13F filing recap · Q2 2013

What did Lindsell Train buy in Q2 2013?

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

Stock value

$440.45M

Positions

Estimated turnover

10.7%

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

MDLZMondelez International, Inc.$89.07Mreported value+574.1K shares+22.5%EBAYEbay Inc.$83.09Mreported value+70.9K shares+4.6%DISWalt Disney Co/$49.60Mreported value+206.1K shares+35.6%WWEWorld Wrestling Entertainment Inc$16.59Mreported value+190.0K shares+13.4%ISCAInternational Speedway Corporation$1.01Mreported value+8.0K shares+33.3%

Reduced positions

DPSDr Pepper Snapple Group, Inc.$76.44Mreported value-106.5K shares-6.0%INTUIntuit Inc.$49.51Mreported value-20.0K shares-2.4%KFTKraft Foods Group Inc$42.54Mreported value-14.2K shares-1.8%HSYHershey Co$4.58Mreported value-47.5K shares