13F filing recap · Q1 2016
What did Lindsell Train buy in Q1 2016?
Reported stock-position changes between this filing and the previous one.
Stock value
$1.69B
Positions
11
Estimated turnover
4.3%
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.$411.25Mreported value+706.0K shares+7.4%PYPLPayPal Holdings, Inc.$194.69Mreported value+199.1K shares+4.1%INTUIntuit Inc.$191.71Mreported value+25.5K shares+1.4%DISWalt Disney Co/$179.74Mreported value+126.5K shares+7.5%PEPPepsico, Inc.$119.97Mreported value+53.8K shares+4.8%WWEWorld Wrestling Entertainment Inc$100.80Mreported value+135.0K shares+2.4%EBAYEbay Inc.$87.50Mreported value+315.6K shares+9.4%KHCKraft Heinz Co$76.20Mreported value+3.0K shares+0.3%BF-ABrown-Forman Corp$66.92Mreported value+2.0K shares+0.3%ISCAInternational Speedway Corporation$16.06Mreported value+56.7K shares+15.0%