Lindsell Train as of March 31, 2025
Portfolio Holdings for Lindsell Train
Lindsell Train holds 29 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tko Group Holdings Cl A (TKO) | 14.4 | $519M | 3.4M | 152.81 | |
| Intuit (INTU) | 12.6 | $455M | 741k | 613.99 | |
| Fair Isaac Corporation (FICO) | 12.3 | $443M | 240k | 1844.16 | |
| Walt Disney Company (DIS) | 11.7 | $423M | 4.3M | 98.70 | |
| Mondelez Intl Cl A (MDLZ) | 11.3 | $408M | 6.0M | 67.85 | |
| Pepsi (PEP) | 10.2 | $368M | 2.5M | 149.94 | |
| Paypal Holdings (PYPL) | 7.5 | $272M | 4.2M | 65.25 | |
| Thermo Fisher Scientific (TMO) | 7.0 | $253M | 509k | 497.60 | |
| eBay (EBAY) | 6.3 | $228M | 3.4M | 67.73 | |
| Brown Forman Corp Cl A (BF.A) | 2.5 | $92M | 2.8M | 33.47 | |
| Manchester Utd Ord Cl A (MANU) | 1.8 | $66M | 5.1M | 13.09 | |
| Brown Forman Corp CL B (BF.B) | 1.5 | $54M | 1.6M | 33.94 | |
| Visa Com Cl A (V) | 0.1 | $3.9M | 11k | 350.46 | |
| American Express Company (AXP) | 0.1 | $3.1M | 12k | 269.05 | |
| S&p Global (SPGI) | 0.1 | $3.0M | 5.9k | 508.10 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $2.8M | 18k | 154.64 | |
| Oracle Corporation (ORCL) | 0.1 | $2.7M | 19k | 139.81 | |
| Equifax (EFX) | 0.1 | $2.5M | 10k | 243.56 | |
| Cme (CME) | 0.1 | $2.3M | 8.6k | 265.29 | |
| Verisk Analytics (VRSK) | 0.1 | $2.2M | 7.3k | 297.62 | |
| Colgate-Palmolive Company (CL) | 0.1 | $1.9M | 20k | 93.70 | |
| Coca-Cola Company (KO) | 0.0 | $1.5M | 21k | 71.62 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.4M | 3.6k | 383.53 | |
| Nike CL B (NKE) | 0.0 | $1.3M | 20k | 63.48 | |
| T. Rowe Price (TROW) | 0.0 | $1.1M | 12k | 91.87 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $952k | 14k | 66.00 | |
| Hershey Company (HSY) | 0.0 | $872k | 5.1k | 171.03 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $853k | 12k | 70.21 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $643k | 3.3k | 194.72 |
