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Lansdowne Partners Holdings in 4th Quarter: 13F Alert

By Julie Sinatra - 2013-02-14T19:49:33Z

The following is an analysis of Lansdowne Partners Limited Partnership as of Dec. 31, according to a filing with the U.S. Securities and Exchange Commission on Feb 14.

Top Positions by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
JPMorgan Chase & Co          JPM US       863,579,813   19,640,607    1,261,019
NIKE Inc -Cl B               NKE US       657,176,568   12,735,980    1,748,266
Wells Fargo & Co             WFC US       613,649,263   17,953,460    2,970,673
Google Inc-Cl A              GOOG US      607,448,427      858,730       24,832
Accenture Plc-Cl A           ACN US       487,127,795    7,325,230      643,228
Amazon.com Inc               AMZN US      482,688,430    1,924,058      673,685
Delta Air Lines Inc          DAL US       417,943,745   35,210,088      789,545
Colgate-Palmolive Co         CL US        359,186,582    3,435,877      407,849
Bank of America Corp         BAC US       307,793,639   26,511,080   26,511,080
Comcast Corp-Class A         CMCSA US     289,347,596    7,744,850    4,635,860
 
 
Top New Buys by Market Value 
Company Name                 Ticker      Market Value      Current     Change
                                            (USD $)       Position  In Position
Bank of America Corp         BAC US       307,793,639   26,511,080   26,511,080
Capital One Financial Corp   COF US        31,705,089      547,300      547,300
Walter Investment Management WAC US        28,299,804      657,829      657,829
PHH Corp                     PHH US        18,866,871      829,313      829,313
Ryanair Holdings PLC-Sp ADR  RYAAY US      17,131,910      499,764      499,764
 
 
Top Sell Outs by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Intel Corp                   INTC US     -160,797,850            0   -7,097,676
Morgan Stanley               MS US        -63,226,980            0   -3,777,000
Ocwen Financial Corp         OCN US       -44,083,805            0   -1,608,311
iShares MSCI Emerging Mkt In EEM US       -43,742,512            0   -1,058,500
SunTrust Banks Inc           STI US       -34,256,992            0   -1,211,779
 
 
Top Position Increases by Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Comcast Corp-Class A         CMCSA US     178,216,748    7,744,850    4,635,860
Amazon.com Inc               AMZN US      164,693,569    1,924,058      673,685
Time Warner Cable            TWC US       149,871,624    1,830,476    1,535,585
Virgin Media Inc             VMED US      136,797,405    4,093,694    3,629,865
NIKE Inc -Cl B               NKE US       135,754,600   12,735,980    1,748,266
 
 
Top Position Decreases By Market Value 
Company Name                 Ticker         MV Change      Current     Change
                                            (USD $)       Position  In Position
Cymer Inc                    CYMI US      -20,014,536        7,114     -397,466
KKR & Co LP                  KKR US       -14,481,053    1,978,354     -974,087
Blackstone Group LP/The      BX US         -6,891,851    1,839,769     -651,397
Nationstar Mortgage Holdings NSM US        -3,572,478      596,525      -68,117 
 
SOURCE: SEC 13F-HR 
FILER: Lansdowne Partners Limited Partnership 
QUARTER ENDED: 12/31/2012 
SEC RECEIVED: 02/14/2013

To contact the reporter on this story: Julie Sinatra in Princeton at jshuwall@bloomberg.net.

To contact the editor responsible for this story: Rodney Yap at ryap@bloomberg.net.

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