Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 14, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 29
- 0 vs. Q1 2023
- Portfolio value
- $5.61B
- −$118.1M (−2.1%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $620.4K | <0.1% | 00.0% | Unchanged | History |
| Cazoo Group LtdG2007L204 | COMMON STOCK | 829,032 | $978.3K | <0.1% | +829,032 | New | – |
| KOCoca Cola Co | Stock | 21,100 | $1.27M | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 5,100 | $1.27M | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 7,900 | $1.31M | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 12,000 | $1.34M | <0.1% | +2,200+22.4% | Added | History |
| CLColgate Palmolive Co | Stock | 20,100 | $1.55M | <0.1% | +2,000+11.0% | Added | History |
| CMECME Group Inc. | COM | 8,600 | $1.59M | <0.1% | +2,700+45.8% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 7,300 | $1.65M | <0.1% | +500+7.4% | Added | History |
| VVisa Inc. | Stock | 7,300 | $1.73M | <0.1% | +500+7.4% | Added | History |
| ADBEAdobe Inc. | Stock | 3,560 | $1.74M | <0.1% | +200+6.0% | Added | History |
| NKENIKE, Inc. | Stock | 15,900 | $1.75M | <0.1% | +2,000+14.4% | Added | History |
| GOOGLAlphabet Inc. | Stock | 16,850 | $2.02M | <0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 11,600 | $2.02M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 10,525 | $2.07M | <0.1% | +1,100+11.7% | Added | History |
| ORCLOracle Corp | Stock | 19,200 | $2.29M | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 5,900 | $2.37M | <0.1% | +1,500+34.1% | Added | History |
| EFXEquifax Inc | COM | 10,300 | $2.42M | <0.1% | +900+9.6% | Added | History |
| BF.BBrown Forman Corp | Stock | 290,307 | $19.4M | 0.3% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 2,937,470 | $200.0M | 3.6% | +6,000+0.2% | Added | History |
| MANUManchester United plc | ORD CL A | 11,099,176 | $270.4M | 4.8% | +34,000+0.3% | Added | History |
| EBAYeBay Inc | COM | 6,870,871 | $306.9M | 5.5% | −521,000−7.0% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,389,302 | $359.5M | 6.4% | +5,000+0.1% | Added | History |
| DISWalt Disney Co | Stock | 5,633,690 | $502.8M | 9.0% | +2,2000.0% | Added | History |
| PEPPepsiCo Inc | Stock | 3,398,210 | $629.3M | 11.2% | −210,300−5.8% | Reduced | History |
| INTUIntuit Inc. | Stock | 1,374,052 | $629.4M | 11.2% | −65,200−4.5% | Reduced | History |
| FICOFair Isaac Corp | COM | 800,997 | $648.4M | 11.5% | −72,200−8.3% | Reduced | History |
| WWEWorld Wrestling Entertainment, LLC | CL A | 6,330,232 | $686.7M | 12.2% | −1,075,805−14.5% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 18,267,898 | $1.33B | 23.7% | −1,253,100−6.4% | Reduced | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.
| Security | Class | Shares in Q1 2023 | Value in Q1 2023 | % of portfolio in Q1 2023 | History |
|---|---|---|---|---|---|
| Cazoo Group LtdG2007L105 | COM | 829,032 | $2.06M | <0.1% | – |