Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q2 2023)
According to the SEC 13F filed on Aug 14, 2023, the Lindsell Train portfolio showed several notable changes in holdings as of quarter-end Jun 30, 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 Q2 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 9 more
Reductions - eBay Inc., Fair Isaac Corporation, Intuit 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 | Type | Change Qty |
|---|---|---|---|
|
Q2 2023
|
ADBE
Adobe Inc.
|
Buy |
+200
|
|
Q2 2023
|
BF-A
Brown Forman Inc
|
Buy |
+6,000
|
|
Q2 2023
|
CL
Colgate-Palmolive Company
|
Buy |
+2,000
|
|
Q2 2023
|
CME
CME Group Inc.
|
Buy |
+2,700
|
|
Q2 2023
|
DIS
Walt Disney Company (The)
|
Buy |
+2,200
|
|
Q2 2023
|
EBAY
eBay Inc.
|
Sell |
-521,000
|
|
Q2 2023
|
EFX
Equifax, Inc.
|
Buy |
+900
|
|
Q2 2023
|
EL
Estee Lauder Companies, Inc. (T
|
Buy |
+1,100
|
|
Q2 2023
|
FICO
Fair Isaac Corporation
|
Sell |
-72,200
|
|
Q2 2023
|
INTU
Intuit Inc.
|
Sell |
-65,200
|
|
Q2 2023
|
MANU
Manchester United
|
Buy |
+34,000
|
|
Q2 2023
|
MDLZ
Mondelez International, Inc.
|
Sell |
-1,253,100
|
|
Q2 2023
|
NKE
Nike, Inc.
|
Buy |
+2,000
|
|
Q2 2023
|
PEP
Pepsico, Inc.
|
Sell |
-210,300
|
|
Q2 2023
|
PYPL
PayPal Holdings, Inc.
|
Buy |
+5,000
|
|
Q2 2023
|
SPGI
S&P Global Inc.
|
Buy |
+1,500
|
|
Q2 2023
|
TROW
T. Rowe Price Group, Inc.
|
Buy |
+2,200
|
|
Q2 2023
|
V
Visa Inc.
|
Buy |
+500
|
|
Q2 2023
|
VRSK
Verisk Analytics, Inc.
|
Buy |
+500
|