WS Lindsell Train UK Equity Fund

WS Lindsell Train North American Equity Fund

North America

Jan 2026Jul 2026

Our archive holds 3 letters from this strategy, behind 1 investment thesis and positions in 15 companies. Every quote below is copied verbatim from the letter it came from.

3 letters in a year follow all of WS Lindsell Train UK Equity Fund for every strategy.

What it bought and sold

  • New positionKKRJul 2026
    we also began accumulating stakes in two new companies.
  • New positionWarner Music GroupJul 2026
    we also began accumulating stakes in two new companies.

Also held

Its investment theses

Every letter