Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 21, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 28
- −1 vs. Q3 2024
- Portfolio value
- $4.00B
- −$430.5M (−9.7%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| TKOTKO Group Holdings, Inc. | CL A | 3,633,367 | $516.3M | 12.9% | −888,188−19.6% | Reduced | History |
| FICOFair Isaac Corp | COM | 255,520 | $508.7M | 12.7% | −38,923−13.2% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 8,411,222 | $502.4M | 12.6% | −1,799,206−17.6% | Reduced | History |
| DISWalt Disney Co | Stock | 4,458,441 | $496.4M | 12.4% | −992,971−18.2% | Reduced | History |
| INTUIntuit Inc. | Stock | 769,617 | $483.7M | 12.1% | −146,574−16.0% | Reduced | History |
| PEPPepsiCo Inc | Stock | 2,556,337 | $388.7M | 9.7% | −213,274−7.7% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,282,692 | $365.5M | 9.1% | −309,087−6.7% | Reduced | History |
| EBAYeBay Inc | COM | 3,646,121 | $225.9M | 5.6% | −461,901−11.2% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 407,240 | $211.9M | 5.3% | +407,240 | New | History |
| BF.ABrown Forman Corp | CL A | 2,796,127 | $105.4M | 2.6% | −77,788−2.7% | Reduced | History |
| MANUManchester United plc | ORD CL A | 5,776,015 | $100.2M | 2.5% | −594,985−9.3% | Reduced | History |
| BF.BBrown Forman Corp | Stock | 1,634,526 | $62.1M | 1.6% | −5,479−0.3% | Reduced | History |
| VVisa Inc. | Stock | 11,200 | $3.54M | 0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 11,600 | $3.44M | 0.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 17,750 | $3.36M | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 19,200 | $3.20M | 0.1% | 00.0% | Unchanged | History |
| SPGIS&P Global Inc. | Stock | 5,900 | $2.94M | 0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 10,300 | $2.62M | 0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 7,300 | $2.01M | 0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 8,600 | $2.00M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 20,100 | $1.83M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 3,560 | $1.58M | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 20,400 | $1.54M | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 12,000 | $1.36M | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 21,100 | $1.31M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 14,425 | $1.08M | <0.1% | 00.0% | Unchanged | History |
| HSYHershey Co | COM | 5,100 | $863.7K | <0.1% | 00.0% | Unchanged | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $744.7K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.