Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q1 2023)
According to the SEC 13F filed on May 12, 2023, the Lindsell Train portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2023. 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 2023, the filing reported:
New Buys - None reported
Increases - Adobe Inc., Brown Forman Inc, Colgate-Palmolive Company, CME Group Inc., Walt Disney Company (The), and 7 more
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 2023
|
ADBE
Adobe Inc.
|
Buy |
+350
|
|
Q1 2023
|
BF-A
Brown Forman Inc
|
Buy |
+3,500
|
|
Q1 2023
|
CL
Colgate-Palmolive Company
|
Buy |
+1,200
|
|
Q1 2023
|
CME
CME Group Inc.
|
Buy |
+300
|
|
Q1 2023
|
DIS
Walt Disney Company (The)
|
Buy |
+200,600
|
|
Q1 2023
|
EBAY
eBay Inc.
|
Sell |
-128,000
|
|
Q1 2023
|
FICO
Fair Isaac Corporation
|
Sell |
-58,565
|
|
Q1 2023
|
GOOGL
Alphabet Inc.
|
Buy |
+850
|
|
Q1 2023
|
INTU
Intuit Inc.
|
Sell |
-14,250
|
|
Q1 2023
|
MANU
Manchester United
|
Buy |
+46,500
|
|
Q1 2023
|
MDLZ
Mondelez International, Inc.
|
Sell |
-425,470
|
|
Q1 2023
|
ORCL
Oracle Corporation
|
Buy |
+600
|
|
Q1 2023
|
PEP
Pepsico, Inc.
|
Buy |
+45,400
|
|
Q1 2023
|
PYPL
PayPal Holdings, Inc.
|
Buy |
+94,600
|
|
Q1 2023
|
TROW
T. Rowe Price Group, Inc.
|
Buy |
+200
|
|
Q1 2023
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+300
|