Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q3 2024)
According to the SEC 13F filed on Oct 17, 2024, the Lindsell Train portfolio showed several notable changes in holdings as of quarter-end Sep 30, 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
|