Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q3 2024)
As of Sep 30, 2024, the Lindsell Train portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Oct 17, 2024. 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 2024, the filing reported:
New Buys - None reported
Increases - Brown Forman Inc, Brown Forman Inc, Walt Disney Company (The), Estee Lauder Companies, Inc. (T, Alphabet Inc., and 2 more
Reductions - eBay Inc., Fair Isaac Corporation, Intuit Inc., Manchester United, Mondelez International, Inc., and 3 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 2024
|
BF-A
Brown Forman Inc
|
Buy |
+30,340
|
|
Q3 2024
|
BF-B
Brown Forman Inc
|
Buy |
+1,349,698
|
|
Q3 2024
|
DIS
Walt Disney Company (The)
|
Buy |
+561,130
|
|
Q3 2024
|
EBAY
eBay Inc.
|
Sell |
-268,000
|
|
Q3 2024
|
EL
Estee Lauder Companies, Inc. (T
|
Buy |
+3,000
|
|
Q3 2024
|
FICO
Fair Isaac Corporation
|
Sell |
-153,978
|
|
Q3 2024
|
GOOG
Alphabet Inc.
|
Buy |
+900
|
|
Q3 2024
|
INTU
Intuit Inc.
|
Sell |
-21,609
|
|
Q3 2024
|
MANU
Manchester United
|
Sell |
-760,283
|
|
Q3 2024
|
MDLZ
Mondelez International, Inc.
|
Sell |
-1,377,315
|
|
Q3 2024
|
NKE
Nike, Inc.
|
Buy |
+4,500
|
|
Q3 2024
|
PEP
Pepsico, Inc.
|
Sell |
-33,700
|
|
Q3 2024
|
PYPL
PayPal Holdings, Inc.
|
Sell |
-22,080
|
|
Q3 2024
|
TKO
TKO Group Holdings, Inc.
|
Sell |
-551,247
|
|
Q3 2024
|
V
Visa Inc.
|
Buy |
+3,500
|