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Focused investors/Lindsell Train

Lindsell Train

As of Q1 2026, this manager reported 27 long-equity positions worth $3.14B in aggregate.

As of Q1 2026, Lindsell Train's Lindsell Train held 27 long-equity positions with a reported value of $3.14B.

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Reported portfolio value

This chart traces the total value of the manager’s reported 13F equity holdings quarter by quarter, so you can see how their book has grown or shrunk over time.

Latest: $3.14B
Peak: $7.73B (Q2 2021)
Positions: 27
Reported portfolio value by quarterQuarterly total reported 13F value for this manager.$0$2.5B$5B$7.5B$10B2009201220152018202120232026PeriodReported value
Quarterly rows

This table lists every reported quarter for the manager, showing the total reported value and the number of positions in each one, so you can track the full filing history at a glance.

PeriodFiledHoldingsTotal valueDelta value
Q1 20262026-03-3127$3.14B-$806.58M(-20.5%)
Q4 20252025-12-3128$3.94B-$133.08M(-3.3%)
Q3 20252025-09-3028$4.08B-$166.73M(-3.9%)
Q2 20252025-06-3029$4.24B+$629.19M(+17.4%)
Q1 20252025-03-3129$3.61B-$386.69M(-9.7%)
Q4 20242024-12-3128$4B-$430.49M(-9.7%)
Q3 20242024-09-3029$4.43B+$96.67M(+2.2%)
Q2 20242024-06-3029$4.33B-$424.74M(-8.9%)
Q1 20242024-03-3130$4.76B-$397.01M(-7.7%)
Q4 20232023-12-3130$5.16B+$173.44M(+3.5%)
Q3 20232023-09-3030$4.98B-$631.79M(-11.3%)
Q2 20232023-06-3029$5.61B-$118.1M(-2.1%)
Q1 20232023-03-3129$5.73B+$471.08M(+9.0%)
Q4 20222022-12-3129$5.26B+$338.06M(+6.9%)
Q3 20222022-09-3029$4.92B-$176.25M(-3.5%)
Q2 20222022-06-3029$5.1B-$1.25B(-19.7%)
Q1 20222022-03-3129$6.35B-$553.68M(-8.0%)
Q4 20212021-12-3128$6.9B-$342.88M(-4.7%)
Q3 20212021-09-3027$7.24B-$490.58M(-6.3%)
Q2 20212021-06-3027$7.73B+$637.93M(+9.0%)
Q1 20212021-03-3127$7.1B+$209.79M(+3.0%)
Q4 20202020-12-3127$6.89B+$727.01M(+11.8%)
Q3 20202020-09-3027$6.16B+$152.57M(+2.5%)
Q2 20202020-06-3027$6.01B+$1.32B(+28.1%)
Q1 20202020-03-3110$4.69B-$1.56B(-24.9%)
Q4 20192019-12-3110$6.25B+$329.17M(+5.6%)
Q3 20192019-09-3011$5.92B+$26.48M(+0.4%)
Q2 20192019-06-3011$5.89B+$723.13M(+14.0%)
Q1 20192019-03-3111$5.17B+$1.03B(+25.0%)
Q4 20182018-12-3111$4.14B-$276.63M(-6.3%)
Q3 20182018-09-3012$4.41B+$378.49M(+9.4%)
Q2 20182018-06-3012$4.03B+$249.85M(+6.6%)
Q1 20182018-03-3113$3.78B+$307.05M(+8.8%)
Q4 20172017-12-3112$3.48B+$508.25M(+17.1%)
Q3 20172017-09-3012$2.97B+$393.76M(+15.3%)
Q2 20172017-06-3011$2.58B+$283.65M(+12.4%)
Q1 20172017-03-3111$2.29B+$256.39M(+12.6%)
Q4 20162016-12-3111$2.04B+$14.49M(+0.7%)
Q3 20162016-09-3011$2.02B+$185.15M(+10.1%)
Q2 20162016-06-3011$1.84B+$145.51M(+8.6%)
Q1 20162016-03-3111$1.69B+$20.97M(+1.3%)
Q4 20152015-12-3111$1.67B+$205.42M(+14.0%)
Q3 20152015-09-3011$1.46B+$36.89M(+2.6%)
Q2 20152015-06-3010$1.43B+$214.26M(+17.7%)
Q1 20152015-03-3110$1.21B+$138.12M(+12.9%)
Q4 20142014-12-3110$1.07B+$194.03M(+22.0%)
Q3 20142014-09-3010$880.75M+$39.92M(+4.7%)
Q2 20142014-06-3010$840.83M+$91.06M(+12.1%)
Q1 20142014-03-3110$749.77M+$126.74M(+20.3%)
Q4 20132013-12-3110$623.04M+$122.38M(+24.4%)
Q3 20132013-09-3010$500.65M+$76.38M(+18.0%)
Q1 20132013-03-3110$424.27M+$65.66M(+18.3%)
Q4 20122012-12-3110$358.61M+$4.21M(+1.2%)
Q3 20122012-09-309$354.4M+$35.11M(+11.0%)
Q2 20122012-06-309$319.29M+$27.91M(+9.6%)
Q1 20122012-03-318$291.38M+$25.92M(+9.8%)
Q4 20112011-12-318$265.47M+$35.04M(+15.2%)
Q3 20112011-09-308$230.42M-$11.71M(-4.8%)
Q2 20112011-06-308$242.14M+$13.37M(+5.8%)
Q1 20112011-03-318$228.77M+$18.78M(+8.9%)
Q4 20102010-12-319$210M+$17.88M(+9.3%)
Q3 20102010-09-309$192.11M+$14.15M(+8.0%)
Q2 20102010-06-309$177.96M-$7.66M(-4.1%)
Q1 20102010-03-319$185.62M+$78.24M(+72.9%)
Q4 20092009-12-317$107.38M-