Michael Lindsell, Nick Train - Lindsell Train Portfolio Performance Analysis (Q3 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to September 2026 • Initial Portfolio Value: $0.32B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+2.03B
+633.03%
Winning Positions
+73.68%
28 wins / 38 positions
Average Gain (Winners)
$61.52M
+1599.67% avg per position
Active Positions
28
9 losing positions
Portfolio Value Over Time
Total Positions Tracked
38
All holdings over time
Win/Loss Ratio
3.11
28 gains / 9 losses
Active vs. Exited
28 / 10
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| WWEEUR | WORLD WRESTLING ENTERTAIN-A | N/A | Jun 2013 | EXITED | $16.59M | $686.67M | $670.08M | +4038.32% |
| GOOGL | Alphabet Inc. | Communication Services | Jun 2020 | ACTIVE | $1.13M | $387.45M | $386.32M | +9,999%+ |
| DIS | Walt Disney Company (The) | Communication Services | Jun 2013 | ACTIVE | $49.60M | $241.20M | $191.60M | +386.31% |
| INTU | Intuit Inc. | Technology | Jun 2013 | ACTIVE | $49.51M | $173.03M | $123.52M | +249.47% |
| TMO | Thermo Fisher Scientific Inc | Healthcare | Dec 2024 | ACTIVE | $211.86M | $293.07M | $81.21M | +38.33% |
| MDLZ | Mondelez International, Inc. | Consumer Defensive | Jun 2013 | ACTIVE | $89.07M | $145.89M | $56.82M | +63.79% |
| ISCAUSD | INTL SPEEDWAY CORP-CL A | N/A | Jun 2013 | EXITED | $1.01M | $47.24M | $46.23M | +4591.26% |
| PEP | Pepsico, Inc. | Consumer Defensive | Jun 2015 | ACTIVE | $84.01M | $120.51M | $36.50M | +43.45% |
| KKR | KKR & Co. Inc. | Financial Services | Jun 2026 | ACTIVE | $61.29M | $90.41M | $29.12M | +47.51% |
| EBAY | eBay Inc. | Consumer Cyclical | Jun 2013 | ACTIVE | $83.09M | $111.61M | $28.52M | +34.32% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.