SEC 13F Intelligence

Theleme Partners LLP / BA

Theleme Partners LLP’s Boeing Co Position

Does Theleme Partners LLP own Boeing Co (BA)? Not currently — the last reported position was 395.5K shares worth $72M in Q2 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$72M
Q2 2020
Shares
395.5K
% of Portfolio
+3.42%
Quarters Held
5
position exited

Position History BA

Reported value by quarter
Q2 ’19: $97MQ2 ’19Q3 ’19: $136MQ3 ’19Q4 ’19: $116MQ4 ’19Q1 ’20: $91MQ1 ’20Q2 ’20: $72MQ2 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2020395.5K$72M+3.42%
Q1 2020608.5K$91M+6.53%
Q4 2019357.0K$116M+6.55%
Q3 2019357.0K$136M+6.28%
Q2 2019267.0K$97M+4.71%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Theleme Partners LLP’s full portfolio or all institutional holders of BA.