Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 10, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 30
- 0 vs. Q4 2023
- Portfolio value
- $4.76B
- −$397.0M (−7.7%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Cazoo Group LtdG2007L121 | CL A | 29,187 | $0 | 0.0% | −8,122−21.8% | Reduced | – |
| KVUEKenvue Inc. | Stock | 14,739 | $316.2K | <0.1% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $609.1K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 6,065 | $958.5K | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 5,100 | $987.9K | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 21,100 | $1.29M | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 12,000 | $1.45M | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 15,900 | $1.50M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 11,425 | $1.66M | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 7,300 | $1.71M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 3,560 | $1.80M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 20,100 | $1.81M | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 8,600 | $1.85M | <0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 7,700 | $2.15M | <0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 19,200 | $2.40M | 0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 5,900 | $2.49M | 0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 16,850 | $2.54M | 0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 11,600 | $2.64M | 0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 10,300 | $2.70M | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 290,307 | $15.1M | 0.3% | 00.0% | Unchanged | History |
| MANUManchester United plc | ORD CL A | 7,716,799 | $109.0M | 2.3% | −3,382,377−30.5% | Reduced | History |
| BF.ABrown Forman Corp | CL A | 2,843,575 | $151.0M | 3.2% | −94,895−3.2% | Reduced | History |
| EBAYeBay Inc | COM | 4,683,022 | $243.2M | 5.1% | −894,849−16.0% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,787,359 | $318.7M | 6.7% | −467,943−8.9% | Reduced | History |
| TKOTKO Group Holdings, Inc. | CL A | 5,509,517 | $476.1M | 10.0% | −375,616−6.4% | Reduced | History |
| PEPPepsiCo Inc | Stock | 3,016,781 | $523.7M | 11.0% | −229,929−7.1% | Reduced | History |
| DISWalt Disney Co | Stock | 5,056,482 | $611.8M | 12.9% | −498,208−9.0% | Reduced | History |
| INTUIntuit Inc. | Stock | 980,995 | $636.6M | 13.4% | −114,169−10.4% | Reduced | History |
| FICOFair Isaac Corp | COM | 509,809 | $642.1M | 13.5% | −94,112−15.6% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 14,280,093 | $1.00B | 21.0% | −2,570,205−15.3% | Reduced | History |