Lindsell Train
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+2.36
- added−0.81
- added+0.95
- added+0.31
Positions
| MDLZMondelez International, Inc. Class A | 23.67% | 5,291,890 | $199M | added+14% | +2.36 pp | 5 q |
| unresolvedDr Pepper Snapple Group Inc | 16.86% | 2,420,179 | $142M | added+4% | −0.07 pp | 5 q |
| EBAYeBay Inc | 16.63% | 2,793,400 | $140M | added+18% | −0.81 pp | 5 q |
| DISThe Walt Disney Company | 12.50% | 1,225,969 | $105M | added+13% | +0.95 pp | 5 q |
| INTUIntuit Inc | 10.94% | 1,142,500 | $92M | added+11% | +0.31 pp | 5 q |
| unresolvedKraft Foods Group Inc | 9.22% | 1,293,396 | $78M | added+21% | +1.23 pp | 5 q |
| BF.ABrown-Forman Corporation Class A | 5.34% | 486,218 | $45M | held | — | 5 q |
| WWEWorld Wrestling Entertainment | 3.84% | 2,710,000 | $32M | added+45% | −3.36 pp | 5 q |
| HSYThe Hershey Company | 0.69% | 59,750 | $6M | held | — | 5 q |
| ISCAInternational Speedway Corp | 0.30% | 75,900 | $3M | held | — | 5 q |