Terry Smith · quarter digest
What Terry Smith did in Q4 2024
Fundsmith filed 22 moves in Q4 2024: 7 new, 2 add, 4 trim, 9 exit.
13F filed 2025-02-14. Manager quality score: q9. Philosophy: Buy good companies. Don't overpay. Do nothing.
New positions · 7
Fresh money
FTNTFORTINET INC
NEW·3.4% book·−8
CLXCLOROX CO DEL
NEW·0.4% book·−1
GGGGRACO INC
NEW·0.4% book·−13
IEXIDEX CORP
NEW·0.3% book·−6
ROLROLLINS INC
NEW·0.3% book·−1
DOCSDOXIMITY INC
NEW·0.2% book·−6
MEDPMEDPACE HLDGS INC
NEW·0.2% book·−24
Adds · 2
Adding to conviction
Trims · 4
Taking chips off
Exits · 9
Closed positions
Current top holdings
Terry Smith’s book, latest snapshot
Other quarters for Terry Smith
Not investment advice. Data from 13F filings with HoldLens parsing. Methodology.
Deep dive
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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Benjamin Graham
The Intelligent Investor
The foundational text. Buffett calls it 'by far the best book about investing ever written.'
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Benjamin Graham & David Dodd
Security Analysis
The deep dive behind The Intelligent Investor — how to actually read a filing and value a business.
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