Lindsell Train Ltd
SuperinvestorLindsell Train
- SEC CIK
- 0001484150
- Manager
- Nick Train
- Style
- Quality
Q2 2026 vs. Q1 2026
Positions are compared by share count, long positions only.
All holdings in Q2 2026All holdings in Q1 2026
| Measure | Q1 2026 | Q2 2026 | Change |
|---|---|---|---|
| Positions | 27 | 28 | +1 |
| Total value | $3.14B | $2.63B | −$508.03M (−16.2%) |
New positions (2)
Held at the end of Q2 2026 but not at the end of Q1 2026.
Added (5)
More shares at the end of Q2 2026 than at the end of Q1 2026.
| Security | Class | Shares, Q1 2026 | Shares, Q2 2026 | Change in shares | Value, Q2 2026 | % of portfolio, Q2 2026 |
|---|---|---|---|---|---|---|
| VVISA INC COM CL A | Stock | 10,300 | 10,500 | +200+1.9% | $3.6M | 0.14% |
| SPGIS&P GLOBAL INC COM | Stock | 7,300 | 7,400 | +100+1.4% | $3.01M | 0.11% |
| EFXEQUIFAX INC | COM | 11,500 | 11,800 | +300+2.6% | $1.87M | 0.07% |
| VRSKVERISK ANALYTICS INC | COM | 8,400 | 9,500 | +1,100+13.1% | $1.71M | 0.06% |
| NKENIKE INC CL B | Stock | 20,800 | 21,000 | +200+1.0% | $862.05K | 0.03% |
Reduced (14)
Fewer shares at the end of Q2 2026 than at the end of Q1 2026.
| Security | Class | Shares, Q1 2026 | Shares, Q2 2026 | Change in shares | Value, Q2 2026 | % of portfolio, Q2 2026 |
|---|---|---|---|---|---|---|
| GOOGLALPHABET INC CAP STK CL A | Stock | 1,704,639 | 1,286,845 | −417,794−24.5% | $459.88M | 17.49% |
| TKOTKO GROUP HOLDINGS INC | CL A | 2,449,468 | 2,098,862 | −350,606−14.3% | $422.52M | 16.07% |
| FICOFAIR ISAAC CORP | COM | 249,422 | 226,186 | −23,236−9.3% | $270.24M | 10.28% |
| TMOTHERMO FISHER SCIENTIFIC INC COM | Stock | 617,211 | 514,512 | −102,699−16.6% | $257.96M | 9.81% |
| DISDISNEY WALT CO COM | Stock | 3,206,407 | 2,607,846 | −598,561−18.7% | $251.01M | 9.55% |
| INTUINTUIT COM | Stock | 733,699 | 666,883 | −66,816−9.1% | $174.06M | 6.62% |
| MDLZMONDELEZ INTL INC CL A | Stock | 3,561,964 | 2,565,453 | −996,511−28.0% | $148.39M | 5.64% |
| PEPPEPSICO INC COM | Stock | 1,277,185 | 1,023,706 | −253,479−19.8% | $138.61M | 5.27% |
| PYPLPAYPAL HLDGS INC COM | Stock | 4,179,623 | 3,162,672 | −1,016,951−24.3% | $136.56M | 5.19% |
| EBAYEBAY INC. | COM | 1,927,485 | 1,116,001 | −811,484−42.1% | $124.71M | 4.74% |
| MANUMANCHESTER UTD PLC NEW | ORD CL A | 3,142,000 | 2,758,446 | −383,554−12.2% | $63.25M | 2.41% |
| BF.ABROWN FORMAN CORP | CL A | 2,585,222 | 2,134,789 | −450,433−17.4% | $58.41M | 2.22% |
| BF.BBROWN FORMAN CORP CL B | Stock | 1,576,049 | 1,379,324 | −196,725−12.5% | $36.76M | 1.40% |
| AXPAMERICAN EXPRESS CO COM | Stock | 9,000 | 7,600 | −1,400−15.6% | $2.57M | 0.10% |
Sold out (1)
Held at the end of Q1 2026, gone by the end of Q2 2026.
| Security | Class | Shares, Q1 2026 | Value, Q1 2026 | % of portfolio, Q1 2026 |
|---|---|---|---|---|
| CLCOLGATE PALMOLIVE CO COM | Stock | 10,000 | $852.3K | 0.03% |