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Data sourced from SEC EDGAR 13F filings

© 2026 Super Investor · Not financial advice

Lindsell Train Ltd

Period:
Q1 2026
Portfolio date:
Mar 31, 2026
No. of stocks:
27
Portfolio value:
$3,136,815,000
Filed:
Apr 24, 2026
CIK:
1484150
HistStockActivityShare change% change to portfolio
Q1 2026filed Apr 24, 265 added14 reduced1 exited
≡EBAY – EBAY INC.Reduce 7.00%−151,5941.00
≡GOOGL – ALPHABET INCReduce 18.00%−383,959−0.95
≡TKO – TKO GROUP HOLDINGS INCReduce 13.00%−370,7360.80
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 10.00%−72,292−0.46
≡MDLZ – MONDELEZ INTL INCReduce 20.00%−917,8900.43
≡BF.A – BROWN FORMAN CORPReduce 6.00%−157,5180.38
≡PEP – PEPSICO INCReduce 29.00%−524,786−0.24
≡MANU – MANCHESTER UTD PLC NEWReduce 13.00%−454,5000.23
≡DIS – DISNEY WALT COReduce 8.00%−275,423−0.19
≡TROW – PRICE T ROWE GROUP INCSell−12,000−0.03
≡CME – CME GROUP INCReduce 7.00%−5000.01
≡MSGS – MADISON SQUARE GRDN SPRT CORReduce 15.00%−5000.01
≡AXP – AMERICAN EXPRESS COReduce 8.00%−800−0.01
≡CL – COLGATE PALMOLIVE COReduce 32.00%−4,600−0.00
≡KO – COCA COLA COReduce 29.00%−5,000−0.00
Q4 2025filed Feb 11, 261 added8 reduced
≡GOOGL – ALPHABET INCReduce 7.00%−145,5003.25
≡MDLZ – MONDELEZ INTL INCReduce 11.00%−548,933−1.59
≡PEP – PEPSICO INCReduce 18.00%−399,700−1.03
≡EBAY – EBAY INC.Reduce 15.00%−376,000−0.89
Q3 2025filed Nov 12, 256 added8 reduced1 exited
≡INTU – INTUITReduce 8.00%−53,976−2.11
≡DIS – DISNEY WALT COReduce 9.00%−361,446−1.48
≡MDLZ – MONDELEZ INTL INCReduce 12.00%−680,500−1.37
≡TKO – TKO GROUP HOLDINGS INCReduce 7.00%−218,9581.03
Q2 2025filed Aug 8, 254 added10 reduced
≡FICO – FAIR ISAAC CORPReduce 7.00%−17,186−2.65
≡TKO – TKO GROUP HOLDINGS INCReduce 7.00%−220,715−0.74
≡INTU – INTUITReduce 10.00%−75,231−0.23
≡V – VISA INCReduce 11.00%−1,200−0.02
Q1 2025filed May 15, 252 new1 added5 reduced1 exited
≡TKO – TKO GROUP HOLDINGS INCReduce 7.00%−238,9901.45
≡MDLZ – MONDELEZ INTL INCReduce 28.00%−2,392,500−1.26
≡MANU – MANCHESTER UTD PLC NEWReduce 13.00%−723,015−0.67
≡EBAY – EBAY INC.Reduce 8.00%−276,100
Q4 2024filed Jan 21, 251 new9 reduced2 exited
≡MDLZ – MONDELEZ INTL INCReduce 18.00%−1,799,206−4.42
≡PYPL – PAYPAL HLDGS INCReduce 7.00%−309,0871.05
≡PEP – PEPSICO INCReduce 8.00%−213,274−0.91
≡INTU – INTUITReduce 16.00%−146,574−0.75
