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 2026-06-06 from SEC 13F data.
Live quotes available for 29 of 32 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | MONDELEZ INTL INC | 23.67% | Reduce -3.8% | 16,850,298 | $1.22B | $72.44 | |
| 2 | FICO | FAIR ISAAC CORP | 13.66% | Reduce -15.2% | 603,921 | $704.1M | $1165.88 | |
| 3 | INTU | INTUIT | 13.28% | Reduce -9.8% | 1,095,164 | $684.77M | $625.27 | |
| 4 | PEP | PEPSICO INC | 10.69% | Reduce -2.3% | 3,246,710 | $551.45M | $169.85 | |
| 5 | DIS | DISNEY WALT CO | 9.73% | Reduce -0.6% | 5,554,690 | $501.59M | $90.30 | |
| 6 | TKO | TKO GROUP HOLDINGS INC | 9.31% | Reduce -0.2% | 5,885,133 | $479.99M | $81.56 | |
| 7 | PYPL | PAYPAL HLDGS INC | 6.26% | Reduce -1.1% | 5,255,302 | $322.73M | $61.41 | |
| 8 | EBAY | EBAY INC. | 4.72% | Reduce -9.7% | 5,577,871 | $243.42M | $43.64 | |
| 9 | MANU | MANCHESTER UTD PLC NEW | 4.39% | - | 11,099,176 | $226.2M | $20.38 | |
| 10 | BF-A | BROWN FORMAN CORP | 3.39% | Add +0.0% | 2,938,470 | $174.99M | $59.55 | |
| 11 | BF-B | BROWN FORMAN CORP | 0.32% | - | 290,307 | $16.57M | $57.08 | |
| 12 | SPGI | S&P GLOBAL INC | 0.05% | - | 5,900 | $2.6M | $440.69 | |
| 13 | EFX | EQUIFAX INC | 0.05% | - | 10,300 | $2.55M | $247.47 | |
| 14 | GOOG | ALPHABET INC | 0.05% | New | 16,850 | $2.35M | $139.71 | |
| 15 | AXP | AMERICAN EXPRESS CO | 0.04% | - | 11,600 | $2.17M | $187.36 | |
| 16 | ADBE | ADOBE INC | 0.04% | - | 3,560 | $2.12M | $596.74 | |
| 17 | ORCL | ORACLE CORP | 0.04% | - | 19,200 | $2.02M | $105.41 | |
| 18 | V | VISA INC | 0.04% | Add +5.5% | 7,700 | $2.01M | $260.56 | |
| 19 | CME | CME GROUP INC | 0.04% | - | 8,600 | $1.81M | $210.66 | |
| 20 | VRSK | VERISK ANALYTICS INC | 0.03% | - | 7,300 | $1.74M | $238.94 | |
| 21 | NKE | NIKE INC | 0.03% | - | 15,900 | $1.73M | $108.53 | |
| 22 | EL | LAUDER ESTEE COS INC | 0.03% | Add +8.6% | 11,425 | $1.67M | $146.33 | |
| 23 | CL | COLGATE PALMOLIVE CO | 0.03% | - | 20,100 | $1.6M | $79.72 | |
| 24 | TROW | PRICE T ROWE GROUP INC | 0.03% | - | 12,000 | $1.29M | $107.70 | |
| 25 | KO | COCA COLA CO | 0.02% | - | 21,100 | $1.24M | $58.93 | |
| 26 | HSY | HERSHEY CO | 0.02% | - | 5,100 | $950.84K | $186.44 | |
| 27 | JNJ | JOHNSON & JOHNSON | 0.02% | - | 6,065 | $950.69K | $156.75 | |
| 28 | MSGS | MADISON SQUARE GRDN SPRT COR | 0.01% | - | 3,300 | $599.81K | $181.76 | |
| 29 | KVUE | KENVUE INC | 0.01% | - | 14,739 | $317.33K | $21.53 | |
| 30 | CZOO | CAZOO GROUP LTD | 0.00% | New | 37,309 | $76.75K | No quote | No quote |
| 32 | CZOO | CAZOO GROUP LTD | - | Sold | 0 | $0 | No quote | No quote |
| 31 | GOOGL | ALPHABET INC | - | Sold | 0 | $0 | No quote | No quote |