Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 12, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 29
- 0 vs. Q4 2022
- Portfolio value
- $5.73B
- +$471.1M (+9.0%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MDLZMondelez International, Inc. | Stock | 19,520,998 | $1.36B | 23.7% | −425,470−2.1% | Reduced | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 7,406,037 | $675.9M | 11.8% | −57,590−0.8% | Reduced | History |
| PEPPepsiCo Inc | Stock | 3,608,510 | $657.8M | 11.5% | +45,400+1.3% | Added | History |
| INTUIntuit Inc. | Stock | 1,439,252 | $641.7M | 11.2% | −14,250−1.0% | Reduced | History |
| FICOFair Isaac Corp | COM | 873,197 | $613.6M | 10.7% | −58,565−6.3% | Reduced | History |
| DISWalt Disney Co | Stock | 5,631,490 | $563.9M | 9.8% | +200,600+3.7% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,384,302 | $408.9M | 7.1% | +94,600+1.8% | Added | History |
| EBAYeBay Inc | COM | 7,391,871 | $328.0M | 5.7% | −128,000−1.7% | Reduced | History |
| MANUManchester United plc | ORD CL A | 11,065,176 | $245.1M | 4.3% | +46,500+0.4% | Added | History |
| BF.ABrown Forman Corp | CL A | 2,931,470 | $191.1M | 3.3% | +3,500+0.1% | Added | History |
| BF.BBrown Forman Corp | Stock | 290,307 | $18.7M | 0.3% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 9,425 | $2.32M | <0.1% | 00.0% | Unchanged | History |
| Cazoo Group LtdG2007L105 | COM | 829,032 | $2.06M | <0.1% | −15,751,657−95.0% | Reduced | – |
| AXPAmerican Express Co | Stock | 11,600 | $1.91M | <0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 9,400 | $1.91M | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 19,200 | $1.78M | <0.1% | +600+3.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 16,850 | $1.75M | <0.1% | +850+5.3% | Added | History |
| NKENIKE, Inc. | Stock | 13,900 | $1.70M | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 6,800 | $1.53M | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 4,400 | $1.52M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 18,100 | $1.36M | <0.1% | +1,200+7.1% | Added | History |
| KOCoca Cola Co | Stock | 21,100 | $1.31M | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 6,800 | $1.30M | <0.1% | +300+4.6% | Added | History |
| HSYHershey Co | COM | 5,100 | $1.30M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 3,360 | $1.29M | <0.1% | +350+11.6% | Added | History |
| JNJJohnson & Johnson | Stock | 7,900 | $1.22M | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 5,900 | $1.13M | <0.1% | +300+5.4% | Added | History |
| TROWPrice T Rowe Group Inc | Stock | 9,800 | $1.11M | <0.1% | +200+2.1% | Added | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $643.0K | <0.1% | 00.0% | Unchanged | History |