Lindsell Train
Picture
Moves
The book
- Very concentrated
- Concentrated
- Focused
- Diversified
- Low
- Moderate
- High
Top 5 positions
- trimmed−0.64
- added−0.21
- added−0.52
- trimmed+0.08
- added+0.87
Positions
| MDLZMondelez International, Inc. Class A | 30.13% | 32,237,323 | $1.8B | trimmed−4% | −0.64 pp | 26 q |
| PYPLPayPal Holdings, Inc. | 12.90% | 7,371,352 | $764M | added+9% | −0.21 pp | 17 q |
| DISThe Walt Disney Company | 11.92% | 5,417,568 | $706M | added+3% | −0.52 pp | 26 q |
| INTUIntuit Inc | 11.36% | 2,529,079 | $672M | trimmed−1% | +0.08 pp | 26 q |
| PEPPepsiCo, Inc. | 11.00% | 4,749,546 | $651M | added+4% | +0.87 pp | 18 q |
| WWEWorld Wrestling Entertainment | 9.40% | 7,807,295 | $556M | added+9% | +0.60 pp | 26 q |
| EBAYeBay Inc | 6.73% | 10,218,600 | $398M | added0% | −0.09 pp | 26 q |
| MANUManchester United PLC | 3.11% | 11,199,854 | $184M | trimmed−0% | −0.32 pp | 9 q |
| BF.ABrown-Forman Corporation Class A | 2.34% | 2,317,305 | $138M | added+1% | +0.20 pp | 26 q |
| ISCAInternational Speedway Corp | 0.80% | 1,049,100 | $47M | trimmed−3% | −0.02 pp | 26 q |
| BF.BBrown-Forman Corporation Class B | 0.31% | 291,502 | $18M | held | — | 7 q |