SEC 13F Intelligence

Managers / Q1 2022 · view latest →

LANSDOWNE PARTNERS (UK) LLP

CIK 0001608485 · 65 CURZON STREET, LONDON, X0, W1J 8PE · 44 20 7290 5500

Reported Value
$1.2B
Q1 2022
Positions
69
Filings on Record
36
2019–present window
Filed
May 16, 2022
original filing

Summary

Lansdowne Partners (Uk) Llp reported $1.2B in U.S.-listed holdings across 69 positions for Q1 2022.

Its largest position, WRKUSD, represents 6.9% of the portfolio.

Compared with Q4 2021, the fund opened 10 new positions and exited 9.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $6.8BQ4 ’18Q1 ’19: $4.5BQ2 ’19: $4.1BQ3 ’19: $3.8BQ4 ’19: $3.7BQ4 ’19Q1 ’20: $1.8BQ2 ’20: $2.4BQ3 ’20: $2.5BQ4 ’20: $3.1BQ4 ’20Q1 ’21: $3.1BQ2 ’21: $2.5BQ3 ’21: $2.1BQ4 ’21: $1.7BQ4 ’21Q1 ’22: $1.2BQ2 ’22: $709MQ3 ’22: $465MQ4 ’22: $482.7BQ4 ’22Q1 ’23: $648MQ2 ’23: $902MQ3 ’23: $1.1BQ4 ’23: $1.3BQ4 ’23Q1 ’24: $1.5BQ2 ’24: $1.3BQ3 ’24: $1.3BQ4 ’24: $1.4BQ4 ’24Q1 ’25: $1.3BQ2 ’25: $770MQ3 ’25: $1.2BQ4 ’25: $1.4BQ4 ’25Q1 ’26: $1.9Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 82.6%Other: 9.3%ADR: 7.2%REIT: 0.9%ETP: 0.0%
  • Common Stock · 82.6% · $996M
  • Other · 9.3% · $113M
  • ADR · 7.2% · $87M
  • REIT · 0.9% · $11M
  • ETP · 0.0% · $561,000

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2022

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Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.9B65May 14, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.4B71Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$1.2B54Nov 19, 2025RESTATEMENTchanges · EDGAR ↗
Q2 2025$770M51Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$1.3B62May 20, 2025RESTATEMENTchanges · EDGAR ↗
Q4 2024$1.4B58Feb 13, 202513F-HRchanges · EDGAR ↗
Q3 2024$1.3B61Nov 13, 202413F-HRchanges · EDGAR ↗
Q2 2024$1.3B63Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$1.5B73May 14, 202413F-HRchanges · EDGAR ↗
Q4 2023$1.3B78Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$1.1B81Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$902M55Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$648M54May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$482.7B42Feb 10, 202313F-HRchanges · EDGAR ↗
Q3 2022$465M47Nov 10, 202213F-HRchanges · EDGAR ↗
Q2 2022$709M59Aug 12, 202213F-HRchanges · EDGAR ↗
Q1 2022$1.2B69May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$1.7B65Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$2.1B75Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$2.5B102Aug 13, 202113F-HRchanges · EDGAR ↗
Q1 2021$3.1B99May 13, 202113F-HRchanges · EDGAR ↗
Q4 2020$3.1B113Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$2.5B131Nov 16, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.4B120Aug 14, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.8B72May 15, 202013F-HRchanges · EDGAR ↗
Q4 2019$3.7B96Feb 14, 202013F-HRchanges · EDGAR ↗
Q3 2019$3.8B100Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$4.1B97Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$4.5B119May 15, 201913F-HRchanges · EDGAR ↗
Q4 2018$6.8B130Feb 13, 201913F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 5 additional managers.

  • LANSDOWNE DEVELOPED MARKETS LONG ONLY MASTER FUND LTD028-15855
  • LANSDOWNE DM LONG ONLY CAYMAN MASTER LP028-15856
  • Lansdowne Lothbury Master Fund Ltd028-17195
  • LANSDOWNE DMLO DAVIES STREET LP028-17196
  • Lansdowne European Absolute Opportunities Master Fund Ltd.028-21403

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.