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 |
