Lindsell Train
As of Q1 2026, this manager reported 27 long-equity positions worth $3.14B in aggregate.
As of Q1 2026, Lindsell Train's Lindsell Train held 27 long-equity positions with a reported value of $3.14B.
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Updated 2026-05-10 from SEC 13F data.
Live quotes available for 27 of 30 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | MONDELEZ INTL INC | 23.72% | Reduce -6.4% | 18,267,898 | $1.33B | $72.91 | |
| 2 | WWE | WORLD WRESTLING ENTMT INC | 12.23% | Reduce -14.5% | 6,330,232 | $686.67M | No quote | No quote |
| 3 | FICO | FAIR ISAAC CORP | 11.55% | Reduce -8.3% | 800,997 | $648.41M | $809.50 | |
| 4 | INTU | INTUIT | 11.21% | Reduce -4.5% | 1,374,052 | $629.43M | $458.08 | |
| 5 | PEP | PEPSICO INC | 11.21% | Reduce -5.8% | 3,398,210 | $629.31M | $185.19 | |
| 6 | DIS | DISNEY WALT CO | 8.96% | Add +0.0% | 5,633,690 | $502.84M | $89.25 | |
| 7 | PYPL | PAYPAL HLDGS INC | 6.40% | Add +0.1% | 5,389,302 | $359.49M | $66.70 | |
| 8 | EBAY | EBAY INC. | 5.47% | Reduce -7.0% | 6,870,871 | $306.85M | $44.66 | |
| 9 | MANU | MANCHESTER UTD PLC NEW | 4.82% | Add +0.3% | 11,099,176 | $270.43M | $24.36 | |
| 10 | BF-A | BROWN FORMAN CORP | 3.56% | Add +0.2% | 2,937,470 | $199.98M | $68.08 | |
| 11 | BF-B | BROWN FORMAN CORP | 0.35% | - | 290,307 | $19.39M | $66.78 | |
| 12 | EFX | EQUIFAX INC | 0.04% | Add +9.6% | 10,300 | $2.42M | $235.22 | |
| 13 | SPGI | S&P GLOBAL INC | 0.04% | Add +34.1% | 5,900 | $2.37M | $400.90 | |
| 14 | ORCL | ORACLE CORP | 0.04% | - | 19,200 | $2.29M | $119.08 | |
| 15 | EL | LAUDER ESTEE COS INC | 0.04% | Add +11.7% | 10,525 | $2.07M | $196.38 | |
| 16 | AXP | AMERICAN EXPRESS CO | 0.04% | - | 11,600 | $2.02M | $174.11 | |
| 17 | GOOGL | ALPHABET INC | 0.04% | - | 16,850 | $2.02M | $119.71 | |
| 18 | NKE | NIKE INC | 0.03% | Add +14.4% | 15,900 | $1.75M | $110.31 | |
| 19 | ADBE | ADOBE SYSTEMS INCORPORATED | 0.03% | Add +6.0% | 3,560 | $1.74M | $488.84 | |
| 20 | V | VISA INC | 0.03% | Add +7.3% | 7,300 | $1.73M | $237.34 | |
| 21 | VRSK | VERISK ANALYTICS INC | 0.03% | Add +7.3% | 7,300 | $1.65M | $226.00 | |
| 22 | CME | CME GROUP INC | 0.03% | Add +45.8% | 8,600 | $1.59M | $185.29 | |
| 23 | CL | COLGATE PALMOLIVE CO | 0.03% | Add +11.1% | 20,100 | $1.55M | $77.02 | |
| 24 | TROW | PRICE T ROWE GROUP INC | 0.02% | Add +22.4% | 12,000 | $1.34M | $112.00 | |
| 25 | JNJ | JOHNSON & JOHNSON | 0.02% | - | 7,900 | $1.31M | $165.42 | |
| 26 | HSY | HERSHEY CO | 0.02% | - | 5,100 | $1.27M | $249.68 | |
| 27 | KO | COCA COLA CO | 0.02% | - | 21,100 | $1.27M | $60.22 | |
| 28 | CZOO | CAZOO GROUP LTD | 0.02% | New | 829,032 | $978.26K | No quote | No quote |
| 29 | MSGS | MADISON SQUARE GRDN SPRT COR | 0.01% | - | 3,300 | $620.42K | $188.01 | |
| 30 | CZOO | CAZOO GROUP LTD | - | Sold | 0 | $0 | No quote | No quote |