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Lindsell Train

by Michael Lindsell, CEO since 2000 asset manager

Legal name
Lindsell Train Ltd
On record since?
Q2 2013
Filings read
53
Style
Quality
Website
lindselltrain.com
View more
CIK
0001484150
Read since
Aug 22, 2026

Q2 2026 · filed Jul 15, 2026 · $2.6B US stock · 28 positions · Very concentrated · Low turnover · Top: GOOGL 17.5% · TKO 16.1% · FICO 10.3%

Read the filing →

Streakslongest held · 53 quarters on record

  1. DIS The Walt Disney Company 9.6%53+ quarters
  2. INTU Intuit Inc 6.6%53+ quarters
  3. MDLZ Mondelez International, Inc. Class A 5.6%53+ quarters
  4. EBAY eBay Inc 4.7%53+ quarters
  5. BF.A Brown-Forman Corporation Class A 2.2%53+ quarters

5 names have been in this book every quarter on record (53). New in this book this quarter: KKR, WMG.

Over time53 quarters, Q2 2013 to Q2 2026

US stock$2.6B Q2 2026

Positions28 Q2 2026

Picture100.0% Q2 2026

Turnover10%/yr Q2 2026

Filings53

  1. Q2 2026 filed Jul 15, 26 $2.6B · 28 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  2. Q1 2026 filed Apr 24, 26 $3.1B · 27 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  3. Q4 2025 filed Feb 11, 26 $3.9B · 28 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  4. Q3 2025 filed Nov 12, 25 $4.1B · 28 positions  · 0 new · 1 exited full · Concentrated 0 new · 1 exited
  5. Q2 2025 filed Aug 8, 25 $4.2B · 29 positions  · 0 new · 0 exited full · Concentrated 0 new · 0 exited
  6. Q1 2025 filed May 15, 25 $3.6B · 29 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  7. Q4 2024 filed Jan 21, 25 $4.0B · 28 positions  · 1 new · 2 exited full · Very concentrated 1 new · 2 exited
  8. Q3 2024 filed Oct 17, 24 $4.4B · 29 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  9. Q2 2024 filed Jul 23, 24 $4.3B · 29 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  10. Q1 2024 filed May 9, 24 $4.8B · 30 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  11. Q4 2023 filed Feb 13, 24 $5.2B · 30 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  12. Q3 2023 filed Nov 9, 23 $5.0B · 30 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  13. Q2 2023 filed Aug 14, 23 $5.6B · 29 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  14. Q1 2023 filed May 12, 23 $5.7B · 29 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  15. Q4 2022 filed Jan 27, 23 $5.3B · 29 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  16. Q3 2022 filed Nov 14, 22 $4.9B · 29 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  17. Q2 2022 filed Aug 11, 22 $5.1B · 29 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  18. Q1 2022 filed May 11, 22 $6.3B · 29 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  19. Q4 2021 filed Feb 14, 22 $6.9B · 28 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  20. Q3 2021 filed Nov 12, 21 $7.2B · 27 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  21. Q2 2021 filed Aug 13, 21 $7.7B · 27 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  22. Q1 2021 filed May 12, 21 $7.1B · 27 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  23. Q4 2020 filed Feb 12, 21 $6.9B · 27 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  24. Q3 2020 filed Nov 12, 20 $6.2B · 27 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  25. Q2 2020 filed Aug 13, 20 $6.0B · 27 positions  · 17 new · 0 exited full · Very concentrated 17 new · 0 exited
  26. Q1 2020 filed May 14, 20 $4.7B · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  27. Q4 2019 filed Jan 29, 20 $6.2B · 10 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  28. Q3 2019 filed Oct 18, 19 $5.9B · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  29. Q2 2019 filed Aug 2, 19 $5.9B · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  30. Q1 2019 filed May 2, 19 $5.2B · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  31. Q4 2018 filed Feb 11, 19 $4.1B · 11 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  32. Q3 2018 filed Oct 24, 18 $4.4B · 12 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  33. Q2 2018 filed Aug 3, 18 $4.0B · 12 positions  · 0 new · 1 exited full · Very concentrated 0 new · 1 exited
  34. Q1 2018 filed May 15, 18 $3.8B · 13 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  35. Q4 2017 filed Feb 12, 18 $3.5B · 12 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  36. Q3 2017 filed Oct 31, 17 $3.0B · 12 positions  · 1 new · 0 exited full · Very concentrated 1 new · 0 exited
  37. Q2 2017 filed Jul 31, 17 $2.6B · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  38. Q1 2017 filed May 8, 17 $2.3B · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  39. Q4 2016 filed Feb 10, 17 $2.0B · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  40. Q3 2016 filed Oct 31, 16 $2.0B · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  41. Q2 2016 filed Aug 5, 16 $1.8B · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  42. Q1 2016 filed May 4, 16 $1.7B · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  43. Q4 2015 filed Feb 4, 16 $1.7B · 11 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  44. Q3 2015 filed Nov 10, 15 $1.5B · 11 positions  · 2 new · 1 exited full · Very concentrated 2 new · 1 exited
  45. Q2 2015 filed Jul 31, 15 $1.4B · 10 positions  · 1 new · 1 exited full · Very concentrated 1 new · 1 exited
  46. Q1 2015 filed May 12, 15 $1.2B · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  47. Q4 2014 filed Feb 3, 15 $1.1B · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  48. Q3 2014 filed Nov 12, 14 $881M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  49. Q2 2014 filed Aug 1, 14 $841M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  50. Q1 2014 filed Apr 30, 14 $750M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  51. Q4 2013 filed Feb 4, 14 $623M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  52. Q3 2013 filed Oct 31, 13 $501M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited
  53. Q2 2013 filed Aug 7, 13 $440M · 10 positions  · 0 new · 0 exited full · Very concentrated 0 new · 0 exited

People4

  • Michael Lindsell · CEO · 2000–Source: lindselltrain.com/team (title start date approximate)
  • Nick Train · founder · 2000–Co-founded Lindsell Train in 2000; chairman, portfolio manager of UK equity and co-manager of Global. Source: lindselltrain.com/team
  • Michael Lindsell · founder · 2000–Co-founder and CEO; portfolio manager of Japanese equity and co-manager of Global. Source: lindselltrain.com/team
  • Nick Train · chairman · 2000–Source: lindselltrain.com/team (title start date approximate)