Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 12, 2021. Long positions only.
- Positions
- 27
- No 13F data for Q4 2020
- Portfolio value
- $7.10B
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $592.0K | <0.1% | – | – | History |
| HSYHershey Co | COM | 5,100 | $807.0K | <0.1% | – | – | History |
| KOCoca Cola Co | Stock | 21,100 | $1.11M | <0.1% | – | – | History |
| CMECME Group Inc. | COM | 5,600 | $1.14M | <0.1% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 6,500 | $1.15M | <0.1% | – | – | History |
| ADBEAdobe Inc. | Stock | 2,500 | $1.19M | <0.1% | – | – | History |
| VVisa Inc. | Stock | 5,900 | $1.29M | <0.1% | – | – | History |
| JNJJohnson & Johnson | Stock | 7,900 | $1.30M | <0.1% | – | – | History |
| ORCLOracle Corp | Stock | 18,600 | $1.30M | <0.1% | – | – | History |
| CLColgate Palmolive Co | Stock | 16,900 | $1.33M | <0.1% | – | – | History |
| SPGIS&P Global Inc. | Stock | 4,400 | $1.55M | <0.1% | – | – | History |
| AXPAmerican Express Co | Stock | 11,600 | $1.64M | <0.1% | – | – | History |
| TROWPrice T Rowe Group Inc | Stock | 9,600 | $1.65M | <0.1% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 800 | $1.65M | <0.1% | – | – | History |
| EFXEquifax Inc | COM | 9,400 | $1.70M | <0.1% | – | – | History |
| NKENIKE, Inc. | Stock | 13,900 | $1.85M | <0.1% | – | – | History |
| ELEstee Lauder Companies Inc | CL A | 8,800 | $2.56M | <0.1% | – | – | History |
| BF.BBrown Forman Corp | Stock | 290,307 | $20.0M | 0.3% | – | – | History |
| BF.ABrown Forman Corp | CL A | 2,848,271 | $181.3M | 2.6% | – | – | History |
| MANUManchester United plc | ORD CL A | 11,527,266 | $181.4M | 2.6% | – | – | History |
| EBAYeBay Inc | COM | 9,237,871 | $565.7M | 8.0% | – | – | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 11,075,514 | $601.0M | 8.5% | – | – | History |
| PEPPepsiCo Inc | Stock | 5,793,310 | $819.5M | 11.5% | – | – | History |
| INTUIntuit Inc. | Stock | 2,265,806 | $867.9M | 12.2% | – | – | History |
| DISWalt Disney Co | Stock | 5,201,740 | $959.8M | 13.5% | – | – | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,308,512 | $1.05B | 14.7% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 31,261,035 | $1.83B | 25.8% | – | – | History |