13F filing recap · Q3 2021

What did Lindsell Train buy in Q3 2021?

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

Stock value

$7.24B

Positions

Estimated turnover

4.4%

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

WWEWorld Wrestling Entertainment Inc$630.82Mreported value+110.0K shares+1.0%

Reduced positions

MDLZMondelez International, Inc.$1.72Breported value-301.3K shares-1.0%PYPLPayPal Holdings, Inc.$1.04Breported value-209.0K shares-4.9%INTUIntuit Inc.$989.84Mreported value-316.0K shares-14.7%DISWalt Disney Co/$929.25Mreported value-100.0K shares