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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 A28.39%Add +1.3%2,176,331$82.72MNo quoteNo quote
2DPSDR PEPPER SNAPPLE GROUP INC COM21.00%Add +2.5%1,521,449$61.18MNo quoteNo quote
3EBAYEBAY INC COM18.01%Add +1.0%1,422,163$52.48M$36.90No quote
4INTUINTUIT INC COM14.25%Add +2.8%690,108$41.52M$60.16No quote
5DISDISNEY WALT CO COM DISNEY7.28%Add +0.3%484,669$21.22M$43.78No quote
6BF/ABROWN FORMAN CORP CL ACUSIP 1156371007.07%Add +1.3%252,249$20.6MNo quoteNo quote
7WWEWORLD WRESTLING ENTMT INC CL A2.28%Add +12.8%749,500$6.65MNo quoteNo quote
8HSYHERSHEY CO COM1.72%Add +12.0%81,850$5.02M$61.33No quote