Lindsell Train Ltd (Michael Lindsell & Nick Train)
Basic Stats
Market Value
4.33B
Top 10 (%)
98.98%
Portfolio Size
29 (0)
Avg. Holding Period
22 years
Turnover
0.00%
Industry Breakdown
Services-business Services, Nec
26.89%
Food And Kindred Products
18.14%
Beverages
13.98%
Services-prepackaged Software
13.74%
12.53%
Services-miscellaneous Amusement & Recreation
11.54%
Services-amusement & Recreation Services
2.65%
Services-consumer Credit Reporting, Collection Agencies
0.12%
Perfumes, Cosmetics & Other Toilet Preparations
0.08%
Services-computer Programming, Data Processing, Etc.
0.07%
Company | Ticker | Market Value | % Portfolio | Shares | Chg. Shares % | Chg. Shares | Quarter End Price | % Owned |
|---|---|---|---|---|---|---|---|---|
 Mondelez Intl Inc | MDLZ | 786.11M | 18.14% | 11.59M | -18.85% | -2.69M | $65.24 | 0.86% |
 Fair Isaac Corp | FICO | 653.70M | 15.08% | 448.42K | -12.04% | -61.39K | $1,496.51 | 1.81% |
 Intuit | INTU | 591.01M | 13.63% | 937.80K | -4.40% | -43.20K | $650.77 | 0.33% |
 Tko Group Holdings Inc | 543.25M | 12.53% | 5.07M | -7.93% | -436.71K | $107.09 | — | |
 Disney Walt Co | DIS | 499.74M | 11.53% | 4.89M | -3.29% | -166.20K | $98.04 | 0.27% |
 Pepsico Inc | PEP | 469.25M | 10.83% | 2.80M | -7.08% | -213.47K | $162.89 | 0.20% |
 Paypal Hldgs Inc | PYPL | 273.79M | 6.32% | 4.61M | -3.62% | -173.50K | $57.81 | 0.43% |
 Ebay Inc. | EBAY | 236.13M | 5.45% | 4.38M | -6.56% | -307K | $52.68 | 0.85% |
 Brown Forman Corp | BF-A | 122.73M | 2.83% | 2.84M | — | — | $42.88 | 0.60% |
 Manchester Utd Plc New | MANU | 114.81M | 2.65% | 7.13M | -7.59% | -585.52K | $16.32 | 4.37% |
 Brown Forman Corp | BF-B | 12.54M | 0.29% | 290.31K | — | — | $42.11 | 0.06% |
 Alphabet Inc | GOOG | 3.10M | 0.07% | 16.85K | — | — | $184.49 | 0.00% |
 American Express Co | AXP | 2.68M | 0.06% | 11.60K | — | — | $233.81 | 0.00% |
 Oracle Corp | ORCL | 2.67M | 0.06% | 19.20K | — | — | $143.09 | 0.00% |
 S&p Global Inc | SPGI | 2.65M | 0.06% | 5.90K | — | — | $446.32 | 0.00% |
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