Michael Lindsell, Nick TrainLindsell 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 BuysNone reported
IncreasesAlphabet Inc. (GOOGL), PayPal Holdings, Inc. (PYPL), Thermo Fisher Scientific Inc (TMO), Brown Forman Inc (BF-B), Canadian Pacific Kansas City Li (CP)
ReductionsVerisk Analytics, Inc. (VRSK), Visa Inc. (V), CME Group Inc. (CME), American Express Company (AXP), Oracle Corporation (ORCL), and 11 more
Complete ExitsNone 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

DateSymbolTypeQuantity
Q2 2013Jun 30, 2013
BF-A
Brown Forman Inc
Buy - Position Entry
+415,018
Q2 2013Jun 30, 2013
HSY
The Hershey Company
Buy - Position Entry
+51,250
Page 16 of 16452 total trades