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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 5 of 10 rows. Rows without a quote are marked unavailable.

1MDLZMONDELEZ INTERNATIONAL INC21.55%New3,433,990$107.89M$31.42No quote
2EBAYEBAY INC19.76%New1,773,313$98.93M$55.79No quote
3DPSDR PEPPER SNAPPLE GROUP INC16.80%New1,877,279$84.13MNo quoteNo quote
4DISDISNEY WALT CO11.39%New884,489$57.05M$64.50No quote
5INTUINTUIT INC11.12%New839,800$55.68M$66.31No quote
6KRFTKRAFT FOODS GROUP INC8.64%New824,096$43.24MNo quoteNo quote
7BF/ABROWN FORMAN CORPCUSIP 1156371005.81%New439,518$29.09MNo quoteNo quote
8WWEWORLD WRESTLING ENTMT INC3.51%New1,730,000$17.59MNo quoteNo quote
9HSYHERSHEY CO1.01%New54,750$5.06M$92.49No quote
10ISCAINTERNATIONAL SPEEDWAY A CLASS0.40%New61,900$2MNo quoteNo quote