Lindsell Train 13F holdings, Q2 2010
Holdings as of June 30, 2010 · filings on SEC EDGAR · latest filing →
Lindsell Train disclosed 7 US equity positions worth $157.1m in its Q2 2010 13F filing. The largest position was KRAFT FOODS INC at 36.2% of the reported book, followed by GROUP INC and EBAY. Against the Q1 2010 filing, it opened 0 new positions, added to 2 and reduced 1 among the top 7 holdings.
What did Lindsell Train own in Q2 2010? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2010 |
|---|---|---|---|---|---|---|---|
| 1 | KRAFT FOODS INC | 36.2% | $56.9m | 2,030,642 | 5% | added | |
| 2 | GROUP INC | 29.9% | $46.9m | 1,254,653 | -3% | reduced | |
| 3 | EBAY EBAY INC | Consumer Cyclical | 15.9% | $24.9m | 1,270,663 | 12% | added |
| 4 | BF/A BROWN FORMAN CORP | 8.1% | $12.8m | 219,679 | 0% | held | |
| 5 | DIS DISNEY | Communication Services | 8.0% | $12.5m | 398,209 | 0% | held |
| 6 | HSY HERSHEY CO | Consumer Defensive | 1.7% | $2.7m | 56,750 | 0% | held |
| 7 | DUN & BRADSTREET CORP | 0.2% | $344.0k | 5,125 | 0% | held |
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.