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Michael Lindsell & Nick Train

Michael Lindsell & Nick Train

Lindsell Train Ltd

·

CIK

1484150

Co-founders of Lindsell Train Limited, known for their focus on long-term, concentrated investments in high-quality companies with durable competitive advantages.

17 Jun 2025

Last Update

AUM
$3.61B
Holdings
30
ROI %
14.83%
QoQ%
4.73%
Avg. Holding Period
6y
Michael Lindsell & Nick Train
Michael Lindsell & Nick Train

Sector Allocation

Consumer Defensive

Other

Consumer Cyclical

Communication Services

Technology

Financial Services

Industrials

Healthcare

Trade Activity

Ticker
Name
Activity
Shares Traded
Price
Shares Owned
Quarter
Trade Date
Filing Date
Form
MD

MDLZ

MDLZ
Q1 2025
31 Mar 2025
15 May 2025
13F-HR
TM

TMO

TMO
Q1 2025
31 Mar 2025
15 May 2025
13F-HR
TK

TKO

TKO
Q1 2025
31 Mar 2025
15 May 2025
13F-HR
FI

FICO

FICO
Q1 2025
31 Mar 2025
15 May 2025
13F-HR
EB

EBAY

EBAY
Q1 2025
31 Mar 2025
15 May 2025
13F-HR
IN

INTU

INTU
Q1 2025
31 Mar 2025
15 May 2025
13F-HR
DI

DIS

DIS
Q1 2025
31 Mar 2025
15 May 2025
13F-HR
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