Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q4 2023)
According to the SEC 13F filed on Feb 13, 2024, the Lindsell Train portfolio showed several notable changes in holdings as of quarter-end Dec 31, 2023. 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 Q4 2023, the filing reported:
New Buys - Alphabet Inc.
Reductions - Walt Disney Company (The), eBay Inc., Fair Isaac Corporation, Intuit Inc., Mondelez International, Inc., and 3 more
Complete Exits - Alphabet Inc.
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 |
|---|---|---|---|
|
Q4 2023
|
BF-A
Brown Forman Inc
|
Buy |
+1,000
|
|
Q4 2023
|
DIS
Walt Disney Company (The)
|
Sell |
-31,000
|
|
Q4 2023
|
EBAY
eBay Inc.
|
Sell |
-598,000
|
|
Q4 2023
|
EL
Estee Lauder Companies, Inc. (T
|
Buy |
+900
|
|
Q4 2023
|
FICO
Fair Isaac Corporation
|
Sell |
-107,869
|
|
Q4 2023
|
GOOG
Alphabet Inc.
|
Buy - Position Entry |
+16,850
|
|
Q4 2023
|
GOOGL
Alphabet Inc.
|
Sell - Position Exit |
-16,850
|
|
Q4 2023
|
INTU
Intuit Inc.
|
Sell |
-118,997
|
|
Q4 2023
|
MDLZ
Mondelez International, Inc.
|
Sell |
-656,600
|
|
Q4 2023
|
PEP
Pepsico, Inc.
|
Sell |
-75,500
|
|
Q4 2023
|
PYPL
PayPal Holdings, Inc.
|
Sell |
-59,000
|
|
Q4 2023
|
TKO
TKO Group Holdings, Inc.
|
Sell |
-12,000
|
|
Q4 2023
|
V
Visa Inc.
|
Buy |
+400
|