Michael Lindsell, Nick Train - Lindsell Train 13F Activity & Position Changes (Q4 2024)
According to the SEC 13F filed on Jan 21, 2025, the Lindsell Train portfolio showed several notable changes in holdings as of quarter-end Dec 31, 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 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
|