Nick Train - Lindsell Train
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    27
Portfolio value:    $3,136,812,519
Holdings Activity Buys Sells    History
Holding/activity history for  Brown-Forman CL A (BF.A)
← All BF.A superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,585,222 2.21 Reduce 5.74% 0.11 $23.01–31.14 · VW $26.81i $69,258,097 SEC
2025   Q4 2,742,740 1.83 $26.31 $72,161,489 SEC
2025   Q3 2,742,740 1.81 Add 0.34% <0.01 $26.21–31.63 · VW $28.32i $73,807,133 SEC
2025   Q2 2,733,341 1.77 Reduce 0.69% 0.02 $26.11–35.96 · VW $30.24i $75,084,877 SEC
2025   Q1 2,752,327 2.55 Reduce 1.57% 0.04 $30.82–38.21 · VW $34.55i $92,120,385 SEC
2024   Q4 2,796,127 2.63 Reduce 2.71% 0.08 $32.44–45.92 · VW $37.23i $105,386,027 SEC
2024   Q3 2,873,915 3.12 Add 1.07% 0.03 $43.57–48.59 · VW $45.25i $138,177,833 SEC
2024   Q2 2,843,575 2.83 $43.16 $122,728,697 SEC
2024   Q1 2,843,575 3.17 Reduce 3.23% 0.11 $48.92–61.32 · VW $53.10i $150,965,397 SEC
2023   Q4 2,938,470 3.39 Add 0.03% <0.01 $54.79–62.31 · VW $57.82i $174,985,888 SEC
2023   Q3 2,937,470 3.43 $58.14 $170,784,506 SEC
2023   Q2 2,937,470 3.56 Add 0.20% <0.01 $61.88–72.35 · VW $68.71i $199,982,958 SEC
2023   Q1 2,931,470 3.33 Add 0.12% <0.01 $61.47–67.82 · VW $65.06i $191,102,529 SEC
2022   Q4 2,927,970 3.66 Reduce 0.53% 0.02 $63.50–74.42 · VW $68.14i $192,426,188 SEC
2022   Q3 2,943,672 4.04 Reduce 0.78% 0.03 $63.95–76.60 · VW $69.77i $198,771,000 SEC
2022   Q2 2,966,672 3.95 Add 0.25% 0.01 $56.97–72.68 · VW $67.35i $201,066,000 SEC
2022   Q1 2,959,172 2.95 Add 1.10% 0.03 $57.92–65.79 · VW $62.04i $185,910,000 SEC
2021   Q4 2,926,896 2.92 Add 2.76% 0.08 $59.41–70.59 · VW $64.21i $198,414,000 SEC
2021   Q3 2,848,271 2.46 $62.67 $178,501,000 SEC
2021   Q2 2,848,271 2.60 $70.50 $200,803,000 SEC
2021   Q1 2,848,271 2.56 Add 2.72% 0.07 $63.54–73.99 · VW $69.63i $181,349,000 SEC
2020   Q4 2,772,833 2.96 Add 3.01% 0.09 $63.28–83.01 · VW $70.80i $203,720,000 SEC
2020   Q3 2,691,833 3.00 Add 1.13% 0.03 $61.53–75.16 · VW $66.48i $184,875,000 SEC
2020   Q2 2,661,833 2.55 Add 6.55% 0.16 $54.29–63.88 · VW $60.47i $153,242,000 SEC
2020   Q1 2,498,133 2.74 Add 0.75% 0.02 $41.03–68.15 · VW $55.30i $128,354,000 SEC
2019   Q4 2,479,431 2.49 Add 7.00% 0.16 $58.51–67.84 · VW $63.54i $155,634,000 SEC
2019   Q3 2,317,305 2.34 Add 1.18% 0.03 $51.09–64.10 · VW $59.11i $138,227,000 SEC
2019   Q2 2,290,302 2.14 Add 9.25% 0.18 $48.71–57.34 · VW $53.14i $125,967,000 SEC
2019   Q1 2,096,302 2.08 Add 8.22% 0.16 $46.92–53.07 · VW $50.76i $107,373,000 SEC
2018   Q4 1,937,080 2.22 Add 7.85% 0.16 $44.42–49.62 · VW $47.02i $91,856,000 SEC
