Manager activity
Lindsell Train Ltd
This quarter’s activity: 2026 Q1 vs 2025 Q4 · filed 4/24/2026 · full comparison · all filings
Add · 8
Reduce · 17
Exit · 1
| Action | Issuer | Δ Shares | Δ Shares % | Δ Port % | Filed |
|---|---|---|---|---|---|
| Reduce | ALPHABET INC | -383,959 | -18.4% | -0.95 pp | 4/24/2026 |
| Add | FAIR ISAAC CORP | +32,829 | +15.2% | -0.80 pp | 4/24/2026 |
| Reduce | THERMO FISHER SCIENTIFIC INC | -72,292 | -10.5% | -0.46 pp | 4/24/2026 |
| Reduce | TKO GROUP HOLDINGS INC | -370,736 | -13.1% | +0.80 pp | 4/24/2026 |
| Reduce | DISNEY WALT CO | -275,423 | -7.9% | -0.19 pp | 4/24/2026 |
| Add | INTUIT | +123,448 | +20.2% | -0.14 pp | 4/24/2026 |
| Reduce | PAYPAL HLDGS INC | -118,995 | -2.8% | -0.34 pp | 4/24/2026 |
| Reduce | PEPSICO INC | -524,786 | -29.1% | -0.24 pp | 4/24/2026 |
| Reduce | MONDELEZ INTL INC | -917,890 | -20.5% | +0.43 pp | 4/24/2026 |
| Reduce | EBAY INC. | -151,594 | -7.3% | +1.00 pp | 4/24/2026 |
| Reduce | MANCHESTER UTD PLC NEW | -454,500 | -12.6% | +0.23 pp | 4/24/2026 |
| Reduce | BROWN FORMAN CORP | -157,518 | -5.7% | +0.38 pp | 4/24/2026 |
| Reduce | BROWN FORMAN CORP | -73,715 | -4.5% | +0.24 pp | 4/24/2026 |
| Exit | PRICE T ROWE GROUP INC | -12,000 | Exit | -0.03 pp | 4/24/2026 |
| Reduce | AMERICAN EXPRESS CO | -800 | -8.2% | -0.01 pp | 4/24/2026 |
| Reduce | LAUDER ESTEE COS INC | -500 | -3.2% | -0.01 pp | 4/24/2026 |
| Add | S&P GLOBAL INC | +500 | +7.4% | +0.01 pp | 4/24/2026 |
| Add | VISA INC | +300 | +3.0% | +0.01 pp | 4/24/2026 |
| Add | EQUIFAX INC | +500 | +4.5% | +0.01 pp | 4/24/2026 |
| Reduce | COLGATE PALMOLIVE CO | -4,600 | -31.5% | 0.00 pp | 4/24/2026 |
| Reduce | COCA COLA CO | -5,000 | -29.4% | 0.00 pp | 4/24/2026 |
| Add | NIKE INC | +400 | +2.0% | 0.00 pp | 4/24/2026 |
| Add | ADOBE INC | +1,700 | +32.1% | +0.01 pp | 4/24/2026 |
| Add | VERISK ANALYTICS INC | +900 | +12.0% | +0.01 pp | 4/24/2026 |
| Reduce | MADISON SQUARE GRDN SPRT COR | -500 | -15.2% | +0.01 pp | 4/24/2026 |
| Reduce | CME GROUP INC | -500 | -6.8% | +0.01 pp | 4/24/2026 |