13F filing recap · Q2 2024
What did Lindsell Train buy in Q2 2024?
Reported stock-position changes between this filing and the previous one.
Stock value
$4.33B
Positions
29
Estimated turnover
9.6%
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.$786.11Mreported value-2.69M shares-18.9%FICOFair Isaac Corp$653.70Mreported value-61.4K shares-12.0%INTUIntuit Inc.$591.01Mreported value-43.2K shares-4.4%TKOTko Group Holdings, Inc.$543.25Mreported value-436.7K shares-7.9%DISWalt Disney Co/$499.74Mreported value-166.2K shares-3.3%PEPPepsico, Inc.$469.25Mreported value-213.5K shares-7.1%PYPLPayPal Holdings, Inc.$273.79Mreported value-173.5K shares-3.6%EBAYEbay Inc.$236.13Mreported value-307.0K shares-6.6%MANUManchester United Plc$114.81Mreported value-585.5K shares-7.6%