Lindsell Train Holdings Activity
Lindsell Train Portfolio 13F
Lindsell Train has disclosed a total of 10 changes to the portfolio in the latest (2022 Q2) SEC report(s): increased the number of shares of 6 and decreased the number of shares of 4 position(s).
What stocks is Lindsell Train buying now?
In the recent quarter Lindsell Train has bought 6 securities out of which top 5 purchases (by % change to portfolio) are (FICO) FAIR ISAAC CORP (added shares +20.8%), (DIS) WALT DISNEY CO/THE (added shares +1.7%), (MANU) MANCHESTER UNITED PLC-CL A (added shares +1.85%), (PYPL) PAYPAL HOLDINGS INC (added shares +0.29%) and (INTU) INTUIT INC (added shares +0.15%).
What does Lindsell Train invest in?
Lindsell Train's top 5 holdings (by % of portfolio) are (MDLZ) MONDELEZ INTERNATIONAL INC-A (26.99%), (PEP) PEPSICO INC (12.57%), (INTU) INTUIT INC (11.8%), (WWE) WORLD WRESTLING ENTERTAIN-A (11.02%) and (DIS) WALT DISNEY CO/THE (10.17%).
In the latest report(s) the following changes have been made to the top investments: (MDLZ) MONDELEZ INTERNATIONAL INC-A (reduced shares -12.08%), (PEP) PEPSICO INC (reduced shares -15.1%), (INTU) INTUIT INC (added shares +0.15%), (WWE) WORLD WRESTLING ENTERTAIN-A (reduced shares -16.7%) and (DIS) WALT DISNEY CO/THE (added shares +1.7%).
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.