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 |
|---|---|---|---|
Q2 2020Jun 30, 2020 | AXP American Express Company | Buy - Position Entry | +11,600 |
Q2 2020Jun 30, 2020 | TROW T. Rowe Price Group, Inc. | Buy - Position Entry | +9,600 |
Q2 2020Jun 30, 2020 | EFX Equifax, Inc. | Buy - Position Entry | +9,400 |
Q2 2020Jun 30, 2020 | EL Estee Lauder Companies, Inc. (T | Buy - Position Entry | +8,800 |
Q2 2020Jun 30, 2020 | JNJ Johnson & Johnson | Buy - Position Entry | +7,900 |
Q2 2020Jun 30, 2020 | VRSK Verisk Analytics, Inc. | Buy - Position Entry | +6,500 |
Q2 2020Jun 30, 2020 | V Visa Inc. | Buy - Position Entry | +5,900 |
Q2 2020Jun 30, 2020 | CME CME Group Inc. | Buy - Position Entry | +5,300 |
Q2 2020Jun 30, 2020 | HSY The Hershey Company | Buy - Position Entry | +5,100 |
Q2 2020Jun 30, 2020 | SPGI S&P Global Inc. | Buy - Position Entry | +4,400 |
Q2 2020Jun 30, 2020 | MSGS Madison Square Garden Sports Co | Buy - Position Entry | +3,300 |
Q2 2020Jun 30, 2020 | ADBE Adobe Inc. | Buy - Position Entry | +2,500 |
Q2 2020Jun 30, 2020 | GOOGL Alphabet Inc. | Buy - Position Entry | +800 |
Q2 2020Jun 30, 2020 | PYPL PayPal Holdings, Inc. | Sell | -1,178,006-17.7% |
Q1 2020Mar 31, 2020 | DIS Walt Disney Company (The) | Buy | +218,000+3.9% |
Q1 2020Mar 31, 2020 | MANU Manchester United | Buy | +19,813+0.2% |
Q1 2020Mar 31, 2020 | BF-A Brown Forman Inc | Buy | +18,702+0.8% |
Q1 2020Mar 31, 2020 | INTU Intuit Inc. | Sell | -384,500-14.0% |
Q1 2020Mar 31, 2020 | PEP Pepsico, Inc. | Sell | -511,000-10.3% |
Q1 2020Mar 31, 2020 | PYPL PayPal Holdings, Inc. | Sell | -1,068,000-13.8% |
Q1 2020Mar 31, 2020 | EBAY eBay Inc. | Sell | -1,350,350-11.9% |
Q1 2020Mar 31, 2020 | MDLZ Mondelez International, Inc. | Sell | -3,186,800-9.7% |
Q4 2019Dec 31, 2019 | EBAY eBay Inc. | Buy | +1,098,171+10.7% |
Q4 2019Dec 31, 2019 | MDLZ Mondelez International, Inc. | Buy | +765,113+2.4% |
Q4 2019Dec 31, 2019 | PYPL PayPal Holdings, Inc. | Buy | +364,366+4.9% |
Q4 2019Dec 31, 2019 | INTU Intuit Inc. | Buy | +214,021+8.5% |
Q4 2019Dec 31, 2019 | PEP Pepsico, Inc. | Buy | +203,678+4.3% |
Q4 2019Dec 31, 2019 | BF-A Brown Forman Inc | Buy | +162,126+7.0% |
Q4 2019Dec 31, 2019 | DIS Walt Disney Company (The) | Buy | +130,812+2.4% |
Q4 2019Dec 31, 2019 | MANU Manchester United | Buy | +79,496+0.7% |