Lindsell Train
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- added+0.03
- added+0.12
- trimmed+1.12
- added+0.18
- added+0.02
Positions
| MDLZMondelez International, Inc. Class A | 30.77% | 33,644,019 | $1.8B | added+6% | +0.03 pp | 25 q |
| PYPLPayPal Holdings, Inc. | 13.11% | 6,747,431 | $772M | added+4% | +0.12 pp | 16 q |
| DISThe Walt Disney Company | 12.44% | 5,246,251 | $733M | trimmed−0% | +1.12 pp | 25 q |
| INTUIntuit Inc | 11.28% | 2,542,979 | $664M | added+16% | +0.18 pp | 25 q |
| PEPPepsiCo, Inc. | 10.13% | 4,553,183 | $597M | added+7% | +0.02 pp | 17 q |
| WWEWorld Wrestling Entertainment | 8.80% | 7,168,643 | $518M | added+20% | −1.21 pp | 25 q |
| EBAYeBay Inc | 6.82% | 10,174,900 | $402M | added+15% | +0.45 pp | 25 q |
| MANUManchester United PLC | 3.43% | 11,204,561 | $202M | added+2% | −0.64 pp | 8 q |
| BF.ABrown-Forman Corporation Class A | 2.14% | 2,290,302 | $126M | added+9% | +0.06 pp | 25 q |
| ISCAInternational Speedway Corp | 0.82% | 1,077,100 | $48M | held | — | 25 q |
| BF.BBrown-Forman Corporation Class B | 0.27% | 291,502 | $16M | held | — | 6 q |