Livermore

Lindsell Train Ltd

Superinvestor

Lindsell Train

SEC CIK
0001484150
Manager
Nick Train
Style
Quality

Holdings, Q4 2022

Positions as of Dec 31, 2022, filed Jan 27, 2023.SEC

Positions
29
0 vs. Q3 2022
Total value
$5.26B
+$338.06M (+6.9%) vs. Q3 2022

Compare with Q3 2022: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q3 2022.

Lindsell Train Ltd holdings in Q4 2022
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
MDLZMONDELEZ INTL INC CL AStock19,946,468$1.33B25.26%−853,000−4.1%ReducedView
PEPPEPSICO INC COMStock3,563,110$643.68M12.23%−161,750−4.3%ReducedView
INTUINTUIT COMStock1,453,502$565.62M10.75%−56,700−3.8%ReducedView
FICOFAIR ISAAC CORPCOM931,762$556.84M10.58%+14,857+1.6%AddedView
WORLD WRESTLING ENTMT INC98156Q108CL A7,463,627$511.33M9.72%−611,429−7.6%Reduced–
DISDISNEY WALT CO COMStock5,430,890$471.81M8.97%−16,400−0.3%ReducedView
PYPLPAYPAL HLDGS INC COMStock5,289,702$376.84M7.16%−62,100−1.2%ReducedView
EBAYEBAY INC.COM7,519,871$311.89M5.93%−39,000−0.5%ReducedView
MANUMANCHESTER UTD PLC NEWORD CL A11,018,676$257.01M4.88%+93,500+0.9%AddedView
BF.ABROWN FORMAN CORPCL A2,927,970$192.43M3.66%−15,702−0.5%ReducedView
BF.BBROWN FORMAN CORP CL BStock290,307$19.06M0.36%00.0%UnchangedView
CAZOO GROUP LTDG2007L105COM16,580,689$2.58M0.05%00.0%Unchanged–
ELLAUDER ESTEE COS INCCL A9,425$2.34M0.04%+625+7.1%AddedView
EFXEQUIFAX INCCOM9,400$1.83M0.03%00.0%UnchangedView
AXPAMERICAN EXPRESS CO COMStock11,600$1.71M0.03%00.0%UnchangedView
NKENIKE INC CL BStock13,900$1.63M0.03%00.0%UnchangedView
ORCLORACLE CORP COMStock18,600$1.52M0.03%00.0%UnchangedView
SPGIS&P GLOBAL INC COMStock4,400$1.47M0.03%00.0%UnchangedView
VVISA INC COM CL AStock6,800$1.41M0.03%00.0%UnchangedView
GOOGLALPHABET INC CAP STK CL AStock16,000$1.41M0.03%00.0%UnchangedView
JNJJOHNSON & JOHNSON COMStock7,900$1.4M0.03%00.0%UnchangedView
KOCOCA COLA CO COMStock21,100$1.34M0.03%00.0%UnchangedView
CLCOLGATE PALMOLIVE CO COMStock16,900$1.33M0.03%00.0%UnchangedView
HSYHERSHEY COCOM5,100$1.18M0.02%00.0%UnchangedView
VRSKVERISK ANALYTICS INCCOM6,500$1.15M0.02%00.0%UnchangedView
TROWPRICE T ROWE GROUP INC COMStock9,600$1.05M0.02%00.0%UnchangedView
ADBEADOBE INC COMStock3,010$1.01M0.02%+510+20.4%AddedView
CMECME GROUP INCCOM5,600$941.64K0.02%00.0%UnchangedView
MSGSMADISON SQUARE GRDN SPRT CORCL A3,300$605.01K0.01%00.0%UnchangedView

13F filings by quarter

Lindsell Train Ltd 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 15, 202628$2.63Bvs. Q1 2026SEC
Q1 2026Apr 24, 202627$3.14Bvs. Q4 2025SEC
Q4 2025Feb 11, 202628$3.94Bvs. Q3 2025SEC
Q3 2025Nov 12, 202528$4.08Bvs. Q2 2025SEC
Q2 2025Aug 8, 202529$4.24Bvs. Q1 2025SEC
Q1 2025May 15, 202529$3.61Bvs. Q4 2024SEC
Q4 2024Jan 21, 202528$4Bvs. Q3 2024SEC
Q3 2024Oct 17, 202429$4.43Bvs. Q2 2024SEC
Q2 2024Jul 23, 202429$4.33Bvs. Q1 2024SEC
Q1 2024May 10, 202430$4.76Bvs. Q4 2023SEC
Q4 2023Feb 13, 202430$5.16Bvs. Q3 2023SEC
Q3 2023Nov 9, 202330$4.98Bvs. Q2 2023SEC
Q2 2023Aug 14, 202329$5.61Bvs. Q1 2023SEC
Q1 2023May 12, 202329$5.73Bvs. Q4 2022SEC
Q4 2022Jan 27, 202329$5.26Bvs. Q3 2022SEC
Q3 2022Nov 14, 202229$4.92Bvs. Q2 2022SEC
Q2 2022Aug 11, 202229$5.1Bvs. Q1 2022SEC
Q1 2022May 11, 202229$6.35Bvs. Q4 2021SEC
Q4 2021Feb 14, 202228$6.9Bvs. Q3 2021SEC
Q3 2021Nov 12, 202127$7.24Bvs. Q2 2021SEC
Q2 2021Aug 13, 202127$7.73Bvs. Q1 2021SEC
Q1 2021May 12, 202127$7.1B–SEC