Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q4 2024)
As of Dec 31, 2024, the Lindsell Train portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jan 21, 2025. 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 2024, the filing reported:
New Buys - Thermo Fisher Scientific Inc
Increases - None reported
Reductions - Brown Forman Inc, Brown Forman Inc, Walt Disney Company (The), eBay Inc., Fair Isaac Corporation, and 6 more
Complete Exits - Johnson & Johnson, Kenvue 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 2024
|
BF-A
Brown Forman Inc
|
Sell |
-77,788
|
|
Q4 2024
|
BF-B
Brown Forman Inc
|
Sell |
-5,479
|
|
Q4 2024
|
DIS
Walt Disney Company (The)
|
Sell |
-992,971
|
|
Q4 2024
|
EBAY
eBay Inc.
|
Sell |
-461,901
|
|
Q4 2024
|
FICO
Fair Isaac Corporation
|
Sell |
-38,923
|
|
Q4 2024
|
INTU
Intuit Inc.
|
Sell |
-146,574
|
|
Q4 2024
|
JNJ
Johnson & Johnson
|
Sell - Position Exit |
-6,065
|
|
Q4 2024
|
KVUE
Kenvue Inc.
|
Sell - Position Exit |
-14,739
|
|
Q4 2024
|
MANU
Manchester United
|
Sell |
-594,985
|
|
Q4 2024
|
MDLZ
Mondelez International, Inc.
|
Sell |
-1,799,206
|
|
Q4 2024
|
PEP
Pepsico, Inc.
|
Sell |
-213,274
|
|
Q4 2024
|
PYPL
PayPal Holdings, Inc.
|
Sell |
-309,087
|
|
Q4 2024
|
TKO
TKO Group Holdings, Inc.
|
Sell |
-888,188
|
|
Q4 2024
|
TMO
Thermo Fisher Scientific Inc
|
Buy - Position Entry |
+407,240
|