Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 27, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 29
- 0 vs. Q3 2022
- Portfolio value
- $5.26B
- +$338.1M (+6.9%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $605.0K | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 5,600 | $941.6K | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 3,010 | $1.01M | <0.1% | +510+20.4% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 9,600 | $1.05M | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 6,500 | $1.15M | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 5,100 | $1.18M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 16,900 | $1.33M | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 21,100 | $1.34M | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 7,900 | $1.40M | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 16,000 | $1.41M | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 6,800 | $1.41M | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 4,400 | $1.47M | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 18,600 | $1.52M | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 13,900 | $1.63M | <0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 11,600 | $1.71M | <0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 9,400 | $1.83M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 9,425 | $2.34M | <0.1% | +625+7.1% | Added | History |
| Cazoo Group LtdG2007L105 | COM | 16,580,689 | $2.58M | <0.1% | 00.0% | Unchanged | – |
| BF.BBrown Forman Corp | Stock | 290,307 | $19.1M | 0.4% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 2,927,970 | $192.4M | 3.7% | −15,702−0.5% | Reduced | History |
| MANUManchester United plc | ORD CL A | 11,018,676 | $257.0M | 4.9% | +93,500+0.9% | Added | History |
| EBAYeBay Inc | COM | 7,519,871 | $311.9M | 5.9% | −39,000−0.5% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,289,702 | $376.8M | 7.2% | −62,100−1.2% | Reduced | History |
| DISWalt Disney Co | Stock | 5,430,890 | $471.8M | 9.0% | −16,400−0.3% | Reduced | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 7,463,627 | $511.3M | 9.7% | −611,429−7.6% | Reduced | History |
| FICOFair Isaac Corp | COM | 931,762 | $556.8M | 10.6% | +14,857+1.6% | Added | History |
| INTUIntuit Inc. | Stock | 1,453,502 | $565.6M | 10.7% | −56,700−3.8% | Reduced | History |
| PEPPepsiCo Inc | Stock | 3,563,110 | $643.7M | 12.2% | −161,750−4.3% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 19,946,468 | $1.33B | 25.3% | −853,000−4.1% | Reduced | History |