Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q3 2017)
According to the SEC 13F filed on Jul 15, 2026, the Lindsell Train portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2017. 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 Q3 2017, the filing reported:
New Buys - Manchester United
Increases - Brown Forman Inc, Walt Disney Company (The), eBay Inc., Intuit Inc., Mondelez International, Inc., and 1 more
Reductions - The Kraft Heinz Company, 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.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2017
|
BF-A
Brown Forman Inc
|
Buy |
+166,536
|
|
Q3 2017
|
DIS
Walt Disney Company (The)
|
Buy |
+439,000
|
|
Q3 2017
|
EBAY
eBay Inc.
|
Buy |
+369,000
|
|
Q3 2017
|
INTU
Intuit Inc.
|
Buy |
+162,000
|
|
Q3 2017
|
KHC
The Kraft Heinz Company
|
Sell |
-639,000
|
|
Q3 2017
|
MANU
Manchester United
|
Buy - Position Entry |
+7,467,829
|
|
Q3 2017
|
MDLZ
Mondelez International, Inc.
|
Buy |
+3,086,000
|
|
Q3 2017
|
PEP
Pepsico, Inc.
|
Buy |
+399,000
|
|
Q3 2017
|
PYPL
PayPal Holdings, Inc.
|
Sell |
-81,490
|