What stocks does Lindsell Train own? — Lindsell Train Ltd portfolio & 13F holdings

Lindsell Train runs Lindsell Train Ltd, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $3.9B across 27 positions. The largest holdings are ALPHABET INC, TKO GROUP HOLDINGS INC, and INTUIT (ALPHABET INC alone is 16.6% of the book).

New positions opened in the latest quarter include BROWN FORMAN CORP. Recently exited names: BROWN FORMAN CORP.