LINDSELL TRAIN LTD Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 10
New Positions 0
Increased Positions 8
Decreased Positions 0
Positions with Activity 8
Sold Out Positions 0
Total Mkt Value (in $ millions) 753

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 57.09%
Energy
Financial
Healthcare
Services 31.95%
Technology 10.96%
Transportation
Utilities

10 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
MONDELEZ INTL INC CL A 177,650 34,271 23.90 4,623,890
DR PEPPER SNAPPLE GROUP INC COM 137,609 12,072 9.62 2,331,179
EBAY INC COM 121,882 17,755 17.05 2,366,650
DISNEY WALT CO COM DISNEY 94,012 4,779 5.36 1,081,969
INTUIT COM 82,501 5,913 7.72 1,025,500
KRAFT FOODS GROUP INC COM 63,879 6,966 12.24 1,068,396
BROWN FORMAN CORP CL A 44,679 919 2.10 486,218
WORLD WRESTLING ENTMT INC CL A 22,030 New 1,870,100
HERSHEY CO COM 5,763 289 5.29 59,750
INTERNATIONAL SPEEDWAY CORP CL A 2,501 New 75,900


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