Lindsell Train as of June 30, 2025
Portfolio Holdings for Lindsell Train
Lindsell Train holds 29 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tko Group Holdings Cl A (TKO) | 13.6 | $577M | 3.2M | 181.95 | |
| Intuit (INTU) | 12.4 | $524M | 666k | 787.63 | |
| Walt Disney Company (DIS) | 11.9 | $507M | 4.1M | 124.01 | |
| Fair Isaac Corporation (FICO) | 9.6 | $408M | 223k | 1827.96 | |
| Mondelez Intl Cl A (MDLZ) | 9.1 | $385M | 5.7M | 67.44 | |
| Alphabet Cap Stk Cl A (GOOGL) | 8.4 | $357M | 2.0M | 176.23 | |
| Thermo Fisher Scientific (TMO) | 8.2 | $347M | 855k | 405.46 | |
| Paypal Holdings (PYPL) | 7.9 | $337M | 4.5M | 74.32 | |
| Pepsi (PEP) | 7.6 | $321M | 2.4M | 132.04 | |
| eBay (EBAY) | 5.8 | $245M | 3.3M | 74.46 | |
| Manchester Utd Ord Cl A (MANU) | 2.0 | $86M | 4.8M | 17.81 | |
| Brown Forman Corp Cl A (BF.A) | 1.8 | $75M | 2.7M | 27.47 | |
| Brown Forman Corp CL B (BF.B) | 1.0 | $44M | 1.6M | 26.91 | |
| Oracle Corporation (ORCL) | 0.1 | $3.8M | 18k | 218.63 | |
| Visa Com Cl A (V) | 0.1 | $3.6M | 10k | 355.05 | |
| American Express Company (AXP) | 0.1 | $3.3M | 10k | 318.98 | |
| S&p Global (SPGI) | 0.1 | $3.1M | 5.9k | 527.29 | |
| Equifax (EFX) | 0.1 | $2.7M | 10k | 259.37 | |
| Verisk Analytics (VRSK) | 0.0 | $2.1M | 6.6k | 311.50 | |
| Cme (CME) | 0.0 | $2.0M | 7.4k | 275.62 | |
| Nike CL B (NKE) | 0.0 | $1.4M | 20k | 71.04 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.4M | 3.6k | 386.88 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.4M | 15k | 90.90 | |
| Coca-Cola Company (KO) | 0.0 | $1.3M | 19k | 70.75 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $1.2M | 14k | 80.80 | |
| T. Rowe Price (TROW) | 0.0 | $1.2M | 12k | 96.50 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $1.1M | 13k | 79.27 | |
| Hershey Company (HSY) | 0.0 | $846k | 5.1k | 165.95 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $690k | 3.3k | 208.95 |
