Manager activity
Lindsell Train Ltd
Lindsell Train
New
2
Add
5
Reduce
14
Exit
1
22 shown
| ticker | action | Δ port | detail | period |
|---|---|---|---|---|
| KKR | New | +2.33 pp | opened 2.3% | Q1→Q2 |
| WMG | New | +0.05 pp | opened 0.05% | Q1→Q2 |
| CL | Exit | −0.03 pp | was 0.03% | Q1→Q2 |
| V | Add | +0.04 pp | +1.9% sh | Q1→Q2 |
| SPGI | Add | +0.02 pp | +1.4% sh | Q1→Q2 |
| EFX | Add | +0.01 pp | +2.6% sh | Q1→Q2 |
| VRSK | Add | +0.01 pp | +13.1% sh | Q1→Q2 |
| NKE | Add | 0.00 pp | +1.0% sh | Q1→Q2 |
| INTU | Reduce | −3.49 pp | −9.1% sh | Q1→Q2 |
| GOOGL | Reduce | +1.87 pp | −24.5% sh | Q1→Q2 |
| FICO | Reduce | +1.79 pp | −9.3% sh | Q1→Q2 |
| PEP | Reduce | −1.05 pp | −19.8% sh | Q1→Q2 |
| MDLZ | Reduce | −0.90 pp | −28.0% sh | Q1→Q2 |
| EBAY | Reduce | −0.85 pp | −42.1% sh | Q1→Q2 |
| PYPL | Reduce | −0.83 pp | −24.3% sh | Q1→Q2 |
| MANU | Reduce | +0.72 pp | −12.2% sh | Q1→Q2 |
| TKO | Reduce | +0.33 pp | −14.3% sh | Q1→Q2 |
| DIS | Reduce | −0.30 pp | −18.7% sh | Q1→Q2 |
| TMO | Reduce | +0.14 pp | −16.6% sh | Q1→Q2 |
| BF.B | Reduce | +0.07 pp | −12.5% sh | Q1→Q2 |
| AXP | Reduce | +0.01 pp | −15.6% sh | Q1→Q2 |
| BF.A | Reduce | +0.01 pp | −17.4% sh | Q1→Q2 |