13F filing recap · Q3 2019

What did Lindsell Train buy in Q3 2019?

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

Stock value

$5.92B

Positions

Estimated turnover

4.2%

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

PYPLPayPal Holdings, Inc.$763.60Mreported value+623.9K shares+9.2%DISWalt Disney Co/$705.69Mreported value+171.3K shares+3.3%PEPPepsico, Inc.$651.26Mreported value+196.4K shares+4.3%WWEWorld Wrestling Entertainment Inc$556.19Mreported value+638.7K shares+8.9%EBAYEbay Inc.$398.32Mreported value+43.7K shares+0.4%BF-ABrown-Forman Corp$138.23Mreported value+27.0K shares+1.2%

Reduced positions

MDLZMondelez International, Inc.$1.78Breported value-1.41M shares-4.2%INTUIntuit Inc.$672.18Mreported value-13.9K shares-0.5%MANUManchester United Plc$183.79Mreported value-4.7K shares-0.0%ISCAInternational Speedway Corporation$47.24Mreported value-28.0K shares