13F filing recap · Q2 2017

What did Lindsell Train buy in Q2 2017?

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

Stock value

$2.58B

Positions

Estimated turnover

8.8%

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.$728.39Mreported value+2.36M shares+16.2%PYPLPayPal Holdings, Inc.$337.54Mreported value+7.3K shares+0.1%INTUIntuit Inc.$293.22Mreported value+77.0K shares+3.6%DISWalt Disney Co/$268.09Mreported value+462.3K shares+22.4%PEPPepsico, Inc.$229.25Mreported value+260.0K shares+15.1%EBAYEbay Inc.$165.60Mreported value+340.0K shares+7.7%WWEWorld Wrestling Entertainment Inc$144.28Mreported value+286.6K shares+4.2%BF-ABrown-Forman Corp$68.56Mreported value+10.7K shares+0.8%ISCAInternational Speedway Corporation$23.78Mreported value+100.0K shares+18.7%