2018   Q3 1,796,101 2.07 Add 15.95% 0.28 $45.71–54.98 · VW $49.02i $91,242,000 SEC
2018   Q2 1,549,007 1.88 Reduce 0.53% 0.01 $46.97–57.70 · VW $52.65i $75,684,000 SEC
2018   Q1 1,557,237 2.19 Reduce 40.25% 1.21 $37.30–56.10 · VW $48.92i $83,047,000 SEC
2017   Q4 2,606,425 3.01 $40.17 $104,709,000 SEC
2017   Q3 2,606,425 2.92 Add 11.97% 0.31 $29.96–34.50 · VW $32.90i $86,723,000 SEC
2017   Q2 2,327,686 2.66 Add 0.77% 0.02 $28.48–36.01 · VW $31.76i $68,562,000 SEC
2017   Q1 2,309,835 2.83 Add 6.12% 0.16 $27.42–30.10 · VW $28.74i $64,958,000 SEC
2016   Q4 2,176,605 2.95 Add 3.67% 0.10 $26.99–29.57 · VW $28.17i $60,145,000 SEC
2016   Q3 2,099,612 3.09 $29.72 $62,408,000 SEC
2016   Q2 2,099,612 3.69 $32.27 $67,758,000 SEC
2016   Q1 2,099,612 3.96 Add 0.32% 0.01 $29.87–33.75 · VW $31.54i $66,918,000 SEC
2015   Q4 2,092,917 4.12 $32.89 $68,843,000 SEC
2015   Q3 2,092,917 4.57 Add 2.12% 0.10 $31.44–36.73 · VW $34.15i $66,892,000 SEC
2015   Q2 2,049,400 4.78 Add 1.83% 0.09 $27.63–35.70 · VW $33.01i $68,213,000 SEC
2015   Q1 2,012,577 4.55 Add 12.02% 0.49 $25.94–28.45 · VW $27.32i $55,243,000 SEC
2014   Q4 1,796,664 4.38 Add 10.39% 0.41 $25.49–29.28 · VW $27.09i $47,102,000 SEC
2014   Q3 1,627,615 4.92 $26.64 $43,366,000 SEC
2014   Q2 1,627,615 5.34 $27.56 $44,862,000 SEC
2014   Q1 1,627,615 5.77 Add 2.10% 0.12 $22.31–27.18 · VW $25.37i $43,262,000 SEC
2013   Q4 1,594,140 5.64 Add 8.35% 0.43 $21.21–26.46 · VW $23.56i $35,125,000 SEC
2013   Q3 1,471,287 5.81 Add 5.90% 0.32 $19.55–22.30 · VW $21.13i $29,087,000 SEC
2013   Q2 1,389,273 6.36 $20.17 $28,023,000 SEC
2013   Q1 1,389,273 8.84 Add 3.23% 0.28 $19.51–22.23 · VW $20.94i $30,545,000 SEC
2012   Q4 1,345,755 8.36 Add 2.29% 0.19 $17.86–20.46 · VW $19.31i $24,724,000 SEC
2012   Q3 1,315,628 6.95 Add 2.08% 0.14 $17.53–20.67 · VW $18.83i $24,568,000 SEC
2012   Q2 1,288,849 7.65 Add 1.76% 0.13 $16.21–19.06 · VW $17.80i $24,385,000 SEC
2012   Q1 1,266,605 7.07 Add 1.29% 0.09 $15.27–17.02 · VW $16.38i $20,601,000 SEC
2011   Q4 1,250,452 7.44 Add 0.86% 0.06 $14.00–16.24 · VW $15.36i $19,741,000 SEC
2011   Q3 1,239,842 7.28 Add 2.80% 0.20 $12.00–15.08 · VW $13.86i $16,781,000 SEC
2011   Q2 1,206,074 7.14 Add 5.04% 0.34 $13.43–14.77 · VW $14.14i $17,294,000 SEC
2011   Q1 1,148,254 6.79 Add 4.10% 0.27 $12.95–14.61 · VW $13.84i $15,543,000 SEC
2010   Q4 1,103,063 7.26 $13.83 $15,250,000 SEC
2010   Q3 1,103,063 7.04 $12.26 $13,523,000 SEC
2010   Q2 1,103,063 7.18 $11.59 $12,785,000 SEC
2010   Q1 1,103,063 7.43 $12.51 $13,796,000 SEC
2009   Q4 1,103,063 11.53 $11.22 $12,377,000 SEC
Price snapshot:
Current price$26.67
Avg. buy price$37.71
+/- since buy-29.28%
52-week low$22.81
52-week high$30.87