Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q3 2026)
According to the SEC 13F filed on Nov 02, 2026, the Lindsell Train portfolio showed several notable changes in holdings as of quarter-end Sep 30, 2026. 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 2026, the filing reported:
New Buys - None reported
Increases - KKR & Co. Inc., Warner Music Group Corp.
Reductions - American Express Company, Brown Forman Inc, Brown Forman Inc, Walt Disney Company (The), eBay Inc., and 12 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.
Showing 19 of 19 transactions.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q3 2026
|
AXP
American Express Company
|
Sell |
-400
|
|
Q3 2026
|
BF-A
Brown Forman Inc
|
Sell |
-192,972
|
|
Q3 2026
|
BF-B
Brown Forman Inc
|
Sell |
-51,700
|
|
Q3 2026
|
DIS
Walt Disney Company (The)
|
Sell |
-308,505
|
|
Q3 2026
|
EBAY
eBay Inc.
|
Sell |
-63,600
|
|
Q3 2026
|
EL
Estee Lauder Companies, Inc. (T
|
Sell |
-2,500
|
|
Q3 2026
|
FICO
Fair Isaac Corporation
|
Sell |
-13,401
|
|
Q3 2026
|
GOOGL
Alphabet Inc.
|
Sell |
-160,800
|
|
Q3 2026
|
INTU
Intuit Inc.
|
Sell |
-39,300
|
|
Q3 2026
|
KKR
KKR & Co. Inc.
|
Buy |
+322,450
|
|
Q3 2026
|
KO
Coca-Cola Company (The)
|
Sell |
-500
|
|
Q3 2026
|
MANU
Manchester
|
Sell |
-250,946
|
|
Q3 2026
|
MDLZ
Mondelez International, Inc.
|
Sell |
-284,386
|
|
Q3 2026
|
MSGS
Madison Square Garden Sports Co
|
Sell |
-100
|
|
Q3 2026
|
PEP
Pepsico, Inc.
|
Sell |
-72,718
|
|
Q3 2026
|
PYPL
PayPal Holdings, Inc.
|
Sell |
-223,000
|
|
Q3 2026
|
TKO
TKO Group Holdings, Inc.
|
Sell |
-159,700
|
|
Q3 2026
|
TMO
Thermo Fisher Scientific Inc
|
Sell |
-122,671
|
|
Q3 2026
|
WMG
Warner Music Group Corp.
|
Buy |
+5,000
|