Lindsell Train
As of Q1 2026, Lindsell Train reported 27 long-equity positions worth $3.14B in aggregate.
Copy-investor backtest
- Latest quarter
- -3.12%
- 1-year
- -1.99%
- 3-year
- +22.18%
- 3-year top 5
- +41.75%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
Get email alerts when Lindsell Train files a new 13F — sign in or create a free account.
Updated 2026-05-11 from SEC 13F data.
Live quotes available for 27 of 29 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | MONDELEZ INTERNATIONAL INC | 23.74% | Reduce -2.1% | 19,520,998 | $1.36B | $69.72 | |
| 2 | WWE | WORLD WRESTLING ENTMT INC | 11.79% | Reduce -0.8% | 7,406,037 | $675.87M | No quote | No quote |
| 3 | PEP | PEPSICO INC | 11.47% | Add +1.3% | 3,608,510 | $657.83M | $182.30 | |
| 4 | INTU | INTUIT INC | 11.19% | Reduce -1.0% | 1,439,252 | $641.66M | $445.83 | |
| 5 | FICO | FAIR ISAAC CORP | 10.70% | Reduce -6.3% | 873,197 | $613.59M | $702.69 | |
| 6 | DIS | DISNEY WALT CO | 9.84% | Add +3.7% | 5,631,490 | $563.88M | $100.13 | |
| 7 | PYPL | PAYPAL INC | 7.13% | Add +1.8% | 5,384,302 | $408.88M | $75.94 | |
| 8 | EBAY | EBAY INC | 5.72% | Reduce -1.7% | 7,391,871 | $327.98M | $44.37 | |
| 9 | MANU | MANCHESTER UNITED PLC | 4.28% | Add +0.4% | 11,065,176 | $245.09M | $22.15 | |
| 10 | BF-A | BROWN FORMAN CORP | 3.33% | Add +0.1% | 2,931,470 | $191.1M | $65.19 | |
| 11 | BF-B | BROWN FORMAN CORP | 0.33% | - | 290,307 | $18.66M | $64.27 | |
| 12 | EL | ESTEE LAUDER COMPANIES-CL A | 0.04% | - | 9,425 | $2.32M | $246.46 | |
| 13 | CZOO | CAZOO GROUP LTD | 0.04% | Reduce -95.0% | 829,032 | $2.06M | No quote | No quote |
| 14 | AXP | AMERICAN EXPRESS CO | 0.03% | - | 11,600 | $1.91M | $164.95 | |
| 15 | EFX | EQUIFAX INC | 0.03% | - | 9,400 | $1.91M | $202.84 | |
| 16 | ORCL | ORACLE CORP | 0.03% | Add +3.2% | 19,200 | $1.78M | $92.92 | |
| 17 | GOOGL | ALPHABET INC-CL A | 0.03% | Add +5.3% | 16,850 | $1.75M | $103.73 | |
| 18 | NKE | NIKE INC -CL B | 0.03% | - | 13,900 | $1.7M | $122.64 | |
| 19 | V | VISA INC-CLASS A SHARES | 0.03% | - | 6,800 | $1.53M | $225.46 | |
| 20 | SPGI | S&P GLOBAL INC | 0.03% | - | 4,400 | $1.52M | $344.77 | |
| 21 | CL | COLGATE-PALMOLIVE CO | 0.02% | Add +7.1% | 18,100 | $1.36M | $75.15 | |
| 22 | KO | COCA-COLA CO/THE | 0.02% | - | 21,100 | $1.31M | $62.03 | |
| 23 | VRSK | VERISK ANALYTICS INC | 0.02% | Add +4.6% | 6,800 | $1.3M | $191.86 | |
| 24 | HSY | HERSHEY CO/THE | 0.02% | - | 5,100 | $1.3M | $254.41 | |
| 25 | ADBE | ADOBE INC | 0.02% | Add +11.6% | 3,360 | $1.29M | $385.37 | |
| 26 | JNJ | JOHNSON & JOHNSON | 0.02% | - | 7,900 | $1.22M | $155.00 | |
| 27 | CME | CME GROUP INC | 0.02% | Add +5.4% | 5,900 | $1.13M | $191.52 | |
| 28 | TROW | T ROWE PRICE GROUP INC | 0.02% | Add +2.1% | 9,800 | $1.11M | $112.90 | |
| 29 | MSGS | MADISON SQUARE GARDEN SPORTS A CLASS | 0.01% | - | 3,300 | $643.01K | $194.85 |