Lindsell Train Ltd has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Mathew McNeill, lists a total of 28 distinct positions held by the firm.
The portfolio is dominated by a single holding in Walt Disney Co. Class A common stock, which comprises 2,299,341 shares. Other significant positions include TKO Group Holdings Class A, with 1,939,162 shares, and Mondelez International Class A, with 2,281,067 shares. The filing also lists substantial stakes in PayPal Holdings Inc., with 2,939,672 shares, and eBay Inc., with 1,052,401 shares.
Among the other companies disclosed in the filing are Visa Inc. Class A, with 10,500 shares; American Express Co., with 7,200 shares; and Coca-Cola Co., with 11,500 shares. The list of holdings includes a diverse mix of sectors, ranging from consumer staples like PepsiCo and Brown Forman to financial services such as American Express and S&P Global, as well as technology firms like Adobe, Intuit, and Oracle.
