Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q3 2022
Holdings as of Sep 30, 2022, filed Nov 14, 2022. Long positions only; changes compare share counts with Q2 2022.
- Positions
- 29
- 0 vs. Q2 2022
- Portfolio value
- $4.92B
- −$176.2M (−3.5%) vs. Q2 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $451.0K | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 2,500 | $688.0K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 5,600 | $992.0K | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 9,600 | $1.01M | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 6,500 | $1.11M | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 5,100 | $1.13M | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 18,600 | $1.14M | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 13,900 | $1.16M | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 21,100 | $1.18M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 16,900 | $1.19M | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 6,800 | $1.21M | <0.1% | +900+15.3% | Added | History |
| JNJJohnson & Johnson | Stock | 7,900 | $1.29M | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 4,400 | $1.35M | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 16,000 | $1.53M | <0.1% | 00.0% | UnchangedConverted for a 20-for-1 split | History |
| AXPAmerican Express Co | Stock | 11,600 | $1.57M | <0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 9,400 | $1.61M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 8,800 | $1.90M | <0.1% | 00.0% | Unchanged | History |
| Cazoo Group LtdG2007L105 | COM | 16,580,689 | $7.64M | 0.2% | 00.0% | Unchanged | – |
| BF.BBrown Forman Corp | Stock | 290,307 | $19.4M | 0.4% | 00.0% | Unchanged | History |
| MANUManchester United plc | ORD CL A | 10,925,176 | $144.9M | 2.9% | +132,500+1.2% | Added | History |
| BF.ABrown Forman Corp | CL A | 2,943,672 | $198.8M | 4.0% | −23,000−0.8% | Reduced | History |
| EBAYeBay Inc | COM | 7,558,871 | $278.3M | 5.7% | −79,500−1.0% | Reduced | History |
| FICOFair Isaac Corp | COM | 916,905 | $377.8M | 7.7% | +75,475+9.0% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,351,802 | $460.8M | 9.4% | +77,340+1.5% | Added | History |
| DISWalt Disney Co | Stock | 5,447,290 | $514.6M | 10.5% | −39,800−0.7% | Reduced | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 8,075,056 | $567.6M | 11.5% | −909,654−10.1% | Reduced | History |
| INTUIntuit Inc. | Stock | 1,510,202 | $585.0M | 11.9% | −50,554−3.2% | Reduced | History |
| PEPPepsiCo Inc | Stock | 3,724,860 | $608.3M | 12.4% | −120,000−3.1% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 20,799,468 | $1.14B | 23.2% | −1,365,000−6.2% | Reduced | History |