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 29 rows. Rows without a quote are marked unavailable.
| 1 | MDLZ | MONDELEZ INTL INC | 16.98% | Reduce -11.9% | 10,210,428 | $752.2M | $73.67 | |
| 2 | FICO | FAIR ISAAC CORP | 12.91% | Reduce -34.3% | 294,443 | $572.26M | $1943.52 | |
| 3 | INTU | INTUIT | 12.84% | Reduce -2.3% | 916,191 | $568.95M | $621.00 | |
| 4 | TKO | TKO GROUP HOLDINGS INC | 12.62% | Reduce -10.9% | 4,521,555 | $559.36M | $123.71 | |
| 5 | DIS | DISNEY WALT CO | 11.83% | Add +11.5% | 5,451,412 | $524.37M | $96.19 | |
| 6 | PEP | PEPSICO INC | 10.63% | Reduce -1.2% | 2,769,611 | $470.97M | $170.05 | |
| 7 | PYPL | PAYPAL HLDGS INC | 8.09% | Reduce -0.5% | 4,591,779 | $358.3M | $78.03 | |
| 8 | EBAY | EBAY INC. | 6.04% | Reduce -6.1% | 4,108,022 | $267.47M | $65.11 | |
| 9 | BF-A | BROWN FORMAN CORP | 3.12% | Add +1.1% | 2,873,915 | $138.18M | $48.08 | |
| 10 | MANU | MANCHESTER UTD PLC NEW | 2.33% | Reduce -10.7% | 6,371,000 | $103.08M | $16.18 | |
| 11 | BF-B | BROWN FORMAN CORP | 1.82% | Add +464.9% | 1,640,005 | $80.69M | $49.20 | |
| 12 | ORCL | ORACLE CORP | 0.07% | - | 19,200 | $3.27M | $170.40 | |
| 13 | AXP | AMERICAN EXPRESS CO | 0.07% | - | 11,600 | $3.15M | $271.20 | |
| 14 | V | VISA INC | 0.07% | Add +45.5% | 11,200 | $3.08M | $274.95 | |
| 15 | SPGI | S&P GLOBAL INC | 0.07% | - | 5,900 | $3.05M | $516.62 | |
| 16 | EFX | EQUIFAX INC | 0.07% | - | 10,300 | $3.03M | $293.86 | |
| 17 | GOOG | ALPHABET INC | 0.07% | Add +5.3% | 17,750 | $2.94M | $165.85 | |
| 18 | CL | COLGATE PALMOLIVE CO | 0.05% | - | 20,100 | $2.09M | $103.81 | |
| 19 | VRSK | VERISK ANALYTICS INC | 0.04% | - | 7,300 | $1.96M | $267.96 | |
| 20 | CME | CME GROUP INC | 0.04% | - | 8,600 | $1.9M | $220.65 | |
| 21 | ADBE | ADOBE INC | 0.04% | - | 3,560 | $1.84M | $517.78 | |
| 22 | NKE | NIKE INC | 0.04% | Add +28.3% | 20,400 | $1.8M | $88.40 | |
| 23 | KO | COCA COLA CO | 0.03% | - | 21,100 | $1.52M | $71.86 | |
| 24 | EL | LAUDER ESTEE COS INC | 0.03% | Add +26.3% | 14,425 | $1.44M | $99.69 | |
| 25 | TROW | PRICE T ROWE GROUP INC | 0.03% | - | 12,000 | $1.31M | $108.93 | |
| 26 | JNJ | JOHNSON & JOHNSON | 0.02% | - | 6,065 | $982.89K | $162.06 | |
| 27 | HSY | HERSHEY CO | 0.02% | - | 5,100 | $978.08K | $191.78 | |
| 28 | MSGS | MADISON SQUARE GRDN SPRT COR | 0.02% | - | 3,300 | $687.26K | $208.26 | |
| 29 | KVUE | KENVUE INC | 0.01% | - | 14,739 | $340.91K | $23.13 |