13F filing recap · Q4 2018
What did Lindsell Train buy in Q4 2018?
Reported stock-position changes between this filing and the previous one.
Stock value
$4.14B
Positions
11
Estimated turnover
5.0%
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.$1.23Breported value+1.73M shares+6.0%PYPLPayPal Holdings, Inc.$542.40Mreported value+374.9K shares+6.2%DISWalt Disney Co/$482.95Mreported value+52.2K shares+1.2%INTUIntuit Inc.$434.13Mreported value+140.6K shares+6.8%EBAYEbay Inc.$248.44Mreported value+1.01M shares+12.8%MANUManchester United Plc$207.41Mreported value+277.9K shares+2.6%BF-ABrown-Forman Corp$91.86Mreported value+141.0K shares+7.8%ISCAInternational Speedway Corporation$47.51Mreported value+90.0K shares+9.1%BF.BBrown-Forman Corp$11.49Mreported value+20.1K shares+9.1%