Lindsell Train as of Dec. 31, 2020
Portfolio Holdings for Lindsell Train
Lindsell Train holds 27 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Mondelez Int (MDLZ) | 25.7 | $1.8B | 30M | 58.47 | |
| Paypal Holdings (PYPL) | 15.9 | $1.1B | 4.7M | 234.20 | |
| Disney Walt Com Disney (DIS) | 14.3 | $987M | 5.4M | 181.18 | |
| Intuit (INTU) | 12.4 | $854M | 2.2M | 379.85 | |
| Pepsi (PEP) | 11.0 | $761M | 5.1M | 148.30 | |
| World Wrestling Entmt Cl A | 7.3 | $501M | 10M | 48.05 | |
| eBay (EBAY) | 6.9 | $475M | 9.4M | 50.25 | |
| Brown Forman Corp Cl A (BF.A) | 3.0 | $204M | 2.8M | 73.47 | |
| Manchester United Cl A (MANU) | 2.8 | $194M | 12M | 16.74 | |
| Brown Forman Corp CL B (BF.B) | 0.3 | $23M | 290k | 79.43 | |
| Estee Lauder Companies-cl A Cl A (EL) | 0.0 | $2.3M | 8.8k | 266.14 | |
| Nike Inc -cl B CL B (NKE) | 0.0 | $2.0M | 14k | 141.44 | |
| Equifax (EFX) | 0.0 | $1.8M | 9.4k | 192.87 | |
| T. Rowe Price (TROW) | 0.0 | $1.5M | 9.6k | 151.35 | |
| S&p Global (SPGI) | 0.0 | $1.4M | 4.4k | 328.64 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.4M | 17k | 85.50 | |
| American Express Company (AXP) | 0.0 | $1.4M | 12k | 120.95 | |
| Alphabet Inc-cl A Cl A (GOOGL) | 0.0 | $1.4M | 800.00 | 1752.50 | |
| Verisk Analytics (VRSK) | 0.0 | $1.3M | 6.5k | 207.54 | |
| Visa Inc-class A Shares Cl A (V) | 0.0 | $1.3M | 5.9k | 218.81 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.3M | 2.5k | 500.00 | |
| Johnson & Johnson (JNJ) | 0.0 | $1.2M | 7.9k | 157.34 | |
| Oracle Corporation (ORCL) | 0.0 | $1.2M | 19k | 64.68 | |
| Coca-Cola Company (KO) | 0.0 | $1.2M | 21k | 54.83 | |
| Cme (CME) | 0.0 | $1.0M | 5.6k | 181.96 | |
| Hershey Company (HSY) | 0.0 | $777k | 5.1k | 152.35 | |
| Madison Square Garden Sports A Class Cl A (MSGS) | 0.0 | $608k | 3.3k | 184.24 |
