13F filing recap · Q1 2024
What did Lindsell Train buy in Q1 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$4.76B
Positions
30
Estimated turnover
12.8%
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.
Reduced positions
MDLZMondelez International, Inc.$1.00Breported value-2.57M shares-15.3%FICOFair Isaac Corp$642.12Mreported value-94.1K shares-15.6%INTUIntuit Inc.$636.63Mreported value-114.2K shares-10.4%DISWalt Disney Co/$611.78Mreported value-498.2K shares-9.0%PEPPepsico, Inc.$523.74Mreported value-229.9K shares-7.1%TKOTko Group Holdings, Inc.$476.08Mreported value-375.6K shares-6.4%PYPLPayPal Holdings, Inc.$318.69Mreported value-467.9K shares-8.9%EBAYEbay Inc.$243.19Mreported value-894.8K shares-16.0%BF-ABrown-Forman Corp$150.97Mreported value-94.9K shares-3.2%MANUManchester United Plc$109.04Mreported value-3.38M shares-30.5%CZOOFCazoo Group Ltd$0reported value-8.1K shares-21.8%