13F filing recap · Q3 2011

What did Lindsell Train buy in Q3 2011?

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

Stock value

$230.42M

Positions

Estimated turnover

2.9%

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$66.40Mreported value+10.3K shares+0.5%DPSDr Pepper Snapple Group, Inc.$50.75Mreported value+15.6K shares+1.2%EBAYEbay Inc.$40.73Mreported value+18.3K shares+1.3%INTUIntuit Inc.$31.59Mreported value+53.9K shares+8.8%BF-ABrown-Forman Corp$16.78Mreported value+6.7K shares+2.8%DISWalt Disney Co/$14.19Mreported value+57.1K shares+13.8%WWEWorld Wrestling Entertainment Inc$5.75Mreported value+60.0K shares+10.3%HSYHershey Co$4.24Mreported value+3.0K shares+4.4%