Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 14, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 28
- +1 vs. Q3 2021
- Portfolio value
- $6.90B
- −$342.9M (−4.7%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $573.0K | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 5,100 | $987.0K | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 21,100 | $1.25M | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 5,900 | $1.28M | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 5,600 | $1.28M | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 7,900 | $1.35M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 2,500 | $1.42M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 16,900 | $1.44M | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 6,500 | $1.49M | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 18,600 | $1.62M | <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 | $1.90M | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 4,400 | $2.08M | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 13,900 | $2.32M | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 800 | $2.32M | <0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 9,400 | $2.75M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 8,800 | $3.26M | <0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 290,307 | $21.2M | 0.3% | 00.0% | Unchanged | History |
| Cazoo Group LtdG2007L105 | COM | 16,580,689 | $100.0M | 1.4% | +16,580,689 | New | – |
| MANUManchester United plc | ORD CL A | 10,847,340 | $154.5M | 2.2% | −455,926−4.0% | Reduced | History |
| BF.ABrown Forman Corp | CL A | 2,926,896 | $198.4M | 2.9% | +78,625+2.8% | Added | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 11,401,014 | $562.5M | 8.2% | +188,500+1.7% | Added | History |
| EBAYeBay Inc | COM | 8,658,371 | $575.8M | 8.3% | −484,500−5.3% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,193,462 | $790.8M | 11.5% | +178,200+4.4% | Added | History |
| DISWalt Disney Co | Stock | 5,545,740 | $859.0M | 12.4% | +52,750+1.0% | Added | History |
| PEPPepsiCo Inc | Stock | 4,945,610 | $859.1M | 12.4% | −684,700−12.2% | Reduced | History |
| INTUIntuit Inc. | Stock | 1,555,906 | $1.00B | 14.5% | −278,800−15.2% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 26,388,363 | $1.75B | 25.4% | −3,203,405−10.8% | Reduced | History |