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%