HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 MONDELEZ INTL INC |
16,850,298 | -656,600 | $1,220,636 |
| MDLZ | 16,850,298 | -656,600 | $1,220,636 |
| FAIR ISAAC CORP |
603,921 | -107,869 | $704,099 |
| FICO | 603,921 | -107,869 | $704,099 |
| INTUIT |
1,095,164 | -118,997 | $684,773 |
| INTU | 1,095,164 | -118,997 | $684,773 |
| PEPSICO INC |
3,246,710 | -75,500 | $551,454 |
| PEP | 3,246,710 | -75,500 | $551,454 |
| DISNEY WALT CO |
5,554,690 | -31,000 | $501,589 |
| DIS | 5,554,690 | -31,000 | $501,589 |
| TKO GROUP HOLDINGS INC |
5,885,133 | -12,000 | $479,991 |
| TKO | 5,885,133 | -12,000 | $479,991 |
| PAYPAL HLDGS INC |
5,255,302 | -59,000 | $322,728 |
| PYPL | 5,255,302 | -59,000 | $322,728 |
| EBAY INC. |
5,577,871 | -598,000 | $243,418 |
| EBAY | 5,577,871 | -598,000 | $243,418 |
| MANCHESTER UTD PLC NEW |
11,099,176 | UNCH | $226,201 |
| MANU | 11,099,176 | UNCH | $226,201 |
 BROWN FORMAN CORP |
$191,557 | ||
| BF.A | 2,938,470 | +1,000 | $174,986 |
| BF.B | 290,307 | UNCH | $16,571 |
| S&P GLOBAL INC |
5,900 | UNCH | $2,600 |
| SPGI | 5,900 | UNCH | $2,600 |
| EQUIFAX INC |
10,300 | UNCH | $2,549 |
| EFX | 10,300 | UNCH | $2,549 |
| ALPHABET INC |
16,850 | +16,850 | $2,354 |
| GOOG | 16,850 | +16,850 | $2,354 |
| AMERICAN EXPRESS CO |
11,600 | UNCH | $2,173 |
| AXP | 11,600 | UNCH | $2,173 |
| ADOBE INC |
3,560 | UNCH | $2,124 |
| ADBE | 3,560 | UNCH | $2,124 |
| ORACLE CORP |
19,200 | UNCH | $2,024 |
| ORCL | 19,200 | UNCH | $2,024 |
| VISA INC |
7,700 | +400 | $2,006 |
| V | 7,700 | +400 | $2,006 |
| CME GROUP INC |
8,600 | UNCH | $1,812 |
| CME | 8,600 | UNCH | $1,812 |
| VERISK ANALYTICS INC |
7,300 | UNCH | $1,744 |
| VRSK | 7,300 | UNCH | $1,744 |
| NIKE INC |
15,900 | UNCH | $1,726 |
| NKE | 15,900 | UNCH | $1,726 |
| LAUDER ESTEE COS INC |
11,425 | +900 | $1,672 |
| EL | 11,425 | +900 | $1,672 |
| COLGATE PALMOLIVE CO |
20,100 | UNCH | $1,602 |
| CL | 20,100 | UNCH | $1,602 |
| PRICE T ROWE GROUP INC |
12,000 | UNCH | $1,292 |
| TROW | 12,000 | UNCH | $1,292 |
| COCA COLA CO |
21,100 | UNCH | $1,243 |
| KO | 21,100 | UNCH | $1,243 |
| HERSHEY CO |
5,100 | UNCH | $951 |
| HSY | 5,100 | UNCH | $951 |
| JOHNSON & JOHNSON |
6,065 | UNCH | $951 |
| JNJ | 6,065 | UNCH | $951 |
| MADISON SQUARE GRDN SPRT COR |
3,300 | UNCH | $600 |
| MSGS | 3,300 | UNCH | $600 |
| CAZOO GROUP LTD |
37,309 | -791,723 | $354 |
| CZOO | 37,309 | -791,723 | $354 |
See Full List: All Stocks Held By Lindsell Train Ltd
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lindsell Train Ltd
|
Size ($ in 1000's)
At 12/31/2023: $5,156,540 At 09/30/2023: $4,982,829 Lindsell Train Ltd holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lindsell Train Ltd 13F filings. Link to 13F filings: SEC filings |
