Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 11, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 29
- +1 vs. Q4 2021
- Portfolio value
- $6.35B
- −$553.7M (−8.0%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $592.0K | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 5,100 | $1.10M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 2,500 | $1.14M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 16,900 | $1.28M | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 21,100 | $1.31M | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 5,900 | $1.31M | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 5,600 | $1.33M | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 6,500 | $1.40M | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 7,900 | $1.40M | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 9,600 | $1.45M | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 18,600 | $1.54M | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 4,400 | $1.80M | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 13,900 | $1.87M | <0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 11,600 | $2.17M | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 800 | $2.23M | <0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 9,400 | $2.23M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 8,800 | $2.40M | <0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 290,307 | $19.5M | 0.3% | 00.0% | Unchanged | History |
| Cazoo Group LtdG2007L105 | COM | 16,580,689 | $45.8M | 0.7% | 00.0% | Unchanged | – |
| MANUManchester United plc | ORD CL A | 10,596,176 | $153.3M | 2.4% | −251,164−2.3% | Reduced | History |
| BF.ABrown Forman Corp | CL A | 2,959,172 | $185.9M | 2.9% | +32,276+1.1% | Added | History |
| FICOFair Isaac Corp | COM | 696,558 | $325.1M | 5.1% | +696,558 | New | History |
| EBAYeBay Inc | COM | 8,371,371 | $479.3M | 7.6% | −287,000−3.3% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,259,462 | $608.2M | 9.6% | +1,066,000+25.4% | Added | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 10,785,957 | $673.6M | 10.6% | −615,057−5.4% | Reduced | History |
| DISWalt Disney Co | Stock | 5,395,590 | $740.2M | 11.7% | −150,150−2.7% | Reduced | History |
| INTUIntuit Inc. | Stock | 1,558,456 | $749.1M | 11.8% | +2,550+0.2% | Added | History |
| PEPPepsiCo Inc | Stock | 4,528,860 | $757.9M | 11.9% | −416,750−8.4% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 25,210,468 | $1.58B | 24.9% | −1,177,895−4.5% | Reduced | History |