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
- -0.08%
- 3-year
- +24.56%
- 3-year top 5
- +40.36%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 25 of 29 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | MONDELEZ INTERNATIONAL INC | 24.94% | Reduce -4.5% | 25,210,468 | $1.58B | $62.78 | |
| 2 | PEP | PEPSICO INC | 11.94% | Reduce -8.4% | 4,528,860 | $757.91M | $167.35 | |
| 3 | INTU | INTUIT INC | 11.80% | Add +0.2% | 1,558,456 | $749.08M | $480.66 | |
| 4 | DIS | DISNEY WALT CO | 11.66% | Reduce -2.7% | 5,395,590 | $740.19M | $137.19 | |
| 5 | WWE | WORLD WRESTLING ENTMT INC | 10.61% | Reduce -5.4% | 10,785,957 | $673.58M | No quote | No quote |
| 6 | PYPL | PAYPAL INC | 9.58% | Add +25.4% | 5,259,462 | $608.23M | $115.64 | |
| 7 | EBAY | EBAY INC | 7.55% | Reduce -3.3% | 8,371,371 | $479.3M | $57.26 | |
| 8 | FICO | FAIR ISAAC CORP | 5.12% | New | 696,558 | $325.15M | $466.80 | |
| 9 | BF/A | BROWN FORMAN CORPCUSIP 115637100 | 2.93% | Add +1.1% | 2,959,172 | $185.91M | No quote | No quote |
| 10 | MANU | MANCHESTER UNITED PLC | 2.41% | Reduce -2.3% | 10,596,176 | $153.27M | $14.46 | |
| 11 | CZOO | CAZOO GROUP LTD | 0.72% | - | 16,580,689 | $45.85M | No quote | No quote |
| 12 | BF/B | BROWN FORMAN CORPCUSIP 115637209 | 0.31% | - | 290,307 | $19.46M | No quote | No quote |
| 13 | EL | ESTEE LAUDER COMPANIES-CL A | 0.04% | - | 8,800 | $2.4M | $272.39 | |
| 14 | EFX | EQUIFAX INC | 0.04% | - | 9,400 | $2.23M | $237.23 | |
| 15 | GOOGL | ALPHABET INC-CL A | 0.04% | - | 800 | $2.23M | $2781.25 | |
| 16 | AXP | AMERICAN EXPRESS CO | 0.03% | - | 11,600 | $2.17M | $186.98 | |
| 17 | NKE | NIKE INC -CL B | 0.03% | - | 13,900 | $1.87M | $134.60 | |
| 18 | SPGI | S&P GLOBAL INC | 0.03% | - | 4,400 | $1.81M | $410.23 | |
| 19 | ORCL | ORACLE CORP | 0.02% | - | 18,600 | $1.54M | $82.74 | |
| 20 | TROW | T ROWE PRICE GROUP INC | 0.02% | - | 9,600 | $1.45M | $151.15 | |
| 21 | JNJ | JOHNSON & JOHNSON | 0.02% | - | 7,900 | $1.4M | $177.22 | |
| 22 | VRSK | VERISK ANALYTICS INC | 0.02% | - | 6,500 | $1.4M | $214.62 | |
| 23 | CME | CME GROUP INC | 0.02% | - | 5,600 | $1.33M | $237.86 | |
| 24 | V | VISA INC-CLASS A SHARES | 0.02% | - | 5,900 | $1.31M | $222.37 | |
| 25 | KO | COCA-COLA CO/THE | 0.02% | - | 21,100 | $1.31M | $61.99 | |
| 26 | CL | COLGATE-PALMOLIVE CO | 0.02% | - | 16,900 | $1.28M | $75.80 | |
| 27 | ADBE | ADOBE INC | 0.02% | - | 2,500 | $1.14M | $455.60 | |
| 28 | HSY | HERSHEY CO/THE | 0.02% | - | 5,100 | $1.11M | $216.67 | |
| 29 | MSGS | MADISON SQUARE GARDEN SPORTS A CLASS | 0.01% | - | 3,300 | $592K | $179.39 |