Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 12, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 28
- −1 vs. Q2 2025
- Portfolio value
- $4.08B
- −$166.7M (−3.9%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSGSMadison Square Garden Sports Corp. | CL A | 3,300 | $749.1K | <0.1% | 00.0% | Unchanged | History |
| CLColgate Palmolive Co | Stock | 15,000 | $1.20M | <0.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 18,500 | $1.23M | <0.1% | −500−2.6% | Reduced | History |
| TROWPrice T Rowe Group Inc | Stock | 12,000 | $1.23M | <0.1% | 00.0% | Unchanged | History |
| ELEstee Lauder Companies Inc | CL A | 15,500 | $1.37M | <0.1% | +1,075+7.5% | Added | History |
| NKENIKE, Inc. | Stock | 20,400 | $1.42M | <0.1% | 00.0% | Unchanged | History |
| ADBEAdobe Inc. | Stock | 4,500 | $1.59M | <0.1% | +940+26.4% | Added | History |
| VRSKVerisk Analytics, Inc. | COM | 7,500 | $1.89M | <0.1% | +900+13.6% | Added | History |
| CMECME Group Inc. | COM | 7,400 | $2.00M | <0.1% | 00.0% | Unchanged | History |
| CPCanadian Pacific Kansas City Ltd | COM | 28,500 | $2.12M | 0.1% | +15,200+114.3% | Added | History |
| ORCLOracle Corp | Stock | 9,000 | $2.53M | 0.1% | −8,500−48.6% | Reduced | History |
| EFXEquifax Inc | COM | 10,500 | $2.69M | 0.1% | +200+1.9% | Added | History |
| SPGIS&P Global Inc. | Stock | 6,500 | $3.16M | 0.1% | +600+10.2% | Added | History |
| AXPAmerican Express Co | Stock | 10,200 | $3.39M | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 10,000 | $3.41M | 0.1% | 00.0% | Unchanged | History |
| BF.BBrown Forman Corp | Stock | 1,649,764 | $44.7M | 1.1% | 00.0% | Unchanged | History |
| MANUManchester United plc | ORD CL A | 4,376,500 | $66.3M | 1.6% | −433,500−9.0% | Reduced | History |
| BF.ABrown Forman Corp | CL A | 2,742,740 | $73.8M | 1.8% | +9,399+0.3% | Added | History |
| EBAYeBay Inc | COM | 2,455,079 | $223.3M | 5.5% | −829,575−25.3% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,483,618 | $300.7M | 7.4% | −44,220−1.0% | Reduced | History |
| PEPPepsiCo Inc | Stock | 2,201,671 | $309.2M | 7.6% | −225,539−9.3% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 5,028,787 | $314.1M | 7.7% | −680,500−11.9% | Reduced | History |
| FICOFair Isaac Corp | COM | 222,955 | $333.7M | 8.2% | −159−0.1% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 817,529 | $396.5M | 9.7% | −37,083−4.3% | Reduced | History |
| INTUIntuit Inc. | Stock | 611,810 | $417.8M | 10.2% | −53,976−8.1% | Reduced | History |
| DISWalt Disney Co | Stock | 3,725,830 | $426.6M | 10.5% | −361,446−8.8% | Reduced | History |
| GOOGLAlphabet Inc. | Stock | 2,234,098 | $543.1M | 13.3% | +205,875+10.2% | Added | History |
| TKOTKO Group Holdings, Inc. | CL A | 2,954,704 | $596.7M | 14.6% | −218,958−6.9% | Reduced | History |
Sold out since Q2 2025 (1)
Positions held at the end of Q2 2025 that are gone from this filing.