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.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 24 of 28 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | MONDELEZ INTERNATIONAL INC | 25.36% | Reduce -10.8% | 26,388,363 | $1.75B | $66.31 | |
| 2 | INTU | INTUIT INC | 14.50% | Reduce -15.2% | 1,555,906 | $1B | $643.22 | |
| 3 | PEP | PEPSICO INC | 12.45% | Reduce -12.2% | 4,945,610 | $859.1M | $173.71 | |
| 4 | DIS | DISNEY WALT CO | 12.45% | Add +1.0% | 5,545,740 | $858.98M | $154.89 | |
| 5 | PYPL | PAYPAL INC | 11.46% | Add +4.4% | 4,193,462 | $790.8M | $188.58 | |
| 6 | EBAY | EBAY INC | 8.34% | Reduce -5.3% | 8,658,371 | $575.78M | $66.50 | |
| 7 | WWE | WORLD WRESTLING ENTMT INC | 8.15% | Add +1.7% | 11,401,014 | $562.53M | No quote | No quote |
| 8 | BF/A | BROWN FORMAN CORPCUSIP 115637100 | 2.88% | Add +2.8% | 2,926,896 | $198.41M | No quote | No quote |
| 9 | MANU | MANCHESTER UNITED PLC | 2.24% | Reduce -4.0% | 10,847,340 | $154.47M | $14.24 | |
| 10 | CZOO | CAZOO GROUP LTD | 1.45% | New | 16,580,689 | $99.98M | No quote | No quote |
| 11 | BF/B | BROWN FORMAN CORPCUSIP 115637209 | 0.31% | - | 290,307 | $21.15M | No quote | No quote |
| 12 | EL | ESTEE LAUDER COMPANIES-CL A | 0.05% | - | 8,800 | $3.26M | $370.23 | |
| 13 | EFX | EQUIFAX INC | 0.04% | - | 9,400 | $2.75M | $292.77 | |
| 14 | GOOGL | ALPHABET INC-CL A | 0.03% | - | 800 | $2.32M | $2897.50 | |
| 15 | NKE | NIKE INC -CL B | 0.03% | - | 13,900 | $2.32M | $166.69 | |
| 16 | SPGI | S&P GLOBAL INC | 0.03% | - | 4,400 | $2.08M | $471.82 | |
| 17 | AXP | AMERICAN EXPRESS CO | 0.03% | - | 11,600 | $1.9M | $163.62 | |
| 18 | TROW | T ROWE PRICE GROUP INC | 0.03% | - | 9,600 | $1.89M | $196.67 | |
| 19 | ORCL | ORACLE CORP | 0.02% | - | 18,600 | $1.62M | $87.20 | |
| 20 | VRSK | VERISK ANALYTICS INC | 0.02% | - | 6,500 | $1.49M | $228.77 | |
| 21 | CL | COLGATE-PALMOLIVE CO | 0.02% | - | 16,900 | $1.44M | $85.33 | |
| 22 | ADBE | ADOBE INC | 0.02% | - | 2,500 | $1.42M | $567.20 | |
| 23 | JNJ | JOHNSON & JOHNSON | 0.02% | - | 7,900 | $1.35M | $171.01 | |
| 25 | V | VISA INC-CLASS A SHARES | 0.02% | - | 5,900 | $1.28M | $216.78 | |
| 24 | CME | CME GROUP INC | 0.02% | - | 5,600 | $1.28M | $228.39 | |
| 26 | KO | COCA-COLA CO/THE | 0.02% | - | 21,100 | $1.25M | $59.19 | |
| 27 | HSY | HERSHEY CO/THE | 0.01% | - | 5,100 | $987K | $193.53 | |
| 28 | MSGS | MADISON SQUARE GARDEN SPORTS A CLASS | 0.01% | - | 3,300 | $573K | $173.64 |