13F filing recap · Q4 2011
What did Lindsell Train buy in Q4 2011?
Reported stock-position changes between this filing and the previous one.
Stock value
$265.47M
Positions
8
Estimated turnover
6.2%
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$80.28Mreported value+171.5K shares+8.7%DPSDr Pepper Snapple Group, Inc.$58.60Mreported value+175.7K shares+13.4%EBAYEbay Inc.$42.70Mreported value+26.9K shares+1.9%INTUIntuit Inc.$35.30Mreported value+5.4K shares+0.8%BF-ABrown-Forman Corp$19.74Mreported value+2.1K shares+0.9%DISWalt Disney Co/$18.13Mreported value+12.9K shares+2.7%WWEWorld Wrestling Entertainment Inc$6.19Mreported value+19.2K shares+3.0%HSYHershey Co$4.51Mreported value+1.6K shares+2.2%