Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 29
- +1 vs. Q4 2024
- Portfolio value
- $3.61B
- −$386.7M (−9.7%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $642.6K | <0.1% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 12,150 | $853.1K | <0.1% | +12,150 | New | History |
| HSYHershey Co | COM | 5,100 | $872.3K | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 14,425 | $952.0K | <0.1% | 00.0% | Unchanged | History |
| TROWPrice T Rowe Group Inc | Stock | 12,000 | $1.10M | <0.1% | 00.0% | Unchanged | History |
| NKENIKE, Inc. | Stock | 20,400 | $1.29M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 3,560 | $1.37M | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 21,100 | $1.51M | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 20,100 | $1.88M | 0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 7,300 | $2.17M | 0.1% | 00.0% | Unchanged | History |
| CMECME Group Inc. | COM | 8,600 | $2.28M | 0.1% | 00.0% | Unchanged | History |
| EFXEquifax Inc | COM | 10,300 | $2.51M | 0.1% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 19,200 | $2.68M | 0.1% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 18,225 | $2.82M | 0.1% | +18,225 | New | History |
| SPGIS&P Global Inc. | Stock | 5,900 | $3.00M | 0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 11,600 | $3.12M | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 11,200 | $3.93M | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 1,575,426 | $53.5M | 1.5% | −59,100−3.6% | Reduced | History |
| MANUManchester United plc | ORD CL A | 5,053,000 | $66.1M | 1.8% | −723,015−12.5% | Reduced | History |
| BF.ABrown Forman Corp | CL A | 2,752,327 | $92.1M | 2.5% | −43,800−1.6% | Reduced | History |
| EBAYeBay Inc | COM | 3,370,021 | $228.3M | 6.3% | −276,100−7.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 508,790 | $253.2M | 7.0% | +101,550+24.9% | Added | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,171,092 | $272.2M | 7.5% | −111,600−2.6% | Reduced | History |
| PEPPepsiCo Inc | Stock | 2,454,237 | $368.0M | 10.2% | −102,100−4.0% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 6,018,722 | $408.4M | 11.3% | −2,392,500−28.4% | Reduced | History |
| DISWalt Disney Co | Stock | 4,280,841 | $422.5M | 11.7% | −177,600−4.0% | Reduced | History |
| FICOFair Isaac Corp | COM | 240,300 | $443.2M | 12.3% | −15,220−6.0% | Reduced | History |
| INTUIntuit Inc. | Stock | 741,017 | $455.0M | 12.6% | −28,600−3.7% | Reduced | History |
| TKOTKO Group Holdings, Inc. | CL A | 3,394,377 | $518.7M | 14.4% | −238,990−6.6% | Reduced | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.