13F filing recap · Q1 2012
What did Lindsell Train buy in Q1 2012?
Reported stock-position changes between this filing and the previous one.
Stock value
$291.38M
Positions
8
Estimated turnover
2.1%
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$82.72Mreported value+27.4K shares+1.3%DPSDr Pepper Snapple Group, Inc.$61.18Mreported value+37.0K shares+2.5%EBAYEbay Inc.$52.48Mreported value+14.3K shares+1.0%INTUIntuit Inc.$41.52Mreported value+18.8K shares+2.8%DISWalt Disney Co/$21.22Mreported value+1.3K shares+0.3%BF-ABrown-Forman Corp$20.60Mreported value+3.2K shares+1.3%WWEWorld Wrestling Entertainment Inc$6.65Mreported value+85.0K shares+12.8%HSYHershey Co$5.02Mreported value+8.8K shares+12.0%