LINDSELL TRAIN LTD
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MDLZ | 4.48M | $241.15M |
 | PYPL | 4.30M | $250.95M |
 | MANU | 3.60M | $57.26M |
 | DIS | 3.48M | $396.13M |
 | TKO | 2.82M | $589.42M |
 | BF-A | 2.74M | $72.16M |
 | GOOGL | 2.09M | $653.73M |
 | EBAY | 2.08M | $181.09M |
 | PEP | 1.80M | $258.62M |
 | BF-B | 1.65M | $42.99M |
 | TMO | 690K | $399.53M |
 | INTU | 610K | $404.24M |
 | FICO | 217K | $366.18M |
 | CP | 30K | $2.21M |
 | NKE | 20K | $1.30M |
 | KO | 17K | $1.19M |
 | EL | 16K | $1.62M |
 | CL | 15K | $1.15M |
 | TROW | 12K | $1.23M |
 | EFX | 11K | $2.39M |
Mondelez International, Inc.
MDLZ
Shares Held
4.48M
Value
$241.15M
PayPal Holdings, Inc.
PYPL
Shares Held
4.30M
Value
$250.95M
Manchester United plc
MANU
Shares Held
3.60M
Value
$57.26M
The Walt Disney Company
DIS
Shares Held
3.48M
Value
$396.13M
TKO Group Holdings, Inc.
TKO
Shares Held
2.82M
Value
$589.42M
Brown-Forman Corporation
BF-A
Shares Held
2.74M
Value
$72.16M
Alphabet Inc.
GOOGL
Shares Held
2.09M
Value
$653.73M
eBay Inc.
EBAY
Shares Held
2.08M
Value
$181.09M
PepsiCo, Inc.
PEP
Shares Held
1.80M
Value
$258.62M
Brown-Forman Corporation
BF-B
Shares Held
1.65M
Value
$42.99M
Thermo Fisher Scientific Inc.
TMO
Shares Held
690K
Value
$399.53M
Intuit Inc.
INTU
Shares Held
610K
Value
$404.24M
Fair Isaac Corporation
FICO
Shares Held
217K
Value
$366.18M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
30K
Value
$2.21M
NIKE, Inc.
NKE
Shares Held
20K
Value
$1.30M
The Coca-Cola Company
KO
Shares Held
17K
Value
$1.19M
The Estée Lauder Companies Inc.
EL
Shares Held
16K
Value
$1.62M
Colgate-Palmolive Company
CL
Shares Held
15K
Value
$1.15M
T. Rowe Price Group, Inc.
TROW
Shares Held
12K
Value
$1.23M
Equifax Inc.
EFX
Shares Held
11K
Value
$2.39M