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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 A26.63%Reduce -0.5%1,942,879$60.93MNo quoteNo quote
2DPSDR PEPPER SNAPPLE GROUP INC COM20.79%Add +2.0%1,279,653$47.55MNo quoteNo quote
3EBAYEBAY INC COM20.60%Add +1.3%1,325,013$47.13M$35.57No quote
4INTUINTUIT INC COM13.76%Add +0.2%592,773$31.48M$53.11No quote
5DISDISNEY WALT CO COM DISNEY7.21%Reduce -3.8%383,019$16.5M$43.09No quote
6BF/ABROWN FORMAN CORP CL ACUSIP 1156371006.79%Add +4.1%228,679$15.54MNo quoteNo quote
7WWEWORLD WRESTLING ENTMT INC CL A2.76%Add +29.4%501,500$6.3MNo quoteNo quote
8HSYHERSHEY CO COM1.46%Add +7.9%61,250$3.33M$54.35No quote
9DNBDUN & BRADSTREET CORP COM-Sold0$0No quoteNo quote