13F filing recap · Q3 2013

What did Lindsell Train buy in Q3 2013?

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

Stock value

$500.65M

Positions

Estimated turnover

9.4%

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.$107.89Mreported value+312.0K shares+10.0%EBAYEbay Inc.$98.93Mreported value+168.5K shares+10.5%DPSDr Pepper Snapple Group, Inc.$84.13Mreported value+213.0K shares+12.8%DISWalt Disney Co/$57.05Mreported value+99.2K shares+12.6%INTUIntuit Inc.$55.68Mreported value+28.5K shares+3.5%KFTKraft Foods Group Inc$43.24Mreported value+62.3K shares+8.2%BF-ABrown-Forman Corp$29.09Mreported value+24.5K shares+5.9%WWEWorld Wrestling Entertainment Inc$17.59Mreported value+120.0K shares+7.5%HSYHershey Co$5.06Mreported value+3.5K shares+6.8%ISCAInternational Speedway Corporation$2.00Mreported value+29.9K shares+93.4%