Fundsmith LLP
LONDON, X0 · CIK 0001569205
Portfolio Value: $1.50B
Positions: 16
Period: 2013-09-30
Filed: 2013-11-07
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Portfolio Value
$1.50B
Positions
16
New
0
Increased
9
Decreased
4
Sold Out
1
Fundsmith LLP Q3 2013 13F Filing Summary
Fundsmith LLP (LONDON, X0) reported a portfolio value of $1.50B across 16 positions in their Q3 2013 SEC 13F filing (period ending 2013-09-30). Top holdings include DPZ ($151.50M), SYK ($141.34M), MCD ($136.26M). The top 10 positions account for 77.3% of the portfolio. This quarter saw 9 increases, 4 reductions, 1 complete exits. Notable exit: MSFT.
All Holdings
| # | Stock | Value↓ | Weight | Change |
|---|---|---|---|---|
| 1 | DPZDOMINOS PIZZA INC COM | $151.50M | 10.08% | +752.5% |
| 2 | SYKSTRYKER CORP COM | $141.34M | 9.41% | +3.5% |
| 3 | MCDMICROSOFT CORP COM | $136.26M | 9.07% | +294.2% |
| 4 | AAPLDR PEPPER SNAPPLE GROUP INC COM | $136.10M | 9.06% | +36.2% |
| 5 | BDXBECTON DICKINSON & CO COM | $114.56M | 7.62% | +4.3% |
| 6 | ADPAUTOMATIC DATA PROCESSING INC COM | $101.95M | 6.79% | - |
| 7 | MMM3M CO COM | $99.72M | 6.64% | - |
| 8 | PGPROCTER & GAMBLE CO COM | $98.41M | 6.55% | +53.7% |
| 9 | PEPPEPSICO INC COM | $91.33M | 6.08% | -67.4% |
| 10 | JNJJOHNSON & JOHNSON COM | $90.04M | 5.99% | -63.3% |
| 11 | PMPHILIP MORRIS INTL INC COM | $85.76M | 5.71% | +1.3% |
| 12 | CHHCHOICE HOTELS INTL INC COM | $61.17M | 4.07% | - |
| 13 | CLCOLGATE PALMOLIVE CO COM | $49.60M | 3.30% | +7.2% |
| 14 | BARD CR INC COM | $49.56M | 3.30% | -67.0% |
| 15 | WATWATERS CORP COM | $47.70M | 3.17% | -39.7% |
| 16 | VVISA INC COM CL A | $47.51M | 3.16% | +85.7% |
Position Changes
| Stock | Value | Shares | % Chg |
|---|---|---|---|
DPZDOMINOS PIZZA INC | $151.50M | 2,229,652 | +752.5% |
SYKSTRYKER CORP | $141.34M | 2,091,159 | +3.5% |
MCDMICROSOFT CORP | $136.26M | 4,094,461 | +294.2% |
AAPLDR PEPPER SNAPPLE GROUP INC | $136.10M | 3,036,706 | +36.2% |
BDXBECTON DICKINSON & CO | $114.56M | 1,145,413 | +4.3% |
PGPROCTER & GAMBLE CO | $98.41M | 1,301,833 | +53.7% |
PMPHILIP MORRIS INTL INC | $85.76M | 990,377 | +1.3% |
CLCOLGATE PALMOLIVE CO | $49.60M | 841,004 | +7.2% |
VVISA INC | $47.51M | 248,634 | +85.7% |