Paul Summers owns shares of Burberry. The Motley Fool UK has recommended Burberry, Diageo, RELX, and Unilever. Views expressed on the companies mentioned in this article are those of the writer and therefore may differ from the official recommendations we make in our subscription services such as Share Advisor, Hidden Winners and Pro. Here at The Motley Fool we believe that considering a diverse range of insights makes us better investors. Wow! Nick Train has almost 50% of his portfolio in these FTSE 100 stocks I would like to receive emails from you about product information and offers from The Fool and its business partners. Each of these emails will provide a link to unsubscribe from future emails. More information about how The Fool collects, stores, and handles personal data is available in its Privacy Statement. Click here to claim your free copy of this special investing report now! Paul Summers | Saturday, 24th October, 2020 One reason for top fund manager Nick Train’s outperformance over the years has been his insistence on running a very concentrated portfolio. At the time of writing, the LF Lindsell Train UK Equity fund has just 27 holdings. What’s more, only a small number of FTSE 100 stocks take up a large proportion of his money. Let’s take a closer look. BurberryLuxury brand Burberry still takes up a little over 7% of Train’s fund despite having endured a pretty awful 2020. National lockdowns and travel bans forced it to temporarily close much of its store estate earlier in the year.5G is here – and shares of this ‘sleeping giant’ could be a great way for you to potentially profit!According to one leading industry firm, the 5G boom could create a global industry worth US$12.3 TRILLION out of thin air…And if you click here we’ll show you something that could be key to unlocking 5G’s full potential…As infection levels rise again, trading will likely remain tough. Nevertheless, Train remains confident that quality will out. The growth of wealth in countries such as China (where premium Western brands remain coveted) shows no signs of slowing down. Moreover, Burberry has a very strong cash position which should allow it to recover strongly in time.Like Train, I continue to think the £6bn-cap is worth snapping up on current weakness.RELXApproaching 10%, RELX is Train’s fourth-biggest holding. The company specialises in data analystics and also operates a leading global events business. Unsurprisingly, it’s the latter that’s causing investors concern.As you might expect from someone who rarely sells (or buys!), Train doesn’t seem overly phased. This could be because the exhibitions business only accounts for a small proportion of RELX’s annual revenue and profits.Shares have struggled to recover their mojo since March’s market crash. At 18 times forecast FY21 earnings, however, this could be a great time to load up on this quality FTSE 100 company.DiageoPremium spirits giant Diageo takes up another near-10% of Train’s portfolio. The fact that he’s willing to retain such a big holding despite the ongoing threat of the coronavirus coupled with a big recession is a testament to how highly he rates the company.We’ve seen a brief recovery in the share price recently but it would be foolhardy to suggest we’re through the worst. Expect another bout of volatility as more pubs and bars are required to close across the UK. At least investors can enjoy the dividends in the meantime.UnileverAnother consumer goods favourite of Train’s is also one of the biggest UK-listed stocks: Unilever. In sharp contrast to companies already mentioned, the Marmite-maker’s share price has already recovered from March’s market sell-off. And then some.Paying through the nose for any stock isn’t recommended. Then again, it’s hard to imagine this FTSE 100 giant suffering the same fate as other more discretionary stocks if the pandemic continues into 2021. It won’t double in value soon, but Unilever remains a great defensive FTSE 100 pick, in my view. London Stock ExchangeAt 10% of his portfolio, London Stock Exchange is Train’s biggest holding. One reason for this is its superb performance over the last few years. Had one bought the stock five years ago, one would now be sitting on a gain of roughly 240%. Just owning LSE since mid-March would have grown one’s cash by almost 50%. Shares in the £31bn-cap trade on a frothy 41 times FY20 earnings. Nevertheless, Train appears reluctant to sell. This could be because he believes there’s more volatility ahead for markets — something that should do no harm to LSE’s revenue. LSE is due to release an update on trading over Q3 on October 23. Our 6 ‘Best Buys Now’ Shares Image source: Getty Images See all posts by Paul Summers Renowned stock-picker Mark Rogers and his analyst team at The Motley Fool UK have named 6 shares that they believe UK investors should consider buying NOW.So if you’re looking for more stock ideas to try and best position your portfolio today, then it might be a good day for you. 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