Lindsell Train 13F holdings, Q4 2009
Holdings as of December 31, 2009 · filings on SEC EDGAR · latest filing →
Lindsell Train disclosed 6 US equity positions worth $106.7m in its Q4 2009 13F filing. The largest position was DR PEPPER SNAPPLE GROUP INC (UN*) at 34.2% of the reported book, followed by EBAY and INTU.
What did Lindsell Train own in Q4 2009? Top 6 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | DR PEPPER SNAPPLE GROUP INC (UN*) | 34.2% | $36.5m | 1,291,226 | – | ||
| 2 | EBAY EBAY INC | Consumer Cyclical | 25.0% | $26.7m | 1,133,163 | – | |
| 3 | INTU INTUIT | Technology | 16.7% | $17.9m | 581,583 | – | |
| 4 | DIS DISNEY WALT CO | Communication Services | 12.0% | $12.8m | 398,209 | – | |
| 5 | BF/A BROWN FORMAN CORP | 11.6% | $12.4m | 219,679 | – | ||
| 6 | DUN & BRADSTREET CORP StateplaceDEL NE | 0.4% | $432.0k | 5,125 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.