Lindsell Train
As of Q2 2026, Lindsell Train reported 28 long-equity positions worth $2.63B in aggregate.
Copy-investor backtest
- Latest quarter
- +1.95%
- 1-year
- +0.82%
- 3-year
- +20.66%
- 5-year
- +6.66%
- 3-year vs S&P 500
- -47.79%
- 5-year vs S&P 500
- -62.61%
- 5-year top 5
- +24.96%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| KKR | KKR & CO INC | New | 2.33% | 667,780 | $61.29M | $91.78 | $87.50 - $107.65(21%)$91.36 -> $91.78 |
| WMG | WARNER MUSIC GROUP CORP | New | 0.05% | 50,000 | $1.35M | $27.07 | $25.31 - $35.42(17%)$25.76 -> $27.07 |
| VRSK | VERISK ANALYTICS INC | Add +13.1% | 0.06% | 9,500 | $1.71M | $179.53 | $155.94 - $191.51(66%)$183.50 -> $179.53 |
| V | VISA INC | Add +1.9% | 0.14% | 10,500 | $3.6M | $343.09 | $293.89 - $345.80(95%)$298.51 -> $343.09 |
| EFX | EQUIFAX INC | Add +2.6% | 0.07% | 11,800 | $1.87M | $158.72 | $150.75 - $200.09(16%)$179.66 -> $158.72 |
| SPGI | S&P GLOBAL INC | Add +1.4% | 0.11% | 7,400 | $3.01M | $407.26 | $393.03 - $456.70(22%)$425.17 -> $407.26 |
| NKE | NIKE INC | Add +1.0% | 0.03% | 21,000 | $862.05K | $41.05 | $40.00 - $47.65(14%)$44.63 -> $41.05 |