LT

Lindsell Train Ltd

13F
Lindsell Train Ltd
Last update 2024-10-17 29 Stocks (0 new)
Value $4.43 Bil Turnover 3 %
Countries:
Top Holdings: MDLZ(16.98%)FICO(12.91%)INTU(12.84%)TKO(12.62%)DIS(11.83%)
Portfolio Report
Summary Stock Picks Current Portfolio
Lindsell Train Ltd Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MDLZ 		Mondelez International Inc
10,210,428
752202.230
-11.89%
16.980
-2.16%
0.760
+3.71%
-2.71%
92370.411
Consumer Packaged Goods
FICO 		Fair Isaac Corp
294,443
572255.860
-34.34%
12.910
-5.18%
1.200
+27.26%
+73.70%
49573.041
Software
INTU 		Intuit Inc
916,191
568954.610
-2.30%
12.840
-0.31%
0.330
-1.83%
+0.38%
174818.119
Software
TKO 		TKO Group Holdings Inc
4,521,555
559361.570
-10.87%
12.620
-1.36%
5.580
+7.01%
+42.03%
9388.193
Media - Diversified
DIS 		The Walt Disney Co
5,451,412
524371.320
+11.47%
11.830
+1.22%
0.300
+4.33%
+6.96%
174340.152
Media - Diversified
PEP 		PepsiCo Inc
2,769,611
470972.350
-1.20%
10.630
-0.13%
0.200
-2.56%
+0.92%
229808.163
Beverages - Non-Alcoholic
PYPL 		PayPal Holdings Inc
4,591,779
358296.520
-0.48%
8.090
-0.03%
0.450
+36.21%
+30.73%
82072.920
Credit Services
EBAY 		eBay Inc
4,108,022
267473.310
-6.12%
6.040
-0.33%
0.840
+15.47%
+46.08%
30694.530
Retail - Cyclical
BF.A 		Brown-Forman Corp
2,873,915
138177.830
+1.07%
3.120
+0.03%
0.610
+1.24%
-21.32%
22111.771
Beverages - Alcoholic
MANU 		Manchester United PLC
6,371,000
103082.780
-10.66%
2.330
-0.28%
3.760
-6.62%
-21.84%
2697.235
Media - Diversified

Lindsell Train Ltd's Historical Top Holdings Breakdowns

Lindsell Train Ltd's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FICO 		Fair Isaac Corp2024-09-30Reduce
-5.18%
●
1496.51 ($1710.97) 1947.38
$2,021.86
18.17%
Reduce -34.34%
294,443
-153,978
MDLZ 		Mondelez International Inc2024-09-30Reduce
-2.16%
●
64.35 ($70.29) 75.71
$69.15
-1.62%
Reduce -11.89%
10,210,428
-1,377,315
BF.B 		Brown-Forman Corp2024-09-30Add
+1.50%
●
41.5 ($44.96) 49.2
$46.73
3.94%
Add 464.92%
1,640,005
1,349,698
TKO 		TKO Group Holdings Inc2024-09-30Reduce
-1.36%
●
104.34 ($114.35) 125
$115.87
1.33%
Reduce -10.87%
4,521,555
-551,247
DIS 		The Walt Disney Co2024-09-30Add
+1.22%
●
85.6 ($92.01) 98.61
$96.13
4.48%
Add 11.47%
5,451,412
561,130
EBAY 		eBay Inc2024-09-30Reduce
-0.33%
●
52.61 ($57.57) 65.44
$62.77
9.03%
Reduce -6.12%
4,108,022
-268,000
INTU 		Intuit Inc2024-09-30Reduce
-0.31%
●
602.97 ($638.32) 670.49
$623.70
-2.29%
Reduce -2.3%
916,191
-21,609
MANU 		Manchester United PLC2024-09-30Reduce
-0.28%
●
15.65 ($16.74) 17.74
$15.93
-4.84%
Reduce -10.66%
6,371,000
-760,283
PEP 		PepsiCo Inc2024-09-30Reduce
-0.13%
●
161.9 ($171.8) 179.3
$167.50
-2.50%
Reduce -1.2%
2,769,611
-33,700
BF.A 		Brown-Forman Corp2024-09-30Add
+0.03%
●
42.55 ($45.18) 48.08
$46.25
2.37%
Add 1.07%
2,873,915
30,340

Lindsell Train Ltd Total Holding History ($B)

To

Lindsell Train Ltd's Asset Allocation

To

Lindsell Train Ltd Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lindsell Train Ltd's Hypothetical Growth since 2024-09-30

Lindsell Train Ltd's Yearly Returns

Year Portfolio % % Excess Gain %

Lindsell Train Ltd's Holdings Heat Map

Size field:

Lindsell Train Ltd's Holdings Bubble Chart

Lindsell Train Ltd News

  • 1

Discussions on Lindsell Train Ltd

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.