What did Lindsell Train buy in Q4 2024?

Lindsell Train opened 1 new position (TMO) and added to 0 existing holdings in the Q4 2024 13F.

What did Lindsell Train sell in Q4 2024?

Lindsell Train exited 2 positions (JNJ, KVUE) and trimmed 0.

What Lindsell Train bought and sold in Q4 2024

In Q4 2024, Lindsell Train (Lindsell Train) opened 1 new position — including TMO (5.3%), exited 2 (JNJ, KVUE). The book stood at $4.00B across 28 positions, filed Jan 21, 2025.

1New0Added0Trimmed2Exited

Share𝕏 in

New positions (1)

TMOThermo Fisher Scientific Inc5.3% · $212M

Exited (2)

JNJJohnson & Johnsonwas <0.1% of book
KVUEKenvue Incwas <0.1% of book

Lindsell Train's other filings

Q1 2026 changes Q3 2025 changes Q2 2025 changes Q1 2025 changes

Lindsell Train's full portfolio →The whole cohort in Q4 2024 →

Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.