Lindsell Train Ltd Michael Lindsell
Top positions activity
Value History
Quarterly report: Q4 2023
Total portfolio value: $5.2B
TICKER | CORP NAME | VALUE($) | SHARES | +/- SHARES | OWNERSHIP HISTORY |
---|---|---|---|---|---|
MDLZ
|
Mondelez International Inc. - Class A | 1.2B 23.67% | 16.9M | -656.6K ↓3.75% | |
FICO
|
Fair, Isaac Corp. | 704.1M 13.65% | 603.9K | -107.9K ↓15.15% | |
INTU
|
Intuit Inc | 684.8M 13.28% | 1.1M | -119.0K ↓9.80% | |
PEP
|
PepsiCo Inc | 551.5M 10.69% | 3.2M | -75.5K ↓2.27% | |
DIS
|
Walt Disney Co (The) | 501.6M 9.72% | 5.6M | -31.0K ↓0.55% | |
PYPL
|
PayPal Holdings Inc | 322.7M 6.25% | 5.3M | -59.0K ↓1.11% | |
EBAY
|
EBay Inc. | 243.4M 4.72% | 5.6M | -598.0K ↓9.68% | |
MANU
|
Manchester United Plc. - Class A | 226.2M 4.38% | 11.1M | = | |
BF.A
|
Brown-Forman Corp. - Class A | 175.0M 3.39% | 2.9M | +1000 ↑0.03% |