13F filing recap · Q2 2019
What did Lindsell Train buy in Q2 2019?
Reported stock-position changes between this filing and the previous one.
Stock value
$5.89B
Positions
11
Estimated turnover
7.5%
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.$1.81Breported value+1.80M shares+5.7%PYPLPayPal Holdings, Inc.$772.18Mreported value+282.4K shares+4.4%INTUIntuit Inc.$664.48Mreported value+348.0K shares+15.9%PEPPepsico, Inc.$596.65Mreported value+290.0K shares+6.8%WWEWorld Wrestling Entertainment Inc$518.44Mreported value+1.21M shares+20.2%EBAYEbay Inc.$401.81Mreported value+1.30M shares+14.7%MANUManchester United Plc$201.79Mreported value+262.4K shares+2.4%BF-ABrown-Forman Corp$125.97Mreported value+194.0K shares+9.3%