Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q2 2017)
As of Jun 30, 2017, the Lindsell Train portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 24, 2026. 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 Q2 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 - None reported
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 |
|---|---|---|---|
|
Q2 2017
|
BF-A
Brown Forman Inc
|
Buy |
+10,665
|
|
Q2 2017
|
DIS
Walt Disney Company (The)
|
Buy |
+462,288
|
|
Q2 2017
|
EBAY
eBay Inc.
|
Buy |
+340,000
|
|
Q2 2017
|
INTU
Intuit Inc.
|
Buy |
+77,000
|
|
Q2 2017
|
MDLZ
Mondelez International, Inc.
|
Buy |
+2,357,000
|
|
Q2 2017
|
PEP
Pepsico, Inc.
|
Buy |
+260,000
|
|
Q2 2017
|
PYPL
PayPal Holdings, Inc.
|
Buy |
+7,274
|