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Michael Lindsell, Nick Train

Lindsell Train

Lindsell Train Brown-Forman Corp stake

total: 40

Lindsell Train BF-B trades

Total transactions:
12
New positions:
1
Added:
4
Reduced:
7
Held since:
2018 Q1
Held for:
34 quarters
Latest activity:
2026 Q2
According to 2026 Q2 report, Lindsell Train holds 1,379,324 Brown-Forman Corp (BF-B) shares with a market value of roughly $36.76M accounting for 1.40% of the overall portfolio. To date, the estimated cost basis is nearly $49.47 for "buy" trades and estimated average "sell" price is $35.15. Lindsell Train first purchased BF-B in 2018 Q1, initially acquiring 389,309 shares. Since the initial investment in Brown-Forman Corp (BF-B), Lindsell Train has made 11 more transactions.

How many BF-B shares does Lindsell Train currently hold?

According to 2026 Q2 report, Lindsell Train holds 1,379,324 shares of Brown-Forman Corp (BF-B), valued at around $36.76M.

When did Lindsell Train buy Brown-Forman Corp (BF-B)?

Lindsell Train first invested in Brown-Forman Corp (BF-B) in 2018 Q1 at the reported quarter-end price of $54.40 per share.

What's the cost basis of Lindsell Train's BF-B stake?

The estimated cost basis for Brown-Forman Corp (BF-B) stake is around $49.47 per share. This represents their average reported price* across all buy transactions

Estimated cost basis*

Weighted AVG buy price:
$49.47
Weighted AVG sell price:
$35.15

Lindsell Train's historical trades in Brown-Forman Corp

12 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q2
1.40%
1,379,324
$26.65
$36,758,985
-12.48% (-196,725)
-0.17%
2026 Q1
1.33%
1,576,049
$26.44
$41,670,736
-4.47% (-73,715)
-0.05%
2025 Q2
1.05%
1,649,764
$26.91
$44,395,149
+4.72% (+74,338)
+0.05%
2025 Q1
1.48%
1,575,426
$33.94
$53,469,958
-3.62% (-59,100)
-0.05%
2024 Q4
1.55%
1,634,526
$37.98
$62,079,297
-0.33% (-5,479)
-0%
2024 Q3
1.82%
1,640,005
$49.20
$80,688,246
+464.92% (+1,349,698)
+1.5%
2019 Q4
0.31%
$67.60
-0.41% (-1,195)
2019 Q1
0.30%
$52.76
+20.70% (+50,000)
2018 Q4
0.28%
$47.58
+9.06% (+20,060)
2018 Q3
0.25%
$50.55
-1.49% (-3,358)
2018 Q2
0.27%
$49.01
-42.26% (-164,509)
2018 Q1
0.56%
$54.40
new
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.