Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q3 2021
Holdings as of Sep 30, 2021, filed Nov 12, 2021. Long positions only; changes compare share counts with Q2 2021.
- Positions
- 27
- 0 vs. Q2 2021
- Portfolio value
- $7.24B
- −$490.6M (−6.3%) vs. Q2 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $614.0K | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 5,100 | $863.0K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 5,600 | $1.08M | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 21,100 | $1.11M | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 7,900 | $1.28M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 16,900 | $1.28M | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 6,500 | $1.30M | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 5,900 | $1.31M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 2,500 | $1.44M | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 18,600 | $1.62M | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 4,400 | $1.87M | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 9,600 | $1.89M | <0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 11,600 | $1.94M | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 13,900 | $2.02M | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 800 | $2.14M | <0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 9,400 | $2.38M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 8,800 | $2.64M | <0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 290,307 | $19.5M | 0.3% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 2,848,271 | $178.5M | 2.5% | 00.0% | Unchanged | History |
| MANUManchester United plc | ORD CL A | 11,303,266 | $218.9M | 3.0% | −69,000−0.6% | Reduced | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 11,212,514 | $630.8M | 8.7% | +110,000+1.0% | Added | History |
| EBAYeBay Inc | COM | 9,142,871 | $637.0M | 8.8% | −200,000−2.1% | Reduced | History |
| PEPPepsiCo Inc | Stock | 5,630,310 | $846.9M | 11.7% | −300,000−5.1% | Reduced | History |
| DISWalt Disney Co | Stock | 5,492,990 | $929.2M | 12.8% | −100,000−1.8% | Reduced | History |
| INTUIntuit Inc. | Stock | 1,834,706 | $989.8M | 13.7% | −316,000−14.7% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,015,262 | $1.04B | 14.4% | −209,000−4.9% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 29,591,768 | $1.72B | 23.8% | −301,267−1.0% | Reduced | History |