Lindsell Train Ltd

Institutional investor · Portfolio as of Q1 2020

Top Holdings10 positions

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Activity:
MDLZ
MDLZ

Mondelez International, Inc.

29.8M$1.5B31.8%$46.27-8.53%
2 qtrssince 2019-Q4
Decreased
0
PYPL
PYPL

PayPal Holdings, Inc.

6.7M$638.4M13.6%$106.98-11.49%
2 qtrssince 2019-Q4
Decreased
0
DIS
DIS

The Walt Disney Company

5.8M$557M11.9%$138.47-32.36%
2 qtrssince 2019-Q4
Increased
66
INTU
INTU

Intuit Inc.

2.4M$542.5M11.6%$248.42-12.02%
2 qtrssince 2019-Q4
Decreased
0
PEP
PEP

PepsiCo, Inc.

4.4M$533.5M11.4%$110.46-11.53%
2 qtrssince 2019-Q4
Decreased
0
WWE
WWE

WORLD WRESTLING ENTERTAIN-A

9.2M$310.9M6.6%——
2 qtrssince 2019-Q4
Increased
64
EBAY
EBAY

eBay Inc.

10M$299.6M6.4%$32.33-16.37%
2 qtrssince 2019-Q4
Decreased
0
MANU
MANU

Manchester United Ltd.

11.3M$170.1M3.6%$19.33-24.45%
2 qtrssince 2019-Q4
Increased
59
BF/A
BF/A

Brown Forman Inc

2.5M$128.4M2.7%$54.76-17.79%
2 qtrssince 2019-Q4
Increased
55
BF/B
BF/B

Brown Forman Inc

290,307$16.1M0.3%$59.18-17.65%
2 qtrssince 2019-Q4
Unchanged
0
$4.7B
AUM
10
Positions
Q1 2020
Filing
HI rating · 4.0/5
Quarterly 13F Value Change
Not enough history yet
Activity profile
$ moved · Q1'20
New0%Increased39%Decreased61%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 1.0 quarters
<1Q0%1-4Q100%1-2Y0%2Y+0%

Lindsell Train Ltd manages $4.7B across 10 positions as of Q1 2020. Top holdings: MDLZ (31.8%), PYPL (13.6%), DIS (11.9%). Fund DNA: Concentrated Value. HoldingsIntel Score: 4/5.0.

Q1 2020 Summary

Increased 4, led by DIS (+218,000 shares); trimmed 5, led by MDLZ (−3.2M shares). Top move: DIS (INCREASED, conviction 66). Portfolio: $4.7B across 10 positions.

Portfolio Allocation

Top holdings by portfolio weight

Total AUM$5B
MDLZ31.84%
PYPL13.61%
DIS11.88%
INTU11.57%
PEP11.38%
WWE6.63%
EBAY6.39%
MANU3.63%
BF/A2.74%
BF/B0.34%
Sector Breakdown

Portfolio allocation by GICS sector

Sectors6
Consumer Defensive46.30%
Communication Services15.50%
Financial Services13.61%
Technology11.57%
Unknown6.63%
Consumer Cyclical6.39%
Fund DNA

Behavioral investing profile

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Concentrated Value- primarily Consumer Defensive, Communication Services, Financial Services
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HoldingsIntel Score
7-dimension, SEC 13F-derived research score
Strong(4.0 / 5.0)
Holdings P&L62
Conviction60
Concentration100
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Position Outcomes

Best and worst performing positions by estimated return

Top Losers

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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

No active accumulation streaks detected for this filer.

Streaks require 2+ consecutive quarters of increased positions in the most recent period.

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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