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 28 of 30 rows. Rows without a quote are marked unavailable.
| 1 | TKO | TKO GROUP HOLDINGS INC | 12.91% | Reduce -19.6% | 3,633,367 | $516.34M | $142.11 | |
| 2 | FICO | FAIR ISAAC CORP | 12.72% | Reduce -13.2% | 255,520 | $508.72M | $1990.93 | |
| 3 | MDLZ | MONDELEZ INTL INC | 12.56% | Reduce -17.6% | 8,411,222 | $502.4M | $59.73 | |
| 4 | DIS | DISNEY WALT CO | 12.41% | Reduce -18.2% | 4,458,441 | $496.45M | $111.35 | |
| 5 | INTU | INTUIT | 12.09% | Reduce -16.0% | 769,617 | $483.7M | $628.50 | |
| 6 | PEP | PEPSICO INC | 9.72% | Reduce -7.7% | 2,556,337 | $388.72M | $152.06 | |
| 7 | PYPL | PAYPAL HLDGS INC | 9.14% | Reduce -6.7% | 4,282,692 | $365.53M | $85.35 | |
| 8 | EBAY | EBAY INC. | 5.65% | Reduce -11.2% | 3,646,121 | $225.88M | $61.95 | |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 5.30% | New | 407,240 | $211.86M | $520.23 | |
| 10 | BF-A | BROWN FORMAN CORP | 2.63% | Reduce -2.7% | 2,796,127 | $105.39M | $37.69 | |
| 11 | MANU | MANCHESTER UTD PLC NEW | 2.50% | Reduce -9.3% | 5,776,015 | $100.21M | $17.35 | |
| 12 | BF-B | BROWN FORMAN CORP | 1.55% | Reduce -0.3% | 1,634,526 | $62.08M | $37.98 | |
| 13 | V | VISA INC | 0.09% | - | 11,200 | $3.54M | $316.04 | |
| 14 | AXP | AMERICAN EXPRESS CO | 0.09% | - | 11,600 | $3.44M | $296.79 | |
| 15 | GOOG | ALPHABET INC | 0.08% | - | 17,750 | $3.36M | $189.30 | |
| 16 | ORCL | ORACLE CORP | 0.08% | - | 19,200 | $3.2M | $166.64 | |
| 17 | SPGI | S&P GLOBAL INC | 0.07% | - | 5,900 | $2.94M | $498.03 | |
| 18 | EFX | EQUIFAX INC | 0.07% | - | 10,300 | $2.62M | $254.85 | |
| 19 | VRSK | VERISK ANALYTICS INC | 0.05% | - | 7,300 | $2.01M | $275.43 | |
| 20 | CME | CME GROUP INC | 0.05% | - | 8,600 | $2M | $232.23 | |
| 21 | CL | COLGATE PALMOLIVE CO | 0.05% | - | 20,100 | $1.83M | $90.91 | |
| 22 | ADBE | ADOBE INC | 0.04% | - | 3,560 | $1.58M | $444.68 | |
| 23 | NKE | NIKE INC | 0.04% | - | 20,400 | $1.54M | $75.67 | |
| 24 | TROW | PRICE T ROWE GROUP INC | 0.03% | - | 12,000 | $1.36M | $113.09 | |
| 25 | KO | COCA COLA CO | 0.03% | - | 21,100 | $1.31M | $62.26 | |
| 26 | EL | LAUDER ESTEE COS INC | 0.03% | - | 14,425 | $1.08M | $74.98 | |
| 27 | HSY | HERSHEY CO | 0.02% | - | 5,100 | $863.69K | $169.35 | |
| 28 | MSGS | MADISON SQUARE GRDN SPRT COR | 0.02% | - | 3,300 | $744.74K | $225.68 | |
| 30 | KVUE | KENVUE INC | - | Sold | 0 | $0 | No quote | No quote |
| 29 | JNJ | JOHNSON & JOHNSON | - | Sold | 0 | $0 | No quote | No quote |