Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q1 2025)
According to the SEC 13F filed on May 15, 2025, the Lindsell Train portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2025. 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 2025, the filing reported:
New Buys - Canadian Pacific Kansas City Li, Alphabet Inc.
Increases - Thermo Fisher Scientific Inc
Reductions - Brown Forman Inc, Brown Forman Inc, Walt Disney Company (The), eBay Inc., Fair Isaac Corporation, and 6 more
Complete Exits - Alphabet Inc.
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 2025
|
BF-A
Brown Forman Inc
|
Sell |
-43,800
|
|
Q1 2025
|
BF-B
Brown Forman Inc
|
Sell |
-59,100
|
|
Q1 2025
|
CP
Canadian Pacific Kansas City Li
|
Buy - Position Entry |
+12,150
|
|
Q1 2025
|
DIS
Walt Disney Company (The)
|
Sell |
-177,600
|
|
Q1 2025
|
EBAY
eBay Inc.
|
Sell |
-276,100
|
|
Q1 2025
|
FICO
Fair Isaac Corporation
|
Sell |
-15,220
|
|
Q1 2025
|
GOOG
Alphabet Inc.
|
Sell - Position Exit |
-17,750
|
|
Q1 2025
|
GOOGL
Alphabet Inc.
|
Buy - Position Entry |
+18,225
|
|
Q1 2025
|
INTU
Intuit Inc.
|
Sell |
-28,600
|
|
Q1 2025
|
MANU
Manchester United
|
Sell |
-723,015
|
|
Q1 2025
|
MDLZ
Mondelez International, Inc.
|
Sell |
-2,392,500
|
|
Q1 2025
|
PEP
Pepsico, Inc.
|
Sell |
-102,100
|
|
Q1 2025
|
PYPL
PayPal Holdings, Inc.
|
Sell |
-111,600
|
|
Q1 2025
|
TKO
TKO Group Holdings, Inc.
|
Sell |
-238,990
|
|
Q1 2025
|
TMO
Thermo Fisher Scientific Inc
|
Buy |
+101,550
|