13F filing recap · Q3 2010

What did Lindsell Train buy in Q3 2010?

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

Stock value

$192.11M

Positions

Estimated turnover

1.6%

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

EBAYEbay Inc.$31.46Mreported value+18.8K shares+1.5%

Reduced positions

KFTKraft Foods Inc$60.23Mreported value-78.9K shares-3.9%