13F filing recap · Q2 2010

What did Lindsell Train buy in Q2 2010?

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

Stock value

$177.96M

Positions

Estimated turnover

3.7%

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.

Increased positions

KFTKraft Foods Inc$56.86Mreported value+97.9K shares+5.1%EBAYEbay Inc.$24.92Mreported value+137.5K shares+12.1%

Reduced positions

DPSDr Pepper Snapple Group, Inc.$46.91Mreported value-36.6K shares-2.8%