Lindsell Train Ltd
SuperinvestorLindsell Train
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
Q2 2025 vs. Q1 2025
Positions are compared by share count, long positions only.
All holdings in Q2 2025All holdings in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Positions | 29 | 29 | 0 |
| Total value | $3.61B | $4.24B | +$629.19M (+17.4%) |
New positions (0)
Held at the end of Q2 2025 but not at the end of Q1 2025.
| Security | Class | Shares, Q2 2025 | Value, Q2 2025 | % of portfolio, Q2 2025 |
|---|---|---|---|---|
| None. | ||||
Added (5)
More shares at the end of Q2 2025 than at the end of Q1 2025.
| Security | Class | Shares, Q1 2025 | Shares, Q2 2025 | Change in shares | Value, Q2 2025 | % of portfolio, Q2 2025 |
|---|---|---|---|---|---|---|
| GOOGLALPHABET INC CAP STK CL A | Stock | 18,225 | 2,028,223 | +2,009,998+11,028.8% | $357.43M | 8.42% |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 508,790 | 854,612 | +345,822+68.0% | $346.51M | 8.17% |
| PYPLPAYPAL HLDGS INC COM | Stock | 4,171,092 | 4,527,838 | +356,746+8.6% | $336.51M | 7.93% |
| BF.BBROWN FORMAN CORP CL B | Stock | 1,575,426 | 1,649,764 | +74,338+4.7% | $44.4M | 1.05% |
| CPCANADIAN PACIFIC KANSAS CITY | COM | 12,150 | 13,300 | +1,150+9.5% | $1.05M | 0.02% |
Reduced (16)
Fewer shares at the end of Q2 2025 than at the end of Q1 2025.
| Security | Class | Shares, Q1 2025 | Shares, Q2 2025 | Change in shares | Value, Q2 2025 | % of portfolio, Q2 2025 |
|---|---|---|---|---|---|---|
| TKOTKO GROUP HOLDINGS INC | CL A | 3,394,377 | 3,173,662 | −220,715−6.5% | $577.45M | 13.61% |
| INTUINTUIT COM | Stock | 741,017 | 665,786 | −75,231−10.2% | $524.39M | 12.36% |
| DISDISNEY WALT CO COM | Stock | 4,280,841 | 4,087,276 | −193,565−4.5% | $506.86M | 11.95% |
| FICOFAIR ISAAC CORP | COM | 240,300 | 223,114 | −17,186−7.2% | $407.84M | 9.61% |
| MDLZMONDELEZ INTL INC CL A | Stock | 6,018,722 | 5,709,287 | −309,435−5.1% | $385.03M | 9.07% |
| PEPPEPSICO INC COM | Stock | 2,454,237 | 2,427,210 | −27,027−1.1% | $320.49M | 7.55% |
| EBAYEBAY INC. | COM | 3,370,021 | 3,284,654 | −85,367−2.5% | $244.58M | 5.76% |
| MANUMANCHESTER UTD PLC NEW | ORD CL A | 5,053,000 | 4,810,000 | −243,000−4.8% | $85.67M | 2.02% |
| BF.ABROWN FORMAN CORP | CL A | 2,752,327 | 2,733,341 | −18,986−0.7% | $75.08M | 1.77% |
| ORCLORACLE CORP COM | Stock | 19,200 | 17,500 | −1,700−8.9% | $3.83M | 0.09% |
| VVISA INC COM CL A | Stock | 11,200 | 10,000 | −1,200−10.7% | $3.55M | 0.08% |
| AXPAMERICAN EXPRESS CO COM | Stock | 11,600 | 10,200 | −1,400−12.1% | $3.25M | 0.08% |
| VRSKVERISK ANALYTICS INC | COM | 7,300 | 6,600 | −700−9.6% | $2.06M | 0.05% |
| CMECME GROUP INC | COM | 8,600 | 7,400 | −1,200−14.0% | $2.04M | 0.05% |
| CLCOLGATE PALMOLIVE CO COM | Stock | 20,100 | 15,000 | −5,100−25.4% | $1.36M | 0.03% |
| KOCOCA COLA CO COM | Stock | 21,100 | 19,000 | −2,100−10.0% | $1.34M | 0.03% |
Sold out (0)
Held at the end of Q1 2025, gone by the end of Q2 2025.
| Security | Class | Shares, Q1 2025 | Value, Q1 2025 | % of portfolio, Q1 2025 |
|---|---|---|---|---|
| None. | ||||