Lindsell Train Holdings Activity
Lindsell Train Portfolio 13F
Lindsell Train has disclosed a total of 12 changes to the portfolio in the latest (2022 Q4) SEC report(s): increased the number of shares of 4 and decreased the number of shares of 8 position(s).
What stocks is Lindsell Train buying now?
In the recent quarter Lindsell Train has purchased 4 securities: (FICO) FAIR ISAAC CORP (added shares +1.62%), (MANU) MANCHESTER UNITED PLC-CL A (added shares +0.86%), (ADBE) ADOBE INC (added shares +20.4%) and (EL) ESTEE LAUDER COMPANIES-CL A (added shares +7.1%).
What does Lindsell Train invest in?
Lindsell Train's top 5 holdings (by % of portfolio) are (MDLZ) MONDELEZ INTERNATIONAL INC-A (25.26%), (PEP) PEPSICO INC (12.23%), (INTU) INTUIT INC (10.75%), (FICO) FAIR ISAAC CORP (10.58%) and (WWE) WORLD WRESTLING ENTERTAIN-A (9.72%).
In the latest report(s) the following changes have been made to the top investments: (MDLZ) MONDELEZ INTERNATIONAL INC-A (reduced shares -4.1%), (PEP) PEPSICO INC (reduced shares -4.34%), (INTU) INTUIT INC (reduced shares -3.75%), (FICO) FAIR ISAAC CORP (added shares +1.62%) and (WWE) WORLD WRESTLING ENTERTAIN-A (reduced shares -7.57%).
Shares, change to shares, sold shares - 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.
Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.