Lindsell Train
WS Lindsell Train North American Equity Fund
North America
Jan 2026 → Aug 2026
Our archive holds 4 letters from this strategy, behind 1 investment thesis and positions in 17 companies. Every quote below is copied verbatim from the letter it came from.
4 letters in a year — follow all of Lindsell Train for every strategy.
What it bought and sold
we also began accumulating stakes in two new companies.
- New positionWarner Music GroupJul 2026
we also began accumulating stakes in two new companies.