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…
LIN
Which hedge funds are long LIN?
7 published ideas on Linde PLC across 4 funds — 7 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Linde PLC: the full 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
SGA reinitiated Linde after previously exiting because of valuation, noting that the share price had consolidated while fundamentals continued to progress. The industrial gas…
LongLINJun 2026
Linde plc
SGA re-entered Linde after exiting in 2024 for valuation reasons, as the share price consolidated while fundamentals continued to improve. The company benefits from long-term…
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…
LongLINJun 2026
Linde
SGA reinitiated Linde after the share price consolidated while fundamentals continued to improve. The investment case rests on a highly durable industrial-gas model with…
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…
LongLINJun 2026
Linde
SGA reinitiated Linde after the share price consolidated while fundamentals continued to improve. The investment case rests on a highly durable industrial-gas model with…