Lindsell Train Ltd Michael Lindsell

Top positions activity

Value History

Quarterly report: Q3 2024

Total portfolio value: $4.4B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
MDLZ
Mondelez International Inc. - Class A 752.2M 16.97% 10.2M -1.4M ↓11.89%
FICO
Fair, Isaac Corp. 572.3M 12.91% 294.4K -154.0K ↓34.34%
INTU
Intuit Inc 569.0M 12.83% 916.2K -21.6K ↓2.30%
DIS
Walt Disney Co (The) 524.4M 11.83% 5.5M +561.1K ↑11.47%
PEP
PepsiCo Inc 471.0M 10.62% 2.8M -33.7K ↓1.20%
PYPL
PayPal Holdings Inc 358.3M 8.08% 4.6M -22.1K ↓0.48%
EBAY
EBay Inc. 267.5M 6.03% 4.1M -268.0K ↓6.12%
BF.A
Brown-Forman Corp. - Class A 138.2M 3.11% 2.9M +30.3K ↑1.07%
MANU
Manchester United Plc. - Class A 103.1M 2.32% 6.4M -760.3K ↓10.66%
BF.B
Brown-Forman Corp. - Class B 80.7M 1.82% 1.6M +1.3M ↑464.92%