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Lindsell Train Holdings Activity
Lindsell Train Portfolio 13F
Lindsell Train has disclosed a total of 14 changes to the portfolio in the latest (2024 Q4) SEC report(s): bought 1 totally new, decreased the number of shares of 11 and completely sold out 2 position(s).
What stocks is Lindsell Train buying now?
In the recent quarter Lindsell Train has bought (TMO) THERMO FISHER SCIENTIFIC INC (new buy).
What does Lindsell Train invest in?
Lindsell Train's top 5 holdings (by % of portfolio) are (TKO) TKO GROUP HOLDINGS INC (12.91%), (FICO) FAIR ISAAC CORP (12.72%), (MDLZ) MONDELEZ INTERNATIONAL INC-A (12.56%), (DIS) WALT DISNEY CO/THE (12.41%) and (INTU) INTUIT INC (12.09%).
In the latest report(s) the following changes have been made to the top investments: (TKO) TKO GROUP HOLDINGS INC (reduced shares -19.64%), (FICO) FAIR ISAAC CORP (reduced shares -13.22%), (MDLZ) MONDELEZ INTERNATIONAL INC-A (reduced shares -17.62%), (DIS) WALT DISNEY CO/THE (reduced shares -18.21%) and (INTU) INTUIT INC (reduced shares -16%).
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.