Lindsell Train Ltd Michael Lindsell

Top positions activity

Value History

Quarterly report: Q2 2024

Total portfolio value: $4.3B
TICKER CORP NAME VALUE($) SHARES +/- SHARES OWNERSHIP HISTORY
MDLZ
Mondelez International Inc. - Class A 786.1M 18.13% 11.6M -2.7M ↓18.85%
FICO
Fair, Isaac Corp. 653.7M 15.08% 448.4K -61.4K ↓12.04%
INTU
Intuit Inc 591.0M 13.63% 937.8K -43.2K ↓4.40%
DIS
Walt Disney Co (The) 499.7M 11.52% 4.9M -166.2K ↓3.29%
PEP
PepsiCo Inc 469.2M 10.82% 2.8M -213.5K ↓7.08%
PYPL
PayPal Holdings Inc 273.8M 6.31% 4.6M -173.5K ↓3.62%
EBAY
EBay Inc. 236.1M 5.44% 4.4M -307.0K ↓6.56%
BF.A
Brown-Forman Corp. - Class A 122.7M 2.83% 2.8M =
MANU
Manchester United Plc. - Class A 114.8M 2.64% 7.1M -585.5K ↓7.59%