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Lindsell Train Holdings Activity
Lindsell Train Portfolio 13F
Lindsell Train has disclosed a total of 18 changes to the portfolio in the latest (2023 Q1) SEC report(s): increased the number of shares of 12 and decreased the number of shares of 6 position(s).
What stocks is Lindsell Train buying now?
In the recent quarter Lindsell Train has bought 12 securities out of which top 5 purchases (by % change to portfolio) are (DIS) WALT DISNEY CO/THE (added shares +3.69%), (PEP) PEPSICO INC (added shares +1.27%), (PYPL) PAYPAL HOLDINGS INC (added shares +1.79%), (MANU) MANCHESTER UNITED PLC-CL A (added shares +0.42%) and (BF.A) BROWN-FORMAN CORP-CLASS A (added shares +0.12%).
What does Lindsell Train invest in?
Lindsell Train's top 5 holdings (by % of portfolio) are (MDLZ) MONDELEZ INTERNATIONAL INC-A (23.74%), (WWE) WORLD WRESTLING ENTERTAIN-A (11.79%), (PEP) PEPSICO INC (11.48%), (INTU) INTUIT INC (11.19%) and (FICO) FAIR ISAAC CORP (10.7%).
In the latest report(s) the following changes have been made to the top investments: (MDLZ) MONDELEZ INTERNATIONAL INC-A (reduced shares -2.13%), (WWE) WORLD WRESTLING ENTERTAIN-A (reduced shares -0.77%), (PEP) PEPSICO INC (added shares +1.27%), (INTU) INTUIT INC (reduced shares -0.98%) and (FICO) FAIR ISAAC CORP (reduced shares -6.29%).
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.