Lindsell Train as of March 31, 2023
Portfolio Holdings for Lindsell Train
Lindsell Train holds 29 positions in its portfolio as reported in the March 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Mondelez Int (MDLZ) | 23.7 | $1.4B | 20M | 69.72 | |
World Wrestling Entmt Cl A | 11.8 | $676M | 7.4M | 91.26 | |
Pepsi (PEP) | 11.5 | $658M | 3.6M | 182.30 | |
Intuit (INTU) | 11.2 | $642M | 1.4M | 445.83 | |
Fair Isaac Corporation (FICO) | 10.7 | $614M | 873k | 702.69 | |
Disney Walt Com Disney (DIS) | 9.8 | $564M | 5.6M | 100.13 | |
Paypal Holdings (PYPL) | 7.1 | $409M | 5.4M | 75.94 | |
eBay (EBAY) | 5.7 | $328M | 7.4M | 44.37 | |
Manchester United Cl A (MANU) | 4.3 | $245M | 11M | 22.15 | |
Brown Forman Corp Cl A (BF.A) | 3.3 | $191M | 2.9M | 65.19 | |
Brown Forman Corp CL B (BF.B) | 0.3 | $19M | 290k | 64.27 | |
Estee Lauder Companies-cl A Cl A (EL) | 0.0 | $2.3M | 9.4k | 246.46 | |
Cazoo Group | 0.0 | $2.1M | 829k | 2.49 | |
American Express Company (AXP) | 0.0 | $1.9M | 12k | 164.95 | |
Equifax (EFX) | 0.0 | $1.9M | 9.4k | 202.84 | |
Oracle Corporation (ORCL) | 0.0 | $1.8M | 19k | 92.92 | |
Alphabet Inc-cl A Cl A (GOOGL) | 0.0 | $1.7M | 17k | 103.73 | |
Nike Inc -cl B CL B (NKE) | 0.0 | $1.7M | 14k | 122.64 | |
Visa Inc-class A Shares Cl A (V) | 0.0 | $1.5M | 6.8k | 225.46 | |
S&p Global (SPGI) | 0.0 | $1.5M | 4.4k | 344.77 | |
Colgate-Palmolive Company (CL) | 0.0 | $1.4M | 18k | 75.15 | |
Coca-Cola Company (KO) | 0.0 | $1.3M | 21k | 62.03 | |
Verisk Analytics (VRSK) | 0.0 | $1.3M | 6.8k | 191.86 | |
Hershey Company (HSY) | 0.0 | $1.3M | 5.1k | 254.41 | |
Adobe Systems Incorporated (ADBE) | 0.0 | $1.3M | 3.4k | 385.37 | |
Johnson & Johnson (JNJ) | 0.0 | $1.2M | 7.9k | 155.00 | |
Cme (CME) | 0.0 | $1.1M | 5.9k | 191.52 | |
T. Rowe Price (TROW) | 0.0 | $1.1M | 9.8k | 112.90 | |
Madison Square Garden Sports A Class Cl A (MSGS) | 0.0 | $643k | 3.3k | 194.85 |