Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 17, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 29
- 0 vs. Q2 2024
- Portfolio value
- $4.43B
- +$96.7M (+2.2%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| KVUEKenvue Inc. | Stock | 14,739 | $340.9K | <0.1% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $687.3K | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 5,100 | $978.1K | <0.1% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 6,065 | $982.9K | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 12,000 | $1.31M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 14,425 | $1.44M | <0.1% | +3,000+26.3% | Added | History |
| KOCoca Cola Co | Stock | 21,100 | $1.52M | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 20,400 | $1.80M | <0.1% | +4,500+28.3% | Added | History |
| ADBEAdobe Inc. | Stock | 3,560 | $1.84M | <0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 8,600 | $1.90M | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 7,300 | $1.96M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 20,100 | $2.09M | <0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 17,750 | $2.94M | 0.1% | +900+5.3% | Added | History |
| EFXEquifax Inc | COM | 10,300 | $3.03M | 0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 5,900 | $3.05M | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 11,200 | $3.08M | 0.1% | +3,500+45.5% | Added | History |
| AXPAmerican Express Co | Stock | 11,600 | $3.15M | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 19,200 | $3.27M | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 1,640,005 | $80.7M | 1.8% | +1,349,698+464.9% | Added | History |
| MANUManchester United plc | ORD CL A | 6,371,000 | $103.1M | 2.3% | −760,283−10.7% | Reduced | History |
| BF.ABrown Forman Corp | CL A | 2,873,915 | $138.2M | 3.1% | +30,340+1.1% | Added | History |
| EBAYeBay Inc | COM | 4,108,022 | $267.5M | 6.0% | −268,000−6.1% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,591,779 | $358.3M | 8.1% | −22,080−0.5% | Reduced | History |
| PEPPepsiCo Inc | Stock | 2,769,611 | $471.0M | 10.6% | −33,700−1.2% | Reduced | History |
| DISWalt Disney Co | Stock | 5,451,412 | $524.4M | 11.8% | +561,130+11.5% | Added | History |
| TKOTKO Group Holdings, Inc. | CL A | 4,521,555 | $559.4M | 12.6% | −551,247−10.9% | Reduced | History |
| INTUIntuit Inc. | Stock | 916,191 | $569.0M | 12.8% | −21,609−2.3% | Reduced | History |
| FICOFair Isaac Corp | COM | 294,443 | $572.3M | 12.9% | −153,978−34.3% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 10,210,428 | $752.2M | 17.0% | −1,377,315−11.9% | Reduced | History |