Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q3 2023
Holdings as of Sep 30, 2023, filed Nov 9, 2023. Long positions only; changes compare share counts with Q2 2023.
- Positions
- 30
- +1 vs. Q2 2023
- Portfolio value
- $4.98B
- −$631.8M (−11.3%) vs. Q2 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KVUEKenvue Inc. | Stock | 14,739 | $296.0K | <0.1% | +14,739 | New | History |
| Cazoo Group LtdG2007L204 | COMMON STOCK | 829,032 | $451.8K | <0.1% | 00.0% | Unchanged | – |
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $582.0K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 6,065 | $944.9K | <0.1% | −1,835−23.2% | Reduced | History |
| HSYHershey Co | COM | 5,100 | $1.02M | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 21,100 | $1.18M | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 12,000 | $1.26M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 20,100 | $1.43M | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 15,900 | $1.52M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 10,525 | $1.52M | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 7,300 | $1.68M | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 8,600 | $1.72M | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 7,300 | $1.72M | <0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 11,600 | $1.73M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 3,560 | $1.82M | <0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 10,300 | $1.89M | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 19,200 | $2.03M | <0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 5,900 | $2.16M | <0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 16,850 | $2.20M | <0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 290,307 | $16.8M | 0.3% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 2,937,470 | $170.8M | 3.4% | 00.0% | Unchanged | History |
| MANUManchester United plc | ORD CL A | 11,099,176 | $219.6M | 4.4% | 00.0% | Unchanged | History |
| EBAYeBay Inc | COM | 6,175,871 | $272.3M | 5.5% | −695,000−10.1% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,314,302 | $310.7M | 6.2% | −75,000−1.4% | Reduced | History |
| DISWalt Disney Co | Stock | 5,585,690 | $452.8M | 9.1% | −48,000−0.9% | Reduced | History |
| TKOTKO Group Holdings, Inc. | CL A | 5,897,133 | $495.9M | 10.0% | +5,897,133 | New | History |
| PEPPepsiCo Inc | Stock | 3,322,210 | $562.9M | 11.3% | −76,000−2.2% | Reduced | History |
| FICOFair Isaac Corp | COM | 711,790 | $618.1M | 12.4% | −89,207−11.1% | Reduced | History |
| INTUIntuit Inc. | Stock | 1,214,161 | $620.5M | 12.5% | −159,891−11.6% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 17,506,898 | $1.22B | 24.4% | −761,000−4.2% | Reduced | History |
Sold out since Q2 2023 (1)
Positions held at the end of Q2 2023 that are gone from this filing.