Lindsell Train (Nick Train) disclosed 11 US equity positions worth $5.2bn in its Q1 2019 13F filing. Its largest position is MDLZ at 30.7% of the reported book, followed by PYPL and DIS. Versus Q4 2018 it opened 0 new positions, added to 5, reduced 1 and exited 0.
$5.2bn
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.
30.7%
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.