13F filing recap · Q2 2012

What did Lindsell Train buy in Q2 2012?

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

Stock value

$319.29M

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.

New positions

ISCAInternational Speedway Corporation$542.0Kreported value+20.0K shares

Increased positions

KFTKraft Foods Inc$85.48Mreported value+37.1K shares+1.7%DPSDr Pepper Snapple Group, Inc.$67.35Mreported value+18.0K shares+1.2%EBAYEbay Inc.$60.81Mreported value+25.3K shares+1.8%INTUIntuit Inc.$42.63Mreported value+28.2K shares