LINDSELL TRAIN LTD Information

CAYZER HOUSE, LONDON, , SW1E 6NN, (4207) 802-4700

Report Date: 03/31/2015

Position Statistics

Total Positions 11
New Positions 0
Increased Positions 9
Decreased Positions 1
Positions with Activity 10
Sold Out Positions 0
Total Mkt Value (in $ millions) 1,359

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 45.63%
Energy
Financial
Healthcare
Services 25.85%
Technology 11.36%
Transportation
Utilities

11 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MONDELEZ INTL INC CL A 339,683 43,289 14.61 7,881,286
DR PEPPER SNAPPLE GROUP INC COM 205,283 1,193 .58 2,582,179
DISNEY WALT CO COM DISNEY 172,075 -3,356 (1.91) 1,435,869
INTUIT COM 154,429 5,593 3.76 1,463,500
PAYPAL HLDGS INC COM 130,533 4,137 3.27 3,439,600
KRAFT HEINZ CO COM 102,637 271 .27 1,317,379
EBAY INC COM 98,889 3,134 3.27 3,439,600
BROWN FORMAN CORP CL A 69,657 7,473 12.02 601,218
WORLD WRESTLING ENTMT INC CL A 68,376 5,331 8.46 4,149,006
INTERNATIONAL SPEEDWAY CORP CL A 11,931 8,401 237.97 350,500
HERSHEY CO COM 5,527 New 59,750


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