13F filing recap · Q1 2021
What did Lindsell Train buy in Q1 2021?
Reported stock-position changes between this filing and the previous one.
Stock value
$7.10B
Positions
27
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.$1.83Breported value+997.9K shares+3.3%INTUIntuit Inc.$867.94Mreported value+18.8K shares+0.8%PEPPepsico, Inc.$819.46Mreported value+664.3K shares+13.0%WWEWorld Wrestling Entertainment Inc$600.96Mreported value+659.3K shares+6.3%BF-ABrown-Forman Corp$181.35Mreported value+75.4K shares+2.7%