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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 3 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 ACUSIP 11563710011.53%-219,679$12.38MNo quoteNo 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