Lindsell Train (Nick Train) — BF-A Trade History

Quarter-by-quarter changes in the BROWN FORMAN CORP position · CUSIP 115637100
Currently held · >10 YearsFirst seen: 2016 Q3split-adjusted
QuarterFiledActivitySharesΔ SharesΔ %Value% Port.
2026 Q22026-07-15Reduce2,134,789-450,433-17.4%$58.4M2.22%
2026 Q12026-04-24Reduce2,585,222-157,518-5.7%$69.3M2.21%
2025 Q42026-02-11Hold2,742,7400.0%$72.2M1.83%
2025 Q32025-11-12Add2,742,7409,399+0.3%$73.8M1.81%
2025 Q22025-08-08Reduce2,733,341-18,986-0.7%$75.1M1.77%
2025 Q12025-05-15Reduce2,752,327-43,800-1.6%$92.1M2.55%
2024 Q42025-01-21Reduce2,796,127-77,788-2.7%$105.4M2.63%
2024 Q32024-10-17Add2,873,91530,340+1.1%$138.2M3.12%
2024 Q22024-07-23Hold2,843,5750.0%$122.7M2.83%
2024 Q12024-05-10Reduce2,843,575-94,895-3.2%$151.0M3.17%
2023 Q42024-02-13Add2,938,4701,000+0.0%$175.0M3.39%
2023 Q32023-11-09Hold2,937,4700.0%$170.8M3.43%
2023 Q22023-08-14Add2,937,4706,000+0.2%$200.0M3.56%
2023 Q12023-05-12Add2,931,4703,500+0.1%$191.1M3.33%
2022 Q42023-01-27Reduce2,927,970-15,702-0.5%$192.4M3.66%
2022 Q32022-11-14Reduce2,943,672-23,000-0.8%$198.8M4.04%
2022 Q22022-08-11Add2,966,6727,500+0.3%$201.1M3.94%
2022 Q12022-05-11Add2,959,17232,276+1.1%$185.9M2.93%
2021 Q42022-02-14Add2,926,89678,625+2.8%$198.4M2.88%
2021 Q32021-11-12Hold2,848,2710.0%$178.5M2.46%
2021 Q22021-08-13Hold2,848,2710.0%$200.8M2.60%
2021 Q12021-05-12Add2,848,27175,438+2.7%$181.3M2.56%
2020 Q42021-02-12Add2,772,83381,000+3.0%$203.7M2.96%
2020 Q32020-11-12Add2,691,83330,000+1.1%$184.9M3.00%
2020 Q22020-08-13Add2,661,833163,700+6.6%$153.2M2.55%
2020 Q12020-05-14Add2,498,13318,702+0.8%$128.4M2.74%
2019 Q42020-01-29Add2,479,431162,126+7.0%$155.6M2.49%
2019 Q32019-10-18Add2,317,30527,003+1.2%$138.2M2.34%
2019 Q22019-08-02Add2,290,302194,000+9.3%$126.0M2.14%
2019 Q12019-05-02Add2,096,302159,222+8.2%$107.4M2.08%
2018 Q42019-02-11Add1,937,080140,979+7.8%$91.9M2.22%
2018 Q32018-10-24Add1,796,101247,094+16.0%$91.2M2.07%
2018 Q22018-08-03Reduce1,549,007-8,230-0.5%$75.7M1.88%
2018 Q12018-05-15Reduce1,557,237-1,049,188-40.3%$83.0M2.19%
2017 Q42018-02-12Hold2,606,4250.0%$104.7M3.01%
2017 Q32017-10-31Add2,606,425278,739+12.0%$86.7M2.92%
2017 Q22017-07-31Add2,327,68617,851+0.8%$68.6M2.66%
2017 Q12017-05-08Add2,309,835133,230+6.1%$65.0M2.83%
2016 Q42017-02-10Add2,176,6051,126,799+107.3%$60.1M2.96%
2016 Q32016-10-31New1,049,8061,049,806$67.8M3.69%

Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.