Lindsell Train Ltd activity
Every position Lindsell Train opened, added to, trimmed or closed between 2026 Q1 and 2026 Q2.
New
2
Add
5
Reduce
14
Exit
1
22 shown
| Ticker | Action | Δ weight | Detail | Period |
|---|---|---|---|---|
| KKR | New | 0% to 2.3% | $61M | Q1→Q2 |
| WMG | New | 0% to 0.05% | $1.4M | Q1→Q2 |
| CL | Exit | 0.03% to 0% | $852K | Q1→Q2 |
| V | Add | 0.10% to 0.14% | +1.9% sh | Q1→Q2 |
| SPGI | Add | 0.10% to 0.11% | +1.4% sh | Q1→Q2 |
| EFX | Add | 0.07% to 0.07% | +2.6% sh | Q1→Q2 |
| VRSK | Add | 0.05% to 0.06% | +13.1% sh | Q1→Q2 |
| NKE | Add | 0.04% to 0.03% | +1.0% sh | Q1→Q2 |
| INTU | Reduce | 10.1% to 6.6% | −9.1% sh | Q1→Q2 |
| GOOGL | Reduce | 15.6% to 17.5% | −24.5% sh | Q1→Q2 |
| FICO | Reduce | 8.5% to 10.3% | −9.3% sh | Q1→Q2 |
| PEP | Reduce | 6.3% to 5.3% | −19.8% sh | Q1→Q2 |
| MDLZ | Reduce | 6.6% to 5.6% | −28.0% sh | Q1→Q2 |
| EBAY | Reduce | 5.6% to 4.7% | −42.1% sh | Q1→Q2 |
| PYPL | Reduce | 6.0% to 5.2% | −24.3% sh | Q1→Q2 |
| MANU | Reduce | 1.7% to 2.4% | −12.2% sh | Q1→Q2 |
| TKO | Reduce | 15.8% to 16.1% | −14.3% sh | Q1→Q2 |
| DIS | Reduce | 9.9% to 9.6% | −18.7% sh | Q1→Q2 |
| TMO | Reduce | 9.7% to 9.8% | −16.6% sh | Q1→Q2 |
| BF.B | Reduce | 1.3% to 1.4% | −12.5% sh | Q1→Q2 |
| AXP | Reduce | 0.09% to 0.10% | −15.6% sh | Q1→Q2 |
| BF.A | Reduce | 2.2% to 2.2% | −17.4% sh | Q1→Q2 |