Q3 2024filed Oct 17, 245 added5 reduced
≡FICO – FAIR ISAAC CORPReduce 34.00%−153,978−2.17
≡MDLZ – MONDELEZ INTL INCReduce 12.00%−1,377,315−1.16
≡EBAY – EBAY INC.Reduce 6.00%−268,0000.59
≡MANU – MANCHESTER UTD PLC NEWReduce 11.00%−760,283−0.32
Q2 2024filed Jul 23, 246 reduced1 exited
≡MDLZ – MONDELEZ INTL INCReduce 19.00%−2,692,350−2.90
≡TKO – TKO GROUP HOLDINGS INCReduce 8.00%−436,7152.53
≡FICO – FAIR ISAAC CORPReduce 12.00%−61,3881.59
≡MANU – MANCHESTER UTD PLC NEWReduce 8.00%−585,5160.36
Q1 2024filed May 10, 2410 reduced
≡DIS – DISNEY WALT COReduce 9.00%−498,2083.13
≡MDLZ – MONDELEZ INTL INCReduce 15.00%−2,570,205−2.64
≡MANU – MANCHESTER UTD PLC NEWReduce 30.00%−3,382,377−2.10
≡TKO – TKO GROUP HOLDINGS INCReduce 6.00%−375,6160.69
≡
DIS – DISNEY WALT CO
Reduce 7.00%
−244,000
−0.42
≡TMO – THERMO FISHER SCIENTIFIC INCReduce 16.00%−128,0260.40
≡MANU – MANCHESTER UTD PLC NEWReduce 18.00%−780,000−0.17
≡KO – COCA COLA COReduce 8.00%−1,5000.00
≡MANU – MANCHESTER UTD PLC NEWReduce 9.00%−433,500−0.39
≡EBAY – EBAY INC.Reduce 25.00%−829,575−0.29
≡PEP – PEPSICO INCReduce 9.00%−225,5390.03
≡ORCL – ORACLE CORPReduce 49.00%−8,500−0.03
≡HSY – HERSHEY COSell−5,100−0.02
≡
CL – COLGATE PALMOLIVE CO
Reduce 25.00%
−5,100
−0.02
≡ORCL – ORACLE CORPReduce 9.00%−1,7000.02
≡CME – CME GROUP INCReduce 14.00%−1,200−0.02
≡VRSK – VERISK ANALYTICS INCReduce 10.00%−700−0.01
≡KO – COCA COLA COReduce 10.00%−2,100−0.01
≡AXP – AMERICAN EXPRESS COReduce 12.00%−1,400−0.01
0.67
≡FICO – FAIR ISAAC CORPReduce 6.00%−15,220−0.45
≡GOOG – ALPHABET INCSell−17,750−0.08
≡DIS – DISNEY WALT COReduce 18.00%−992,9710.58
≡EBAY – EBAY INC.Reduce 11.00%−461,901−0.39
≡TKO – TKO GROUP HOLDINGS INCReduce 20.00%−888,1880.28
≡FICO – FAIR ISAAC CORPReduce 13.00%−38,923−0.20
≡MANU – MANCHESTER UTD PLC NEWReduce 9.00%−594,9850.18
≡JNJ – JOHNSON & JOHNSONSell−6,065−0.02
≡KVUE – KENVUE INCSell−14,739−0.01
≡
TKO – TKO GROUP HOLDINGS INC
Reduce 11.00%
−551,247
0.09
≡
EBAY – EBAY INC.
Reduce 7.00%
−307,000
0.34
≡PEP – PEPSICO INCReduce 7.00%−213,470−0.18
≡CZOOF – CAZOO GROUP LTDSell−29,1870.00
≡
PYPL – PAYPAL HLDGS INC
Reduce 9.00%
−467,943
0.44
≡EBAY – EBAY INC.Reduce 16.00%−894,8490.39
≡PEP – PEPSICO INCReduce 7.00%−229,9290.31
≡FICO – FAIR ISAAC CORPReduce 16.00%−94,112−0.16
≡INTU – INTUITReduce 10.00%−114,1690.10
≡CZOOF – CAZOO GROUP LTDReduce 22.00%−8,122−0.00