Lindsell Train Ltd

Q2 2022 13F-HR Holdings

Location
London, X0
Holdings as of
6/30/2022
Date filed
8/11/2022
Form type
13F-HR
Num holdings
29
Total value ($000)
$5,099,832
Net value change ($000)
-1,247,495 (-19.7%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)

Snapshot: Change Analysis

Compared to Q1 2022
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BF-A 15,156 8.2%
FICO 12,348 3.8%
BF-A 910 4.7%
CL 74 5.8%
KO 20 1.5%
JNJ 5 0.4%
Top Reduces (Value $000, Stocks/ETFs)
PYPL -239,730 -39.4%
DIS -221,746 -30.0%
MDLZ -206,536 -13.0%
EBAY -160,974 -33.6%
INTU -147,284 -19.7%
PEP -116,986 -15.4%
WORLD WRESTLING ENTERTAINMENT, LLC -111,724 -16.6%
Cazoo Group Ltd -33,870 -73.9%
MANU -33,152 -21.6%
AXP -560 -25.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type