Michael Lindsell, Nick Train – Lindsell Train Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Lindsell Train portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Aug 08, 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 Q2 2025, the filing reported:
New Buys – None reported
Increases – Alphabet Inc. (GOOGL), PayPal Holdings, Inc. (PYPL), Thermo Fisher Scientific Inc (TMO), Brown Forman Inc (BF-B), Canadian Pacific Kansas City Li (CP)
Reductions – Verisk Analytics, Inc. (VRSK), Visa Inc. (V), CME Group Inc. (CME), American Express Company (AXP), Oracle Corporation (ORCL), and 11 more
Complete Exits – None reported
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Lindsell Train Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q4 2015Dec 31, 2015 | EBAY eBay Inc. | Buy | +251,000+8.1% |
Q4 2015Dec 31, 2015 | PEP Pepsico, Inc. | Buy | +98,000+9.6% |
Q4 2015Dec 31, 2015 | KHC The Kraft Heinz Company | Buy | +50,500+5.5% |
Q4 2015Dec 31, 2015 | DIS Walt Disney Company (The) | Buy | +30,500+1.8% |
Q4 2015Dec 31, 2015 | INTU Intuit Inc. | Buy | +7,000+0.4% |
Q3 2015Sep 30, 2015 | PYPL PayPal Holdings, Inc. | Buy - Position Entry | +4,205,600 |
Q3 2015Sep 30, 2015 | KHC The Kraft Heinz Company | Buy - Position Entry | +916,483 |
Q3 2015Sep 30, 2015 | MDLZ Mondelez International, Inc. | Buy | +478,000+5.5% |
Q3 2015Sep 30, 2015 | INTU Intuit Inc. | Buy | +237,200+15.1% |
Q3 2015Sep 30, 2015 | DIS Walt Disney Company (The) | Buy | +183,000+12.5% |
Q3 2015Sep 30, 2015 | PEP Pepsico, Inc. | Buy | +118,850+13.2% |
Q3 2015Sep 30, 2015 | BF-A Brown Forman Inc | Buy | +13,000+2.1% |
Q3 2015Sep 30, 2015 | EBAY eBay Inc. | Sell | -606,000-16.3% |
Q2 2015Jun 30, 2015 | PEP Pepsico, Inc. | Buy - Position Entry | +900,000 |
Q2 2015Jun 30, 2015 | MDLZ Mondelez International, Inc. | Buy | +820,500+10.4% |
Q2 2015Jun 30, 2015 | EBAY eBay Inc. | Buy | +267,000+7.8% |
Q2 2015Jun 30, 2015 | INTU Intuit Inc. | Buy | +110,000+7.5% |
Q2 2015Jun 30, 2015 | DIS Walt Disney Company (The) | Buy | +34,000+2.4% |
Q2 2015Jun 30, 2015 | BF-A Brown Forman Inc | Buy | +11,000+1.8% |
Q2 2015Jun 30, 2015 | HSY The Hershey Company | Sell - Position Exit | -59,750-100.0% |
Q1 2015Mar 31, 2015 | MDLZ Mondelez International, Inc. | Buy | +1,004,396+14.6% |
Q1 2015Mar 31, 2015 | EBAY eBay Inc. | Buy | +109,000+3.3% |
Q1 2015Mar 31, 2015 | BF-A Brown Forman Inc | Buy | +64,500+12.0% |
Q1 2015Mar 31, 2015 | INTU Intuit Inc. | Buy | +53,000+3.8% |
Q1 2015Mar 31, 2015 | DIS Walt Disney Company (The) | Sell | -28,000-1.9% |
Q4 2014Dec 31, 2014 | MDLZ Mondelez International, Inc. | Buy | +1,378,500+25.1% |
Q4 2014Dec 31, 2014 | EBAY eBay Inc. | Buy | +500,200+17.7% |
Q4 2014Dec 31, 2014 | INTU Intuit Inc. | Buy | +239,500+20.5% |
Q4 2014Dec 31, 2014 | DIS Walt Disney Company (The) | Buy | +220,400+17.7% |
Q4 2014Dec 31, 2014 | BF-A Brown Forman Inc | Buy | +50,500+10.4% |