Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q3 2022)
According to the SEC 13F filed on Nov 14, 2022, the Lindsell Train portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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 Q3 2022, the filing reported:
New Buys - None reported
Increases - Fair Isaac Corporation, Alphabet Inc., Manchester United, PayPal Holdings, Inc., Visa Inc.
Reductions - Brown Forman Inc, Walt Disney Company (The), eBay Inc., Intuit Inc., Mondelez International, Inc., and 1 more
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 2022
|
BF-A
Brown Forman Inc
|
Sell |
-23,000
|
|
Q3 2022
|
DIS
Walt Disney Company (The)
|
Sell |
-39,800
|
|
Q3 2022
|
EBAY
eBay Inc.
|
Sell |
-79,500
|
|
Q3 2022
|
FICO
Fair Isaac Corporation
|
Buy |
+75,475
|
|
Q3 2022
|
GOOGL
Alphabet Inc.
|
Buy |
+15,200
|
|
Q3 2022
|
INTU
Intuit Inc.
|
Sell |
-50,554
|
|
Q3 2022
|
MANU
Manchester United
|
Buy |
+132,500
|
|
Q3 2022
|
MDLZ
Mondelez International, Inc.
|
Sell |
-1,365,000
|
|
Q3 2022
|
PEP
Pepsico, Inc.
|
Sell |
-120,000
|
|
Q3 2022
|
PYPL
PayPal Holdings, Inc.
|
Buy |
+77,340
|
|
Q3 2022
|
V
Visa Inc.
|
Buy |
+900
|