13F filing recap · Q3 2014
What did Lindsell Train buy in Q3 2014?
Reported stock-position changes between this filing and the previous one.
Stock value
$880.75M
Positions
10
Estimated turnover
1.7%
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.$188.40Mreported value+206.5K shares+3.9%EBAYEbay Inc.$160.29Mreported value+37.0K shares+1.3%DISWalt Disney Co/$110.71Mreported value+17.5K shares+1.4%INTUIntuit Inc.$102.64Mreported value+28.5K shares+2.5%KFTKraft Foods Group Inc$73.77Mreported value+14.5K shares+1.1%ISCAInternational Speedway Corporation$3.07Mreported value+21.0K shares+27.7%