Lindsell Train Ltd — EBAY INC EBAY: Quarterly 13F Position History
Lindsell Train Ltd has reported EBAY INC (EBAY) on 40 13F-HR filings in Pactolio's tracked window, first appearing in Q2 2016. As of Q1 2026, the position is sized at 1,927,485 shares ($175.4M market value, 5.59% of the equity book). Quarter-over-quarter share count change: 151,594 (-7.3%) .
- 1,927,485Shares Held (Latest Filing)
- $175.4MReported Market Value (Latest Filing)
- 5.59%Portfolio Weight (% of 13F Equity Book)
- 151,594Quarter-over-Quarter Share Change
- -$5.6MQuarter-over-Quarter Value Change
- 11,316,771Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 40 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,927,485 | 151,594 | -7.3% | $175.4M | 5.59% | $91.02 |
| Q4 2025 | 2,079,079 | 376,000 | -15.3% | $181.1M | 4.59% | $87.10 |
| Q3 2025 | 2,455,079 | 829,575 | -25.3% | $223.3M | 5.48% | $90.95 |
| Q2 2025 | 3,284,654 | 85,367 | -2.5% | $244.6M | 5.76% | $74.46 |
| Q1 2025 | 3,370,021 | 276,100 | -7.6% | $228.3M | 6.32% | $67.73 |
| Q4 2024 | 3,646,121 | 461,901 | -11.2% | $225.9M | 5.65% | $61.95 |
| Q3 2024 | 4,108,022 | 268,000 | -6.1% | $267.5M | 6.04% | $65.11 |
| Q2 2024 | 4,376,022 | 307,000 | -6.6% | $236.1M | 5.45% | $53.96 |
| Q1 2024 | 4,683,022 | 894,849 | -16.0% | $243.2M | 5.11% | $51.93 |
| Q4 2023 | 5,577,871 | 598,000 | -9.7% | $243.4M | 4.72% | $43.64 |
| Q3 2023 | 6,175,871 | 695,000 | -10.1% | $272.3M | 5.47% | $44.09 |
| Q2 2023 | 6,870,871 | 521,000 | -7.0% | $306.9M | 5.47% | $44.66 |
| Q1 2023 | 7,391,871 | 128,000 | -1.7% | $328.0M | 5.72% | $44.37 |
| Q4 2022 | 7,519,871 | 39,000 | -0.5% | $311.9M | 5.93% | $41.48 |
| Q3 2022 | 7,558,871 | 79,500 | -1.0% | $278.3M | 5.65% | $36.81 |
| Q2 2022 | 7,638,371 | 733,000 | -8.8% | $318.3M | 6.24% | $41.67 |
| Q1 2022 | 8,371,371 | 287,000 | -3.3% | $479.3M | 7.55% | $57.26 |
| Q4 2021 | 8,658,371 | 484,500 | -5.3% | $575.8M | 8.34% | $66.50 |
| Q3 2021 | 9,142,871 | 200,000 | -2.1% | $637.0M | 8.79% | $69.67 |
| Q2 2021 | 9,342,871 | +105,000 | +1.1% | $656.0M | 8.48% | $70.21 |
| Q1 2021 | 9,237,871 | 206,500 | -2.2% | $565.7M | 7.97% | $61.24 |
| Q4 2020 | 9,444,371 | 120,500 | -1.3% | $474.6M | 6.89% | $50.25 |
| Q3 2020 | 9,564,871 | 420,000 | -4.2% | $498.3M | 8.09% | $52.10 |
| Q2 2020 | 9,984,871 | +18,450 | +0.2% | $523.7M | 8.72% | $52.45 |
| Q1 2020 | 9,966,421 | 1,350,350 | -11.9% | $299.6M | 6.39% | $30.06 |
| Q4 2019 | 11,316,771 | +1,098,171 | +10.7% | $408.6M | 6.54% | $36.11 |
| Q3 2019 | 10,218,600 | +43,700 | +0.4% | $398.3M | 6.73% | $38.98 |
| Q2 2019 | 10,174,900 | +1,301,000 | +14.7% | $401.8M | 6.82% | $39.49 |
| Q1 2019 | 8,873,900 | +23,000 | +0.3% | $329.4M | 6.37% | $37.12 |
| Q4 2018 | 8,850,900 | +1,006,000 | +12.8% | $248.4M | 6.01% | $28.07 |
| Q3 2018 | 7,844,900 | +1,687,500 | +27.4% | $259.0M | 5.87% | $33.02 |
| Q2 2018 | 6,157,400 | +317,000 | +5.4% | $223.3M | 5.53% | $36.26 |
| Q1 2018 | 5,840,400 | +49,200 | +0.8% | $235.0M | 6.21% | $40.24 |
| Q4 2017 | 5,791,200 | +680,000 | +13.3% | $218.6M | 6.28% | $37.74 |
| Q3 2017 | 5,111,200 | +369,000 | +7.8% | $196.6M | 6.62% | $38.46 |
| Q2 2017 | 4,742,200 | +340,000 | +7.7% | $165.6M | 6.43% | $34.92 |
| Q1 2017 | 4,402,200 | +27,000 | +0.6% | $147.8M | 6.45% | $33.57 |
| Q4 2016 | 4,375,200 | +328,000 | +8.1% | $129.9M | 6.38% | $29.69 |
| Q3 2016 | 4,047,200 | 0 | — | $94.7M | 5.16% | $23.41 |
| Q2 2016 | 4,047,200 | — | — | $94.7M | 5.16% | $23.41 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Lindsell Train Ltd first disclose a EBAY position in 13F-HR filings?
Lindsell Train Ltd first reported EBAY INC (EBAY) on its 13F-HR filing for the period ending 2016-06-30 (Q2 2016). The position has appeared on 40 reported quarters within Pactolio's tracked window.
What was Lindsell Train Ltd's most recent quarter-over-quarter share-count change in EBAY?
Between Q4 2025 and Q1 2026, Lindsell Train Ltd reduced its EBAY position by 151,594 shares (-7.3%), leaving 1,927,485 shares at a market value of $175.4M.
Does the implied price-per-share represent Lindsell Train Ltd's cost basis in EBAY?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.