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.
Get email alerts when Lindsell Train files a new 13F — sign in or create a free account.
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 | 26.99% | Reduce -12.1% | 22,164,468 | $1.38B | $62.09 | |
| 2 | PEP | PEPSICO INC | 12.57% | Reduce -15.1% | 3,844,860 | $640.92M | $166.69 | |
| 3 | INTU | INTUIT INC | 11.80% | Add +0.1% | 1,560,756 | $601.8M | $385.58 | |
| 4 | WWE | WORLD WRESTLING ENTMT INC | 11.02% | Reduce -16.7% | 8,984,710 | $561.86M | No quote | No quote |
| 5 | DIS | DISNEY WALT CO | 10.17% | Add +1.7% | 5,487,090 | $518.45M | $94.49 | |
| 6 | PYPL | PAYPAL INC | 7.23% | Add +0.3% | 5,274,462 | $368.5M | $69.86 | |
| 7 | FICO | FAIR ISAAC CORP | 6.62% | Add +20.8% | 841,430 | $337.5M | $401.10 | |
| 8 | EBAY | EBAY INC | 6.24% | Reduce -8.8% | 7,638,371 | $318.33M | $41.67 | |
| 9 | BF/A | BROWN FORMAN CORPCUSIP 115637100 | 3.94% | Add +0.3% | 2,966,672 | $201.07M | No quote | No quote |
| 10 | MANU | MANCHESTER UNITED PLC | 2.36% | Add +1.9% | 10,792,676 | $120.12M | $11.13 | |
| 11 | BF/B | BROWN FORMAN CORPCUSIP 115637209 | 0.40% | - | 290,307 | $20.37M | No quote | No quote |
| 12 | CZOO | CAZOO GROUP LTD | 0.23% | - | 16,580,689 | $11.98M | No quote | No quote |
| 13 | EL | ESTEE LAUDER COMPANIES-CL A | 0.04% | - | 8,800 | $2.24M | $254.89 | |
| 14 | GOOGL | ALPHABET INC-CL A | 0.03% | - | 800 | $1.74M | $2180.00 | |
| 15 | EFX | EQUIFAX INC | 0.03% | - | 9,400 | $1.72M | $182.77 | |
| 16 | AXP | AMERICAN EXPRESS CO | 0.03% | - | 11,600 | $1.61M | $138.71 | |
| 17 | SPGI | S&P GLOBAL INC | 0.03% | - | 4,400 | $1.49M | $337.50 | |
| 18 | NKE | NIKE INC -CL B | 0.03% | - | 13,900 | $1.42M | $102.23 | |
| 19 | JNJ | JOHNSON & JOHNSON | 0.03% | - | 7,900 | $1.41M | $177.85 | |
| 20 | CL | COLGATE-PALMOLIVE CO | 0.03% | - | 16,900 | $1.36M | $80.18 | |
| 21 | KO | COCA-COLA CO/THE | 0.03% | - | 21,100 | $1.33M | $62.94 | |
| 22 | ORCL | ORACLE CORP | 0.03% | - | 18,600 | $1.3M | $69.89 | |
| 23 | V | VISA INC-CLASS A SHARES | 0.02% | - | 5,900 | $1.16M | $196.95 | |
| 24 | CME | CME GROUP INC | 0.02% | - | 5,600 | $1.15M | $204.82 | |
| 25 | VRSK | VERISK ANALYTICS INC | 0.02% | - | 6,500 | $1.13M | $173.08 | |
| 26 | HSY | HERSHEY CO/THE | 0.02% | - | 5,100 | $1.1M | $215.10 | |
| 27 | TROW | T ROWE PRICE GROUP INC | 0.02% | - | 9,600 | $1.09M | $113.65 | |
| 28 | ADBE | ADOBE INC | 0.02% | - | 2,500 | $915K | $366.00 | |
| 29 | MSGS | MADISON SQUARE GARDEN SPORTS A CLASS | 0.01% | - | 3,300 | $499K | $151.21 |