Lindsell Train Ltd Michael Lindsell

Top positions activity

Value History

Quarterly report: Q1 2024

Total portfolio value: $4.8B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
MDLZ
Mondelez International Inc. - Class A 1.0B 21.03% 14.3M -2.6M ↓15.25%
FICO
Fair, Isaac Corp. 642.1M 13.49% 509.8K -94.1K ↓15.58%
INTU
Intuit Inc 636.6M 13.37% 981.0K -114.2K ↓10.42%
DIS
Walt Disney Co (The) 611.8M 12.85% 5.1M -498.2K ↓8.97%
PEP
PepsiCo Inc 523.7M 11% 3.0M -229.9K ↓7.08%
PYPL
PayPal Holdings Inc 318.7M 6.69% 4.8M -467.9K ↓8.90%
EBAY
EBay Inc. 243.2M 5.1% 4.7M -894.8K ↓16.04%
BF.A
Brown-Forman Corp. - Class A 151.0M 3.17% 2.8M -94.9K ↓3.23%
MANU
Manchester United Plc. - Class A 109.0M 2.29% 7.7M -3.4M ↓30.47%