13F filing recap · Q2 2014

What did Lindsell Train buy in Q2 2014?

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

Stock value

$840.83M

Positions

Estimated turnover

12.2%

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.$199.03Mreported value+668.0K shares+14.4%DPSDr Pepper Snapple Group, Inc.$141.77Mreported value+89.0K shares+3.8%EBAYEbay Inc.$139.84Mreported value+426.8K shares+18.0%DISWalt Disney Co/$105.11Mreported value+144.0K shares+13.3%INTUIntuit Inc.$92.01Mreported value+117.0K shares+11.4%KFTKraft Foods Group Inc$77.54Mreported value+225.0K shares+21.1%WWEWorld Wrestling Entertainment Inc$32.33Mreported value+839.9K shares+44.9%