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 2026-05-30 from SEC 13F data.
Live quotes available for 29 of 30 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | MONDELEZ INTL INC | 18.14% | Reduce -18.9% | 11,587,743 | $786.11M | $67.84 | |
| 2 | FICO | FAIR ISAAC CORP | 15.08% | Reduce -12.0% | 448,421 | $653.7M | $1457.79 | |
| 3 | INTU | INTUIT | 13.63% | Reduce -4.4% | 937,800 | $591.01M | $630.21 | |
| 4 | TKO | TKO GROUP HOLDINGS INC | 12.53% | Reduce -7.9% | 5,072,802 | $543.25M | $107.09 | |
| 5 | DIS | DISNEY WALT CO | 11.53% | Reduce -3.3% | 4,890,282 | $499.74M | $102.19 | |
| 6 | PEP | PEPSICO INC | 10.83% | Reduce -7.1% | 2,803,311 | $469.25M | $167.39 | |
| 7 | PYPL | PAYPAL HLDGS INC | 6.32% | Reduce -3.6% | 4,613,859 | $273.79M | $59.34 | |
| 8 | EBAY | EBAY INC. | 5.45% | Reduce -6.6% | 4,376,022 | $236.13M | $53.96 | |
| 9 | BF-A | BROWN FORMAN CORP | 2.83% | - | 2,843,575 | $122.73M | $43.16 | |
| 10 | MANU | MANCHESTER UTD PLC NEW | 2.65% | Reduce -7.6% | 7,131,283 | $114.81M | $16.10 | |
| 11 | BF-B | BROWN FORMAN CORP | 0.29% | - | 290,307 | $12.54M | $43.21 | |
| 12 | GOOG | ALPHABET INC | 0.07% | - | 16,850 | $3.1M | $184.03 | |
| 13 | AXP | AMERICAN EXPRESS CO | 0.06% | - | 11,600 | $2.68M | $230.64 | |
| 14 | ORCL | ORACLE CORP | 0.06% | - | 19,200 | $2.67M | $139.14 | |
| 15 | SPGI | S&P GLOBAL INC | 0.06% | - | 5,900 | $2.65M | $448.70 | |
| 16 | EFX | EQUIFAX INC | 0.06% | - | 10,300 | $2.45M | $237.43 | |
| 17 | V | VISA INC | 0.05% | - | 7,700 | $2.11M | $273.74 | |
| 18 | VRSK | VERISK ANALYTICS INC | 0.05% | - | 7,300 | $1.99M | $272.25 | |
| 19 | CL | COLGATE PALMOLIVE CO | 0.05% | - | 20,100 | $1.98M | $98.69 | |
| 20 | ADBE | ADOBE INC | 0.04% | - | 3,560 | $1.88M | $526.88 | |
| 21 | CME | CME GROUP INC | 0.04% | - | 8,600 | $1.67M | $194.06 | |
| 22 | NKE | NIKE INC | 0.03% | - | 15,900 | $1.51M | $94.79 | |
| 23 | TROW | PRICE T ROWE GROUP INC | 0.03% | - | 12,000 | $1.41M | $117.43 | |
| 24 | KO | COCA COLA CO | 0.03% | - | 21,100 | $1.35M | $63.82 | |
| 25 | EL | LAUDER ESTEE COS INC | 0.03% | - | 11,425 | $1.3M | $113.83 | |
| 26 | HSY | HERSHEY CO | 0.02% | - | 5,100 | $948.24K | $185.93 | |
| 27 | JNJ | JOHNSON & JOHNSON | 0.02% | - | 6,065 | $892.71K | $147.19 | |
| 28 | MSGS | MADISON SQUARE GRDN SPRT COR | 0.01% | - | 3,300 | $612.55K | $185.62 | |
| 29 | KVUE | KENVUE INC | 0.01% | - | 14,739 | $275.03K | $18.66 | |
| 30 | CZOO | CAZOO GROUP LTD | - | Sold | 0 | $0 | No quote | No quote |