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Focused investors/Lindsell Train

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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 4 of 9 rows. Rows without a quote are marked unavailable.

1KFTKRAFT FOODS INC CL A29.29%-1,951,719$61.5MNo quoteNo quote
2DPSDR PEPPER SNAPPLE GROUP INC COM21.01%-1,254,653$44.11MNo quoteNo quote
3EBAYEBAY INC COM17.34%Add +1.5%1,308,463$36.42M$27.83No quote
4INTUINTUIT INC COM13.89%Add +1.7%591,583$29.17M$49.30No quote
5BF/ABROWN FORMAN CORP CL ACUSIP 1156371007.26%-219,679$15.25MNo quoteNo quote
6DISDISNEY WALT CO COM DISNEY7.11%-398,209$14.94M$37.51No quote
7WWEWORLD WRESTLING ENTMT INC CL A2.63%Add +811.7%387,469$5.52MNo quoteNo quote
8HSYHERSHEY CO COM1.27%-56,750$2.68M$47.15No quote
9DNBDUN & BRADSTREET CORP COM0.20%-5,125$421KNo quoteNo quote