Lindsell Train·CIK 1484150
29
Positions
$6.3B
Portfolio Value
58
Quarters tracked
Q4 2025
Latest filing
Portfolio Allocation — Q1 2022
Portfolio Value Over Time
| Ticker | % Portfolio | Value |
|---|---|---|
| MDLZ | 24.94% | $1,582,839,000 |
| PEP |
11.94% |
| $757,905,000 |
| INTU | 11.80% | $749,080,000 |
| DIS | 11.66% | $740,194,000 |
| WWE | 10.61% | $673,583,000 |
| PYPL | 9.58% | $608,230,000 |
| EBAY | 7.55% | $479,303,000 |
| FICO | 5.12% | $325,150,000 |
| BFA | 2.93% | $185,910,000 |
| MANU | 2.41% | $153,274,000 |
| CZOO | 0.72% | $45,846,000 |
| BFB | 0.31% | $19,462,000 |
| EL | 0.04% | $2,397,000 |
| EFX | 0.04% | $2,230,000 |
| GOOGL | 0.04% | $2,225,000 |
| AXP | 0.03% | $2,169,000 |
| NKE | 0.03% | $1,871,000 |
| SPGI | 0.03% | $1,805,000 |
| ORCL | 0.02% | $1,539,000 |
| TROW | 0.02% | $1,451,000 |
| JNJ | 0.02% | $1,400,000 |
| VRSK | 0.02% | $1,395,000 |
| CME | 0.02% | $1,332,000 |
| V | 0.02% | $1,312,000 |
| KO | 0.02% | $1,308,000 |
| CL | 0.02% | $1,281,000 |
| ADBE | 0.02% | $1,139,000 |
| HSY | 0.02% | $1,105,000 |
| MSGS | 0.01% | $592,000 |