13F filing recap · Q4 2009

What did Lindsell Train buy in Q4 2009?

Reported stock-position changes between this filing and the previous one.

Stock value

$107.38M

Positions

Estimated turnover

—

Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.

New positions

DPSDr Pepper Snapple Group, Inc.$36.54Mreported value+1.29M shares EBAYEbay Inc.$26.66Mreported value+1.13M shares INTUIntuit Inc.$17.87Mreported value+581.6K shares DISWalt Disney Co/$12.84Mreported value+398.2K shares BF-ABrown-Forman Corp$12.38Mreported value+219.7K shares WWEWorld Wrestling Entertainment Inc$652.0Kreported value+42.5K shares DNBDun & Bradstreet Holdings Inc$432.0Kreported value+5.1K shares