Lindsell Train Ltd Michael Lindsell

Top positions activity

Value History

Quarterly report: Q4 2024

Total portfolio value: $4.0B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
FICO
Fair, Isaac Corp. 508.7M 12.71% 255.5K -38.9K ↓13.22%
MDLZ
Mondelez International Inc. - Class A 502.4M 12.55% 8.4M -1.8M ↓17.62%
DIS
Walt Disney Co (The) 496.4M 12.4% 4.5M -993.0K ↓18.21%
INTU
Intuit Inc 483.7M 12.09% 769.6K -146.6K ↓16.00%
PEP
PepsiCo Inc 388.7M 9.71% 2.6M -213.3K ↓7.70%
PYPL
PayPal Holdings Inc 365.5M 9.13% 4.3M -309.1K ↓6.73%
EBAY
EBay Inc. 225.9M 5.64% 3.6M -461.9K ↓11.24%
TMO
Thermo Fisher Scientific Inc. 211.9M 5.29% 407.2K +407.2K Newly Added
BF.A
Brown-Forman Corp. - Class A 105.4M 2.63% 2.8M -77.8K ↓2.71%
MANU
Manchester United Plc. - Class A 100.2M 2.5% 5.8M -595.0K ↓9.34%
BF.B
Brown-Forman Corp. - Class B 62.1M 1.55% 1.6M -5.5K ↓0.33%