Lindsell Train as of Dec. 31, 2025
Portfolio Holdings for Lindsell Train
Lindsell Train holds 28 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 16.6 | $654M | 2.1M | 313.00 | |
| Tko Group Holdings Cl A (TKO) | 14.9 | $589M | 2.8M | 209.00 | |
| Intuit (INTU) | 10.3 | $404M | 610k | 662.42 | |
| Thermo Fisher Scientific (TMO) | 10.1 | $400M | 690k | 579.45 | |
| Walt Disney Company (DIS) | 10.0 | $396M | 3.5M | 113.77 | |
| Fair Isaac Corporation (FICO) | 9.3 | $366M | 217k | 1690.62 | |
| Pepsi (PEP) | 6.6 | $259M | 1.8M | 143.52 | |
| Paypal Holdings (PYPL) | 6.4 | $251M | 4.3M | 58.38 | |
| Mondelez Intl Cl A (MDLZ) | 6.1 | $241M | 4.5M | 53.83 | |
| eBay (EBAY) | 4.6 | $181M | 2.1M | 87.10 | |
| Brown Forman Corp Cl A (BF.A) | 1.8 | $72M | 2.7M | 26.31 | |
| Manchester Utd Ord Cl A (MANU) | 1.5 | $57M | 3.6M | 15.92 | |
| Brown Forman Corp CL B (BF.B) | 1.1 | $43M | 1.6M | 26.06 | |
| American Express Company (AXP) | 0.1 | $3.6M | 9.8k | 369.95 | |
| S&p Global (SPGI) | 0.1 | $3.6M | 6.8k | 522.59 | |
| Visa Com Cl A (V) | 0.1 | $3.5M | 10k | 350.71 | |
| Equifax (EFX) | 0.1 | $2.4M | 11k | 216.98 | |
| Canadian Pacific Kansas City (CP) | 0.1 | $2.2M | 30k | 73.63 | |
| Cme (CME) | 0.1 | $2.0M | 7.4k | 273.08 | |
| Adobe Systems Incorporated (ADBE) | 0.0 | $1.9M | 5.3k | 349.99 | |
| Oracle Corporation (ORCL) | 0.0 | $1.8M | 9.0k | 194.91 | |
| Verisk Analytics (VRSK) | 0.0 | $1.7M | 7.5k | 223.69 | |
| Lauder Estee Cos Cl A (EL) | 0.0 | $1.6M | 16k | 104.72 | |
| Nike CL B (NKE) | 0.0 | $1.3M | 20k | 63.71 | |
| T. Rowe Price (TROW) | 0.0 | $1.2M | 12k | 102.38 | |
| Coca-Cola Company (KO) | 0.0 | $1.2M | 17k | 69.91 | |
| Colgate-Palmolive Company (CL) | 0.0 | $1.2M | 15k | 79.02 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $854k | 3.3k | 258.65 |
