What Lindsell Train bought and sold in Q2 2026

In Q2 2026, Lindsell Train (Lindsell Train) opened 2 new positions — including KKR (2.3%), WMG (0.1%), trimmed 4, exited 1 (CL). The book stood at $2.63B across 28 positions, filed Jul 15, 2026.

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.