Lindsell Train LTD Portfolio Holdings by Sector

Lindsell Train LTD

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology FICO INTU 2 stocks	$1.14 Million 31.25% of portfolio	-	2	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ HSY 2 stocks	$753,179 20.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS MANU MSGS 3 stocks	$628,085 17.19% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$472,432 12.93% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services PYPL AXP V 3 stocks	$364,520 9.98% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical EBAY 1 stocks	$267,473 7.32% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology ORCL ADBE 2 stocks	$5,113 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Consulting Services \| Industrials EFX VRSK 2 stocks	$4,980 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services SPGI CME 2 stocks	$4,945 0.14% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CL EL 2 stocks	$3,524 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG 1 stocks	$2,967 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$1,802 0.05% of portfolio	1	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services TROW 1 stocks	$1,307 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ 1 stocks	$982 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts

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