Lindsell Train
SuperinvestorLindsell Train Ltd
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
- Latest filing
- Jul 15, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed Apr 24, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 27
- −1 vs. Q4 2025
- Portfolio value
- $3.14B
- −$806.6M (−20.5%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CLColgate Palmolive Co | Stock | 10,000 | $852.3K | <0.1% | −4,600−31.5% | Reduced | History |
| MSGSMadison Square Garden Sports Corp. | CL A | 2,800 | $899.9K | <0.1% | −500−15.2% | Reduced | History |
| KOCoca Cola Co | Stock | 12,000 | $912.6K | <0.1% | −5,000−29.4% | Reduced | History |
| ELEstee Lauder Companies Inc | CL A | 15,000 | $1.08M | <0.1% | −500−3.2% | Reduced | History |
| NKENIKE, Inc. | Stock | 20,800 | $1.10M | <0.1% | +400+2.0% | Added | History |
| ORCLOracle Corp | Stock | 9,000 | $1.32M | <0.1% | 00.0% | Unchanged | History |
| VRSKVerisk Analytics, Inc. | COM | 8,400 | $1.59M | 0.1% | +900+12.0% | Added | History |
| ADBEAdobe Inc. | Stock | 7,000 | $1.70M | 0.1% | +1,700+32.1% | Added | History |
| CMECME Group Inc. | COM | 6,900 | $2.04M | 0.1% | −500−6.8% | Reduced | History |
| EFXEquifax Inc | COM | 11,500 | $2.07M | 0.1% | +500+4.5% | Added | History |
| CPCanadian Pacific Kansas City Ltd | COM | 30,000 | $2.36M | 0.1% | 00.0% | Unchanged | History |
| AXPAmerican Express Co | Stock | 9,000 | $2.72M | 0.1% | −800−8.2% | Reduced | History |
| SPGIS&P Global Inc. | Stock | 7,300 | $3.10M | 0.1% | +500+7.4% | Added | History |
| VVisa Inc. | Stock | 10,300 | $3.11M | 0.1% | +300+3.0% | Added | History |
| BF.BBrown Forman Corp | Stock | 1,576,049 | $41.7M | 1.3% | −73,715−4.5% | Reduced | History |
| MANUManchester United plc | ORD CL A | 3,142,000 | $52.8M | 1.7% | −454,500−12.6% | Reduced | History |
| BF.ABrown Forman Corp | CL A | 2,585,222 | $69.3M | 2.2% | −157,518−5.7% | Reduced | History |
| EBAYeBay Inc | COM | 1,927,485 | $175.4M | 5.6% | −151,594−7.3% | Reduced | History |
| PYPLPayPal Holdings, Inc. | Stock | 4,179,623 | $189.0M | 6.0% | −118,995−2.8% | Reduced | History |
| PEPPepsiCo Inc | Stock | 1,277,185 | $198.3M | 6.3% | −524,786−29.1% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 3,561,964 | $205.3M | 6.5% | −917,890−20.5% | Reduced | History |
| FICOFair Isaac Corp | COM | 249,422 | $266.3M | 8.5% | +32,829+15.2% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 617,211 | $303.4M | 9.7% | −72,292−10.5% | Reduced | History |
| DISWalt Disney Co | Stock | 3,206,407 | $309.0M | 9.9% | −275,423−7.9% | Reduced | History |
| INTUIntuit Inc. | Stock | 733,699 | $317.2M | 10.1% | +123,448+20.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 1,704,639 | $490.2M | 15.6% | −383,959−18.4% | Reduced | History |
| TKOTKO Group Holdings, Inc. | CL A | 2,449,468 | $493.9M | 15.7% | −370,736−13.1% | Reduced | History |
Sold out since Q4 2025 (1)
Positions held at the end of Q4 2025 that are gone from this filing.