Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 13, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 30
- 0 vs. Q3 2023
- Portfolio value
- $5.16B
- +$173.4M (+3.5%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MDLZMondelez International, Inc. | Stock | 16,850,298 | $1.22B | 23.7% | −656,600−3.8% | Reduced | History |
| FICOFair Isaac Corp | COM | 603,921 | $704.1M | 13.7% | −107,869−15.2% | Reduced | History |
| INTUIntuit Inc. | Stock | 1,095,164 | $684.8M | 13.3% | −118,997−9.8% | Reduced | History |
| PEPPepsiCo Inc | Stock | 3,246,710 | $551.5M | 10.7% | −75,500−2.3% | Reduced | History |
| DISWalt Disney Co | Stock | 5,554,690 | $501.6M | 9.7% | −31,000−0.6% | Reduced | History |
| TKOTKO Group Holdings, Inc. | CL A | 5,885,133 | $480.0M | 9.3% | −12,000−0.2% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 5,255,302 | $322.7M | 6.3% | −59,000−1.1% | Reduced | History |
| EBAYeBay Inc | COM | 5,577,871 | $243.4M | 4.7% | −598,000−9.7% | Reduced | History |
| MANUManchester United plc | ORD CL A | 11,099,176 | $226.2M | 4.4% | 00.0% | Unchanged | History |
| BF.ABrown Forman Corp | CL A | 2,938,470 | $175.0M | 3.4% | +1,0000.0% | Added | History |
| BF.BBrown Forman Corp | Stock | 290,307 | $16.6M | 0.3% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 5,900 | $2.60M | 0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 10,300 | $2.55M | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 16,850 | $2.35M | <0.1% | +16,850 | New | History |
| AXPAmerican Express Co | Stock | 11,600 | $2.17M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 3,560 | $2.12M | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 19,200 | $2.02M | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 7,700 | $2.01M | <0.1% | +400+5.5% | Added | History |
| CMECME Group Inc. | COM | 8,600 | $1.81M | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 7,300 | $1.74M | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 15,900 | $1.73M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 11,425 | $1.67M | <0.1% | +900+8.6% | Added | History |
| CLColgate Palmolive Co | Stock | 20,100 | $1.60M | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 12,000 | $1.29M | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 21,100 | $1.24M | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 5,100 | $950.8K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 6,065 | $950.7K | <0.1% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $599.8K | <0.1% | 00.0% | Unchanged | History |
| KVUEKenvue Inc. | Stock | 14,739 | $317.3K | <0.1% | 00.0% | Unchanged | History |
| Cazoo Group LtdG2007L121 | CL A | 37,309 | $76.8K | <0.1% | +37,309 | New | – |
Sold out since Q3 2023 (2)
Positions held at the end of Q3 2023 that are gone from this filing.