Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Nov 2, 2026
Holdings in Q2 2022
Institution overviewHoldings as of Jun 30, 2022, filed Aug 11, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 29
- 0 vs. Q1 2022
- Portfolio value
- $5.10B
- −$1.25B (−19.7%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MDLZMondelez International, Inc. | Stock | 22,164,468 | $1.38B | 27.0% | −3,046,000−12.1% | Reduced | History |
| PEPPepsiCo Inc | Stock | 3,844,860 | $640.9M | 12.6% | −684,000−15.1% | Reduced | History |
| INTUIntuit Inc. | Stock | 1,560,756 | $601.8M | 11.8% | +2,300+0.1% | Added | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 8,984,710 | $561.9M | 11.0% | −1,801,247−16.7% | Reduced | History |
| DISWalt Disney Co | Stock | 5,487,090 | $518.4M | 10.2% | +91,500+1.7% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,274,462 | $368.5M | 7.2% | +15,000+0.3% | Added | History |
| FICOFair Isaac Corp | COM | 841,430 | $337.5M | 6.6% | +144,872+20.8% | Added | History |
| EBAYeBay Inc | COM | 7,638,371 | $318.3M | 6.2% | −733,000−8.8% | Reduced | History |
| BF.ABrown Forman Corp | CL A | 2,966,672 | $201.1M | 3.9% | +7,500+0.3% | Added | History |
| MANUManchester United plc | ORD CL A | 10,792,676 | $120.1M | 2.4% | +196,500+1.9% | Added | History |
| BF.BBrown Forman Corp | Stock | 290,307 | $20.4M | 0.4% | 00.0% | Unchanged | History |
| Cazoo Group LtdG2007L105 | COM | 16,580,689 | $12.0M | 0.2% | 00.0% | Unchanged | – |
| ELEstee Lauder Companies Inc | CL A | 8,800 | $2.24M | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 800 | $1.74M | <0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 9,400 | $1.72M | <0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 11,600 | $1.61M | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 4,400 | $1.49M | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 13,900 | $1.42M | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 7,900 | $1.41M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 16,900 | $1.35M | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 21,100 | $1.33M | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 18,600 | $1.30M | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 5,900 | $1.16M | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 5,600 | $1.15M | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 6,500 | $1.13M | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 5,100 | $1.10M | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 9,600 | $1.09M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 2,500 | $915.0K | <0.1% | 00.0% | Unchanged | History |
| MSGSMSG Knickerbockers Corp. | CL A | 3,300 | $499.0K | <0.1% | 00.0% | Unchanged | History |