Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q2 2022)

As of Jun 30, 2022, the Lindsell Train portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 11, 2022. 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 2022, the filing reported:

New Buys - None reported

Increases - Brown Forman Inc, Walt Disney Company (The), Fair Isaac Corporation, Intuit Inc., Manchester United, and 1 more

Reductions - eBay Inc., Mondelez International, Inc., Pepsico, 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.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q2 2022	BF-A Brown Forman Inc	Brown Forman Inc	Buy	+7,500	+0.3%	$201.07K	2,966,672
Q2 2022	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+91,500	+1.7%	$518.45K	5,487,090
Q2 2022	EBAY eBay Inc.	eBay Inc.	Sell	-733,000	-8.8%	$318.33K	7,638,371
Q2 2022	FICO Fair Isaac Corporation	Fair Isaac Corporation	Buy	+144,872	+20.8%	$337.50K	841,430
Q2 2022	INTU Intuit Inc.	Intuit Inc.	Buy	+2,300	+0.1%	$601.80K	1,560,756
Q2 2022	MANU Manchester United	Manchester United	Buy	+196,500	+1.9%	$120.12K	10,792,676
Q2 2022	MDLZ Mondelez International, Inc.	Mondelez International, Inc.	Sell	-3,046,000	-12.1%	$1.38M	22,164,468
Q2 2022	PEP Pepsico, Inc.	Pepsico, Inc.	Sell	-684,000	-15.1%	$640.92K	3,844,860
Q2 2022	PYPL PayPal Holdings, Inc.	PayPal Holdings, Inc.	Buy	+15,000	+0.3%	$368.50K	5,274,462