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Focused investors/Lindsell Train

Lindsell Train

As of Q3 2026, Lindsell Train reported 28 long-equity positions worth $2.36B in aggregate.

Copy-investor backtest

Latest quarter
-0.09%
1-year
+0.73%
3-year
+20.53%
5-year
+5.15%
3-year vs S&P 500
-47.32%
5-year vs S&P 500
-63.53%
5-year top 5
+16.65%

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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Updated 2026-09-19 from SEC 13F data.

Live quotes available for 4 of 7 rows. Rows without a quote are marked unavailable.

1DPSDR PEPPER SNAPPLE GROUP INC (UN*) COM34.03%-1,291,226$36.54MNo quoteNo quote
2EBAYEBAY INC COM24.83%-1,133,163$26.66M$23.53No quote
3INTUINTUIT COM16.64%-581,583$17.87M$30.73No quote
4DISDISNEY WALT CO COM DISNEY11.96%-398,209$12.84M$32.25No quote
5BF-ABROWN FORMAN CORP CL A11.53%-219,679$12.38M$56.34No quote
6WWEWORLD WRESTLING ENTMT INC CL A0.61%-42,500$652KNo quoteNo quote
7DNBDUN & BRADSTREET CORP StateplaceDEL NE COM0.40%-5,125$432KNo quoteNo quote