Lindsell Train
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| MDLZMondelez International, Inc. Class A | 27.27% | 14,507,710 | $625M | added+23% | +1.50 pp | 16 q |
| PYPLPayPal Holdings, Inc. | 11.79% | 6,281,983 | $270M | added+4% | +0.06 pp | 7 q |
| unresolvedDr Pepper Snapple Group Inc | 11.17% | 2,613,579 | $256M | trimmed−4% | −0.95 pp | 16 q |
| INTUIntuit Inc | 10.78% | 2,130,800 | $247M | added+7% | −0.39 pp | 16 q |
| DISThe Walt Disney Company | 10.20% | 2,060,941 | $234M | added+3% | −0.04 pp | 16 q |
| PEPPepsiCo, Inc. | 8.42% | 1,725,000 | $193M | added+5% | −0.05 pp | 8 q |
| WWEWorld Wrestling Entertainment | 6.59% | 6,796,233 | $151M | added+1% | +0.54 pp | 16 q |
| EBAYeBay Inc | 6.45% | 4,402,200 | $148M | added+1% | +0.07 pp | 16 q |
| KHCThe Kraft Heinz Company | 3.65% | 920,000 | $84M | trimmed−5% | −0.51 pp | 7 q |
| BF.ABrown-Forman Corporation Class A | 2.83% | 1,380,036 | $65M | added+6% | −0.12 pp | 16 q |
| ISCAInternational Speedway Corp | 0.86% | 533,400 | $20M | added+2% | −0.09 pp | 16 q |
