Lindsell Train
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
Positions
| MDLZMondelez International, Inc. Class A | 30.74% | 31,844,522 | $1.6B | added+4% | +1.02 pp | 24 q |
| PYPLPayPal Holdings, Inc. | 12.99% | 6,465,007 | $671M | added0% | −0.12 pp | 15 q |
| DISThe Walt Disney Company | 11.32% | 5,271,199 | $585M | added+20% | −0.36 pp | 24 q |
| INTUIntuit Inc | 11.10% | 2,194,979 | $574M | trimmed−0% | +0.60 pp | 24 q |
| PEPPepsiCo, Inc. | 10.11% | 4,263,183 | $522M | added+20% | +0.60 pp | 16 q |
| WWEWorld Wrestling Entertainment | 10.01% | 5,963,182 | $517M | trimmed−0% | −0.81 pp | 24 q |
| EBAYeBay Inc | 6.37% | 8,873,900 | $329M | added0% | +0.36 pp | 24 q |
| MANUManchester United PLC | 4.07% | 10,942,172 | $210M | added0% | −0.94 pp | 7 q |
| BF.ABrown-Forman Corporation Class A | 2.08% | 2,096,302 | $107M | added+8% | −0.14 pp | 24 q |
| ISCAInternational Speedway Corp | 0.91% | 1,077,100 | $47M | trimmed−1% | −0.24 pp | 24 q |
| BF.BBrown-Forman Corporation Class B | 0.30% | 291,502 | $15M | added+21% | +0.02 pp | 5 q |
