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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 8 rows. Rows without a quote are marked unavailable.

1KFTKRAFT FOODS INC CL A30.24%Add +8.7%2,148,896$80.28MNo quoteNo quote
2DPSDR PEPPER SNAPPLE GROUP INC COM22.08%Add +13.4%1,484,424$58.61MNo quoteNo quote
3EBAYEBAY INC COM16.09%Add +1.9%1,407,913$42.7M$30.33No quote
4INTUINTUIT INC COM13.30%Add +0.8%671,273$35.3M$52.59No quote
5BF/ABROWN FORMAN CORP CL ACUSIP 1156371007.44%Add +0.9%249,032$19.74MNo quoteNo quote
6DISDISNEY WALT CO COM DISNEY6.83%Add +2.7%483,369$18.13M$37.50No quote
7WWEWORLD WRESTLING ENTMT INC CL A2.33%Add +3.0%664,500$6.19MNo quoteNo quote
8HSYHERSHEY CO COM1.70%Add +2.2%73,065$4.51M$61.78No quote