Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q4 2023)
As of Dec 31, 2023, the Lindsell Train portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Feb 13, 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 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
|