Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q1 2023)
As of Mar 31, 2023, the Lindsell Train portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 12, 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
|