13F filing recap · Q1 2015
What did Lindsell Train buy in Q1 2015?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.21B
Positions
10
Estimated turnover
6.4%
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.$291.10Mreported value+1.00M shares+14.6%DPSDr Pepper Snapple Group, Inc.$203.46Mreported value+15.0K shares+0.6%EBAYEbay Inc.$199.20Mreported value+109.0K shares+3.3%INTUIntuit Inc.$142.88Mreported value+53.0K shares+3.8%KFTKraft Foods Group Inc$84.39Mreported value+3.5K shares+0.3%WWEWorld Wrestling Entertainment Inc$68.27Mreported value+323.5K shares+8.5%BF-ABrown-Forman Corp$55.24Mreported value+64.5K shares+12.0%ISCAInternational Speedway Corporation$12.74Mreported value+246.8K shares+238.0%