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James Bullock — Institutional Investor Profile | Buyside Digest

James Bullock

Institutional Investor • Lindsell Train

Value

$3.9B

Stocks

28 Stocks (1 new)

Turnover

0.0%

CIK

0001484150EDGAR ↗

Website ↗

Top Holdings

GOOG(17.49%) TKO(16.07%) FICO(10.28%) TMO(9.81%) DIS(9.55%)

About Investor

Founded in 2000 by Michael Lindsell and Nick Train, Lindsell Train Limited is an independent investment management firm with over 40 years combined experience. Nick Train serves as Chairman with a Modern History degree from Oxford, previously head of Global Equities at M&G and 17 years at GT Management as CIO Pan-Europe, achieving 8.8% annualized returns over 25.5 years and recognition as Trustnet Alpha Manager. Michael Lindsell serves as Chief Executive focusing on Japanese and global equity portfolios. James Bullock joined in 2015 as joint portfolio manager for Global Equity and leads North American Equity strategy. The firm maintains majority founder ownership with LTIT owning 24% minority stake, employing 30 people with lean operational structure designed to minimize hierarchy and maximize investment focus.

Investor Philosophy

Investment philosophy details pending verification.

James Bullock Top Holdings

Ticker	P/C	Company Name	Sector	Market Value	Weight	% Chg
GOOG	None	Alphabet Inc.	Communication Services	$459.9M	17.5%	No Change
TKO	None	TKO Group Holdings, Inc.	Communication Services	$422.5M	16.1%	No Change
FICO	None	Fair Isaac Corp.	Information Technology	$270.2M	10.3%	No Change
TMO	None	Thermo Fisher Scientific Inc.	Health Care	$258.0M	9.8%	No Change
DIS	None	The Walt Disney Company	Communication Services	$251.0M	9.6%	No Change
LUNR	None	Intuitive Machines, Inc.	General	$174.1M	6.6%	No Change
MDLZ	None	Mondelez	Consumer Staples	$148.4M	5.6%	No Change
PEP	None	PepsiCo, Inc.	Consumer Staples	$138.6M	5.3%	No Change
PYPL	None	PayPal Holdings, Inc.	Financials	$136.6M	5.2%	No Change
EBAY	None	eBay Inc.	Consumer Discretionary	$124.7M	4.7%	No Change

Recent Buys (13F)

Ticker	Amount	% Chg	Weight	Status
KOThe Coca-Cola Company	$975K	+100.0%	0.0%	New

Recent Sells (13F)

Ticker	Amount	% Chg	Weight	Status
GOOGLAlphabet, Inc.	$459.9M	-100.0%	0.0%	Sold Out
INTUIntuit Inc.	$174.1M	-100.0%	0.0%	Sold Out
CPCanadian Pacific Kansas City Limited	$2.6M	-100.0%	0.0%	Sold Out
COKECoca Cola Consolidated	$975K	-100.0%	0.0%	Sold Out

13F Sector Breakdown

Communication Services45.6%

Consumer Staples11.0%

Information Technology10.4%

General10.2%

Health Care9.8%

Sector	Stocks	Value	Exposure
Communication Services	6	$1199.1M	45.6%
Consumer Staples	4	$289.2M	11.0%
Information Technology	3	$273.0M	10.4%
General	3	$269.2M	10.2%
Health Care	1	$258.0M	9.8%
Financials	6	$208.6M	7.9%
Consumer Discretionary	2	$125.6M	4.8%
Industrials	3	$6.2M	0.2%