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 25 of 29 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | MONDELEZ INTERNATIONAL INC | 23.16% | Reduce -6.2% | 20,799,468 | $1.14B | $54.81 | |
| 2 | PEP | PEPSICO INC | 12.35% | Reduce -3.1% | 3,724,860 | $608.29M | $163.30 | |
| 3 | INTU | INTUIT INC | 11.88% | Reduce -3.2% | 1,510,202 | $585.02M | $387.38 | |
| 4 | WWE | WORLD WRESTLING ENTMT INC | 11.53% | Reduce -10.1% | 8,075,056 | $567.56M | No quote | No quote |
| 5 | DIS | DISNEY WALT CO | 10.45% | Reduce -0.7% | 5,447,290 | $514.58M | $94.47 | |
| 6 | PYPL | PAYPAL INC | 9.36% | Add +1.5% | 5,351,802 | $460.76M | $86.09 | |
| 7 | FICO | FAIR ISAAC CORP | 7.67% | Add +9.0% | 916,905 | $377.8M | $412.04 | |
| 8 | EBAY | EBAY INC | 5.65% | Reduce -1.0% | 7,558,871 | $278.28M | $36.81 | |
| 9 | BF/A | BROWN FORMAN CORPCUSIP 115637100 | 4.04% | Reduce -0.8% | 2,943,672 | $198.77M | No quote | No quote |
| 10 | MANU | MANCHESTER UNITED PLC | 2.94% | Add +1.2% | 10,925,176 | $144.92M | $13.27 | |
| 11 | BF/B | BROWN FORMAN CORPCUSIP 115637209 | 0.39% | - | 290,307 | $19.35M | No quote | No quote |
| 12 | CZOO | CAZOO GROUP LTD | 0.16% | - | 16,580,689 | $7.64M | No quote | No quote |
| 13 | EL | ESTEE LAUDER COMPANIES-CL A | 0.04% | - | 8,800 | $1.9M | $216.36 | |
| 14 | EFX | EQUIFAX INC | 0.03% | - | 9,400 | $1.61M | $171.49 | |
| 15 | AXP | AMERICAN EXPRESS CO | 0.03% | - | 11,600 | $1.57M | $135.00 | |
| 16 | GOOGL | ALPHABET INC-CL A | 0.03% | -20:1 split | 16,000 | $1.53M | $95.69 | |
| 17 | SPGI | S&P GLOBAL INC | 0.03% | - | 4,400 | $1.35M | $305.91 | |
| 18 | JNJ | JOHNSON & JOHNSON | 0.03% | - | 7,900 | $1.29M | $163.54 | |
| 19 | V | VISA INC-CLASS A SHARES | 0.02% | Add +15.3% | 6,800 | $1.21M | $177.79 | |
| 20 | CL | COLGATE-PALMOLIVE CO | 0.02% | - | 16,900 | $1.19M | $70.30 | |
| 21 | KO | COCA-COLA CO/THE | 0.02% | - | 21,100 | $1.18M | $56.07 | |
| 22 | NKE | NIKE INC -CL B | 0.02% | - | 13,900 | $1.16M | $83.09 | |
| 23 | ORCL | ORACLE CORP | 0.02% | - | 18,600 | $1.14M | $61.13 | |
| 24 | HSY | HERSHEY CO/THE | 0.02% | - | 5,100 | $1.13M | $220.59 | |
| 25 | VRSK | VERISK ANALYTICS INC | 0.02% | - | 6,500 | $1.11M | $170.62 | |
| 26 | TROW | T ROWE PRICE GROUP INC | 0.02% | - | 9,600 | $1.01M | $105.00 | |
| 27 | CME | CME GROUP INC | 0.02% | - | 5,600 | $992K | $177.14 | |
| 28 | ADBE | ADOBE INC | 0.01% | - | 2,500 | $688K | $275.20 | |
| 29 | MSGS | MADISON SQUARE GARDEN SPORTS A CLASS | 0.01% | - | 3,300 | $451K | $136.67 |