Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q2 2021)

According to the SEC 13F filed on Aug 13, 2021, the Lindsell Train portfolio showed several notable changes in holdings as of quarter-end Jun 30, 2021. 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 2021, the filing reported:

New Buys - None reported

Increases - Walt Disney Company (The), eBay Inc., Pepsico, Inc., WORLD WRESTLING ENTERTAIN-A

Reductions - Intuit Inc., Manchester, Mondelez International, Inc., PayPal Holdings, Inc.

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.

Showing 8 of 8 transactions.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2021	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+391,250	+7.5%	$983.08M	5,592,990
Q2 2021	EBAY eBay Inc.	eBay Inc.	Buy	+105,000	+1.1%	$655.96M	9,342,871
Q2 2021	INTU Intuit Inc.	Intuit Inc.	Sell	-115,100	-5.1%	$1.05B	2,150,706
Q2 2021	MANU Manchester	Manchester	Sell	-155,000	-1.3%	$172.75M	11,372,266
Q2 2021	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-1,368,000	-4.4%	$1.87B	29,893,035
Q2 2021	PEP Pepsico, Inc.	Pepsico, Inc.	Buy	+137,000	+2.4%	$878.69M	5,930,310
Q2 2021	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Sell	-84,250	-2.0%	$1.23B	4,224,262
Q2 2021	WWEEUR WORLD WRESTLING ENTERTAIN-A	WORLD WRESTLING ENTERTAIN-A	Buy	+27,000	+0.2%	$642.73M	11,102,514