Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Nov 2, 2026
Holdings in Q2 2021
Institution overviewHoldings as of Jun 30, 2021, filed Aug 13, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 27
- 0 vs. Q1 2021
- Portfolio value
- $7.73B
- +$637.9M (+9.0%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MDLZMondelez International, Inc. | Stock | 29,893,035 | $1.87B | 24.1% | −1,368,000−4.4% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,224,262 | $1.23B | 15.9% | −84,250−2.0% | Reduced | History |
| INTUIntuit Inc. | Stock | 2,150,706 | $1.05B | 13.6% | −115,100−5.1% | Reduced | History |
| DISWalt Disney Co | Stock | 5,592,990 | $983.1M | 12.7% | +391,250+7.5% | Added | History |
| PEPPepsiCo Inc | Stock | 5,930,310 | $878.7M | 11.4% | +137,000+2.4% | Added | History |
| EBAYeBay Inc | COM | 9,342,871 | $656.0M | 8.5% | +105,000+1.1% | Added | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 11,102,514 | $642.7M | 8.3% | +27,000+0.2% | Added | History |
| BF.ABrown Forman Corp | CL A | 2,848,271 | $200.8M | 2.6% | 00.0% | Unchanged | History |
| MANUManchester United plc | ORD CL A | 11,372,266 | $172.7M | 2.2% | −155,000−1.3% | Reduced | History |
| BF.BBrown Forman Corp | Stock | 290,307 | $21.8M | 0.3% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 8,800 | $2.80M | <0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 9,400 | $2.25M | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 13,900 | $2.15M | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 800 | $1.95M | <0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 11,600 | $1.92M | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 9,600 | $1.90M | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 4,400 | $1.81M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 2,500 | $1.46M | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 18,600 | $1.45M | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 5,900 | $1.38M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 16,900 | $1.38M | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 7,900 | $1.30M | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 5,600 | $1.19M | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 21,100 | $1.14M | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 6,500 | $1.14M | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 5,100 | $888.0K | <0.1% | 00.0% | Unchanged | History |
| MSGSMSG Knickerbockers Corp. | CL A | 3,300 | $569.0K | <0.1% | 00.0% | Unchanged | History |