Lindsell Train (Nick Train) disclosed 11 US equity positions worth $4.1bn in its Q4 2018 13F filing. Its largest position is MDLZ at 29.7% of the reported book, followed by PYPL and DIS. Versus Q3 2018 it opened 0 new positions, added to 9, reduced 1 and exited 1.
$4.1bn
Reported equity book
Sum of the long US equity positions in the filing, at the values filed. Options are excluded.
11
Positions
Distinct securities in the equity book with a reported value above zero. Options are excluded.
29.7%
Largest position
The largest single position as a share of the reported equity book.
99.7%
Top 10 weight
The ten largest positions together, as a share of the reported equity book.
6
Effective positions
1 / HHI of portfolio weights: the number of equal-weight positions the book behaves like.
67
Quarters on file since Q4 2009
Quarters for which this manager's 13F holdings are on record.