized by long-term take-or-pay contracts, regional density advantages, and…
LongLINJun 2026
Linde PLC
Edgewood views Linde as a high-quality operator in an attractive industrial-gas oligopoly supported by long-term take-or-pay contracts, regional density advantages and pricing…