13F filing recap · Q3 2012

What did Lindsell Train buy in Q3 2012?

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

Stock value

$354.40M

Positions

Estimated turnover

7.5%

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$96.55Mreported value+121.5K shares+5.5%DPSDr Pepper Snapple Group, Inc.$73.45Mreported value+110.0K shares+7.1%EBAYEbay Inc.$72.00Mreported value+41.0K shares+2.8%INTUIntuit Inc.$44.94Mreported value+45.0K shares+6.3%DISWalt Disney Co/$27.14Mreported value+19.0K shares+3.8%BF-ABrown-Forman Corp$24.57Mreported value+136.3K shares+53.1%WWEWorld Wrestling Entertainment Inc$8.42Mreported value+77.5K shares+8.0%HSYHershey Co$6.65Mreported value+6.8K shares+7.9%ISCAInternational Speedway Corporation$681.0Kreported value+4.0K shares+20.0%