Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q1 2017)
According to the SEC 13F filed on Jul 15, 2026, the Lindsell Train portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2017. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2017, the filing reported:
New Buys - None reported
Increases - Brown Forman Inc, Walt Disney Company (The), eBay Inc., Intuit Inc., Mondelez International, Inc., and 2 more
Reductions - The Kraft Heinz Company
Complete Exits - None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
BF-A
Brown Forman Inc
|
Buy |
+79,600
|
|
Q1 2017
|
DIS
Walt Disney Company (The)
|
Buy |
+61,600
|
|
Q1 2017
|
EBAY
eBay Inc.
|
Buy |
+27,000
|
|
Q1 2017
|
INTU
Intuit Inc.
|
Buy |
+147,600
|
|
Q1 2017
|
KHC
The Kraft Heinz Company
|
Sell |
-49,983
|
|
Q1 2017
|
MDLZ
Mondelez International, Inc.
|
Buy |
+2,740,400
|
|
Q1 2017
|
PEP
Pepsico, Inc.
|
Buy |
+77,500
|
|
Q1 2017
|
PYPL
PayPal Holdings, Inc.
|
Buy |
+232,200
|